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.

George Onami is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and is also involved with Technigee Consulting LLC, focusing on systems development and integration, as well as the Heartland Institute of Financial Education, where he participates in financial education activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party model portfolios and manages over $2 billion in assets under management across discretionary and non-discretionary programs.

Chel Larkin is a Series 66 licensed financial advisor with five years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., and previously worked at Bank of America, N.A. and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm supports a range of investment approaches and account management styles and acts as a fiduciary when a written advisory agreement is in place.

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 Series 66 credentials and bringing 30 years of industry experience. He previously worked at AXA Distributors, LLC and has been with Voya since 2018. Outside of his advisory role, he coaches high school lacrosse, helping boys develop skills and game strategies. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers various financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based advice with a significant portion of its assets managed non-discretionarily.

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 Series 63, 65, and 66 licenses. His prior experience includes positions at Merrill (2004-2016) and Wells Fargo (2016-2021). Outside of his advisory role, he is involved in property management through ownership and management of residential real estate assets. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs with both discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Eduardo Martinez is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has worked at firms including Triad Hybrid Solutions and Triad Advisors. Outside of his advisory role, Martinez assists financial advisors as an advisory associate with Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Diana Diaz is a financial advisor at Oppenheimer with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Wells Fargo in various advisory roles. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including both discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Gavin Baxter is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and also serves as Divisional Vice President at TailorMade Wealth Counsel. Prior to his advisory roles, Gavin spent several years in education. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios and a network of approximately 286 advisors managing over 13,000 clients.

Pardis Ferdosi is a CFP® with three years of industry experience, currently serving as an advisor at Cetera Planning Partners. Prior to this, Ferdosi has held roles at multiple firms including Avantax Planning Partners and United Healthcare, where they also work as an independent health agent writing healthcare policies. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios tailored to client objectives and risk tolerance, supplemented by services such as tax planning, bookkeeping, and estate planning through a third-party provider.

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, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with United Planners, Trilogy Wealth Management, and Charles Christopher Wright since 2008, and previously was employed at Garlock Sealing Technologies for eight years. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs multiple custodians and third-party managers, with most assets managed on a non-discretionary basis.

Roberto Sanchez is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Northern Lights Distributors, GlobeScan Capital, and Titleist Asset Management. Sanchez serves as a director for Latino Australia Education, a counseling organization assisting students who wish to study in Australia, where he provides part-time accounting support. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

April Perez is a financial advisor at RBC Rochdale, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RIM SECURITIES since 2015 and UBS Financial Services from 2005 to 2006. RBC Rochdale serves a broad range of clients including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis, employing a proprietary asset-allocation tool to align portfolios with client investment policies.

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.

Larry Nemoto Jr. is a CFP® and Series 63 credentialed financial advisor with 31 years of industry experience. He has been with J.W. Cole Financial, Inc. and Jonathan Roberts Advisory Group, Inc. since 2003. Outside of his advisory roles, he operates a consulting business focused on accounting and taxes. J.W. Cole Advisors, Inc. supports a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts through both discretionary and non-discretionary strategies that incorporate fundamental and technical analysis.

Dineen Hughes is a CFP® with 19 years of experience in financial advising, currently with Oppenheimer since 2016. Prior to joining Oppenheimer, she worked at USAA Financial Planning Services, Chase Investment Services Corp., and Wells Fargo Investments, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment options.

Jose Palafox is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His career includes roles at Merrill, LPL Financial, Marathon Capital Management, Starfox Financial Services, and Wealth Enhancement Group. He is based in The Woodlands, Texas. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

Meredith Mckinley is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Hornor, Townsend & Kent in 2026, she worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and offers both discretionary and non-discretionary account options. The firm combines advisory programs with broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.