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.

Richard Steinberg is a CFA® charterholder with over 31 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bruce Weininger is a CFP® credentialed advisor with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Deloitte Investment Advisors LLC, Kovitz Securities, Kovitz Investment Group Partners, LLC, and Foreside Financial Services, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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 has worked at firms including Morgan Stanley Private Bank and Wells Fargo Advisors. He serves on the design review committee for the Deer Crest Association in Park City, UT. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated investment platform.

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.

Ryan Day is a CFP® professional with 28 years of industry experience, currently serving at Lincoln Investment since 2012. His prior experience includes roles at Capital Analysts, M HOLDINGS SECURITIES, Inc., and Mass Mutual Investors Services. Outside of his advisory work, he is an author through his consulting business, Ryan M Day Consulting Inc. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs using both strategic and dynamic investment approaches, managing approximately $22.9 billion in assets as of the end of 2025.

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.

Scott Grooms is a CFP® certificant with 36 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He has previously worked at Cetera and LPL Financial and is involved in multiple business ventures including managing a wealth management firm and a logistics company. Grooms also owns and operates Grooms Wealth Management, Inc. and is active in overseeing personal and family office business operations. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory and planning services. The firm’s investment approach uses Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios employing low-cost ETFs, index funds, separate account managers, and private fund options.

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 at Key Investment Services LLC with Series 63 and Series 65 credentials and ten years of industry experience. He has held positions at JPMorgan Chase, Bank of America, Merrill, and U.S. Bank, among others. Outside of his advisory work, Perry is involved in several small businesses including an event planning consultancy, an RV trailer rental service, and a directional signage company supporting home builder events. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment model selection and provides ongoing monitoring and supervisory oversight, while leveraging corporate affiliations within the KeyCorp group.

Robert Bensman is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has been with Kestra Advisory since 2016, also working at Kestra Investment Services, LLC and Bensman Associates Ltd. Outside of his advisory roles, he is a founding member of a consulting firm, Schemata, L.L.C., and serves as a limited partner evaluating private equity opportunities with RJT, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and offering various third-party managed solutions within a supervisory framework.

Stefan Oglevee is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for UBS Financial Services Inc. for 10 years. He is based in Heber 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform offering a range of discretionary and non-discretionary solutions.

Hans Maentz is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2009 to 2021 before joining Rockefeller Financial Services in 2021. Maentz serves on the Board of Trustees for The Hill School. 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, and operates as a registered broker-dealer providing securities transactions, placement, and investment banking services.

Nathan Diede is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses. He has been with Empower Advisory Group and Empower Financial Services since 2026, following a year at Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages its recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

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.

Jannah Devine is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Rockefeller Financial. 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 services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Matthew Enger is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Creative Planning since 2013. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.