Meaghan Brugge

Amy Hamasaki is a CFP® with seven years of industry experience and currently works at Equita Financial Network, Inc. She has previously held roles at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, and Block Advisors. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American Portfolios Financial Services, Nuveen Asset Management, and The Vanguard Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Rooyakkers is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at American Portfolios and Wealth Management Services. He is also owner of a wealth management and investment-related business serving clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Erin Larney Themig is a CFP® professional with 22 years of industry experience. She is currently affiliated with Commonwealth Financial Network and has worked at Commonwealth and Azimuth Wealth Management since 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Ryan Weier is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked in wealth management since 2008. Outside of finance, he serves as a board member for the Winter Park Ranch Water Department and has held various roles in the hospitality industry, including positions at Winter Park Resort and Moffat Restaurant. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of investment and consulting services through a representative-driven advisory model.