Roger Malcolm is a financial advisor with Sequent Planning, LLC and KDM Wealth Consultants, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Bankers Life Advisory Services and Mass Mutual Investors Services. He also serves as President and CEO of KDM Wealth Consultants, LLC. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services using a diversified, risk-structured approach implemented by a network of independent investment adviser representatives.

Rohn Pierce is a financial advisor at Independent Solutions Wealth Management, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at PEAK Brokerage Services, Blackridge Asset Management, and The Prudential Insurance Company of America. Outside of financial services, Pierce provides baseball pitching lessons as a coach through his business All-In-Sports. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and offers services including portfolio management, strategic asset allocation, and tactical investment strategies across a range of risk profiles.

Marc Panaro is a CFP® professional with 27 years of experience in financial advisory services. He is currently affiliated with Capital Analysts and has held roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team using a proprietary mutual-fund screening process.

Michael Hoeflich is a financial advisor at Independent Solutions Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked with Hoeflich Retirement Optimization Planning since 2021 and with Peak Brokerage Services, LLC and Independent Solutions Wealth Management since 2015. Outside of his advisory roles, he is involved as a Social Security Claiming Strategist and is a book author through his membership in Beyond Break Even. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum, utilizing mutual funds, ETFs, third-party managers, and tactical strategies with regular portfolio reviews and due diligence.

Jeffrey Kney is a CFP® with 24 years of industry experience and is currently with Capital Analysts. He has worked at Lincoln Investment since 2017 and held prior roles at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs a proprietary mutual-fund screening process and provides investment management both on a discretionary basis through its in-house team and on a non-discretionary basis via advisors and third-party managers.

David Moore is a CFP® with 41 years of industry experience, currently affiliated with Independent Solutions Wealth Management, LLC and Peak Brokerage Services, LLC. His career includes roles at Cambridge Investment Research Advisors, Inc., American Portfolios Financial Services, Inc., and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved with The Financial Guys, a radio show and DBA focused on wealth management. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation process across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers, complemented by regular due diligence and portfolio reviews.

John Scioli is a financial advisor with Capital Analysts, holding a Series 63 designation and over 31 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent significant time with Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.

Jeffrey Ott is a financial advisor at Capital Analysts with 17 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2017, with prior roles at Legend Advisory Corporation, Legend Equities Corporation, and Edward Jones. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Brian Webb is an investment advisor with Independent Solutions Wealth Management, LLC and The Financial Guys DBA, holding Series 63 and 65 credentials with one year of industry experience. He has worked at several firms including Peak Brokerage Services, MHA Zentgraf, and Globe Life/National Income. Outside of financial advising, he owns Webb Marketing Agency and has been involved with Amway/LTD since 2009. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and employs strategic asset allocation and manager selection processes, offering a range of portfolio management services including mutual fund, ETF, and stock portfolios as well as tactical strategies and third-party manager selection.

Lauren Gidley is a financial advisor with Prosperity Wealth Management, Inc. in San Ramon, CA, holding Series 63, 65, and 66 designations and bringing 36 years of industry experience. She has worked at Prosperity Wealth Management since 2017 and previously at First Allied Advisory Services and First Allied Securities. Outside of her advisory work, she is an author of a financial planning paper titled "Take Control of Your Financial Future" and is involved in a family business selling Amway products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients and emphasizes continuous, tailored portfolio supervision with a diversified investment approach and ongoing oversight of recommended third-party managers.

Michael Lomas is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Peak Brokerage Services LLC, Blackridge Asset Management LLC, and Neiman Funds Management, where he serves as a director and active owner of the Neiman Large Cap Value Fund. Outside of advisory work, he is involved in media and insurance through Financial Guys, LLC, and owns a drag race car team, Lomas Motorsports. Independent Solutions Wealth Management provides advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management across mutual funds, ETFs, and individual securities. The firm emphasizes strategic asset allocation, manager due diligence, and a mix of fundamental and technical analysis, incorporating tactical strategies and proprietary mutual fund offerings.

Jeffrey Kney is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. His career includes positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 1987 to 2017. He serves as a volunteer board member for the Orchard Park, NY CSD Academy of Finance, advising students interested in business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors, combining discretionary in-house management and non-discretionary advisory services.

Donald Tiburzi is a financial advisor at Capital Analysts with over 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he provides personal income tax preparation services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through a combination of in-house discretionary research and non-discretionary advisor- and third-party-managed solutions.

Louis Rivera is a financial advisor at Ethos Financial Group, LLC with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret Grant, Inc., J. Alden Associates, Inc., and Alden Investment Advisors LLC. Outside of his advisory role, he is an independent insurance salesman specializing in health, life, disability, and annuity products. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, offering investment management, financial and estate planning, insurance recommendations, and consulting services. The firm uses model portfolios focused on diversified, risk-conscious allocations and integrates third-party research and tax-overlay management in its process.

Jacob Denz is a CFP® with eight years of industry experience, currently serving as a financial advisor at Capital Analysts. He has worked with Lincoln Investment since 2017 and has held roles at Riley St. Station and Sealing Devices LLC. Denz also serves as secretary on the advisory board for the Orchard Park Academy of Finance. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth investors, businesses, and charitable organizations, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Duane Pusch is a financial advisor with Capital Analysts based in Getzville, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He also prepares personal income tax returns during tax season. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Frank Pelosi Jr. is a financial advisor with Capital Analysts who holds a Series 63 designation and has 36 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 23 years at Legend Equities Corporation and 8 years at Legend Advisory Corporation. Outside of his advisory role, he is president of Pelosi Insurance Agency Inc., specializing in property and casualty insurance and income tax preparation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary strategies, supported by an in-house investment management and research team that employs proprietary mutual fund screening tools.

Michael Sperrazza is a financial advisor at Independent Solutions Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Blackridge Asset Management, Peak Brokerage Services, and Queen City Financial Group. Outside of advising, he is a managing partner of The Financial Guys Home & Auto LLC and hosts a radio show with Financial Guys Media Network. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm emphasizes strategic asset allocation across a five-tier risk spectrum and employs both fundamental and technical analysis in portfolio management.

Corey Malstrom is a CFP® professional with 22 years of industry experience, currently serving at Capital Analysts. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Additionally, he has worked as an independent sales representative offering Medicare Advantage and Medicare Supplement plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house research team and a nationwide network of independent advisors.

Austin Willison is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Lincoln Investment Planning, LLC since 2019. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.