Cameron Borowiec

Christopher Hurley is a financial advisor at HFR Wealth Management, LLC with 23 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and offers regular portfolio-level performance reporting alongside quarterly reviews.

John Winchek is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Steven Gottlieb is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Gottlieb provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Chad Wilkinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Kestra Advisory, NFP Securities, and the P & A Group. Outside of his advisory work, he is co-owner of several farming-related businesses, including G Wilkers Milkers, LLC and Wilkholm Farm, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 3,150 advisors. The firm provides a range of advisory programs and services, along with operational, trading, technology, and compliance support, enabling advisors to offer customized portfolio solutions and access to model portfolios managed by its Investment Management and Research team.

Ryan Bachman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, alongside eight years of service in the United States Army. He is also a member of the New York National Guard. Park Avenue Securities LLC serves a diverse retail client base with brokerage, advisory, and consulting services, employing a range of investment strategies through proprietary and third-party platforms, including digital advice solutions. The firm manages approximately $15 billion in regulatory assets under management and supports both discretionary and non-discretionary accounts with various investment and lending options.

Michael Herholtz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 37 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company for over two decades before joining Mass Mutual in 2018. He is also involved in insurance sales through Any Size Financial Solutions, focusing on individual life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.