Kathleen Nemetz is a CFP® with 21 years of industry experience. She is currently with Stratos Wealth Partners, Ltd and LPL Financial, having joined both firms in 2019. Prior to that, she worked at Mcclurg Capital Corporation for six years. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and emphasizes active monitoring and asset allocation.

Roger Morris is a financial advisor with Eagle Strategies (NY Life) based in Prescott, AZ, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 1982 and operated R.H. Morris Insurance and Financial Services from 2008 to 2019. Outside of his advisory role, he is an owner of Lido DAO, a decentralized autonomous organization. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting through a large network of advisers. The firm emphasizes client-directed solutions using third-party managers and model portfolios and integrates advisory services with affiliated insurance and broker-dealer capabilities as a subsidiary of New York Life.

Billy Elmer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. Outside of his advisory role, he is a partner in High Desert Nursing LLC, a medical services business based in Prescott, Arizona. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.