Scott Heinila is a financial advisor with Axxcess Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Center Street Securities, Retirement Investment Advisors Inc., and Western International Securities. He also serves as President of Prism Wealth Preservation and Insurance Solutions, LLC, and is a board member of Meals on Wheels Orange County. Axxcess Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and governmental entities. The firm’s investment approach focuses on customized multi-asset portfolios using a range of internally managed and third-party investment options, supported by a formal platform for advisor collaboration and performance oversight.

Nicole Fahnestock is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, White Coat Student Loan Consulting, MassMutual, and the Association of American Medical Colleges. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches and offers various consulting and management services for individuals, trusts, corporations, nonprofits, and pension plans.

Marcus Moore is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Good Life Advisors, LLC since 2021. He has previously worked at LPL Financial and Level Four Advisory Services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to offer tailored advice and access to a range of programmatic solutions, educational seminars, and ongoing planning services.

Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Good Life Advisors, LLC since 2021 and has been associated with LPL Financial since 2014, including a prior role at Level Four Advisory Services. He is also the owner of Virtus Tax Strategies, LLC, a tax preparation and accounting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a mixture of in-house strategies and third-party platforms.

Giovanni Malatesta is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services, Wells Fargo Clearing, and BBVA-affiliated entities. Secure Asset Management primarily serves individual clients across various wealth levels, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis and frequently utilizes third-party money managers and held-away account management.

Sandi Chui is a financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Western International Securities, Inc. for 12 years. Kovack Advisors, Inc. is an SEC-registered enterprise adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers financial planning and third-party manager recommendations, and provides ongoing portfolio supervision and rebalancing.

Jason Rasmussen is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. His prior roles include positions at SlateStone Wealth, LLC and Capital Markets IQ, LLC. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Ryan Murray is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Motivosity, Oasis Outsourcing, Fairstream, Choose Greatness, Qualtrics, Union Pacific Railroad, and Brigham Young University. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative screening and qualitative manager due diligence to manage approximately $13 billion in client assets.

Barry Richey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously spent 16 years with USA Financial Securities Corporation. Richey is also president and director of Win Financial Group, Inc., where he assists clients with income and estate planning through life insurance, long-term care, and annuity products. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Scott Barth is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years. Outside of his advisory role, Barth serves on the board of directors for Staton Oaks HOA and owns a holding company for St. Croix Cellars, a winery, which requires approximately five hours of weekly involvement. Secure Asset Management, L.L.C. serves individual clients ranging from non‑high-net-worth to high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analyses, often utilizing third-party money managers and trading signals, and manages held-away employer accounts through a third-party platform.

Darrah Lay is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Avantax Planning Partners in 2022, Lay worked at Charles Schwab and Cetera Wealth Services. Outside of advisory work, Lay serves as Territory Director for The Lay Collective, LLC, a local magazine focused on marketing to new home buyers. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management with tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer and pension consulting entities.

Matthew Beaver is a financial advisor with Inspire Advisors, LLC, holding Series 66 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Ameriprise Financial Services, Grit Wealth Management, and Cyberguide. In addition to his advisory work, he serves as a business development manager for Factur, focusing on client prospecting in the manufacturing sector. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of analysis methods and sub-advisory relationships to construct portfolios.

Sanden Leavers is a financial advisor at BakerAvenue in Southlake, TX, holding a Series 65 designation with one year of industry experience. Prior to joining BakerAvenue in 2025, Leavers was unemployed and has no prior advisory work history. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, along with tactical asset allocation.

Matthew Gallagher is a CFP® professional with 12 years of industry experience, currently serving at Creativeone Wealth, LLC. He has previously worked at Prosperity Wealth Management, Gallagher & Sons Wealth Management, Change Path, Client One Securities, and Gallagher Financial Group. Outside of his advisory role, he is involved in offering fixed insurance products through Prosperity Wealth Management, LLC. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supporting tailored client solutions across its large enterprise platform.

Thomas Smith is a financial advisor at Legacy Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital Markets IQ. Smith also operates Bering Financial, LLC, a life insurance and fixed annuity sales business. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including in-house models, sub-advisers, and alternative investments tailored to clients’ objectives and risk tolerances.

Steven Harlass is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Thrivent Investment Management Inc and Thrivent Financial since 2014. Outside of his advisory role, he serves as an elder at Soulthirst Church, a Lutheran congregation in the Dallas–Fort Worth area, where he participates in leadership, worship, and community support activities. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized long-term investment strategies using diversified mutual funds, ETFs, individual securities, and alternative investments, managing approximately $6.8 billion in client assets.

Nicholas Trevino is a financial advisor at Global View Capital Management LLC with three years of industry experience and holds a Series 66 designation. Prior to joining Global View, he worked at Fidelity Investments and has been involved in entrepreneurial ventures, including founding and leading Trident Sailing Academy as owner and lead instructor. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven approach to portfolio management and offers customized model strategies alongside a variety of account options.

Anthony Kulhanek is a financial advisor at Realta Investment Advisors, Inc. with 36 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Titan Securities and Crescent Advisors Group. Kulhanek is also president of Kulhanek Investment Specialty Services, an entity focused on asset protection. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm utilizes a personalized approach to asset allocation across various investment vehicles and supports a range of third-party manager programs and retirement-plan consulting services.

Joy Kirsch is a financial advisor at Merit Financial Advisors with 40 years of industry experience. She holds a Series 63 designation and has worked previously at LPL Financial and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is a limited partner in a partnership that owns a cell phone tower. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and Investment Committee.

Mitchell Zaelit is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. He also serves as a digital product director focused on wealth management and robo-advice products. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm employs ETF-based portfolios aligned with Modern Portfolio Theory and delivers investment management at scale through digital and automated processes.