Brian Tewksbury is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, he owns and manages a property development company and operates an independent insurance business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies.

Michael Clarke is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at EWG Elevate Inc. and Cambridge Investment Research, Inc. Clarke is a co-author of the book *A Firm Worth Building: Running a Better Professional Business*. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies and offering comprehensive financial planning and business consulting.

Kenneth Bielejeski is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Tmfs Advisors LLC, The Mutual Fund Store, and E*TRADE Advisory Services, Inc. Stratos Wealth Advisors is an SEC-registered multi-team firm with approximately 71 advisors managing around $5.57 billion in assets for nearly 4,928 clients. The firm serves individuals, trusts, retirement plans, and institutions, offering a range of services including financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

James Mccarthy IV is a financial advisor at BlueSpring Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Kestra Financial Inc., Bedell Frazier Investment Counselling LLC, Capital Planning Advisors, LLC, and Legacy Capital Management. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee and provides specialized services including custom option overlay and hedging strategies.

Terry Sherrill is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at NorthRock Partners, LLC since 2025 and previously spent 20 years at Ameriprise and Ameriprise Financial Services, Inc. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored investment approach focused on broad asset allocation and diversification, integrates private market investments, and uses AI-supported tools alongside human review for portfolio management.

Shawn Spellacy is a financial advisor at SB Advisory, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at San Blas Securities since 2024, following a 25-year tenure at Calton & Associates, Inc. He also maintains ongoing roles with Connecticut Mutual Life Insurance Co. and Indianapolis Financial Group. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily offering non-discretionary advice through portfolio management, financial planning, and access to third-party manager programs.

Abraham Garcia is a financial advisor with BlueSpring Wealth Management, LLC in Roseville, CA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Kestra Financial, Bedell Frazier Investment Counselling, Capital Planning Advisors, Charles Schwab & Co., and JP Morgan Securities. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee, combining various investment vehicles and offering specialized strategies such as custom option overlays and hedging for concentrated positions.

Amanda Kelderman is a Series 65-licensed financial advisor at Compound Planning, Inc. with three years of industry experience. She previously worked at Choreo, LLC and RSM Wealth Management, LLC, and has a background spanning multiple roles since 2013. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm’s investment approach combines customized, risk-based model allocations with strategies such as low-cost ETFs, direct indexing, and alternative investments, supported by both in-house and third-party resources.

Melissa Yano is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. She previously worked at Capital Wealth Planners, LLC and Capital Region Financial Group, LLC. Outside of advising, she is licensed to sell various insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies through model asset allocations, discretionary or non-discretionary manager relationships, and multiple wrap solutions.

Gabriella Lundqvist is a financial advisor with Golden State Wealth Management, LLC in El Dorado Hills, CA, holding a Series 66 credential and 19 years of industry experience. She previously worked at Edward Jones from 2007 to 2017 before joining Golden State Wealth Management and LPL Financial in 2017. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of asset allocation and various analytic approaches to construct tailored portfolios and offers discretionary portfolio management alongside standalone planning and consulting engagements.

William Perry is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. He holds a Series 66 designation and has been involved with Perry Financial since 2015. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, utilizing a range of analytical approaches and providing specialized advisory services including actuarial analysis and insurance consulting.

Eric Restrepo is a financial advisor with Lifeworks Advisors, LLC, holding Series 66, 65, and 63 licenses and five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company from 2022 to 2024. He is also the owner of Mountain Goat Strategies, providing consulting services to business owners and privately held companies. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering comprehensive wealth management, financial planning, and retirement advisory services. The firm utilizes a planning-based tranche framework alongside a risk-based investment approach, incorporating low-cost diversified funds, third-party managers, and AI-supported research, while maintaining strong integration with tax and accounting services.

Anthony Okun is a financial advisor at BlueSpring Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Kestra Financial Inc., Bedell Frazier Investment Counselling, and Capital Planning Advisors, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process is guided by an Investment Committee and focuses on customized policies developed with clients using its proprietary Sojourn™ application.

James Kersey is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at PlanMember Securities Corporation, J.W. Cole Advisors, Inc., and GF Investment Services, LLC. He also operates Lighthouse Financial & Tax, providing securities, financial planning, and insurance services. CreativeOne Wealth serves individual, high-net-worth, corporate, and charitable clients with fee-based asset management, financial planning, and retirement consulting. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios.

Timothy Criss is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 16 years of industry experience. His career includes roles at Edward Jones, Ameritas Advisory Services, and LPL Financial before joining Western Wealth Management in 2025. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional consulting through a decentralized network of 88 advisers. The firm employs a variety of investment strategies across multiple asset classes and manages approximately $3.94 billion in assets.

Donovan Burnham is a financial advisor with Foundations Investment Advisors LLC, holding Series 66 and Series 65 licenses and five years of industry experience. He has worked at Foundations since 2021 and previously at Capitol Planning Group, with additional experience at Golden Empire Council. Outside of advisory work, he is also involved in insurance sales based in Sacramento, CA. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers a range of services including tax coordination and sub-advisory arrangements through a large network of affiliated representatives.

Rikki Foster is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. Foster has worked with multiple firms, including Regal Stone Wealth Management, which they founded and currently lead as President. Outside of advisory roles, Foster is involved with the Rikki and Kelly Foster Family Foundation, a charitable organization, and manages Rest Recovery Wellness, LLC, a health and wellness business. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies and provides ERISA retirement-plan advisory services along with participant advice.

Timothy Meyer is a financial advisor at Advisor Share Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at Redwood Private Wealth, Engineered Financial Solutions, Fusion Capital Management, and Virtue Capital Management. Additionally, he is a licensed insurance producer specializing in life, health, and fixed insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios and offers alternative and private investment options along with a web-based management platform for independent advisers.

Bradley Sullivan is a CFP® professional with 22 years of industry experience, currently serving at Mutual Advisors, LLC since 2016. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he operates as an independent insurance agent and manages Sullivan Wealth Management Advisors, LLC, a comprehensive wealth management practice. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and is notable for its scale, breadth of institutional work, and specialized services such as an Outsource Insurance Desk and relationships with third-party managers.

Richard Breedwell is a financial advisor with Foundations Investment Advisors LLC in Roseville, CA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been with Foundations Investment Advisors since 2016 and also operates a separate business as an insurance agent, focusing on life insurance, annuities, and long-term care insurance. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides financial planning and portfolio management through a network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.