Dennis Mccormick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His career includes roles at Wells Fargo Bank, LPL Financial, and BMO Harris Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary in its advisory capacity.

Troy Hanson is a financial advisor with KDHH Investments LLC and holds 25 years of industry experience. He has been affiliated with Kieckhafer, Dietzler, Hauser LLP since 1993. KDHH Investments LLC provides investment advisory and financial planning services to a small client base, primarily high-net-worth individuals. The firm operates a wrap-fee program and integrates tax and accounting considerations into its advisory work through its organization as an accounting firm.