Hunter Crowley is a CFP® professional and Wharton graduate who works remotely with finance professionals in banking, private equity, and consulting. His clients’ compensation is unusually complex, with bonuses, deferred equity, and firm benefits that each come with decisions attached. Personal trading policies add another layer, governing how and when investments can be bought or sold. Hunter builds each plan around what the household wants its money to accomplish, then manages investments within the client’s trading policy so decisions are carried out on time. Every plan is revisited each year as pay, shares, and household needs change.

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has over 10 years of industry experience and previously worked at Bankers Life and HD Vest. He is also President at 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.

H. Robert Bradley is a CFP® with 27 years of experience in the financial industry. He is currently with Chicago Partners Investment Group LLC and has previously worked at Mutual Securities, Inc. and Northlanding Financial Partners, LLC. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

Michael Lofley is a financial advisor with HBKS Wealth Advisors in Stuart, Florida. He helps individuals and families make informed decisions about retirement, investments, taxes, and wealth transfer. Michael’s background in accounting and wealth management shapes his approach to financial planning. He considers investments, taxes, retirement spending, and estate planning together, helping clients understand how decisions in one area affect the others. He particularly enjoys working with people approaching or already in retirement, as well as high-income professionals and business owners facing increasingly complex financial decisions. His approach is straightforward: understand what matters to each client, explain the tradeoffs clearly, and build a plan around the decisions that can make a meaningful difference. Michael is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant and Personal Financial Specialist (CPA/PFS), and an Enrolled Agent (EA) with the Internal Revenue Service. He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Florida Institute of CPAs (FICPA), and Martin County Estate Planning Council. He earned his Bachelor of Business Administration in Accounting from Florida Atlantic University in 2009. Areas of focus: • Retirement planning and withdrawal strategies • Tax planning and tax-efficient investing • Investment management • Social Security and Medicare planning • Estate and wealth-transfer planning • Business-owner planning

Representing the next generation of Sharpe Wealth, Quintin combines fresh perspective with a deep commitment to client success. Growing up watching his father build meaningful relationships with families, he learned early that great financial advice is about more than numbers—it's about understanding what truly matters to people. Quintin brings a modern approach to wealth management, leveraging technology and innovative strategies while maintaining the personal touch that defines Sharpe Wealth. He's particularly skilled at helping clients navigate the intersection of traditional planning and the evolving financial landscape. His collaborative approach means clients always feel heard and understood. Whether you're planning for retirement, growing a business, or thinking about your family's financial future, Quintin takes the time to understand your complete picture before crafting recommendations. Working alongside his father David isn't just a business arrangement—it's the continuation of a family legacy built on trust, integrity, and the belief that every client deserves genuine, personalized attention.

Shane Mccann is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Aegis Wealth Management and Change Path, LLC. Mccann is also the owner of Montana Retirement Income Advisory, where he serves as an insurance agent specializing in life insurance, annuities, and long-term care sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process across a range of growth, fixed-income, alternative, and structured investment strategies.

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Justin Allen is a Financial Advisor with SageSpring Wealth Partners, where he helps individuals, families, and business owners make confident financial decisions through comprehensive planning and investment management. Justin believes financial advice should be understandable. Rather than relying on jargon or complicated strategies, he takes the time to educate clients on how their financial lives fit together—from investing and retirement planning to taxes, insurance, estate planning, and income distribution. His goal is for every client to understand not only what they're doing, but why they're doing it. As an independent, fee-based advisor, Justin works as a fiduciary, building investment portfolios and financial plans tailored to each client's unique goals. He believes that good financial planning extends well beyond investment performance. Coordinating taxes, retirement income, risk management, healthcare decisions, estate planning, and behavioral coaching are all critical pieces of helping clients achieve long-term financial success. Justin serves clients throughout Texas and across the country. He has a particular passion for helping retirees, pre-retirees, professionals, and business owners navigate life's biggest financial decisions with clarity and confidence. Outside of the office, Justin enjoys spending time with his wife, Abbie, golfing, hunting, fishing, and exploring the outdoors.

Eric Kirste, CFP®, CIMA®, AIF® is the Co-Founder, Principal Wealth Manager at Savvy Advisors, Inc. He has been featured in Barron's, The Wall Street Journal, InvestmentNews, Business Insider, GoBankingRates, and U.S. News & World Report. With a deep-rooted passion for service and enriching the lives of others, Eric found his calling as a wealth management professional early on. Eric brings over 24 years of deep experience working closely with individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and he helps clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and individuals looking to retire early or nearing retirement ensure they are best prepared for their ideal retirement lifestyle. At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their needs and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients’ best interests top of mind while offering ongoing guidance, encouragement and accountability. With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and is the Treasurer on the Board of Wings For Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club. He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.

I'm Aaron Sloan, a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® with an MBA. I help business owners answer two big questions: how do we build this, and who takes it from here? Family business isn't just my specialty. It's my family. I'm the third generation of the Sloan family behind Sherwood Community Bank, founded in 1902, where I still serve as an owner and board member. I've learned firsthand that the hardest parts of a transition aren't always on the balance sheet. Sometimes they're at the dinner table. My work centers on business planning and family business succession. That means building a plan to grow and protect the business, preparing the next generation or the right buyer to take over, and making sure the owner's retirement doesn't depend on a perfect exit. Along the way, I coordinate with your CPA and attorney so every piece actually fits together. I also provide comprehensive financial planning covering retirement, investments, and insurance. I'm based in Harrisonville, Missouri, where I serve as president of the Harrisonville Area Chamber of Commerce Foundation, and I work with clients virtually nationwide. If you're running a business you hope will outlast you, let's talk.

Elizabeth “Liz” Daffner founded Diligence Wealth Management with a simple idea: financial planning should be about more than accumulating money. It should help you build a life you actually want to live. Working in financial services since 2010, Liz has built an intentionally small, personal practice serving clients in Roseville, California, the greater Sacramento area, and beyond. Her clients work directly with her, not a revolving team of advisors, because she believes some of life’s biggest financial decisions deserve a relationship with someone who actually knows your story. Liz specializes in retirement planning and wealth management, including investment management, retirement income strategies, Social Security planning, Roth conversions, and tax-aware financial planning. She also helps people navigate the moments when life suddenly changes the financial plan: retirement, divorce, the loss of a spouse, or receiving an inheritance. Her philosophy is practical: money is a tool, not the finish line. A good financial plan should give you the confidence to make smart decisions while still enjoying the life you worked so hard to build. That philosophy carries into Liz’s own life. When she isn’t working with clients, you’re more likely to find her on the back of a horse, riding a motorcycle, traveling, or chasing the next adventure. She believes a successful financial life isn’t just measured by what you leave behind. It’s also measured by what you get to experience along the way.

Tyler Morris is a financial advisor at Farther with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group LLC, and Compound Planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Creighton Hardy is a CFP®, AEP®, CEPA® and ChFC® with 11 years of experience in the financial services industry. Our fees are based upon the value that we can create and complexity not assets necessarily unless we engage in asset management services. He is currently a Partner & Wealth Advisor at WestPac Wealth Partners after Exiting his own firm Hardy Wealth Management WestPac Wealth Partners an OSJ with Park Avenue Wealth Management, a subsidiary of Guardian Life, and previously worked at Northwestern Mutual for several years. Hardy is a Licensed Broker outside of Guardian

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment. Water Street Wealth Management at Farther [email protected] 813.484.7877 www.waterstreetwealth.com

Brice Oldham is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, Carroll Financial Associates, and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting services through a combination of active and passive investment strategies overseen by an internal Investment Committee.

Connor Smith is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2022, he worked at the University of Notre Dame and The Pingry School. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes affiliated trust and insurance entities.

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Darin Hayes is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2005. Outside of his advisory role, Hayes is involved in publishing and marketing several books through his business ventures and participates in local politics as a precinct committeeman for the Kootenai County Republican Central Committee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory services under fiduciary standards, combining qualitative and quantitative analysis, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Christine Shippey is a CFP® professional with 20 years of industry experience, currently serving at Valic Financial Advisors. Her prior roles include positions at TIAA-CREF and TD Ameritrade. Outside of financial advising, she co-owns a vintage and antiques resale business with her daughter. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers.

Melisa Dobraca Iacono is a financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its affiliated entities since 2018, as well as at Windrose Advisors, LLC from 2014 to 2018. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing proprietary due-diligence processes and a mix of active and passive strategies across various third-party platforms.