Alesia Cronkhite is a financial advisor with Cronkhite Wealth Strategies in Gainesville, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company and has operated her current firm since 2017. Outside of her advisory work, she creates gun-related videos as an actor on the YouTube channel Hot Brass and Bullets. Cronkhite Wealth Strategies serves a select group of individual clients, including high-net-worth households, providing financial plans, insurance reviews, portfolio analyses, and pension consulting. The firm directs clients to third-party money managers and acts as a co-advisor, focusing on non-discretionary assets and conducting ongoing due diligence without managing portfolios in-house.

Brian Kinney is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is the sole advisor at Financial Life Journeys, an independent advisory practice based in Peyton, CO. Prior to founding his firm, he worked at First Ascent Financial and Alpers Financial Planning, Inc., and he currently serves as Director of Legacy and Asset Giving at Compassion International. Financial Life Journeys provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on passive portfolios constructed from low-cost index funds and ETFs. The firm emphasizes a values-based financial planning process and coordinates implementation for clients who choose managed accounts, with a notable focus on charitable and estate strategies informed by Mr. Kinney’s nonprofit work.

Kris Mc Kinney is a financial advisor at Tara Nolan Advisory Services, Ltd with six years of industry experience. She holds a Series 65 designation and has been with Tara Nolan Advisory Services since 2015. Outside of advising, she is president of Donzer Enterprise, a company involved in publishing books, DVDs, and greeting cards. Tara Nolan Advisory Services, Ltd serves high-net-worth individuals, entrepreneurs, and business clients, with a focus on women and business owners. The firm provides financial consulting, planning, and money management by selecting and monitoring third-party money managers to meet clients’ multi-year investment objectives.

Tara Nolan is a financial advisor with Tara Nolan Advisory Services, Ltd, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has served in the United States Air Force since 1994. Outside of advising, Nolan is president of Donzer Enterprises, which publishes books and DVDs, including horse training materials. Tara Nolan Advisory Services, Ltd works primarily with high-net-worth individuals, entrepreneurs, and business clients, focusing on women and business owners. The firm provides financial consulting, planning, money management, and business retirement plan services, recommending third-party money managers after thorough review and conducting ongoing performance evaluations.

Bruce Larsen is a Series 66-licensed financial advisor with 27 years of industry experience. He currently works at Colorado Wealth Group LLC in Denver, CO, where he has been since 2020, following a decade at Forta Financial Group (formerly Presidential Brokerage, Inc.) and a recent role at Savvy. Outside of advisory work, Larsen is an author of a self-published book titled *A Concise Guide to Tax in Retirement* and is involved in horse training and roping through BL Roping LLC. Colorado Wealth Group is a six-advisor team managing approximately $235 million for individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines fundamental and quantitative analysis with strategic asset allocation, utilizing a range of investment vehicles and providing ongoing financial planning and retirement plan advisory services.

James Kearse is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Mutual of Omaha since 2014. Outside of his advisory role, he serves as a director for the nonprofit organization Eternally Faithful Stewards. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of advisors using approved products and model portfolios.

Meika Price is a financial advisor at Charles Schwab with 14 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at USAA Investment Management Company and multiple USAA financial services entities between 2011 and 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning services, and integrated brokerage and custody solutions.

Grant Durham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory work, Durham is an officer in the US Army Reserves and owns Durham Versatility Horses LLC, an equine business. 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 accommodates both advisory and brokerage needs through a large network of investment adviser representatives.