Joshua Lee Wilson

Benny Ynfante is a financial advisor at Rook Strategies Wealth Management, PLLC with eight years of industry experience. He has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Ynfante holds Series 65 and Series 63 licenses and is also an insurance agent for Mutual of Omaha, specializing in life, health, and fixed annuities. Rook Strategies Wealth Management provides portfolio management, financial planning, and consulting services to individuals and businesses, including high-net-worth clients. The firm manages approximately $5 million in client assets and employs a combination of quantitative and fundamental portfolio construction methods, with a distinctive emphasis on non-discretionary client arrangements and oversight of held-away retirement accounts through the Pontera platform.

Jon Skoruppa is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is also an insurance agent specializing in life, health, annuity, disability, critical illness, fixed annuity, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages platform relationships with Envestnet and Pershing to deliver managed solutions and typically recommends MOIS-approved model portfolios and third-party managers.

Charles Vanaman is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at GWFS Equities, Inc. and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Michael Bowden is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 28 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and has been associated with Glaser Financial since 2000, where he engages in marketing securities and insurance products. VOYA Financial Advisors, Inc. serves a diverse clientele including individuals, institutions, retirement plan sponsors, and charitable organizations, offering financial planning, portfolio management, and consulting services through multiple program structures that emphasize non-discretionary recommendations.

Richard Glaser is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 40 years of industry experience. He has been with VOYA since 2014 and also owns and operates The Whitetail Hunting Lodge, a local hunting guide business. Glaser is involved in insurance and financial services through his independent agency, Glaser Financial Services. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers comprehensive financial planning, portfolio management, and access to third-party money managers, with a focus on recommendation-based, non-discretionary advisory relationships.

Anthony Juarez III is a financial advisor with Money Concepts Capital Corp who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Money Concepts Capital Corp since 1997 and has over 30 years of experience running Juarez & Co. In addition to his advisory role, he serves as an accountant in charge at Juarez Financial & Tax PC and is a junior board member at a nonprofit organization in San Antonio. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, incorporating both discretionary and non-discretionary programs supported by third-party managers and technology platforms.