Garth Porterfield is a financial advisor with Creativeone Wealth, LLC and holds a Series 66 designation. He has 15 years of industry experience, including a decade at Edward Jones and roles at Partnervest Advisory Services, Porterfield Wealth Management, and ChangePath, LLC. In addition to his advisory work, he provides insurance services through Partnervest Insurance Services, LLC. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Kenneth Nowland is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2019. Prior to that, he spent 13 years at United Financial Solutions, LLC. Outside of his advisory role, Nowland is the owner of Summit Retirement Services, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services.

Andrew Rogers is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Rogers also owns a carpentry business, Three Peaks AZ, alongside his financial services career. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

Lauren Rogers is a financial advisor at Cetera with Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Since 2024, she has also been an investment advisor at Wilde Wealth Management Group. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions.