Scott Greenberg is a financial advisor with M Holdings Securities, Inc. in Park City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with M Holdings since 2002 and is also the founder and principal of Greenberg, Wexler & Eig. Outside of his advisory work, Greenberg writes a weekly wine column and co-hosts a public affairs radio show focused on science. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent advisors. The firm offers a range of investment management, retirement consulting, financial planning, and insurance advisory services, utilizing multiple sponsored platforms and third-party managers.

Darlynn Slosar is a financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She holds a Series 65 credential and previously worked at Podesta Capital Advisors and SpineCare Medical Group. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios across a variety of investment vehicles, including ESG models and direct indexing.

John Jaicks is a financial advisor at OneSeven with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, International Assets Advisory LLC, and Bruce A. Lefavi Securities, Inc. Jaicks is also involved in managing Silver Creek Management, LLC, a private label entity for financial business activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios with options for alternatives and third-party management solutions.

Ronald Gershon is a financial advisor at Hilltop Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Oppenheimer for 19 years before joining Hilltop Securities in 2022. Outside of his advisory role, he is a partner in a non-investment real estate holding company. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, retirement-plan advisory, and a range of municipal bond strategies, combining custody, banking, and market-making capabilities on an open-architecture platform.

Glen Mintz is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 13 years before joining NewEdge Wealth in 2021. He is also involved in asset management through JT Asset Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary solutions across multiple asset classes.

Lawrence Miles Jr. is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Freestone Capital Management LLC and AdvicePeriod, LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, managed by a centralized team and overseen by an Investment Committee.

Michael Fomuke is a financial advisor at NewEdge Wealth with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Park City Family Office. Outside of advising, he is also an insurance agent with Symetra Financial. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes proprietary strategies and third-party managers.

Hudson Horn is a CFP® with three years of industry experience, currently affiliated with Mariner Wealth Advisors. His prior work history includes roles at Great Plains Capital Partners, The Boeing Company, Ernst & Young, and Sarver Vrooman Wealth Advisors. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers customized discretionary portfolios managed by an Investment Committee, with integrated tax and accounting services, family office capabilities, and a financial wellness platform for employers.

Marcus Pinnock is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he owns several small businesses unrelated to investments, including Gil Corporation and Cram, Inc., which manage retirement and medical expense plans. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management, and retirement plan consulting services, with an emphasis on operations, technology, compliance, and practice-management support for affiliated advisors.

Jonathan Pinnock is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is a co-owner of entities related to recreational assets, including a boat and an airplane. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, allowing advisors discretion in portfolio construction and providing managed model portfolios through its Investment Management and Research team.

Richard Steinberg is a CFA® charterholder with 31 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and founded Steinberg Global Asset Management. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with outsourced portfolio management and integrates a variety of asset classes and strategies.

Bruce Weininger is a CFP® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, and Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.

Christopher Apgar is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, N.A., and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the design review committee for the Deer Crest Association homeowners association in Park City, UT. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through the Rockefeller Global Family Office platform and offers access to alternative and private investments alongside traditional asset management solutions.

Scott Fortney is a financial advisor at Mariner with 25 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Mariner in 2022, he spent 17 years at Reilly Financial Advisors, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside customized portfolio strategies.

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® with 23 years of industry experience, currently serving as an advisor at Farther since 2026. He has also worked with Aspire Planning Associates, Inc. since 2016. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Shane Kunz is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Wells Fargo in various capacities from 2006 to 2022. Outside of his advisory role, Kunz is involved with K45 Enterprises LLC, a non-investment-related business entity. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform supporting both advisor-managed and model-based portfolios.

Ryan Day is a CFP® with 28 years of experience in the financial services industry. He has been with Lincoln Investment since 2012 and also operates Ryan M Day Consulting Inc., where he is an author of investment-related books. Prior to Lincoln, he was affiliated with Capital Analysts starting in 2011. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both in-house and third-party investment strategies managed under a strategic and tactical framework.

Breck Fullmer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 26 years of industry experience. He has worked at John Hancock Mutual Life, Signator Investors, and Huntsman Cancer Institute since 1999. Outside of his advisory work, he is involved in several business ventures, including ownership interests in financial and real estate entities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.