Michael Wilden

Lisa Heerwagen is a financial advisor at QP Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Heerwagen is a co-founder and serves as COO and CCO of QP Wealth Management, where she is involved in compliance and client support. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage customers, managing approximately $405 million for about 115 clients. The firm offers financial planning, investment consulting, and portfolio management, using a range of strategies including ETFs, individual equities, bonds, and alternative investments, with a notable emphasis on non-discretionary asset management.

Darcy Wadsworth is a CFP® professional with 22 years of industry experience, currently serving at Intelligence Driven Advisers, LLC since 2018. His prior experience includes roles at Ocean Equity Partners, LLC, Labrum Wealth Management, LLC, and as president and owner of EZ DZ IT, Inc. He is also involved in community activities as a board member of the Lower Keys Chamber of Commerce and secretary and board member of the Rotary Club of Big Pine & Lower Keys. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individual and institutional investors. The firm employs an investment process overseen by an Investment Committee, focusing on low-cost institutional funds, risk management, and fundamental analysis, and offers a range of services including financial planning, discretionary investment management, retirement plan solutions, and consulting.

Michael Brooks is a ChFC® with 31 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is also the Chairman and CEO of Brooks Financial Group LLC, a financial planning firm he has led since 1996. Brooks is involved in several nonprofit foundations focused on community support and conservation, and he engages in writing and strategic business consulting. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and model strategies, and employs innovative delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

John Gingas is a financial advisor at Commonwealth Financial Network with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Commonwealth Equity Services, Inc. since 1997. Gingas is also president and co-owner of Financial Technology, Inc., a company involved in securities business and TPA services since 1990. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, technology, compliance, and investment management support to affiliated advisors while maintaining discretionary model portfolios through its Investment Management and Research team.

James Stewart is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He also works as an instructor at Parkdale Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Stewart is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.