Charles Enders is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including time with NYLIFE Securities LLC and New York Life Insurance Company since 2011. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, working with individual investors, institutional plans, and corporate clients.

Paul Barone is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He has been with D.A. Davidson & Co. since 2009 and holds Series 63, Series 65, and Series 66 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

David Hershman is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and 19 years of industry experience. He has worked with firms including Independent Financial Partners and LPL Financial, and manages Hershman Wealth Management, also known as Modern Heritage Wealth Management. Outside of advising, he is involved in a real estate rental business based in Tampa, Florida. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation process across risk-based mutual fund portfolios and offers education and support services including personalized retirement planning and separation counseling.

Austin Petrovich is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services and Suntrust Advisory Services. Outside of finance, he has been involved with Uber EATS for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Christine Harezlak is a CFP® with 22 years of experience in financial services. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2025. Prior to this, she held various roles at Northwestern Mutual and its affiliated companies, including Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management, from 2010 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with investment management typically implemented through separately managed accounts overseen by third-party or affiliated managers.

Patrick Moore is a financial advisor with Primerica Advisors who holds the ChFC® designation and Series 63 and 65 licenses. He has 47 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Cambridge Investment Research. Outside of advising, he is involved with Hope4America.us and is an author. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Evan Andresen is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 credential and has previously worked at Midwest Wealth Management and the Dubuque Racing Association. Andresen is also a licensed insurance agent and may offer insurance products as part of his services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology solutions to support advisor and client needs.

Ryan Vorhies is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Compass Advisory Group, Amazon, and United Airlines, where he also works as a pilot. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Laura Stevens is a Series 66-licensed financial advisor with Fifth Third Securities, Inc., where she has worked since 2013. She has 15 years of industry experience. Outside of her advisory role, she is involved in music through her ownership and operation of Laura Kaczor Music Ministries, where she writes, records, performs, and sells original music. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple managed-account options and features such as direct indexing and tax-overlay services.

Brian Huxhold is a CFP® professional with 15 years of industry experience, currently serving at Truist Advisory Services. He previously worked at Charles Schwab and Schwab Private Client Investment Advisory, with a combined tenure of five years before joining SunTrust Advisory Services in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Calynn Gigant is a financial advisor at NewEdge Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining NewEdge Advisors in 2026, she worked at Ameriprise for four years and has experience in the restaurant industry. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing a variety of program structures and centralized due diligence.

Alexander Nelson is a CFA® charterholder with 11 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC, City National Rochdale, and Fisher Investments. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, pension plans, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative screening and fundamental analysis, utilizing proprietary tools and working with sub-advisors to tailor portfolios across various asset classes.

James Wilson is a CFP® with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and Brentwood Financial Partners, where he has worked since 2007 and 2013, respectively. He serves as president and chief manager of Wilson Financial Group, LLC, which operates Brentwood Financial Partners. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Justin Sykes is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The Leaders Group Inc., Millennium Brokerage Group, and Nationwide Securities LLC. Outside of advisory work, he is active as an independent insurance agent, focusing on the sale of individual life insurance, long-term care, and annuities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jeffery Factor is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James & Associates and multiple Truist-related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Philip Benavides is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a joint owner in a family business and a silent partner involved in real estate investment. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports independent advisers in managing portfolios through various programs and utilizes a range of analytical approaches, acting as a fiduciary when agreements are in place.

Matthew Eckberg is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and SageSpring Wealth Partners LLC. Outside of finance, he has involvement with Edleys BBQ. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

David Howell is a CFP®, ChFC®, and Series 66 licensed advisor with 24 years of industry experience. He is currently with Principal Financial Services and has held roles at Freedom Planning Partners, Freedom Insurance & Financial Group, Marcum Benefit, and Principal Life Insurance Company. Howell also teaches part of the CFP curriculum at Kaplan/Belmont University and serves as a board member for a nonprofit baseball organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Richard Schmock is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory work, he is involved in managing a rental property through a family-run structure. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of investment management and financial planning services, operating under a Private Advisor model with a consolidated platform offering discretionary and non-discretionary solutions across multiple asset classes.

Christopher Gardner is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at NFP Securities, Taylor Securities, Cambridge Investment Research, and Jackson National Life Distributors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management.