Matthew Dodd is a financial advisor at Lucas Retirement Group LLC with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including New York Life Insurance Company, Mutual of Omaha, and Merrill. Outside his advisory role, he maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group offers discretionary asset management and financial planning, serving individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and also acts as a referral liaison to third-party money managers.

Charles Robinson is a CFP® with 18 years of industry experience, currently serving at Keel Point, LLC since 2023. He previously worked at Sensible Money, LLC for eight years. Robinson is an unpaid special advisor to the Retirement Income Industry Association board, where he consults on education programs and retirement planning topics. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based blend of fundamental and quantitative analysis to implement strategic and tactical asset allocations across various programs, with capabilities including discretionary and non-discretionary portfolio management, financial planning, and corporate retirement consulting.

Benjamin Hunsaker is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has concurrently worked as an attorney and partner at Morris Hall, PLLC, an estate planning law firm, since 2005. Hunsaker serves on the board of directors for Black Canyon Community Health Center, a nonprofit organization. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of analytic frameworks and third-party platforms to tailor portfolios and manage held-away retirement accounts.

Richard Harader Jr. is a financial advisor at StoneX Advisors Inc. with 12 years of industry experience and holds the Series 66 credential. He has been with StoneX Advisors and StoneX Securities since 2019 and also owns Harader Financial Management Group, LLC, a separate business involved in investment-related services. Outside of his advisory work, he serves on the board of Trinity Fellowship, a church undergoing 501(c)(3) status. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a range of strategies implemented through independent advisors and proprietary model solutions, supported by comprehensive due diligence and multiple platform offerings.

Anthony Dastice is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including United Planners, SECURITIES AMERICA, Inc., and LPL Financial, and has operated his own advisory business since 2000. Dastice also holds a non-variable insurance agent license. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network of approximately 104 professionals.

Norbert Mindel is a CFP® professional with 28 years of industry experience, currently serving at Forum Financial Management, LP since 2002. He holds Series 63 and Series 65 licenses. Mindel is president and sole shareholder of Mindel Corp., a holding entity related to Forum Financial Management. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Camille Toschi is a Series 66-licensed financial advisor at LifeMark Securities Corp. with five years of industry experience. She has worked with LifeMark since 2021 and also operates as an independent insurance agent. Her prior experience includes roles at Thrivent Financial and Original ChopShop Co. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s investment advice is suitability-driven and tailored through risk assessments, with accounts managed on either a discretionary or non-discretionary basis.

Lisa Dickholtz is a CFP® professional with 39 years of industry experience. She is currently with Cooper McManus and has prior experience at Securities America Advisors, Inc. and OSAIC. Outside of advisory work, she owns and operates the Atlas Pillow Company, a retail sales and distribution business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process selecting individual securities and pooled products, employing a broad range of instruments including stocks, bonds, mutual funds, ETFs, and options.

Cheryl Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with USAA Investment Services Company. Her career includes roles at multiple USAA entities dating back to 2009. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income planning and refers investment business to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Michael Mchugh is a financial advisor at Diversify Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W. Baird for nine years. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and curated models, with a focus on due diligence and alignment with clients’ objectives and ERISA fiduciary requirements.

Thomas Shanley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Diversify Advisory Services since 2023 and has prior experience at Dfpg Investments and through his own firm, T. Haneman Shanley, LLC. In addition to his advisory roles, Shanley serves as an adjunct instructor at Colorado State University's College of Business and is licensed as an attorney. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and family office services. The firm’s investment approach emphasizes tactical diversification and individualized asset allocation tailored to client goals and risk tolerance, offering a range of models and alternative investment options.

Dennis Song is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Advisory Services Network since 2021 and previously worked at Heritage Wealth Advisors and Altria. In addition to his advisory role, he serves as managing director of Song Capital Management, providing tax preparation, compliance, and business development services. Advisory Services Network delivers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies tailored to client objectives and risk tolerances.

Robert Himmelman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He has prior experience at firms including Fortitude Family Office, LPL Financial, and UBS Financial Services. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with comprehensive wealth management, financial planning, and investment advisory services. The firm employs a total picture approach integrating investment management with tax, trust, legacy, philanthropy, and risk planning, offering customized portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Charan Khurana is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds a Series 66 designation and has 22 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2012. Outside of his advisory role, he is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of assets on a non-discretionary basis.

Vicki Bartimoccia is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Voya Financial Advisors since 2014, with a four-year tenure at LPL Financial from 2021 to 2025, and recently joined Water Tower Financial. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, combining in-house and third-party strategies with technology-enabled tools to support both discretionary and non-discretionary account management.

Mary Riley is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has held roles at several firms, including AE Wealth Management and Horter Investment Management. In addition to her advisory work, she is an author. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and utilizes a variety of investment strategies, including proprietary models, ETFs, mutual funds, options-enhanced strategies, and sub-advisory relationships.

Frank Cuenca is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, Sii Investments, The Retirement Group, and FSC Securities Corporation. Outside of advisory work, he holds officer and director roles in real estate sales and property management, though these properties are managed by a third-party firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation and multi-manager portfolios across both passive and active exposures to implement client strategies.

John Bartimoccia is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 registrations and has 24 years of industry experience. His prior work includes roles at LPL Financial and SJI Financial Services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support investment recommendations, operating primarily through non-discretionary client relationships alongside select discretionary programs.

Francis Higgins is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Financial & Tax Architects, Inc. In addition to his advisory role, he is involved in insurance sales through Riley Higgins & Associates, LLC and is an author. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts with a variety of strategic approaches.

Ryan Toso is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 11 years before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach combines proprietary and third-party methodologies focused on long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.