Darcy Jones Wadsworth

Lisa Heerwagen is a financial advisor at QP Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Heerwagen is a co-founder and serves as COO and CCO of QP Wealth Management, where she is involved in compliance and client support. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage customers, managing approximately $405 million for about 115 clients. The firm offers financial planning, investment consulting, and portfolio management, using a range of strategies including ETFs, individual equities, bonds, and alternative investments, with a notable emphasis on non-discretionary asset management.

Michael Brooks is a ChFC® with 31 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is also the Chairman and CEO of Brooks Financial Group LLC, a financial planning firm he has led since 1996. Brooks is involved in several nonprofit foundations focused on community support and conservation, and he engages in writing and strategic business consulting. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and model strategies, and employs innovative delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Monica Mc Kenna is a financial advisor with First Command Advisory Services and holds a Series 66 designation. She has eight years of industry experience, including prior roles at First Command Insurance Services and First Command Financial Planning. She is also president of McKenna Team LLC, an investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

John Gingas is a financial advisor at Commonwealth Financial Network with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Commonwealth Equity Services, Inc. since 1997. Gingas is also president and co-owner of Financial Technology, Inc., a company involved in securities business and TPA services since 1990. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, technology, compliance, and investment management support to affiliated advisors while maintaining discretionary model portfolios through its Investment Management and Research team.

James Stewart is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He also works as an instructor at Parkdale Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Stewart is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He previously worked at Citigroup Global Markets for ten years before joining Morgan Stanley, where he has been since 2014. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on structured financial planning and delivering services through its Financial Advisors and Estate Planning Strategies Group. The firm manages trillions in client assets and utilizes firm-approved tools and methodologies for financial planning.