David Simon is a financial advisor at HG Wealth Partners LLC with 42 years of industry experience. He previously worked at Western International Securities, Inc. for 21 years. He holds Series 63 and Series 65 licenses. HG Wealth Partners is a small registered investment adviser that provides discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and certain institutional or corporate accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, offering financial planning as a separate engagement without requiring implementation through the firm.

Elizabeth Eldridge is a financial advisor at Rubey & Rust Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Enovix Corporation for ten years. Outside of her advisory role, she provides financial planning and analysis consulting to Nutcracker Therapeutics, a private biotech company. Rubey & Rust Capital Management offers portfolio management and financial planning services to individuals, trusts, pension plans, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis and provides both discretionary and non-discretionary management, including retirement plan consulting for employer-sponsored plans.

Gary Burnell is a financial advisor at Blueprint Investments and Tax Planning with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blueprint Investments, he worked at Tahoe Investments and Tax Planning, LLC and has experience in education with Crandall Independent School District as well as in real estate through Burnell Homes, LLC. Blueprint Investments and Tax Planning serves individuals, small businesses, trusts, and charities, providing discretionary model portfolio management, comprehensive and hourly financial planning, and advisory referral services. The firm manages approximately $28.2 million in discretionary assets for around 193 clients, focusing on goal-driven model portfolios tailored to clients’ risk tolerances and tax considerations.

John Ekin is a financial advisor at Nest Egg Financial Advisors in Incline Village, NV, holding a Series 65 designation with eight years of industry experience. He has been with Nest Egg Financial Advisors since 2018 and also operates Jack Ekin Physics Consulting, a business he has maintained since 2013. Nest Egg Financial Advisors is a fee-only registered investment adviser serving individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and other organizations. The firm employs a long-term, asset-allocation investment approach focused on diversification and periodic rebalancing, integrating values-based planning and behavioral finance concepts into its advice.

Ryan Ritchie is a financial advisor at 7Two with six years of industry experience. He holds a Series 65 designation and has held leadership roles at Talos Investment Partners, LLC and MoyBridge, LLC, where he serves as Managing Director. His prior experience includes eight years at Hallador, Inc. 7Two provides investment advisory, financial planning, and consulting services to individuals, families, trusts, businesses, and pooled investment vehicles. The firm combines fundamental and technical analysis to construct portfolios and manages both discretionary accounts and private pooled vehicles.

Stephen Murphy is a financial advisor with Triumph Capital Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Campbell & Company LP. He is also an insurance agent with Triumph Capital, LLC, where he provides fixed insurance products as part of clients’ financial planning. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis, utilizing various investment strategies and model portfolios tailored to client objectives.

Nancy Tengler is a financial advisor at Laffer Tengler Investments, Inc. with 10 years of industry experience. She holds a Series 65 designation and has worked at Laffer Tengler since 2020. Her prior experience includes roles at ButcherJoseph Asset Management and Arizona Bank & Trust. Laffer Tengler Investments serves individual and high-net-worth clients, as well as institutional and intermediary clients, providing discretionary portfolio management, model portfolio delivery, and acting as a manager in wrap fee programs. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to implement proprietary investment strategies across multiple asset types.

William Litton II is a CFP® with 39 years of industry experience and is currently with Castle Coast Wealth, LLC, where he has worked since 2020. He previously operated under Litton Financial and was also affiliated with LPL Financial from 1993 to 2018. Outside of financial advising, he is the owner of Litton Enterprises, Inc., a marketing business. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million, serving individuals, high-net-worth clients, trusts, and retirement plan sponsors. The firm employs both quantitative and qualitative investment analysis, offers discretionary portfolio management, and provides ERISA 3(21) and 3(38) advisory services.

James Cable is a financial advisor at American Financial Advisors Inc with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at American Financial Advisors since 2014. Prior to this, he spent 38 years at American Airlines and has been involved with CPS Insurance since 2010, occasionally selling fixed insurance products. American Financial Advisors serves individual clients, retirement accounts, trusts, and private foundations, providing asset management, financial planning, and 401(k) plan advisory services. The firm employs a committee-driven investment approach focused on passive asset-class allocation using low-cost index and adviser-access mutual funds, managing accounts on a non-discretionary basis with periodic rebalancing and client approval.

Richard Sladek is a financial advisor at Union Capital Company with 57 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 50 years before joining Union Capital Company in 2018. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses a process-oriented approach based on Markowitz modern portfolio theory, offering both discretionary and non-discretionary portfolio management across a range of investment strategies.

William Haynes is a CFP® with four years of industry experience, currently serving as an advisor at AMC Wealth Management, LLC. His background includes roles at Wells Fargo and founding Haynes Investment Advisors LLC. Prior to his financial career, he spent a year with the New York Yankees. AMC Wealth Management, LLC is a six-advisor firm managing approximately $111 million in discretionary assets for around 125 clients. The firm provides financial planning and discretionary investment management, focusing on custom portfolios built with ETFs and mutual funds using a strategic asset-allocation approach.

Aaron Delsignore is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Kestra Advisory. Outside of his advisory work, he owns and operates a fixed indexed annuity sales business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process using fundamental, technical, and charting analysis, and integrates retirement-plan consulting and administration with its advisory services.

Andrea Steiner is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and previously worked at Western International Securities, Inc. and Financial West Group. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis, providing tailored solutions including proprietary model portfolios and access to independent third-party sub-advisors.

Thomas Palecek is a financial advisor with Summit Trail Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Barclays Capital Inc. and Summit Trail Securities, LLC. He serves as a board member for Trans Pacific Networks Cayman Holdings and is a manager and committee member of Icon Recovery Fund LLC, both unpaid positions. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, family-office services, and retirement plan advisory, employing an investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes with an open-architecture approach.

Scott Koch is a Series 65-licensed advisor at Monograph Wealth Advisors, LLC with one year of industry experience. Prior to joining Monograph, he was involved with the Reissa Foundation for nine years. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services, wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements, utilizes third-party sub-advisors, and incorporates alternative investments and a wealth-management SaaS platform in its client solutions.

Kevin Fitzwilson is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Coldstream Capital Management since 1997. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets across about 4,165 clients, offering portfolio management, financial and retirement planning, family advisory, and retirement plan advisory services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Richard Sedway is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Sedway is also associated with Sedway Financial, which offers various insurance products, and he holds a title with TahoeKidsGuide. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporations. The firm provides both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Deborah Pursey is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Walnut Creek Wealth Management and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Justin Barrett is a financial advisor with First Command Advisory Services in Truckee, CA, holding a Series 66 license and 10 years of industry experience. Prior to his current role, he served in the US Air Force for 21 years. He is also the owner of Justin Barrett LLC, established in 2024 as an independent contractor advisor designation with First Command. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved third-party managers and model portfolios.

Joshua Combs is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Wells Fargo Bank NA and Wells Fargo Clearing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.