Duwayne Boettcher is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at SII Investments and Kernel Software Inc. Outside of his advisory work, he has been involved with Center Stage for over 20 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and model-based strategies.

Amy Verzaal is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank from 2006 to 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research.

David Fernquist is a CFP® professional with 36 years of experience in the financial services industry. He has been with LPL Financial since 1998. In addition to his advisory role, he is involved in an outside insurance business primarily focused on non-variable health insurance through Buttonwood Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to proprietary research and third-party resources.

Jeffrey Eiler is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David De Santis is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Ameriprise for four years and spent 28 years at Greiner's Clothing. His credentials include the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Sarsynski Jr. is a CFP® with 37 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he is involved in managing a family farm and rental property in Hadley, Massachusetts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Huddie Cheney III is a CFP® professional with 18 years of industry experience. He has worked exclusively at Structured Portfolio Solutions, LLC since 2007. The firm is an independent advisory serving clients with tailored portfolio management and financial planning services.