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® 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.

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 licenses and previously worked at Stifel for 10 years before joining Rockefeller in 2025. Outside of his advisory role, he serves as Vice President on the board of the HR Mutual Water Company, which manages the maintenance of local water infrastructure. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Perry Laulu is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Bank of America. Outside of finance, he is involved in several entrepreneurial ventures including an event planning business and an RV trailer rental service. Key Investment Services LLC provides advisory and brokerage services to individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment profiles and offers access to a variety of wrap-fee programs, model portfolios, and third-party discretionary managers.

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 has previously worked at UBS Financial Services Inc. for ten 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Hans Maentz is a financial advisor at Rockefeller Capital Management with 23 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial Services since 2021. Prior to that, he spent over a decade at Morgan Stanley in various roles. Maentz serves on the Board of Trustees for The Hill School, an educational institution, a role he has held since 2001. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering comprehensive wealth management services to high-net-worth individuals and families.

Brian Delany is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Janney Montgomery Scott LLC, KeyBanc Capital Markets Inc., and Morgan Stanley. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Jannah Devine is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at Rockefeller Financial since 2021, following a nine-year tenure at UBS Financial Services. 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 and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.

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.

Michael Shea is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing three years of industry experience. He worked at Prudential Equity Group, LLC for 39 years before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and diverse investment vehicles.

Jonathan Upham is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sageview Private Client Group and Cetera Wealth Services. Outside of his advisory roles, he is a partner at Powder Capital, LLC, a real estate business focused on buying and selling residential and commercial properties. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

David Phillips is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Phillips serves as a council member for Heber City, Utah, where he is involved in city governance. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s advisory approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kristin Brussow Osada is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments in various roles since 2020, with prior experience as a self-employed publisher, musician, and consultant. Outside of advising, she is involved in book publishing, runs a consulting business focused on relaxation content, and pursues singing and songwriting as a hobby. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios and serves a range of investors through systematic methodologies and algorithmic processes.

Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System. Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.

Michael Stecher is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at Faithward Advisors, LLC and American Portfolios Advisors, Inc. He is also president of a consulting firm, Michael J. Stecher, Inc., which operates under the Stecher Financial Group name. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Norman Nelson is a financial advisor with Raymond James & Associates in Park City, Utah, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of advisory services, he is involved in rental real estate ownership through interests in condominium complexes in Park City. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles and affiliated research.

Francis Malone III is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Malone holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides services supported by a structured planning process and a variety of investment and financial strategies.