Chad Link is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked with various Truist entities since 2015, including Truist Investment Services and Suntrust Investment Services. 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 a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Adam Breazeale is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has been with Charles Schwab-affiliated firms since 2018 and previously worked at Fifth Third Securities and CUNA Mutual Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standardized asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on wealth management education and annual financial reviews without exercising discretionary trading authority.

Sean Neal is a Series 66-registered financial advisor with Primerica Advisors, based in Miramar Beach, FL, and has two years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Neal serves as Vice President of Birdies and Doubles, assisting with event setup. Park Avenue Securities LLC serves a diverse client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services such as lending solutions and donor-advised funds.

David Stone is a financial advisor with Commonwealth Financial Network, holding CFP® and multiple securities licenses, and has 35 years of industry experience. He has previously worked at Tartan Wealth Management LLC and Beacon Financial Advisory LLC. In addition to his advisory work, he co-owns several tax preparation and accounting service entities, including Tartan Tax and PTG Tax & Accounting Holdings LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jeffrey Lewis is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra, he worked at Centaurus Financial, Inc. and has experience in the hospitality sector with Tropicana Las Vegas and MGM Resorts International. Outside of his advisory role, he serves as a hockey official. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors.

Deborah Chamblee is a financial advisor with PNC Wealth Management and holds a Series 66 designation. She has 21 years of industry experience and previously worked at BBVA Wealth Solutions Inc., Compass Bank, and BBVA Securities Inc. from 2016 to 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements approved mutual fund and ETF strategies with annual rebalancing.

Richard Reyle is a financial advisor at Sanctuary Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services for 10 years. Outside of his advisory role, he serves on the board of directors for DreamWorks Theater, a nonprofit theater group in New York City. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisers through a range of portfolio management solutions and employs various analytical approaches, operating as a fiduciary when a formal advisory agreement is in place.

Brenda Whitwell is a financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2016 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Whitwell holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Greg Scott is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Summit Bank, and Raymond James. Outside of his advisory role, Scott manages daily operations for 2H&V Construction Services, a construction company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and extensive asset management.

Jeffrey Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for five years before joining LPL Financial in 2020. Conroy operates Conroy Wealth Management, a DBA entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and portfolio management options supported by in-house and third-party research.

Saige Emanuel is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Saige was self-employed and previously worked in education at Emerald Coast Middle School and Fruit Cove Middle School. Saige also founded Abadie Academy LLC, an educational venture. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment analyses.

Christopher Poate is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committees of Rocky Bayou Country Club and Sinfonia Gulf Coast. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Paul Largo is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and its affiliated entities since 2016. He also owns Dune Lakes Private Wealth Advisors LLC, a private practice based in Rosemary Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

James Roberson III is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves as an election clerk in Walton County, Florida, assisting with the voting process during elections. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

David Lauch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2012 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he maintains ownership and management of a rental property. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to manage assets totaling approximately $671 billion and offers both brokerage and advisory solutions.

William Wahl is a Wealth Management Advisor and founder of The Wahl Group at Merrill Lynch Wealth Management, located in St. Louis. With over 30 years of experience, he leads a team dedicated to providing a preeminent wealth management experience to a select number of corporate executives, business owners, and affluent families across the country. His approach centers on putting clients first and focusing on what matters most in their lives. William holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's degree from the University of Missouri Columbia. In recognition of his work, he was named to the Forbes "Best-in-State Wealth Advisors" list in 2026 for the ninth consecutive year. Outside of his professional life, William values his family deeply, sharing life with his wife Amy and their three children. His personal interests include golfing, music, pickleball, singing, spending time with family, and traveling. He is involved in community organizations such as the Guardian Angel Settlement Association and Living Water International.

William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Scott Novellas is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2009, including roles at Morgan Stanley Private Bank, National Association. He previously worked at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its extensive network of financial advisors and specialized planning groups.

John Stevenson is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. His prior work includes six years at Edward Jones and one year in real estate at Star Real Estate. Stevenson is involved in community activities, serving as Vice President and Financial Chair of Scenic Walton and Chairman of Friends of Scenic 30A, where he helps oversee fundraising and grant applications. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients through various portfolio management and financial planning services, leveraging a multi-manager platform with model portfolios, third-party managers, and bespoke strategies.

Dan Griggs is a financial advisor with Cetera who holds a Series 63 designation and has 30 years of industry experience. He has been with Cetera and its affiliated entities since 2019 and previously worked at Summit Financial Group and Summit Brokerage Services. Griggs is also president of Austin Coordinated Resources, Inc., a financial services and tax entity. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and unaffiliated managers.