Bartley Corfee is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. His career includes roles at Ameritas Advisory Services, Canvas Financial, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Cetera Advisors LLC. He has also operated his own financial advisory and asset management business, Corfee & Associates, since 1993. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment approaches and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Kimberly Jestrab Rindt is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and has worked previously at D.A. Davidson & Co. and Independent Wealth Strategies. She is also involved in fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Sandra Knecht is a CFA charterholder with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC. Her prior experience includes roles at Transform Wealth, The Milestone Group, CoBiz Wealth, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

William Michener is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with CWM, LLC and has prior experience at Carson Wealth, Wambolt & Associates, LLC, Keystone Resort, Northwestern Mutual, and Valparaiso University. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that constructs model portfolios using fundamental and technical inputs, and provides tailored solutions including custom indexing and access to alternative investments.

Shaun Cavanagh is a CFP® professional with 10 years of industry experience, currently serving with CWM, LLC. His prior roles include positions at Carson Wealth, Wambolt & Associates, and Charles Schwab Bank. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to construct and monitor model portfolios with both fundamental and technical inputs.

Michael Stark is a financial advisor at Transamerica Retirement Advisors, LLC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Wells Fargo Clearing, and Clark Brothers Investments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and advisory services focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management as an independent financial expert for portfolio construction and operates with a large client base and primarily non-discretionary assets.

Ethan Smith is a financial advisor with Key Investment Services LLC holding a Series 66 designation and four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Ethan is also involved as a member and manager of DONATI LLC, a company managing rental property. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary model portfolios with ancillary insurance offerings and integration with KeyCorp affiliates.

Sylvia Drury is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 36 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and has worked at MetLife Resources since 1990. Drury also maintains an insurance agent role specializing in insurance, fixed indexed annuities, and long-term care products. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using in-house and third-party models, and maintains a significant focus on educator retirement programs.

Gary Drury is a financial advisor with Lincoln Investment, holding a Series 63 license and 37 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999. In addition to his advisory role, he has operated Pelicans Restaurant since 1979 and works as a general agent selling insurance and fixed annuities. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history serving educators. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and third-party managers.

Alexander Perry is a financial advisor with PNC Wealth Management in Littleton, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors, Alpha Capital Family Office, Fidelity Brokerage Services, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The program uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Eleni Yeros is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at CWM, LLC and Carson Wealth, having previously been with Wambolt & Associates and Webroot. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and roughly $50.6 billion under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while providing tailored solutions and ongoing portfolio oversight.

Melony Harris is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked for Avantax Insurance Agency LLC and Avantax Advisory Services, with a career starting in 1995 when she established Melony J. Harris, CPA. Harris is also the owner of Harris Tax & Wealth Management, PC, where she provides tax preparation, payroll processing, and general accounting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Shawn Mc Goveran is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Hornor, Townsend & Kent in 2024, he worked at Equitable Advisors and held various roles in the mortgage and real estate sectors. He is also a partner at New Everyday Wealth Strategies, providing wealth management services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Marc Wheeler is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and 65 licenses and has been with Centaurus Financial since 2012. Outside of his advisory role, he occasionally services and installs HVAC equipment for close friends and family. Centaurus Financial serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning and portfolio management through platforms such as CLASSIC Plus with various discretionary and non-discretionary arrangements.

Heather Lore is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked with Hightower Advisors since 2017 and previously spent ten years at UBS Financial Services. Outside of her advisory role, she works part-time as a waitress at a restaurant. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach and proprietary research. The firm’s services include portfolio management, financial planning, and retirement plan consulting, with experience managing both domestic and international mandates.

Shelby Trinkino is a CFP® professional with 35 years of industry experience, currently serving at Commonwealth Financial Network since 2013 and also associated with Independent Wealth Strategies since 2022. She holds multiple securities licenses including Series 63, 65, and 66. Outside of her advisory work, Shelby owns a private securities business and is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering a range of discretionary model portfolios and program structures to affiliated advisors.

Richard Martin is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at BNP Paribas Securities Corp. and Janus Henderson Distributors. Outside of his advisory role, Martin is a CPA involved in tax return preparation and also assists clients as a mortgage loan originator. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of discretionary and non-discretionary arrangements.

Andrew Green is a financial advisor at CWM, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Personal Capital Advisors and Empower Advisory Group. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios and offering tailored solutions such as Orion Custom Indexing and access to alternative investments.

Cari Smith is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 credentials. She has 22 years of industry experience, including multiple roles at LPL Financial and Western Wealth Management prior to joining Private Advisor Group in 2020. Smith also provides investment advisory services through Independent Advisor Alliance, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and access to various third-party strategists and technology platforms.

Tammy Santi is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Charles Schwab, Lyft, UBER, Edward Jones, J.P. Morgan Asset Management, and Banc One Securities Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program, utilizing asset allocation models and internal research tools with recommendations tailored to client goals and risk tolerance.