James Kalinowski is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with firms including Trilogy Wealth Management and United Planners. Outside of his advisory work, he is the founder and president of Balancing the Badge LLC, which publishes a book related to law enforcement. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and money managers, emphasizing largely non-discretionary asset management.

Martin Ferguson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Kestra Advisory since 2018, previously serving at Kestra Investment Services and Investment Professional Inc. Ferguson is also an owner of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its clients with due diligence across a variety of investment solutions.

Chel Larkin is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Sanctuary Advisors in 2023, Chel worked at Bank of America from 2021 to 2023 and spent 25 years at Merrill. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and affiliated broker-dealer services.

Adam Palafox is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Holland Parker and Dell Technologies. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, with oversight by an internal Investment Committee, and manages over $122 billion in assets through a large advisor network.

Shawn Quiggins is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and 66 credentials and 29 years of industry experience. He has worked at Voya since 2018, with prior experience at AXA Distributors, LLC. Outside of his advisory role, he coaches high school lacrosse for Concordia Lutheran High School. Voya Financial Advisors, Inc. serves individual and institutional clients, providing financial planning, portfolio management, and brokerage services. The firm delivers advice through Investment Adviser Representatives using affiliated and third-party strategies and manages a significant portion of assets on a non-discretionary basis.

Ronald Hoyle is a financial advisor with J. W. Cole Advisors, Inc. in Peoria, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. His work history includes roles at Core Integrated Wealth, Inc., J.W. Cole Advisors, Inc., and H. Beck, Inc. He is involved in identity protection services for clients and participates in self-defense benefits programs through partnerships with Right to Bear and the United States Concealed Carry Association, Inc. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Jorge Hollander is a financial advisor at Oppenheimer with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Oppenheimer in 2021, he worked for Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Jorge is involved in real estate through ownership and management of rental properties. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to specific programs, managing approximately $36.7 billion in assets.

Diana Diaz is a financial advisor with Oppenheimer, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Ameriprise and Wells Fargo Clearing. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation across multiple asset classes.

Zidane Johnville is a financial advisor at SPC with a Series 66 designation and one year of industry experience. His prior work includes roles at Zurich North America and Northwestern Mutual. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary investment advice through various account programs and partnerships.

Charles Wright is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including eight years at Garlock Sealing Technologies and ongoing roles since 2008 with United Planners and Trilogy Wealth Management. Wright also serves as co-trustee, executor, and power of attorney for a revocable living trust. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management, serving a diverse client base through a network of independent Investment Adviser Representatives. The firm provides both advisory and brokerage services, primarily managing accounts on a non-discretionary basis.

Roberto Sanchez is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Oppenheimer in 2022, he worked at GlobeScan Capital, Inc. and Titleist Asset Management, Ltd. He serves as a director for Latino Australia Education, a counseling service for students wishing to study in Australia, assisting with accounting on a monthly basis. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

Van Washington is a financial advisor at SPC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2011. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Ryan Newkirk is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWFS Equities, Inc. since 2020. Outside of his advisor role, he serves as Secretary for the Roxborough Village Filing 16B Homeowners Association, a nonprofit homeowners organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Dineen Hughes is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2016. Hughes holds the Series 66 designation and is based in The Woodlands, TX. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering various advisory programs and services such as portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Jose Palafox is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and with 25 years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2024, he worked at Starfox Financial Services, LLC for nine years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Brianna Warren is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2015 to 2023 before joining Sanctuary Advisors and Sanctuary Securities in 2023. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm operates through a large network of independent advisors and provides a range of discretionary and non-discretionary solutions, supported by an integrated platform and multiple affiliated entities.

William Friebel is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Starfox Financial Services, Bank of America, and Merrill. He is a board member of Cooper Enterprises, Inc. and holds a senior financial advisor role focused on fixed insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process blending passive and active management with oversight by an internal Investment Committee.

Gerald Mattingly is a financial advisor with FIFTH THIRD SECURITIES, Inc. in The Woodlands, TX. He holds Series 63, 65, and 66 designations and has 28 years of industry experience. His prior work includes roles at Frost Brokerage Services, PNC Investments, and BBVA entities over the past decade. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account Platform, including mutual funds, ETFs, SMAs, and direct indexing strategies.

Drake Sacks is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2003. He holds Series 63 and Series 65 licenses and is based in Angel Fire, NM. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation and various investment strategies tailored to client objectives.

Remington Pollina is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including VALIC Financial Advisors and AGIA prior to his current role. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, combining proprietary software and model portfolios provided by Morningstar Investment Management. The firm manages a large client base with a focus on asset allocation and retirement guidance, primarily offering non-discretionary investment recommendations.