Boyce Mc Loud is a Series 65 licensed advisor at Markowski Investments with nine years of industry experience. He has worked at Tradeway since 2013 and is also active as a seminar speaker and sales contractor in the insurance sector. Markowski Investments provides personal financial planning and discretionary portfolio management to a range of clients, including individuals, families, high-net-worth clients, and charitable organizations. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis, focusing on both long-term positions and tactical adjustments.

Jonathan Voitle is a financial advisor at Stonewater Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at First United Bank and Wyndham. Outside of his advisory role, he operates a seasonal duck hunting guide business. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to manage client portfolios.

Julie Reinhardt is a financial advisor at Creative Planning with 14 years of industry experience. She holds a Series 65 designation and previously worked at ML & R Wealth Management for 17 years before joining Creative Planning in 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches.

Robert Little is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Raider Wealth Management. Outside of advising, he is involved in several business ventures including co-ownership of Wrights Creek Outfitter and Taylor Iron Machine Works, as well as co-owning Venkman Karts, which designs golf carts. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutional clients, and retirement plan participants. The firm offers a range of investment solutions supported by in-house research and a broad platform that integrates advisory and brokerage services.

Kathryn Collins is a CFP® with 19 years of experience, currently associated with Raymond James Financial. She has worked at Malison Financial Group, LLC since 2013 and Raymond James Financial Services, Inc. since 2006. Outside of her advisory role, she serves on the investment committee of Omni Montessori, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies and extensive institutional support.

Patricia A Dukes is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

William Lynch IV is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2020 and previously spent eight years at Lennar Homes Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Colton Jacoby is a financial advisor with Edward Jones in Llano, Texas, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017, following prior work at Jimmy John's and Jack Allen's Kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs supported by a large network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Cray Martin is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 1998. Outside of his advisory work, he owns and operates CR Martin Ranch, a private cattle production and agricultural enterprise. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include fee-based financial planning and portfolio management.

Jeffrey Prokop is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Land O'Lakes Inc. for 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.