Brittany Surina is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. She previously worked at Morgan Stanley and City National Bank. Outside of her advisory role, she operates a book blog and maintains a social media presence related to it. 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.

Andrea Steiner is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and previously worked at Western International Securities, Inc. and Financial West Group. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis, providing tailored solutions including proprietary model portfolios and access to independent third-party sub-advisors.

Bret Glover is a CFP® with 35 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Bret is also involved in consulting for small business owners through SCB Business Solutions LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach with broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human oversight.

David Lummus is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he is involved in a sole proprietorship related to real estate investment. Prospera Financial Services, Inc. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Stephen Westlake is a CFP® and ChFC® with 40 years of industry experience. He is currently with NorthRock Partners, LLC and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Westlake is involved in several business ventures including ownership of SCB Ventures, which provides management and employee services for a financial planning business, and he serves on the executive board of Keaton's Childhood Cancer Alliance. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and utilizing AI tools alongside human oversight.

Ryan Hyslop is a CFP® professional with 17 years of industry experience, currently advising at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Morgan Stanley and Edward Jones, spanning over a decade. Outside his advisory work, he is the owner of Arthur Holdings LLC, an entity used for managing business expenses related to wealth planning. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thomas Palecek is a financial advisor with Summit Trail Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Barclays Capital Inc. and Summit Trail Securities, LLC. He serves as a board member for Trans Pacific Networks Cayman Holdings and is a manager and committee member of Icon Recovery Fund LLC, both unpaid positions. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, family-office services, and retirement plan advisory, employing an investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes with an open-architecture approach.

Kevin Fitzwilson is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Coldstream Capital Management since 1997. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets across about 4,165 clients, offering portfolio management, financial and retirement planning, family advisory, and retirement plan advisory services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Adam Newton is a financial advisor with Lanark Financial, Inc. in Carson City, NV, holding a Series 66 designation and 19 years of industry experience. He has worked at NBC Securities, Inc. since 2008. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers both discretionary and non-discretionary arrangements.

Richard Sedway is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Sedway is also associated with Sedway Financial, which offers various insurance products, and he holds a title with TahoeKidsGuide. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporations. The firm provides both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Deborah Pursey is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Walnut Creek Wealth Management and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Diane Woodward is a CFP® professional with 26 years of industry experience, currently affiliated with Private Advisor Group, LLC. She previously worked at Strategic Wealth Advisors Group, LPL Financial, and several other firms. Diane is involved in an independent advisory business, Mariner Independent Advisor Network, through which she provides investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and uses a range of investment strategies, including third-party managers and technology platforms, to meet client goals.

Charles Shapiro is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2010, and previously held roles at Morgan Stanley and Citigroup Global Markets. Stratos Wealth Partners serves a broad mix of individual and institutional clients, providing financial planning, managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and operates both bundled and unbundled fee arrangements across multiple custodians.

Cheryl Young is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. 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 offers a range of portfolio management and financial planning services and operates both as a registered investment adviser and broker-dealer, providing access to diverse investment solutions and placement services.

Gwendolyn Chatham is a CFP®-certified financial advisor with over 43 years of industry experience. She is affiliated with Primerica Advisors and has worked extensively with Park Avenue Securities, Guardian Life Insurance Company, and Guardian Investor Services Corporation since 1992. Her additional activities include occasional sales of non-proprietary insurance and variable annuity products. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Sean Moore is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Cerity Partners since 2016. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, endowments, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Robert Green Jr. is a CFA® charterholder and Series 63 licensee with 17 years of industry experience. He is currently associated with Independent Advisor Alliance, LLC and has previously worked with Advisor Resource Council LLC and Cojo Bay Advisors, LLC. Outside of advisory roles, he owns and operates Bixby Benefit Auctioneers, a charitable auction business, and serves as president and fundraising chair for the nonprofit Highlander Pride, which supports local high school sports and activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and integrates various portfolio management strategies alongside technology platforms for asset aggregation and estate planning.

Scott Macdonald is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Merrill since 1987 and concurrently associated with Bank of America since 2009. Outside of his advisory role, he serves as Chair of the Tahoe Fire Helicopter Steering Committee, coordinating community outreach and efforts to establish a regional fire base and helicopter rescue program. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its focus on manager selection and tax-efficient investment strategies.

Sharon Kaplan is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo and Chase Bank since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Overstreet is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.