Frank Oliver III is a Series 65-licensed advisor at Creativeone Wealth, LLC with seven years of industry experience. He has worked with Oliver Asset Management and Change Path, LLC since 2019 and previously spent 17 years at Oliver Financial Group. Outside of his advisory work, he serves as president of Oliver Asset Management, a non-investment related business. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a range of proprietary models and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Ian Wymore is a CFP® professional with 13 years of experience in financial advising. He currently works at Compound Planning, Inc. and has previously held roles at Empower Advisory Group, Personal Capital Advisors Corporation, and Morgan Stanley. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers both Direct Investment Management and a Turnkey Asset Management Program that includes alternatives such as private REITs and private credit.

Richard Galdieri is a financial advisor at Global View Capital Management LLC with a Series 65 credential and one year of industry experience. His previous roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Andrew Landsman is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds the Series 65 designation and has worked with Hoxton Wealth USA LLC, Beacon Global Advisors, and CenturyLink. Landsman manages wealth for cross-border, multinational, and U.S. expatriate clients. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and pension-advice services. The firm specializes in tailored portfolios combining third-party managed models, mutual funds, ETFs, equities, and fixed income, with a notable focus on pension transfers for U.K. nationals.

Joshua Hattig is a CFP® professional with 28 years of industry experience. He is currently affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has operated his own financial planning and insurance advisory business, Hattig Financial, since 2014. Hattig is president of Hattig Financial Co., where he provides financial planning, life and health insurance, and long-term care insurance services. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Shannon Lynch is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Compound Planning, Inc. She previously worked at Empower Advisory Group, Personal Capital Advisors, and UBS Financial Services. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm operates as a fiduciary and employs risk-based model allocations combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

John Sukovaty is a financial advisor at SPC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Edward Jones, Transamerica Capital Inc, Parkland Securities LLC, and Sigma Financial Corporation. He operates Suko Financial Group, LLC, through which he sells non-variable insurance products, including term insurance and MYGA fixed annuities. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs.

Edward Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Western Wealth Management, and A. G. Edwards & Sons, Inc. He also operates under the DBA Integrity Wealth Partners, providing investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party investment solutions.

Paula Mcmanus is a Series 66-credentialed financial advisor with 12 years of industry experience, currently serving at Kestra Advisory since 2016. She has also been involved with Kestra Investment Services, LLC since 2013 and owns McManus Wealth Building and Management, a business focused on registered representative activities and insurance services in Louisville, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

Ryan Mason is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He currently serves as an advisor at Independent Advisor Alliance, LLC and is also affiliated with LPL Financial. Prior to these roles, he worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2009 to 2020. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management approaches supported by technology platforms and a network of advisory representatives.

Kevin Schmeits is a financial advisor at Creative Planning with eight years of industry experience. He holds the Series 65 designation and has worked with Creative Planning Institutional Advisors since 2017, as well as Sageview Advisory Group prior to that. 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, combining low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services.

Debra Anderson is a financial advisor at VALIC Financial Advisors with 20 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Principal Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christina Martinez is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 designations and currently serves as Vice President and CFO of Strategic Wealth Holdings, Inc., where she manages a branch office that rents conference space to local legal professionals. Martinez has also been involved with various community and economic education organizations. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model suites and third-party managers to provide discretionary and non-discretionary investment programs.

Paola Santos is a Series 65 licensed advisor with 23 years of industry experience. She is currently with Creative Planning, where she has worked since 2021. Her prior experience includes roles at Lockton Investment Advisors, BOF Financial, Standard Retirement Services, and StanCorp affiliates. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Kaiya Goldenberg is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of experience in the industry. Prior to joining Cerity Partners, Kaiya held positions at Scythe Robotics and Hattig CPA. Cerity Partners serves a broad client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Nathan Lehnerz is a CFP®-certified financial advisor with five years of industry experience. He currently works at Foundations Investment Advisors LLC and previously held roles at BAM Advisory Group, CreativeOne Wealth, MassMutual Life Insurance Co, and AXA Equitable. Outside of advisory work, he is involved with Alpha 1 Tax & Wealth, where he sells life insurance and annuities as part of financial planning. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing strategy, and offers services through a large network of affiliated offices.

Linda Vigil is a financial advisor at Kestra Advisory with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Wells Fargo Investments. She also serves as Managing Director of Aero Wealth Management, an independent RIA providing customized portfolio construction and asset management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm serves a broad client base, including large institutional investors, and provides access to multiple management platforms and third-party solutions.

David Griffith is a financial advisor at Independent Financial Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he spent two years involved with 88 Keys Piano Bar and Cafe. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with notable retirement-plan and pension consulting capabilities and manages over $12 billion in assets.

Patricia Dimmer is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Waddell & Reed Inc, and various insurance agencies. Dimmer is based in Brighton, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s investment approach emphasizes asset allocation and retirement guidance using proprietary tools developed with Morningstar Investment Management.

Mark Culver is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include leadership at Epiqwest Culver Wealth Advisors LLC and founding Culver Investment Company, LLC. He is also the owner of Culver Investment Company, a support business related to his advisory activities. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.