Benjamin Childs is a Series 65-licensed financial advisor with 13 years of industry experience. He is currently affiliated with Sonnet, LLC, where he has worked since 2016, and has been with Wealth Management Investment Advisors, LLC since 2012. Outside of his advisory roles, he is involved as a managing member in several business entities, including insurance-related services and other ventures. Sonnet, LLC is a registered investment adviser serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm employs a combination of passive strategic allocations and active quantitative and tactical models, offering multiple money-management strategies, including option-based approaches, and manages approximately $148 million in assets across 269 client relationships.

Eric Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Roth Financial Partners LLC since 2017. His prior experience includes four years at KPMG LLP and several years with Raymond James Financial Services. Roth Financial Partners provides discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a range of asset classes and accesses independent managers primarily through the Raymond James Consulting Services wrap program.

Thomas Seago is a financial advisor with Sonnet, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Sonnet since 2016 and also serves as a consultant and trading assistant at Revo Financial. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios, including passive and actively managed strategies, and manages most client accounts on a discretionary basis with regular rebalancing and monitoring.

Timothy Fleming is a financial advisor at Endurance Financial Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Endurance Financial Planning since 2019. Concurrently, he has been involved with the College Park Church of Christ since 2010. Endurance Financial Planning serves individual clients, including high-net-worth households, pension and profit-sharing plans, charities, and businesses. The firm employs a primarily passive investment strategy using index mutual funds and ETFs to build tax-efficient portfolios tailored to each client's financial situation and risk tolerance.

Brian Koepp is a financial advisor at Sonnet, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sonnet since 2016. Koepp also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, with a focus on business and retirement planning. The firm offers a range of model portfolios that include both passive and actively managed strategies, many based on proprietary quantitative models, and manages most client accounts on a discretionary basis.

Daryl Lazauskas is a financial advisor with John-Luke Financial, LLC and holds Series 63 and Series 66 credentials. He has 29 years of industry experience, including roles at Proequities, Inc. and MLDL Holdings LLC. He is engaged in insurance sales and investment advisory activities through his firm. John-Luke Financial, operating under MLDL Holdings, manages approximately $89.6 million for around 280 clients, providing portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm uses a goal-driven, customized planning approach and manages accounts on both discretionary and non-discretionary bases with Charles Schwab as custodian.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.

Chukwuemeka Uzoukwu is a financial advisor at Dynamique Capital Advisors with 12 years of industry experience. He holds Series 66, 65, and 63 licenses and has previously worked at New York Life and Avendrill LLC. Outside of his advisory role, he serves as a non-compensated member of the Board of Governors at Dover College and as a non-executive director of Guinea PLC. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning with a tactical asset allocation approach that incorporates fundamental, technical, cyclical, and event-driven analysis.

Steven Frueh is a financial advisor at Sonnet, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Sonnet since 2016. In addition to his role at Sonnet, he is an owner of Wealth Management Investment Advisors, LLC, which provides financial planning and consulting services. He also serves as managing member of Galmont, LLC. Sonnet, LLC offers discretionary and non-discretionary asset management and retirement-planning services to individuals, high-net-worth clients, trusts, small businesses, and churches. The firm employs a combination of passive strategic allocations and actively managed quantitative and tactical models across 13 distinct strategies, including option-based approaches and a Private Asset Management program.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Roberto Ortega is a CFP® professional with 11 years of experience in the financial services industry. He currently works at NHABLA, where he has been since 2024. Prior to joining NHABLA, Ortega held roles at Charles Schwab and Fidelity. NHABLA LLC provides investment management and comprehensive financial planning to individuals, families, and small businesses. The firm employs a Modern Portfolio Theory framework combined with passive management and rules-based model portfolios, focusing on a low client-to-advisor ratio and offering access to alternative investments alongside proprietary strategies.

Peter Roth is a CFP® with 42 years of experience in the financial industry. He is the principal at Roth Financial Partners LLC, where he has worked since 2020. Prior to that, he held advisory roles at Raymond James Financial Services Advisors and related entities from 2010 to 2020. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, employing fundamental and technical analysis across various asset classes and utilizing independent managers and wrap programs.

Job Louimeus is a financial advisor at Exos Wealth Strategies, LLC with nine years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Exos in 2020, he worked at Centric Advisors, LLC and operated his own consulting practice. Outside of advisory services, he owns a mortgage brokerage business where he assists clients with home loan and refinancing needs. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, offers discretionary and non-discretionary services, and has affiliated private pooled investment vehicles.

Kaye Riggs is a financial advisor with Saint Francis Capital in Houston, TX, holding a Series 65 designation and 15 years of industry experience. She has been with Saint Francis Capital since 2013. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios based on fundamental valuation, technical indicators, and macroeconomic factors. The firm oversees approximately $37.6 million in discretionary assets and develops tailored investment policies according to clients’ objectives, risk tolerance, and liquidity needs.

Nathan Morrell is a financial advisor at John-Luke Financial, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Compass Capital Investments LLC and LPL Financial, LLC. Outside of his advisory work, he is a licensed insurance agent with National Life Group. John-Luke Financial, LLC provides asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm uses a custom “bucket” investment approach focused on client needs and risk profiles, offering both discretionary and non-discretionary management.

John Alyo is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harvest Investment Services since 2011, following a prior tenure at Proequities, Inc. He also serves as the designated principal and office manager at Harvest Financial Planning Group. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and operates through a multi-advisor team structure across several offices.

Mark Manber is a financial advisor with Investment Research Corp who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Investment Research Corp since 2017 and concurrently at World Capital Brokerage, Inc. since 2007. Outside of his advisory role, Manber is a self-employed tax professional during tax season and also works as a customer service representative for United Air Lines. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products with both discretionary and non-discretionary management options.

Luis Jimenez Perez is a financial advisor at MMBG Investment Advisors Co. with a Series 65 credential and one year of industry experience. Prior to joining MMBG, he worked for Banco Santander International for seven years and Banco Santander Mexico for six years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines macro analysis with fundamental security selection, offering customized portfolios that include equity and fixed-income holdings tailored to client objectives.

Jake Ranostaj is a financial advisor at Stenger Family Office, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Cetera Investment Services. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers financial planning, portfolio management, family office services, and pension consulting, utilizing factor analysis and fundamental security analysis to tailor client portfolios.

James Bailes is a CFP® and PFS™ with 21 years of experience in financial advisory services. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates over half of his time. He has been with Wealth Management Investment Advisors, LLC since 2014 and also works with Regal Investment Advisors LLC. Additionally, he is an independent insurance agent specializing in life, health, disability, long-term care, and group benefits. Wealth Management Investment Advisors, LLC is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and assisting clients with selecting and monitoring third-party money managers, generally without taking custody or discretionary control of client assets.