Kevin Osmar Noguez Ochoa

Wayne Wagner Jr. is a Chartered Financial Consultant (ChFC®) with 30 years of experience in the financial services industry. He is currently with WealthPlan Investment Management LLC and has held previous roles at WealthPLAN Partners, Securities America Inc., LPL Financial, and Ascend Financial Services. Outside of his advisory work, he serves on the advisory board of the American Society of Pharmacovigilance Physicians, hosts the Envizion More Podcast covering investing, business, and life topics, and is involved in ventures including solar panel projects, franchising, and equipment leasing. WealthPlan Investment Management LLC is an SEC-registered firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, investment management, and retirement services to individuals, high-net-worth clients, and institutional investors, utilizing model-based strategies across a broad range of asset classes and employing a mix of proprietary and third-party investment solutions.

Jeffrey Kropp is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Market Street Wealth Management, USA Financial Securities Corporation, and Patriot Financial Group. He is also the owner of Brandywine Financial Advisors, a sole proprietorship offering life and health insurance and fixed annuities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering both discretionary and non-discretionary management across a wide range of investment products.

Li Ma is the sole advisor at Annova LLC, an independent registered investment adviser based in Wilmington, Delaware. He holds a Series 65 designation and has six years of industry experience, including six years at Axalta Coating Systems LLC prior to founding Annova in 2020. Li is also a licensed life insurance agent authorized to serve clients in California, Delaware, Florida, and Pennsylvania and may recommend annuities or life insurance when appropriate. Annova LLC serves individual investors as well as institutional and corporate clients, including trusts and foundations. The firm offers portfolio management through a sponsored wrap-fee program, using risk-based and outcomes-based asset-allocation models across multiple asset classes and engages third-party managers to implement strategies on a discretionary basis.

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Paul Kobilka is a CFP® and ChFC® with 12 years of industry experience. He is the principal advisor at Altruistic Advisor LLC, an independent firm he has been with since 2024. Prior to this, he worked at Brookstone Wealth Advisors, LLC and Mercer Global Advisors Inc. Paul has also owned and managed a rental property business since 1998. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm utilizes diversified, low-cost mutual funds and ETFs, applying fundamental and technical analysis along with artificial intelligence decision-support tools, and offers distinctive ERISA-focused retirement plan services.