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.

Todd German is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in a small political consulting business focused on local politics and serves as a member of the Circuit Unlicensed Practice of Law Committee for The Florida Bar. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

William Respess is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at LPL Financial and previously spent 14 years at Next Financial Group Inc. Outside of finance, he owns two skydiving businesses in Florida. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

Bradley Mikolajczyk is a Private Wealth Advisor specializing in wealth planning and business development at MK Private Wealth. With nearly two decades of experience, he advises individuals and families on comprehensive wealth planning, estate strategies, and charitable giving. His professional focus is shaped by his personal experience growing up in a family business, where he gained firsthand insight into the challenges business owners face, especially in succession and transition. Through his experience and continuous education, Bradley has developed expertise in advising closely held business owners and executives on strategies related to business sales, mergers and acquisitions, private equity transactions, and succession planning. He frequently serves as the lead advisor coordinating among clients' internal and external professional teams to align complex legal, tax, and financial considerations. He also serves as the primary advisor for a select group of families represented by the firm. Bradley earned a Bachelor of Business Administration in Finance from Eastern Michigan University. He holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute™ in conjunction with The Booth School of Business at the University of Chicago, and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He maintains Series 7, Series 31, SIE, Series 63, and Series 65 registrations. He is an active member of The Hundred Club of Detroit and the Detroit Athletic Club and resides in Fenton, Michigan with his wife, Amber, and their two dogs. Outside of work, Bradley enjoys fly-fishing and hunting.

Michael Wilden is a CFP® with 33 years of industry experience, currently serving at Morgan Stanley. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.