Charles Harrison is a CFP® professional with 12 years of industry experience, currently affiliated with The AmeriFlex Group. He has held roles at firms including Cambridge Investment Research, Inc., and United Planners' Financial Services of America. Harrison also serves as a financial educator for the United Auburn Indian Community and is a member of the AssetMark Field Advisory Board. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary or non-discretionary manager relationships to tailor advice to client needs.

Cliff Millemann is a financial advisor at Hilltop Securities Inc. with 41 years of industry experience. He holds the Series 63 designation and has been with Hilltop Securities since 2008. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services. The firm employs a range of portfolio management programs and offers specialized municipal bond strategies, with approximately $2.25 billion in assets under management.

Joseph Pasquinelli is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Alpha Retirement Wealth LLC and Asurea Insurance Services. In addition to his advisory role, he is an independent insurance agent for One Life America/Heartland Financial, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a focus on retail and small-business relationships.

Monika Brown is a financial advisor with NorthRock Partners, LLC, holding Series 65, Series 63, and Series 66 licenses and four years of industry experience. She previously worked at Ameriprise and AW Securities. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing diversification, periodic rebalancing, and integration of private market allocations, supported by AI tools alongside human review.

Rhonda Hamil is a CFP® professional with six years of industry experience, currently advising at NorthRock Partners, LLC since 2025. Prior to joining NorthRock, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, asset allocation, and periodic rebalancing, incorporating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.

Nathan Salimi is a financial advisor at Avior Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Protection Point Advisors. His background includes roles in education and youth sports organizations. 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, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Brian Tewksbury is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 13 years of industry experience, including roles at StoneX Securities Inc. since 2019 and Quest Capital Strategies, Inc. from 2013 to 2019. Outside of advisory work, he is involved in insurance sales and manages a residential and commercial property development business in Murphys, CA. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, including proprietary models and third-party managers, and operates as part of the broader StoneX Group.

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 at Stratos Wealth Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. He has been with Stratos Wealth Advisors since 2019. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes a combination of bespoke and model portfolios and engages both affiliated and unaffiliated subadvisers to implement client strategies.

Darold Mark is a financial advisor with The Wealth Consulting Group, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with The Wealth Consulting Group and LPL Financial since 2016. In addition to his advisory role, he is involved in non-variable insurance activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporate clients, retirement plans, and trusts with discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals, offering both active and passive investments across multiple platforms.

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.

Bradley Mendenhall is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Franklin Templeton Distributors, Inc. Prior to joining Zacks in 2020, his career included roles at AEI Securities, Inc. and AEI Fund Management, Inc. Zacks Investment Management provides discretionary investment management services to individuals, trusts, retirement plans, and institutional clients, managing a variety of mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a wide range of strategies and offers its services through multiple platforms including wrap-fee and unified managed accounts.

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.

David Bressoud is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Portfolio Medics, he worked at Securities America Advisors and Securities America, Inc. Outside of advisory work, Mr. Bressoud is also an Uber driver and a stand-up comedian. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis with a range of investment strategies suited to client objectives and risk tolerance.

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.

Kirk Stauffer is a financial advisor with Kovack Advisors, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Kovack Advisors and its affiliated firm Kovack Securities since 2009. Outside of his advisory work, he owns and manages Edible Sacramento Magazine, focusing on public relations for the Slow Food movement in the Sacramento region, and serves as president of the Stauffer Family Foundation. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach centered on diversified asset-class exposure primarily through mutual funds and ETFs.

William Perry is a financial advisor at IP Financial Advisory Services LLC with Series 66 credentials and over 11 years of industry experience, including running his own firm, Perry Financial, since 2015. He also has experience with Innovation Partners LLC beginning in 2025. IP Financial Advisory Services primarily serves individual retail clients, focusing on personalized portfolio management, financial planning, and consulting services. The firm offers discretionary management and access to third-party managers, utilizing a range of analytical approaches and specialized advisory services such as actuarial analysis and benefits consulting.