Robert Morin is a financial advisor with Morin Private Client Group, LLC in Jackson, Wyoming, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments since 2010 and CS Planning Corp. since 2023. Morin Private Client Group, LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers customized asset management and financial planning, employing a variety of investment strategies across multiple asset types, with most portfolios managed on a non-discretionary basis requiring client approval.

Lowell Mccarthy is a financial advisor at Integrity Financial Corporation with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Opus Financial Advisors. His background includes roles outside finance, such as positions at Amherst Wine and Liquors and Canisius College. Integrity Financial Corporation offers wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s approach emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional alternative investment options for qualified clients.

Theodore Steelman is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Integrity Financial Corporation, where he has worked since 2023. Prior to this, he held positions at Bank of America and Merrill Lynch. Outside of his advisory work, he was involved with University of Florida RecSports from 2018 to 2021. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, business owners, family offices, and corporate plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing a combination of index and actively managed funds, with access to alternative investments and family office consulting for qualified clients.

Loren Wengerd is a financial advisor at Integrity Financial Corporation with three years of industry experience. He holds a Series 65 designation and has been with Integrity since 2022. Outside of his advisory role, Loren owns and operates Halo Audio, LLC, a non-investment-related business he has managed since 2013. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, and family offices. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing both index and actively managed funds, and provides alternative investments and family office consulting for qualified clients.

Bradley Improta is a CFP® affiliated with Planning Alternatives Ltd and has been in the financial industry since 2024. Prior to joining the firm, he worked at StreetAccount (FactSet) and Two Ocean Builders. He is based in Jackson, WY. Planning Alternatives Ltd. offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, foundations, and businesses. The firm employs a Modern Portfolio Theory approach with diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

Heather Fulton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Planning Alternatives Ltd. Her prior roles include positions at Wells Fargo Clearing, US Bank, and Fisher Investments. Planning Alternatives Ltd. offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, foundations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-based portfolios and provides Family Office services and fiduciary management for qualified retirement plans.

Logan Thompson is a Series 65 licensed advisor at Integrity Financial Corporation with six years of industry experience. He has worked at Integrity Financial Corporation since 2020 and concurrently serves as an Officer Relations Manager at C.A.H.P Credit Union, where he focuses on business development and relationship management. Integrity Financial Corporation serves individuals, families, business owners, and charitable organizations by offering investment and wealth management, financial planning, and family-office consulting. The firm uses a Modern Portfolio Theory framework to build tailored portfolios and manages assets through both discretionary and non-discretionary approaches.

Daniel Van Attenhoven is a Series 65 licensed advisor with Integrity Financial Corporation, where he has worked since 2020 and has six years of industry experience. He also serves as Officer Relations Manager at CAHP Credit Union, providing financial services to peace officers and their families. Integrity Financial Corporation serves individuals, families, business owners, and charitable organizations, offering investment and wealth management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory investment approach, using a range of indexed and actively managed funds, and provides tailored portfolio management including alternative strategies for qualified clients.

Brandon Bush is a CFP® with 12 years of industry experience, currently serving at Integrity Financial Corporation since 2013. He holds the Series 65 designation and operates as president of Brandon Bush Financial Services Corporation, where he sells life insurance and fixed annuities outside of his investment advisory role. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and institutional plans. The firm employs asset allocation and Modern Portfolio Theory through mutual funds, ETFs, and alternative investments, and maintains a unique role as sub-advisor to an insurance-dedicated private equity fund.

Ryan Sapp is a financial advisor at Integrity Financial Corporation with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TDAmeritrade Inc. from 2013 to 2016 before joining Integrity Financial Corporation. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using index and actively managed mutual funds and ETFs, periodic rebalancing, and tax-aware portfolio construction, with alternative investments and family office consulting available for qualified clients.

Kristofer Gray is a Series 65-licensed advisor with Integrity Financial Corporation in Malibu, CA, where he has worked for 22 years. He has 20 years of industry experience. Outside of his advisory role, he is a principal owner of the Living Well Family Office and the Living Well Family Foundation, both of which he contributes to without compensation. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm employs asset allocation and Modern Portfolio Theory through a mix of index and actively managed funds, with additional access to alternative investments and family office consulting for qualified clients.

Joel Fishman is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has been with Ritholtz since 2015. Outside of advising, he is the managing member and sole owner of Goldberg, LLC, which supports west coast operations, and he provides consulting services in bookkeeping and tax reporting for agricultural and irrigation companies through VFISHMAN RD, LLC. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm manages approximately $9.4 billion in assets and employs a goal-based investment process that incorporates asset allocation, behavioral finance, and diversified low-cost ETFs, complemented by digital platforms for model portfolio implementation and management.

Kristin Barens is a financial advisor with M Holdings Securities, Inc. who holds Series 63 and Series 66 licenses and has 37 years of industry experience. She has worked with Mullin Barens Sanford Financial & Insurance Services since 2013 and with M Holdings Securities since 2000. Barens serves as a board member for M Financial Holdings and is involved with the UCLA Women's Health Advisory Board as well as the M Center of Excellence charity. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals, offering a broad mix of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Michael Bird is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Snowden Capital Advisors and Snowden Account Services since 2012. Bird also manages Derrey Family Investments LLC, an investment partnership where he oversees investment sub-advisors. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and employs a broad range of investment tools while utilizing sub-advisers and third-party managers under ongoing oversight.

Thomas Bruno is a financial advisor with Robertson Stephens, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services for six years and at Gerson Lehrman Group for two years. Bruno serves as a director on the finance and investment committee of St. John's Health Foundation, a nonprofit organization. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers a range of portfolio management and planning services, overseeing assets totaling $8.76 billion as of year-end 2025.

Victor Haghani is a financial advisor at Elm Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Elm Partners Management LLC since 2012. Elm Wealth manages approximately $3.02 billion in discretionary assets and provides advisory services to a diverse client base, including pooled investment vehicles, an exchange-traded fund, private and offshore funds, and individual and high-net-worth investors. The firm employs a rules-based, dynamic asset-allocation process using low-cost mutual funds and ETFs across various portfolio types.

James Gilbert is a financial advisor at Cresset Asset Management, LLC with 19 years of industry experience. He previously worked at Goldman, Sachs & Co. for 19 years before joining Cresset in 2025. He holds Series 65 and Series 66 designations. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach with strategic asset allocation and both active and passive management across various asset classes.

Lisa Kitchin is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She currently works at Rockefeller Capital Management and Rockefeller Financial LLC, having joined in 2023. Prior to this, she spent 13 years at First Republic Investment Management and First Republic Securities Company, LLC. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through integrated wealth management and investment advisory services.

Steven Novick is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and operated Novick & Company Financial Group, LLC, where he provided investment advice to individuals, corporations, and religious organizations. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Patrick Moore II is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 10 years. 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. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.