Robert Wachter

Jared Argo is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at several firms including Creative Financial Designs, Inc., Lincoln Investment, and runs Argo Retirement Solutions, a business involved in financial and Medicare/health insurance services. Prior to his advisory career, he spent 20 years at Sherwin Williams. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios, offering both discretionary and non-discretionary services along with alternative and private investment options.

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® affiliated with Eagle Strategies (NY Life) and has 10 years of industry experience. He has held roles at multiple financial services firms, including Access Benefit Services, Access Wealth Strategies, and NYlife Securities LLC. Outside of his advisory work, he is involved in family-related land and oil royalty management through private LLCs. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to both individual and institutional clients.

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.