Beau Pollard is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Sowell Management. He has worked at Sowell since 2021 and is also the founder and wealth manager of Wayfinder Capital, LLC. His prior experience includes roles at Centerpiece Wealth Advisor and Charles Schwab, and he served in the Army National Guard from 2006 to 2020. Sowell Management is a multi-team registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, retirement plans, corporations, and other RIAs. The firm supports over 100 independent advisors with trading, compliance, and back-office services while employing a variety of investment strategies and offering access to model portfolios and third-party managers.

William Fleming Jr. is a financial advisor with Advisory Services Network who holds a Series 63 credential and has 40 years of industry experience. His prior experience includes roles at LPL Financial Corporation and Western Wealth Management LLC. He is also the owner of a company involved in insurance sales and life annuities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing various securities and investment strategies tailored to client objectives and risk tolerances.

Andre Foy is a financial advisor with Zacks Investment Management, Inc., holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at both LBMZ Securities, Inc. and Zacks Investment Management since 2011. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, and manages mutual funds and ETFs. The firm employs a combination of proprietary quantitative models and qualitative portfolio management across diverse strategies and offers its services through various wrap-fee and unified managed account programs.

Russell Telfer is a financial advisor with The AmeriFlex Group and holds Series 66 and Series 63 registrations. He has seven years of industry experience and has worked with firms including Cambridge Investment Research and SagePoint Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model allocations, discretionary or non-discretionary manager relationships, and multiple wrap program solutions.

Thomas Dohogne Jr. is a CFP® with 19 years of industry experience, currently serving at Madison Partners. His prior roles include positions at Charles Schwab and Jackson National Life Distributors LLC. He holds insurance licenses in life and health. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Ronald Vermillion is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 35 years of industry experience. He has worked at LPL Financial, LLC since 2013 and joined Western Wealth Management LLC in 2020. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management and consulting services through a decentralized network of investment adviser representatives, employing a range of investment strategies and third-party manager relationships.

Michael Opp Sr. is a financial advisor with Wealth Watch Advisors, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wealth Watch Advisors since 2021 and has operated Opp Financial and Insurance Services since 2007, focusing on fixed insurance and equity-indexed annuities, including universal life and whole life products. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, utilizing quantitative, qualitative, and technical methods across various investment strategies.

Steven Kletter is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including 16 years at Cambridge Investment Research Advisors and Cambridge Investment Research, and more recent roles at Calton & Associates and Advisory Services Network. Outside of advisory services, he is an owner of DAR Financial and has worked as an independent insurance agent. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment strategies and flexible engagement models.

Angela Haydusky is an Investment Adviser Representative with Advisory Services Network and holds Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at Northwestern Mutual and Primericia. Outside of her advisory role, she provides notarization and office support services through HGSD Consulting. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Dominic Black is an advisor at Integrity Advisory Solutions with a Series 65 credential and no prior industry experience. He is also the manager and owner of Lab Seven Design and Imprints, LLC, a custom apparel decoration business he has operated since 2006. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and model portfolio programs using a range of asset-allocation strategies and third-party platforms.

Andrew Parisi is a financial advisor with B. Riley Wealth Advisors, Inc. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. Prior to joining B. Riley Wealth Advisors, he worked at National Securities Corporation for six years. In addition to his advisory role, he is involved as an agent with Medicare Solutions, focusing on Medicare plans. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $4.21 billion in client assets across a variety of programs, including advisor-managed portfolios and third-party managed solutions.

Michael Scialla is a financial advisor at Stephens with 25 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Stifel Nicolas and A. G. Edwards & Sons, Inc. He is based in Castle Rock, CO. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.

Jordan Mc Connell is a CFP® professional with 10 years of industry experience, currently affiliated with Root Financial Partners since 2024. He previously worked at The Vanguard Group and Schwab Private Client Investment Advisory. Root Financial Partners offers investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies with tailored portfolios and provides educational programs alongside its advisory services.

Mark Fuhrman is a financial advisor with Western Wealth Management LLC in Castle Pines, CO, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including over two decades at LPL Financial. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management and financial planning services utilizing firm-designed and third-party model portfolios across various strategies.

Christopher White is a financial advisor with Prospera Financial Services, Inc. in Castle Rock, CO, holding a Series 66 designation and 15 years of industry experience. He has been with Prospera Financial Services since 2004. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Adam Makkai is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Advisory Services Network since 2018. His prior experience includes roles at Northwest Asset Management, Western Wealth Management, and LPL Financial. He also teaches finance courses at Regis University, where he has been an instructor since 2002. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing asset allocation strategies and a diverse mix of securities.

Jennifer Scaglione is a financial advisor with Mariner Independent who holds a Series 66 designation and has 10 years of industry experience. She previously worked at LPL Financial, LLC for ten years before joining Mariner in 2023. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

Chelsey Collins is a Series 66-registered financial advisor with 17 years of industry experience. She is currently with B. Riley Wealth Advisors, Inc., where she has worked since 2012, including time with its affiliated entity B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. manages approximately $7 billion in client assets and serves over 16,000 clients. The firm provides a wide range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party investment models.

Joel Amador is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2023, he worked at Charles Schwab & Co., Inc. for 10 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

William Reynolds is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Castle Pines, Colorado, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has been with Equity Services and National Life Group since 2015. Outside of his advisory work, Reynolds is an insurance agent for several companies and serves as a director for Nationwide Recruiters, Inc., which focuses on real estate and recruiting. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading.