John Rusciano is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Northwestern Mutual and Purshe Kaplan Sterling Investments before joining Summit Financial in 2025. Outside of his advisory work, he co-authored a book on career management titled *Fire Yourself!* and serves on the board of directors for the Highland Oaks Homeowners Association. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Timothy Brown is a CFP® and CFA® charterholder with 14 years of industry experience. He is currently with Mission Wealth Management, LP, having previously founded and managed Brown Wealth Management, LLC for 23 years. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized, long-term wealth management and financial planning strategies. The firm employs a range of investment approaches, including ETFs, alternative investments, and third-party sub-advisors, with a focus on discretionary portfolio management and tax-aware trading.

Craig Johnson is a financial advisor at CL Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Cabot Lodge Securities, SB Advisory, LLC, and IFS Securities. CL Wealth Management LLC provides portfolio advisory and financial planning services to individuals and various organizational clients. The firm employs strategies ranging from fundamental and technical analysis to option strategies and model portfolios, offering both discretionary and non-discretionary management tailored to client objectives.

Andrew Buccanero is a financial advisor with JNBA Financial Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has previously worked at Thrivent Asset Management and Merrill Lynch, Pierce, Fenner & Smith. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and a limited number of family office clients. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory, implementing multi-asset portfolios using equities, fixed income, mutual funds, ETFs, and covered-call strategies, while integrating AI tools and maintaining customized family office services.

Joshua Decker is a CFP®-designated financial advisor with 26 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and previously worked at LPL Financial, Advanced Advisor Group, and Educators Financial Services. He owns EDUCATORS LIFETIME SOLUTION, a business unrelated to investment advisory. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Paul Scoles is a financial advisor with JNBA Financial Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisor Networks, McFee Financial Group, and Wells Fargo Bank. Additionally, he is registered as an independent insurance agent. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, plans, trusts, estates, and select family office clients. The firm employs multi-asset portfolios using various investment vehicles and combines fundamental and technical analysis with AI tools, offering customized family-office services alongside broader wealth management solutions.

Samuel Sexton is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Guardian Wealth Advisors, LLC since 2023 and previously held roles at All Star Financial LLC and Clifton Larson Allen Wealth Advisors, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, financial planning, retirement plan consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and uses ETFs, mutual funds, third-party managers, and UMA platforms to implement client strategies.

Ronald Machtan is a financial advisor at KCD Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial since 2006. In addition to his advisory role, he owns Master-Bait Co., a business focused on fishing lures, clothing, and hunting-related products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering customized investment strategies and access to third-party management programs.

Ryan Ash is a CFP® with 20 years of industry experience. He is currently an advisor at Level Four Advisory Services, where he has worked since 2023. Prior to this, he spent 18 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Ash serves as the volunteer treasurer for Admirals of Prior Lake, a nonprofit organization supporting a local baseball team. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.

Nicholas Scheibel is a CFP® with five years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at US BANK from 2016 to 2020. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension plans, trusts, estates, and charitable organizations. The firm offers retirement plan consulting, family office services, and business consulting, including work with professional athletes, using a team-based approach and a variety of investment strategies.

Aidan Chacon is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He has worked at Boulay Financial Advisors since 2024 and previously at Orgel Wealth Management. Before entering the financial field, he spent four years at the University of Wisconsin, Eau Claire, and five years in secondary education roles. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and provides integrated advisory, tax, and insurance services through its affiliated companies.

Lisa Greely is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Purshe Kaplan Sterling Investments and Independent Financial Group. In addition to her advisory role, she owns and operates A&G Tax Services, LLC, providing tax preparation and filing services. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, and income tax planning, using proprietary long-term investment strategies developed by an Investment Committee.

Patrick Moyneur is a CFP® credentialed financial advisor with 15 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2001. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting for select clients such as professional athletes.

Daniel Stewart is a financial advisor at Creative Planning with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera Wealth Services, Triad Advisors, Resources Investment Advisors, LPL Financial, and Channel Financial. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure.

Dillon Forcier is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and one year of industry experience. Prior to joining Money Concepts, he was with Edward Jones and has operated janitorial and property management businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Jeffrey Bruce is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement age. The firm’s approach relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily through non‑discretionary advisory services.

Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously operated The Johnston Group, LLC from 2011 to 2019 before joining Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by private market access and tax-efficient strategies, managing approximately $295.6 billion in client assets.

Zachary Desmond is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Creative Planning and has previously worked at NewEdge Advisors, Trademark Financial Management, CH Robinson Worldwide, Golden Berg Law, the US Senate, Mount Yale Capital Group, and the University of Minnesota. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplemental approaches such as direct indexing and tax-loss harvesting.

Timothy Vitense is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Independent Financial Group in 2021, he worked at Allianz Life Financial Services, LLC and Allianz Life Company of North America from 2016 to 2021. He is also active as a registered representative for Carlton Investment Services Group, LLC, a marketing DBA. Independent Financial Group is a large, integrated advisory and brokerage firm that serves individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers diverse investment advisory programs, financial planning, and retirement plan services, combining in-house and third-party asset management through platforms such as AccessPoint and Schwab, with a notable dual role as both a registered investment adviser and broker-dealer.

Joshua Batalden is a financial advisor with Eagle Strategies (New York Life) based in Edina, MN. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been associated with Eagle Strategies and its affiliated entities since 2013 and also operates under the names Veritas Financial Strategies, LLC and Mahoney Financial Organization, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.