Kenneth Roberts is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at FourStar since 2020. Prior to that, he was with Iwc Asset Management and WESPAC Advisors. Roberts is a part owner of America Matters Media and hosts the radio show "Ken's Bulls & Bears Report." He is also the author of *The Tactical Option Investor* and owns Fat Tail Trading & Research. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages client portfolios primarily on a discretionary basis using a range of investment vehicles tailored to clients’ risk tolerance and time horizons.

Kenneth Peterson is a CFP® professional with 39 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at firms including Fortitude Advisory Group, LLC dba Sound Wealth Partners, Alpha Cubed Investments, LLC, and Fidelity. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm manages portfolios using a blend of active and passive strategies with an emphasis on diversification and client objectives, and is noted for its scale, breadth of institutional work, and use of various analytical approaches and operational features.

Hemant Kathuria is a financial advisor at A.G.P. / Alliance Global Partners with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Euro Pacific Capital, Inc. and Digital Offering LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of around 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture model combining internally managed strategies with co- and sub-advisory relationships and offers portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Patricia Erwin is a financial advisor at World Equity Group, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been associated with both Tiger Wealth Management LLC and World Equity Group since 2006. Her background also includes work with various insurance carriers, focusing on life and long-term care insurance sales. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional entities. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

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 with The AmeriFlex Group in Reno, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include Cambridge Investment Research, Sagepoint Financial, and OSAIC. He is also active as an independent insurance agent with 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, and retirement plan consulting, offering both wrap and non-wrap solutions tailored to each client’s profile.

Timothy Erwin is a financial advisor with World Equity Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. In addition to his advisory role, he manages operations and personnel at Colorite Plastics. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

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 designation and one year of industry experience. His prior roles include positions at RFP Midtown LLC and involvement in entrepreneurial activities such as Rising For People Coffee Company and Abshire Family LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a non-discretionary model with third-party money managers and investment advisor representatives, overseeing approximately $1.39 billion in total platform assets.

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.

Kenneth Hammond is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual in various capacities from 2017 to 2025. Kenneth is also the founder and owner of Sage Street Wealth, a financial planning and wealth management firm based in Reno, NV. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and discretionary investment management.

Eugene Hoover is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Savvy and has previously been employed at Farther Finance Advisors, FourStar Wealth Advisors, and Universal Value Advisors, where he also serves as a financial analyst. Outside of advisory roles, he was involved with Pinocchio's Bar & Grill for six years. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. 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 models, leveraging proprietary technology and third-party platforms.

Adam Melville is a financial advisor with Hilltop Securities Inc. in Reno, NV, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of advisory programs through an open-architecture platform that includes adviser-managed and model-based solutions, supported by unique operational features such as integrated custody and municipal bond strategies co-advised with Franklin Templeton Group.

Gregory Yrigollen is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds a Series 66 designation and has 40 years of experience in the industry. He has been with Mutual Of Omaha and its affiliate firm since 2011. Mutual Of Omaha Investor Services, Inc. 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 relationship with Envestnet and acts as a conduit to third-party managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.