Dean Elliott is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 designation and three years of industry experience. He has worked at Hoxton Capital Management USA, LLC since 2022 and previously spent 16 years at Forth Capital. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent Investment Adviser Representatives and focuses on pension transfer and SIPP advisory services, portfolio management, and financial planning.

John Siuda is the founder and wealth advisor at Afia Wealth Management, a fee-based fiduciary practice based in Westlake, Ohio, and affiliated with RFG Advisory as its supervising RIA. Afia Wealth Management serves pre-retirees, business owners, executives, and high earners, offering investment management, retirement planning, tax strategy, and estate planning within a single, coordinated approach. The practice places particular emphasis on business owners preparing for an exit, helping them navigate capital gains exposure, tax-efficient sale strategies, and the transition from operating a business to living on its proceeds. As a fiduciary, Siuda builds plans designed around each client's goals rather than around product sales.

Sean Sparkman is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has six years of industry experience, including prior roles at Insight Folios and American Income Life. Outside of his advisory work, he is a partner in Highground Gaming LLC, which organizes board game events and produces related content on YouTube. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies, utilizing a mix of fundamental, technical, and cyclical analysis alongside third-party sub-advisers.

Tyler Petersen is a Partner & Wealth Advisor with RetirePath Advisors partnered with the Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with various Thrivent entities since 2012, including Thrivent Investment Management Inc and Thrivent Financial for Lutherans. Petersen serves as a director for the Dana College Foundation and is a board member of Relational Tithe, an organization focused on community support through relationship-based resource distribution. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations, using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering clients access to independent managers and integrated services within the broader Thrivent group.

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

Terry Martine II is an Investment Adviser Representative affiliated with Signal Advisors Wealth, LLC, an SEC-registered investment adviser. Through Family Retirement Services, a DBA of Martine Financial, he helps Florida Retirement System (FRS) members—including educators, firefighters, police officers, school administrators, and other public employees—understand Pension Plan, Investment Plan, and DROP decisions. His work includes retirement income planning, wealth management, Social Security, Medicare and IRMAA planning, 403(b), 457, and 401(k) rollovers, insurance, and legacy planning. Based in Lake Worth, Florida, Terry serves clients in South Florida and nationwide where properly registered or licensed. Family Retirement Services is not affiliated with FRS or any government agency.

I specialize in tax, estate, and retirement planning for high-net worth individuals. Rather than leading with products or quick fixes, I starts every relationship by understanding what matters most - your goals, your concerns, and the future you're working toward. I live with my wife and two kids in Aviston, IL and I love playing a round of golf, rooting on the Cardinals, and spending time with my family.

Wallace Burgoyne Jr. is a CFP® professional with 35 years of industry experience. He is affiliated with Symphony Financial, Ltd. Co. and has worked at LPL Financial, Veravest Investment Advisors, Inc., Allmerica Investments, Inc., and Waddell & Reed, Inc. His experience includes both advisory roles and business activities connected to LPL Financial and related entities. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and applies a long-term investment philosophy using a range of investment vehicles, coordinating with outside specialists to provide comprehensive financial solutions.

Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.

Joe is a financial advisor at Core Planning. He holds a Series 65 designation and previously worked at Guiding Wealth, LLC. Joe offers fee-only financial planning and wealth management to mid-career families and pre-retirees. He specializes in: pilots, business owners, and equity compensation. Joe takes an educational approach to financial advice, ensuring clients understand the best options for them every step of the way.

I’m a CFP® (fiduciary financial advisor) and CDFA® who helps busy professionals, pre‑retirees, and retirees simplify complex financial lives. My work focuses on tax‑savvy wealth management, including equity compensation strategies and retirement income planning, so clients can grow and use their wealth in ways that support the life they want to build. I pay close attention to how career decisions, benefits, and family responsibilities intersect, especially for clients balancing their own retirement goals with support for aging parents or children. Clients often come to me with multiple accounts, company stock, and big questions about “what’s next,” and we work together to create a clear plan, regular check‑ins, and a decision‑making framework that feels calm, collaborative, and easy to maintain. Maia Wealth is an an independent Registered Investment Advisor (RIA) with the U.S. Securities & Exchange Commission (SEC).

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Stuart Chamberlin Jr. is a financial advisor with three decades of experience in the financial services industry. He is currently registered as an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor, where he has served clients since 2020. He is also the owner of Chamberlin Financial Inc., an insurance agency he founded in 2013, through which he offers fixed and life insurance products. Stuart holds the Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations. He is currently licensed as a Series 65 Investment Advisor Representative and maintains active Life, Health, and Annuity insurance licenses. His previous securities registrations include Series 7, Series 63, and Series 24 (Securities Principal). Sound Income Strategies manages approximately $4.5 billion in assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers discretionary asset management, financial planning, and insurance planning through affiliated channels.

Brianna Wilks is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Independent in Baton Rouge, LA. She previously worked at Northwestern Mutual Wealth Management Company and Matthew Kubicek, among other roles. Wilks also offers investment services through the Mariner platform via Alinity Wealth Management. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services, supported by institutional affiliations and a range of investment resources.

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

Julian Morris is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, with prior roles at LPL Financial, Ameriprise Financial Services, and IDS Life Insurance Company. Morris also operates Pinnacle Insurance & Financial Services, a general agency for fixed insurance products. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, utilizing a range of investment vehicles and both fundamental and technical analysis in their strategies.

Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP). He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose. Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness. Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.

Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.

Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has four years of industry experience and previously worked at Bankers Life and HD Vest. Prabakaran is also president of Pacific ERP Inc., a technology consulting firm specializing in accounting software and data management, as well as Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.