William Ford is a CFP® with 27 years of industry experience, currently serving as an advisor at Dividend Assets Capital, LLC since 2019. His prior roles include positions at SQN Securities, LLC and American Century Investment Services, Inc. He is a non-voting limited partner in a non-investment related business consulting firm operated by his spouse. Dividend Assets Capital, LLC advises individual and institutional clients, focusing on discretionary portfolio management and financial planning. The firm emphasizes dividend-paying equities and midstream energy MLPs, offering customized model portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Emily Harding is a financial advisor at Dividend Assets Capital, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and several other financial firms. Dividend Assets Capital, LLC serves individual and institutional clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and manages both separate accounts and the DAC 3D Dividend Growth ETF.

Marc Saurborn is a CFA® charterholder with nine years of industry experience. He is currently with Dividend Assets Capital, LLC, where he has worked since 2022. Prior to that, he was with Private Advisor Group, LLC and Patrumin Investors, LLC. Dividend Assets Capital, LLC provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as institutional and entity clients. The firm focuses on dividend-paying equities and midstream energy MLPs, offering customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Michael Nix is a CFA® charterholder with 16 years of industry experience. He is a member of the board of directors for several organizations in South Carolina, including the SC Jobs-Economic Development Authority and Business Carolina, Inc., both of which support economic development. He also serves on the board of Bluffton Self Help, a local nonprofit assisting families facing economic challenges. Nix has worked at Verity Investment Partners since 2018 and previously spent five years with Dividend Assets Capital, LLC. Verity Investment Partners is a team-based advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management, ongoing financial planning, and family office consulting, focusing on portfolios that emphasize dividend-paying equities and incorporate fundamental and technical analysis.

Edward Taylor is a financial advisor at Verity Investment Partners with 13 years of industry experience. He has previously worked at Dividend Assets Capital, LLC and Blackwell Boyd Wealth Management. Outside of his advisory work, he is a 10% owner of PAW Properties, LLC, a real estate investment entity. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management, ongoing financial planning, and family office consulting, focusing on portfolios built around dividend-paying equities and fundamental and technical analysis.

Donald Hingtgen is a financial advisor with Dividend Assets Capital, LLC, holding a Series 65 license and three years of industry experience. He has worked at T3 Trading Group, LLC since 2019 and operates Hingtgen AV Services, providing freelance audio engineering and event project planning for corporate and live music events. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs, managing customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Robert Dickson is a Series 65-licensed advisor with Dividend Assets Capital, LLC, bringing one year of industry experience. Prior to joining Dividend Assets Capital, he worked at Dickson Consulting, LLC and spent twelve years at Cardiac Assist, Inc. He also works as a sales representative for Sotheby's International Realty, earning commissions on referrals. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, and various institutional clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through strategies such as Dividend Growth and Sustainable Dividend Growth, and serves as sub-adviser to the DAC 3D Dividend Growth ETF.

Joseph Kilian is a financial advisor at Dividend Assets Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Dividend Assets Capital in 2025, he worked at Benefit Focus from 2015 to 2024. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and serves as sub-adviser to the DAC 3D Dividend Growth ETF.

William Verity is a financial advisor at Verity Investment Partners with 23 years of industry experience. He holds a Series 65 designation and has been with Verity & Verity, LLC dba Verity Investment Partners since 2002. He serves as a director on the board of American Financial Group, Inc. Verity Investment Partners provides discretionary investment management, financial planning, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.4 billion in assets with a 12-advisor team and emphasizes dividend-paying equities alongside fundamental and technical analysis in its portfolio strategies.

Brian Ellis is a financial advisor at Rockport Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Essex Securities, The J. Arnold Wealth Management Co., and Investacorp. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, focusing on individualized portfolios and a range of investment strategies.

Michael Davidoff is a CFP® and CFA® with six years of industry experience. He is currently with Dividend Assets Capital, LLC and has previously worked at Larson Financial Holdings, Mnd Wealth Management, LifeSci Partners, Bank of Ann Arbor, and Wells Capital Management. Dividend Assets Capital, LLC provides discretionary portfolio management and advisory services to both individual and institutional clients, specializing in dividend-focused investment strategies. The firm is employee-owned and manages a range of portfolio types, including separately managed accounts and sub-advisory arrangements.

Michael Kuehn is a CFA® charterholder with 17 years of industry experience. He is a financial advisor at Verity Investment Partners, where he has worked since 2019. Prior to joining Verity, he was an advisor at Dividend Assets Capital, LLC from 2015 to 2019. Verity Investment Partners offers discretionary investment management, financial planning without additional fees, and family office consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes dividend-paying equities and uses both fundamental and technical analysis in portfolio construction, managing approximately $1.397 billion in assets with a 12-advisor team across five offices.

David Koren Jr. is a ChFC®-designated financial advisor with 16 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at Kestra Advisory and Private Client Services, LLC. Koren serves on the advisory board of All Saints Catholic School, providing guidance on social and fundraising events. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a mix of active and passive strategies along with tax-aware approaches and risk-managed sleeves.

Maryann Way is a Series 65-licensed financial advisor with Advisory Services Network, LLC, where she has worked since 2019. She also has experience managing Way Capital Management since 2016. Additionally, she is co-owner of Topline Consulting, LLC, a service corporation related to Way Capital Management, with minimal time devoted to this role. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing varied investment strategies and flexible engagement types.

Ricardo Harmsen is a financial advisor at Kingswood Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at firms including Blackridge Asset Management, Cantella & Co., Inc., and Wells Fargo. Harmsen is also involved with Outer Banks Wealth Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, with a notable focus on insurance-linked accounts and an open-architecture platform utilizing third-party managers.

Murphy Coble Jr. is a CFP® with 45 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2002 and leading Coble Wealth Management Inc. since 2007. His background includes ownership of a timber harvesting business, a home improvement business, and management of Westwood Lodge & Hunt Club LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services with a variety of portfolio strategies and analytic approaches.

Glenn Way is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is the owner and managing member of Topline Consulting, LLC, a service company for business expenses and taxes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Norbert Vonnegut is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Partnervest Advisory Services and Fiduciary Wealth Partners. Outside of advising, he is a part-time author of fiction and non-fiction related to the wealth management industry and occasionally interviews industry experts about structural changes in financial services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Andrew Mccrosson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with Mutual Of Omaha since 2009. Outside of advisory services, he is involved in insurance as an agent for various lines including life, long-term care, and disability, and is president of AMGIN, Inc., which operates under the name "Redeeming Financial Arts." Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

Walter Ickert is a financial advisor at Independent Financial Partners with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Northwestern National Life Insurance Company. He also operates a separate business selling various insurance products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and provides both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting.