Christopher Apgar is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, Wells Fargo Clearing, and UBS Financial Services. He is also a member of the Deer Crest Association design review committee in Park City, UT. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Scott Fortney is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at Charles Schwab, Guardian Capital Management, Reilly Financial Advisors, and Mariner Wealth Advisors. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Timothy Lesko is a financial advisor at Mariner Wealth Advisors with 25 years of industry experience. He previously worked at Granite Investment Advisors, Inc. for 12 years before joining Mariner in 2021. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Lesko serves as Board Chair of the nonprofit Education for All Children. Mariner Wealth Advisors serves a diverse clientele including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for firms of its size.

Michael Bukata is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Mariner in 2020, he worked at Bank of America and Merrill from 2009 to 2020. Outside of his advisory role, he is an owner of a rental property on Johns Island, South Carolina. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with integrated tax and accounting services that are uncommon among large advisory enterprises.

Lloyd Yamada is a CFP® professional with 23 years of experience in the financial industry. He has worked at firms including Aspire Planning Associates, LSY Financial Group, LPL Financial, and King Wealth Planning before joining Farther in 2026. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a combination of web, mobile platforms, and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, individual equities, and fixed income.

Ryan Day is a CFP® professional with 28 years of industry experience. He has been with Lincoln Investment since 2012 and also owns Ryan M Day Consulting Inc., where he is an author. His career includes prior roles at Capital Analysts, M Holdings Securities, and Mass Mutual Investors Services. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and operates with an in-house Investment Management & Research team that supports both discretionary and non-discretionary advisor-led relationships.

Virgil Wimberly is a financial advisor at Mariner with 19 years of industry experience and holds a Series 66 designation. He has worked at Mariner Wealth Advisors since 2022 and previously spent multiple years at Financial Engines Advisors L.L.C. and Beaumont Financial Partners, LLC. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and family office services, utilizing both in-house research and third-party managers across various asset classes and strategies.

John Broderick is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Stifel for 10 years. Outside of advising, he serves as Vice President on the board of the HR Mutual Water Company, which manages maintenance of neighborhood water systems. 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, operating as both an investment adviser and a registered broker-dealer with capabilities in placement and investment banking.

Perry Laulu is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and U.S. Bank. Outside of his advisory work, he is involved in owning and operating several small businesses, including an event consulting firm, an RV trailer rental service, and long-term residential property management. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model to deliver portfolio management and model-based advisory products, with services including custodial and trade execution through Pershing and ancillary insurance products via affiliated entities.

Hans Maentz is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley in various capacities from 2008 to 2021 and at Lehman Brothers from 2004 to 2008. Maentz serves on the Board of Trustees for The Hill School, participating in trustee meetings and reunion events. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Brian Delany is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Janney Montgomery Scott LLC, KeyBanc Capital Markets Inc., and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of investment programs and advisory services encompassing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Chelsea Kirst is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Empower Advisory Group since 2026 and previously held roles at Empower Financial Services, Ally Invest Securities, E*Trade Securities LLC, and SecurityNational Mortgage Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Shea is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing three years of industry experience. He worked at Prudential Equity Group, LLC for 39 years before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and diverse investment vehicles.

David Phillips is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Phillips serves as a council member for Heber City, Utah, and has a 50% ownership stake in Future Flyers LLC, a company that owns airplanes. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions and employs research and analytics to guide investment decisions.

Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System. Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.

Michael Stecher is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at Faithward Advisors, LLC and American Portfolios Advisors, Inc. He is also president of a consulting firm, Michael J. Stecher, Inc., which operates under the Stecher Financial Group name. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Norman Nelson is a financial advisor with Raymond James & Associates in Park City, Utah, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of advisory services, he is involved in rental real estate ownership through interests in condominium complexes in Park City. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles and affiliated research.

Francis Malone III is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Malone holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides services supported by a structured planning process and a variety of investment and financial strategies.

Bryan Lloyd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent over two decades at Morgan Stanley and its affiliated entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Shannon Spangler is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2018, following a 14-year tenure at Sanford C. Bernstein. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies alongside defensive tactics to manage risk and portfolio positioning.