Kent Herring

Di Wu is a financial advisor at Wealthcare Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Whalen Wealth Management Inc., RFG Advisory, and T3 Trading Group. Before entering financial advisory roles, he was employed at The Frick Collection for nine years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios and an evidence-based investment framework overseen by an Investment Policy Committee.

Jennifer Householder is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at GWFS Equities Inc./Great West Life & Annuity Insurance Company since 2009. Outside of her advisory role, she is co-owner of My Adventure Challenge, LLC, a business operated with her spouse where they fulfill orders and manage a related Facebook group during evenings and weekends. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Howard Bailey is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 credentials. He has been with AE Wealth Management since 2026 and has prior experience running insurance-related businesses, including Neil Bailey Insurance from 1989 to 2022 and his current ownership of Howard Bailey Agency, LLC DBA Bailey Insurance & Investments. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines model portfolio solutions, discretionary asset management, and financial planning services.

Amy Cooper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with Principal Securities Inc. since 1999 and Principal Life Insurance Company since 1998. Outside of her advisory role, she is a digital creator sharing content on recipes, home goods, and fashion through social media channels. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

James Carr is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. His prior experience includes roles at Mass Mutual Investors Services, E*TRADE Securities, and Edward Jones. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions alongside retirement and fiduciary capabilities.

Jack Tillery Jr. is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliate Cetera Investment Services LLC since 2017, alongside a concurrent role at Regions Bank since 2009. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with a notable integration of retirement and fiduciary capabilities.