Robert Wachter

Jack Brannan is a financial advisor at Creative Financial Designs, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Investment and Capital Analysts Incorporated. Outside of his advisory role, he owns and manages Brannan Financial Group, a financial services and fixed insurance sales business. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Nathan Sebesta is a CFP® and ChFC® with 10 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at Access Wealth Strategies, LLC, New York Life Insurance Company, and MWA Financial Services Inc. Outside of his advisory work, he is involved with family land and property holding entities. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Jarrod Moreau is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Lincoln Investment and Capital Analysts Inc. He serves as a city councilman for Artesia, New Mexico, and is chairman of the Artesia Special Hospital District Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Samuel Hagelstein is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at First American Bank for six years. Outside of his advisory role, he assists with cattle ranching operations in Roswell and Artesia, New Mexico. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.