Huntley Davenport Jr. is a financial advisor at American Capital Advisory, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Capital Advisory since 2014. Outside of his advisory role, he is a limited partner investor in restaurant startups and franchise businesses, including Krispy Kreme doughnut stores and Wicked Taco. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm employs a global asset allocation approach using primarily low-cost ETFs and mutual funds, with additional strategies such as tax-sensitive direct indexing and option writing, tailored to client objectives and risk tolerance.

Christopher Maxey is a financial advisor at Continuum Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Mosaic Financial Group and Kalos Management. In addition to his advisory role, he is a licensed insurance agent providing various insurance products such as term life and indexed universal life insurance. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through a network of independent advisors and manages over $1.4 billion in assets.

Justin Aulds is a financial advisor with AssuredPartners Investment Advisors holding a Series 66 license and two years of industry experience. Prior to joining AssuredPartners, he worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of finance, he works as an independent contractor for DoorDash. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary management along with ERISA plan services and participant education.

Brian Deely is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Clear Creek Financial Management since 2014. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of strategies across various asset classes and emphasizes continuous, individualized account supervision and regular portfolio reviews.

Dirk Wall is a financial advisor at Bison Wealth, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously with Truadvice, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he owns and operates a life insurance agency under Solid Wealth Company. Bison Wealth serves a diverse client base including individuals, high net worth clients, and institutions, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Barnett Hellenbrand is a financial advisor at HBW Advisory Services LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and AVIARA. Outside of advising, he is an author of books on investing in businesses and is involved in real estate referrals. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm uses a blended investment approach with third-party money managers and emphasizes risk-based asset allocation, offering a high client load per advisor and a mix of retail and institutional services.

Ernest Csak is a CFP® professional with 29 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2021. He previously worked at Bank of America and Merrill Lynch from 2011 to 2021. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individualized securities, tailoring portfolios to clients' objectives and risk profiles.

Jacob Coleman is a financial advisor at Continuum Advisory, LLC with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Edward Jones. Coleman is also associated with Wealth Management Associates. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, consulting, and portfolio management. The firm integrates services across multiple professionals and offers access to various investment options through a centralized platform.

Michael Linder is a Series 65-licensed advisor with HBW Advisory Services LLC in Middleton, Idaho, and has three years of industry experience. He has been affiliated with HBW Insurance and Financial Services since 1995, where he also works as an insurance agent selling fixed products. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach with third-party money managers and offers sub-advisory, co-advisor, and subscription services, including a wrap-fee portfolio option through Betterment Institutional.

Sarah Linder is a financial advisor at HBW Advisory Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HBW Advisory Services since 2021, following prior roles at Cetera Advisor Networks LLC, HBW Securities LLC, and HBW Insurance & Financial Services, Inc. Outside of financial advising, she is a wellness advocate for doTERRA, assisting friends and family with essential oils. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes a high client load per advisor alongside institutional and intermediary services.

Teresa Yragui is a financial advisor at Continuum Advisory, LLC in Eagle, Idaho, with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, First Allied, Securities America, and Triad Advisors. Teresa serves as a trustee for the Yragui Family Trust. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm emphasizes integrated professional services and uses a range of investment vehicles, including mutual funds, ETPs, individual securities, model portfolios, and third-party asset managers.

David James is a financial advisor with Coastal Bridge Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Coastal Bridge Advisors since 2016. Outside of his advisory role, he serves as a trustee for an insurance trust established in 2006. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized services including retirement plan consulting, HSA investment management, and access to various lending solutions.

Donny Hopoi is a financial advisor with Continuum Advisory, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Wealth Management Associates, Osaic Wealth, The 401k Source, and American National Insurance. He also operates an insurance sales activity offering life and health insurance. Continuum Advisory serves individual and institutional clients, providing financial planning, consulting, and discretionary portfolio management. The firm integrates multiple professional disciplines and utilizes a centralized platform for portfolio management and reporting.

Derek Williams is a financial advisor at Savvy with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at True Harvest Wealth Management, Raymond James Financial Services Advisors, and his own firm, Derek Williams Financial Services, Inc. Outside of advisory work, he is involved in strategic planning and business development for a private equity fund managed by Baynes Capital LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party tools.

Jonathan Warner is a financial advisor at Continuum Advisory, LLC with four years of industry experience. He holds a Series 65 credential and has worked at IG Advisory, LLC and also operates John R Warner CPA PC, where he has been a CPA since 2008. Warner is a member and owner of Isler Group LLC, a CPA firm unrelated to investment activities. Continuum Advisory serves individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm provides financial planning, consulting, and discretionary portfolio management, using a range of investment vehicles and offering retirement plan consulting with the capability to serve in ERISA fiduciary roles.

Shawn Webb is a CFP® professional with 27 years of industry experience, currently serving at IP Financial Advisory Services LLC. He has held roles at multiple firms over his career, including Cetera Advisors LLC and Pacific Crest Wealth Management. Webb is the owner and CEO of Pacific Crest Services, an insurance business he manages daily. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm employs a variety of analytical approaches and offers discretionary portfolio management, including third-party managed account programs, with an emphasis on non-high-net-worth investors and retirement plan participants.

Kenneth Winegar is a financial advisor with Interactive Financial Advisors and holds Series 63, 65, and 66 licenses. He has 12 years of industry experience and has worked at firms including Axa Advisors and Park Avenue Securities. Beyond his advisory work, he is involved with Mosaic Health and Life, focusing on Medicare Supplement and Medicare Advantage plans. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund portfolios, operating a multi-advisor network with various branch offices and offering both recommending adviser and sub-advisor services.

Brian Damiani is a CFP® with 26 years of experience in financial planning and investment management. He is a principal at Continuum Advisory, LLC, where he has worked since 2016, and has prior experience with Triad Advisors and Signator Investors. He also serves as president of Wealth Management Associates and offers life insurance services. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm integrates advisory services with complementary professional practices and utilizes a technology-driven platform for portfolio management and reporting.

Troy Thompson is a financial advisor at Transce3nd LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Equities, Elite Assurance Team, Symmetry Financial Group, and American Money Group. Outside of his advisory role, he owns an e-commerce business selling products on Amazon. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.

Brandon Jones is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at RW Investment Management LLC and Wells Fargo Advisors. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored portfolios using a range of investment products and integrates affiliated professional services such as legal and tax expertise.