Valerie Love Parker is a financial advisor at Capital Analysts with 22 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment since 2017, following a two-year tenure at Legend Equities Corporation. Outside of her advisory role, she is involved in community advocacy and health and wellness promotion, including volunteer work with local organizations and providing access to vitamin and mineral supplements. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management guided by an in-house investment team using proprietary screening tools, with a model that supports advisor-managed and third-party portfolios.

Ethan Ogden is a financial advisor at Maia Wealth with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Foreside Fund Services, Innovator Capital Management, Astor Investment Management, and Equinox. Outside of advising, he manages Ogden Ventures, LLC, a bookkeeping entity related to his financial planning services, and is also licensed as an insurance agent. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm employs a long-term investment approach using mutual funds, ETFs, and individual securities, alongside coordinated estate-planning and tax services through external specialists.

Richard London is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. He has previously worked at Securities America Advisors, Securities America Inc, and Cooper McManus. Outside of his advisory role, he is involved in insurance sales and manages a family trust through an LLC structure. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both passive and active approaches, and manages a larger portion of assets on a non-discretionary basis.

Symour Jacobs is a CFP® with 36 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2021. Prior to that, he was with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for over a decade, and also operated Sy Jacobs CFP LLC. Jacobs is also an independent insurance agent for various insurance companies. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative and private placement investments. Their advisory process integrates goals-based planning with an evidence-based investment framework supported by proprietary quantitative tools.

John Kinsella is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Jordan Layer is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently an advisor at VestGen Advisors, LLC and has held roles at Resources Investment Advisors, Triad Advisors, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Layer is also licensed as an insurance agent. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

Jeannette Adcock is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at David A. Noyes & Company since 2017 and previously spent 13 years at Wayne Hummer Investments. Thurston Springer Advisors serves a diverse client base including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and sub-advisory services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, combined with fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Richard Debruin III is a financial advisor at HighPoint Planning Partners with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with HighPoint Advisor Group, LLC and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4 billion in client assets and employs a fundamental analysis-driven investment approach across various asset classes and custodial platforms.

Conner Tilmon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Mutual of Omaha Investor Services, he worked at Mutual of Omaha Insurance Company and has experience in hospitality roles, including positions at Epic Valet, We-Ko-Pa Golf Resort, and Rockford Country Club. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform with Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Pavlo Yanytskyy is a financial advisor at HighPoint Planning Partners with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and LPL Financial. Outside of his advisory role, he is involved with Opewek Inc, where he has been active since 2021. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to construct individualized investment policies across a range of securities and program solutions.

Jason Balogh is a CFP® professional with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he may earn commissions from insurance product sales. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Benjamin Weinberger is a CFP®-designated financial advisor with Capital Analysts, bringing four years of industry experience. His prior roles include positions at Lincoln Investment, Cetera, and self-employment ventures. Outside of advisory work, he provides insurance services related to life and long-term care products. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house investment research team and offers automated rebalancing, tax-aware options, and a range of client agreement structures.

Joseph Mougette is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Appreciation Financial, Carmax, and Aramark Corp. He is also a licensed independent insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus exclusively on individual and HNW investors.

Amy Marker is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 designations and over 30 years of industry experience. Her prior roles include positions at Edward Jones and Northern Trust. She has worked at Ausdal Financial Partners in two separate tenures totaling nine years. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of investment services and tailors strategies to client objectives, utilizing multiple custodians and integrating third-party managers in its solutions.

Christian Luna is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wealth Watch Advisors and Senior Solutions LLC. Luna has also served in the United States Naval Reserve. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a variety of analytical approaches with a long-term focus and coordinates estate-planning and tax services through third-party specialists.

George Clougher is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, and Safe Money Concepts. Outside of advisory work, he is involved in non-variable insurance sales, including fixed life and fixed annuities. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, employing a model-driven investment approach that uses quantitative optimization and proprietary economic data inputs.

Steven Bruno is a financial advisor with Ausdal Financial Partners, Inc. based in Naperville, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work history includes roles at M. Brown Financial Advisors and Thumbprint, Inc. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a range of services including advisor-managed accounts and retirement plan advisory, with investment strategies tailored to clients’ objectives and risk tolerance.

Bradley Underwood is a financial advisor at World Equity Group, Inc. in Scottsdale, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in providing prepaid legal services and offers payroll and employee benefits solutions through independent contractor roles. World Equity Group serves individual and high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Colin Kelty is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and MB Financial Bank. Outside of his advisory role, he is involved in a tax planning business and participates in theatre production and venue management. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a customizable approach that includes passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Adam Runyan is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, JPMorgan Chase, and Morgan Stanley. 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 services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies tailored to clients’ objectives and risk tolerances.