James Hodge is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and one year of industry experience. He is the owner of The Eyrie Group, Inc., a life insurance brokerage, and engages in business consulting, legal practice in California, and marketing of non-investment related goods and services. Hodge holds an MBA from Stanford Graduate School of Business and is licensed to practice law in California. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with tailored investment strategies across passive, active, tactical, and blended approaches.

James Van Meter is an investment advisor at Realta Investment Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Center Street Advisors, Inc., Cabin Securities, Inc., and has been president and owner of Tahoe Financial Planning LLC since 2006. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs asset allocation strategies across multiple asset classes and offers portfolio management through in-house and third-party managers, supported by platforms that include UMA/SMA programs and held-away account aggregation.

Andrea Nolan is a financial advisor at Savvy with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Farther Finance Advisors, FourStar Wealth Advisors, Fieldstone Financial, and Concert Wealth Management. Nolan is based in Reno, NV. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused model construction, supported by a parent technology platform and third-party tools.

Ryan Edde is a financial advisor with Concorde Asset Management, LLC in Reno, NV, holding Series 63 and Series 65 licenses and having 16 years of industry experience. Prior to joining Concorde, he spent 15 years at Wells Fargo Securities, LLC and an additional 26 years at Wells Fargo Bank. He is the sole owner of Consulting NV, LLC, providing ad-hoc consulting on rent strategy and property maintenance. Concorde Asset Management serves individual, corporate, and retirement-plan clients with tailored financial planning and portfolio management, utilizing model-based strategies and third-party platforms. The firm also offers ERISA retirement-plan advisory services and manages variable annuity separate accounts.

Kenneth Roberts is a financial advisor at FourStar Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FourStar since 2020. Prior to that, he was with IWC Asset Management and Wespac Advisors. Outside of his advisory role, Roberts is the author of *The Tactical Option Investor* and hosts the radio show "Ken's Bulls & Bears Report" on America Matters Media, where he is also a part owner. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, options, and independent managers, employing both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Kenneth Peterson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2024. He has held advisory roles at Fortitude Advisory Group, LLC dba Sound Wealth Partners for 10 years, Alpha Cubed Investments, LLC for 8 years, and Private Advisory Group LLC for 2 years. Mutual Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and providing services that include active and passive portfolio strategies, third-party manager access, and specialized solutions for sovereign wealth funds and other institutional clients.

Hemant Kathuria is a financial advisor with A.G.P. / Alliance Global Partners in Reno, NV, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Euro Pacific Capital, Inc. and Digital Offering LLC. He has been with A.G.P. since 2019. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is known for active brokerage and product-distribution activities alongside standard advisory services.

Patricia Erwin is a financial advisor with World Equity Group, Inc. She holds a Series 66 designation and has 20 years of industry experience. She has worked at Tiger Wealth Management LLC and World Equity Group since 2006 and has been involved with various insurance carriers since 2005, focusing on the sale of life and long-term care insurance. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers access to third-party managers, managing approximately $944.7 million in assets.

Robert Barone is a financial advisor at Savvy with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Farther Finance Advisors and FourStar Wealth Advisors. Outside of his advisory roles, he serves as a director at Allied Mineral Products, a refractory company. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware strategies. The firm integrates third-party fintech tools and offers in-house tax preparation and estate-planning support.

Tyson Lokke is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Farther Finance Advisors, LLC, Goldman Sachs, and United Capital Financial Advisers, LLC. He is also the managing partner and independent insurance agent at Wealth Vision LLC, where he dedicates time to insurance activities. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with proactive tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and external research.

Benjamin Persyn is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Encompass More since 2024 and Appreciation Financial since 2022. Prior to his advisory roles, he spent 15 years at Costco Wholesale. He is also a licensed insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.

Charles Pinson Rose is a CFA® charterholder with 10 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2015. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Kenneth Devore is a financial advisor at The AmeriFlex Group with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, INC. Devore is also an independent insurance agent for various companies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, offering customized strategies and a range of wrap and non-wrap solutions.

Timothy Erwin is a financial advisor with WORLD EQUITY GROUP, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he manages operations and personnel at Colorite Plastics, a non-investment-related business. WORLD EQUITY GROUP provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers a variety of portfolio management and financial planning services.

Dhruv Gupta is a financial advisor with IP Financial Advisory Services LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Emerson Equity LLC and Creative Financial Designs, Inc. Outside of advisory work, he is a part owner of Sainergy Inc., where he provides compliance consulting, and he also works as a licensed real estate salesperson in Nevada. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Ashley Curiel is a CFP® professional with 19 years of experience in the financial advisory industry. She has been with Golden State Wealth Management, LLC since 2017 and also maintains an affiliation with LPL Financial, LLC. Curiel is involved as an owner in a non-investment-related business entity, Sparks Curiel LLC. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, constructing tailored portfolios through various analytic approaches and utilizing third-party managers and model portfolios.

Stephen Paluck is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Wealthcare Advisory Partners and LPL Financial in 2021. Paluck serves as trustee of the Paluck Family Trust. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures and a variety of investment vehicles, including alternatives and private placements.

Jesse Abshire is a financial advisor at Gradient Advisors, LLC with a Series 65 credential. He has one year of experience in the industry and has previously been involved with RFP Midtown LLC, Rising For People Coffee Company, and various other organizations. Outside of his advisory role, he is engaged with Rising For People Coffee Company. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a range of clients including individuals, retirement plans, and business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a mostly non-discretionary model and a combination of fundamental, technical, and cyclical analyses in portfolio management.

Karl Feigley is a financial advisor with Advisory Services Network holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC for 11 years. Outside of his advisory role, Feigley serves as treasurer of the Somersett Rod and Gun Club, a 501(c)(7) social club focused on fishing and shooting sports education and community activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services employing asset allocation and various securities, supported by a large platform of over 200 advisers managing more than $10 billion in discretionary assets.

Joshua Barone is a financial advisor at Savvy with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Farther Finance Advisors, FourStar Wealth Advisors, and Fieldstone Financial Management Group. Barone is also the managing partner of Universal Value Advisors and serves as a board member for the LakeRidge Shores Home Owners Association. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and utilizes third-party fintech tools, sub-advisers, and in-house tax and estate planning support.