Patrick Giddens is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Modern Wealth Management, LLC. His prior experience includes roles at Wade Financial Advisory and Johnson Lyman Wealth Advisors. Outside of his advisory work, he provides professional tax return preparation services and offers financial education consulting primarily to military service members and their families. Modern Wealth Management provides investment advisory and integrated planning services to a wide range of clients, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax planning, estate-planning assistance, and insurance solutions.

Michael Ma is a financial advisor with Stratos Wealth Advisors LLC in Philadelphia, holding Series 63 and Series 65 credentials and totaling 23 years of industry experience. Prior to joining Stratos in 2021, he spent 19 years with TIAA-CREF. He is also a partner and wealth advisor at Emeritus Wealth Management, where he provides investment advice and financial planning. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both bespoke and model portfolios, engages affiliated and third-party subadvisers, and maintains custodial relationships with Fidelity and Schwab.

James Burdett is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 credential and bringing 13 years of industry experience. His career includes roles at The Leaders Group Inc, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also involved in insurance sales and serves as Vice President at Select Wealth Advisers. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment strategies and third-party manager platforms.

Amanda Devilbiss Fuller is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Rightpath Wealth Management, One Wealth Map, LLC (doing business as H&H Retirement Design and Management and H&H Tax and Business Advisors), Lewis Stefani Group, and Voya Financial Advisors, Inc. She is also involved in insurance sales through JDL Enterprises LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including acting as a sub-adviser to other registered investment advisers. The firm offers portfolio management and financial planning solutions, managing approximately $3 billion through a large network of investment adviser representatives and multiple offices.

Le Dawn Gries is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63, Series 65, and Series 66 licenses and has 23 years of industry experience. Her career includes roles at Fisher Investments, Equitable Distributors, and AXA Distributors. In addition to her advisory work, she is also involved in insurance wholesaling, focusing on variable and fixed annuities along with life and health products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates primarily via a platform relationship with Envestnet and offers a range of financial planning and retirement consulting services.

Taina Gude is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 24 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and Waddell & Reed, Inc. She is involved in several community organizations, including serving as newsletter editor for the Boulder City Republican Women and holding leadership roles with the Boulder City Lions Club and Boulder Business Development. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

James Bischoff is a financial advisor with Verity Asset Management based in Las Vegas, NV. He holds the Series 65 and Series 63 designations and has been working in the industry since 2016, including roles at Universal Retirement and Simplicity Investments. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion and serving a diverse client base that includes individuals, retirement plan sponsors, institutional clients, and other registered investment advisers. The firm employs a largely model-based investment process with a tactical asset allocation approach, providing discretionary portfolio management, retirement consulting, and sub-advisory services.

Trever Braunberger is a financial advisor with Perigon Wealth Management, LLC, holding a Series 65 license and one year of industry experience. He previously worked at Curtis Wealth Management LLC and serves as the owner of Trevky LLC, a pest control services business. Braunberger also served in the United States Air Force from 2017 to 2025. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and oversight of wrap programs and sub-advisor relationships, with notable expertise in servicing banking and thrift institution clients.

Paul Drolson is a CFP® professional with 44 years of experience in financial advising. He is currently with Perigon Wealth Management, LLC and has previously worked with First Allied Advisory Services, Inc. and Wealth Advisors, Inc. In addition to his advisory role, he is a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm uses a client-focused approach to portfolio development and may delegate investment management to independent managers while maintaining oversight and due diligence.

Adam Turek is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and starting his advisory career in 2026. Prior to joining Foundations, he served seven years in the United States Army and worked for the San Francisco Police Department. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a broad network of investment adviser representatives.

Katrina Magee is a Series 66-licensed financial advisor at Stephens with 12 years of industry experience. She has worked at Stephens since 2013. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside advisory services.

Penny Mody is a financial advisor at Prospera Financial Services, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Nevada State Bank, Genu Bank, and Wells Fargo Bank. Before entering finance, she spent four years at Saint Viator Catholic School. Prospera Financial Services is a multi-team advisory and broker-dealer firm serving individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through a variety of advisory and financial planning services delivered across multiple platforms and models.

Michael Keeler is a CFP® with 24 years of industry experience, currently serving at The AmeriFlex Group. His career includes roles at Cambridge Investment Research, Sagepoint Financial, Cetera Advisor Networks, and Peak Financial, where he also holds a president position unrelated to investment advising. He has been involved with Pyro Spectaculars since 1990. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms, including Cambridge-sponsored offerings.

Jeffrey Thomas is a financial advisor with BFC Planning, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Securities Management & Research, Inc. since 1996. Outside of his advisory role, he is involved in selling Medicare supplement and Medicare Advantage plans. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts, providing financial planning and portfolio management through a network of approximately 200 investment adviser representatives. The firm offers a range of investment programs and employs various platforms and third-party managers to build portfolios primarily using stocks, bonds, mutual funds, and ETFs.

Barclay Callender is a financial advisor with The Wealth Consulting Group in Las Vegas, holding a Series 66 license and 14 years of industry experience. He has been with The Wealth Consulting Group and LPL Financial since 2014. Barclay is also affiliated with Callender Consultants LLC, a non-investment related business entity. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers both direct management and access to third-party manager programs.

Audry Batiste is a CFP® with 15 years of industry experience, currently serving at Mariner Independent. He has held roles at Precise Wealth Management and Redrock Wealth Management, among others. Batiste is the founder and owner of Precise Wealth Management and serves as Secretary on the board of The 300 Stewart Avenue Corporation. 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 integrated resources.

Patricia Yeager is a CFP® with 20 years of industry experience. She is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm uses a diversified investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, and offers integrated tax and back-office services.

Joey Mecham is a financial advisor at The AmeriFlex Group with 32 years of industry experience. He holds the Series 63 designation and has worked at firms including Ameriprise Financial Services, Sagepoint Financial, and Cambridge Investment Research. Outside of his advisory work, he is the owner of Infinite Possibility and has been an independent insurance agent since 1995. 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, third-party manager selection, and retirement plan consulting, customizing advice through model asset allocations and discretionary and non-discretionary manager relationships.

Kevin Dauphinee is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has held roles at multiple firms including Gold Standard Wealth Management, LLC, where he is president, and has experience in insurance brokering for non-registered insurance products. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies such as modern portfolio theory and quantitative analysis.

Markus Gamett is a financial advisor with The Wealth Consulting Group and holds a Series 65 credential. He has been with the firm since 2026 and has prior experience at PwC, Grant Thornton LLP, Alter Domus, and other firms, as well as roles at Brigham Young University. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm utilizes a tailored investment process that incorporates multiple analysis methods and offers services through various custodial platforms and sponsored programs, alongside integration with legal-service pathways and sub-advisory support.