Ellen Ladd

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Philip Valeriano is a financial advisor with National Wealth Management Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including nine years with Wells Fargo Clearing Services and seven years with Wells Fargo Advisors. He is a 50% owner and active collaborator in Valeriano & Son LLC, a fee-only registered investment adviser based in Las Vegas. National Wealth Management Group provides fee-based investment advisory services primarily to individual and high net worth clients, offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm’s approach is individualized and long-term focused, with advisors delivering tailored strategies across various asset classes using multiple advisory platforms and custodians.

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.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Investments, Cadaret Grant & Co., Inc., and Quickline Capital Partners. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm manages approximately $278 million in client assets and incorporates a structured investment process with an emphasis on faith-based, Biblically Responsible Investment screening.

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.