Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has four years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life insurance and annuities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.

Neil Porter is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has held various roles at The Resource Center since 2001, serving as CEO, and is also the owner of Mr. Fix-It Services of the Ozarks. Porter is an author of the book "Finding The Courage To Retire" and serves on the board of the SWI Foundation, which employs adult handicapped individuals. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that combines internally managed and third-party models.

Erin Eiras is a Wealth Mamager at InVestra holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her firms RIA is Visoinary Square - Independent Advisor Alliance since 2018 and concurrently brokers through LPL Financial since 2012. InVestra serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Michael Hudson, AIF®, is a Wilmington, North Carolina-based financial advisor who brings more than 30 years of experience to helping families navigate their most important financial decisions. Licensed since 1994, Michael serves pre-retirees, retirees, business owners, and executives, specializing in the critical five-year window just before and after retirement. As a fiduciary, Michael is legally obligated to act in his clients' best interests. His comprehensive planning approach centers on tax-efficient retirement income, risk management, and investment management. To ensure every piece of a client's financial puzzle works in harmony, he routinely coordinates with their CPAs and attorneys. Outside the office, Michael and his wife, Deanna, have been married for over 30 years. He is deeply involved in his local community, serving on the board of the Wilmington nonprofit Going Beyond the Pink. An avid outdoorsman, Michael spends waterfowl season in a duck blind and the rest of the year offshore chasing blue marlin, passions he proudly shares with many of his clients.

David Hayes is a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping families and professionals build clarity and confidence in their financial lives. With a background that blends personal integrity, practical experience, and a passion for serving others, David provides clients with a comprehensive approach to wealth management, retirement planning, and financial decision-making. After graduating from the University of Alabama at Birmingham, where he also played baseball, David began his career in youth ministry and medical sales before finding his true calling in financial planning. Drawing on his diverse experiences, he is proficient at breaking down complex financial topics into clear, actionable strategies that empower clients to make well-informed choices. David works closely with clients to craft personalized plans that address every stage of life, from growing wealth to preserving it for future generations. His practice is built on long-term relationships, conservative and thoughtful planning, and a commitment to putting clients’ best interests first. Outside the office, David and his wife, Frances, are raising their three children—Lawson, Sally Beth, and John David. They enjoy serving in their church community, spending time with friends and family, and making the most of life’s simple joys, whether at a tailgate, on the beach, or in their neighborhood. Schedule a meeting with me here! https://calendly.com/davidhayescfp/30min?month=2026-06

Sean Moran is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 65 designation. He has five years of industry experience, including prior roles at Ad Deum Funds and Bull Run Investment Management. Outside of financial advising, Moran enjoys outdoor activities with friends and family and serves on the boards of several nonprofit organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary management and third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a range of investment approaches and offers consulting and retirement plan services.

Jason Huang is a Financial Advisor at Oppenheimer & Co. Inc., where he helps individuals and families achieve financial security through personalized guidance in insurance, investment strategies, and retirement planning. Prior to his current role, Jason served as a Financial Representative at Northwestern Mutual and a Senior Associate at Premier Financial Alliance. His early career includes technical positions at Henry Schein and Verizon, reflecting a diverse professional background. Jason is a CERTIFIED FINANCIAL PLANNER® professional since 2024. He has also obtained the Chartered Financial Consultant® (ChFC®) designation in 2024, and the Wealth Management Certified Professional® (WMCP®) designation in 2022, both through The American College of Financial Services. Additionally, he holds Series 7 and 66 FINRA licenses. Jason earned his B.A. in International Relations, Global Political Economy from the State University of New York at Geneseo. Committed to community service, Jason is an Eagle Scout Award recipient and is still active in his local Scouting Council. He has been recognized with the President’s Volunteer Service Award and a Certificate of Special Congressional Recognition for over 400+ hours of service. In his personal life, Jason enjoys hiking and camping in nature during the spring and alpine sports in winter. He is passionate about environmental issues. Jason currently resides with his wife and son in Stony Brook, NY.

Bradley Porter is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Empower Advisory Group and Personal Capital Advisors Corporation. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing both in-house and third-party resources.

Luke Mcananey is a financial advisor with Corebridge. He holds Series 66, Series 7 and FL 215 designations. He has previously worked at Cary Street Partners & Raymond James. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School. Corebridge Financial primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Andrew Leeman is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 7, Series 63, and Series 66 exam licenses and has eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Dynamic Wealth Advisors. Outside of finance, he owns rental properties and Miller Muscle, LLC, an online strength and nutrition coaching business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Riley Cantwell is an Associate Director at IEQ Capital, where he advises ultra-high-net-worth individuals and families on investment strategy, portfolio management, and broader financial priorities. Since joining IEQ in 2022, his work has spanned client advisory, inorganic growth, advisor transitions, and platform development. Previously, Riley worked in investment banking and real estate private equity. He earned a Bachelor of Arts in Economics from Claremont McKenna College. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach combines macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that include liquid strategies, third-party managers, and private alternative investments.

Omar Chyou is a Wealth Management Advisor with extensive experience providing comprehensive wealth management services that address both sides of his clients’ balance sheets. He works closely with clients to understand their goals and beliefs, helping them pursue their near- and long-term financial objectives. Omar is committed to delivering a high level of service and advice, enabling clients to focus on what matters most to them, including hobbies, family, career, and philanthropy. Omar began his financial services career in 1996, advising high-net-worth individuals and families. He has held positions at several prominent firms such as Wells Fargo Private Bank, Goldman Sachs, and Citi Private Bank. Additionally, he served as Market President for First Western Trust in Denver, Colorado, where he led a team of advisors offering comprehensive advice across investments, lending, banking, financial and estate planning, and insurance. His professional designations include Certified Trust and Fiduciary Advisor (CTFA), Certified Investment Management Analyst® (CIMA®), and Accredited Wealth Management Advisor™ (AWMA™). He is FINRA registered, holds California life insurance licenses, and maintains his NMLS certification. Omar earned a Bachelor’s degree in Economics from Stanford University and completed his MBA at IE Business School in Madrid, Spain. Born and raised in Berkeley to immigrant parents from China and Mexico, he is a Spanish speaker who supports organizations focused on the Latin community and engages in community participation consistent with Merrill’s traditions. Outside of work, Omar spends time with his wife and three children enjoying outdoor activities such as hiking, fly fishing, snowboarding, karting, and target shooting, and pursues his interest as a car enthusiast.

Andrew Altenbach is a CFP® professional with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Needham, MA. He works with clients for wealth management, income protection and advanced estate planning strategies. For business owners, Andrew helps owners retain and reward key employees and facilitate exit strategies. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

I have been working in the financial services industry since 2010. Over the years, I have made it a priority to continue learning and staying informed about changes in the industry and regulations. I believe that ongoing education is essential to providing thoughtful financial guidance. ​As a Certified Financial Planner™ (CFP®), I take a holistic approach to financial planning, helping clients address investments, retirement, insurance planning, and legacy considerations in a way that fits their individual goals. I am committed to putting my clients’ interests first and working alongside them to pursue their financial objectives. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (Privacy) Sage Hills Financial is not registered as a broker-dealer or investment advisor.

Enzo Cespedes-Correa is an Assistant Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management in Tampa, FL. He is a Certified Private Wealth Advisor® professional with experience in financial services since 2017 across five major banks & investment firms. Academic background includes an MBA and Bachelor’s in Finance from Florida International University and a CPWA® from the Yale School of Management. His expertise includes tax minimization strategies, portfolio management, wealth transfer, banking integration, and lending services.

Jeffrey Schuler is a CFP® professional affiliated with LPL Financial in Maple Grove, MN, with 34 years of industry experience. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. fka Royal Alliance Associates, Inc. from 2005 to 2024. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Levine is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America Advisors, Channing Realty Advisors, and Toole Katz & Roemersma. Outside of advisory services, he is a licensed notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Valerie Lee is a financial advisor at LPL Enterprise and Prudential Financial. She holds a CFP, Series 7, and Series 65. LPL Enterprise provides advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Connor Benson is an Investment Advisor and Banker with J.P. Morgan Private Bank in Houston, TX. He has over 12 years of industry experience working in institutional asset management, sales & trading, and comprehensive planning. His prior roles include positions at BBVA Securities, McGriff Insurance Services (Marsh & McClennan Conpany), Regions Bank, and Merrill Lynch Wealth Management. He is employed by both JPMorgan Securities and JPMorgan Private Bank, enabling him to offer a range of banking products alongside investment services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary wealth advisory services supported by a centralized due-diligence framework.