Kyle Rudduck is a CFP® and CFA® with nine years of industry experience. He is currently with Compound Planning, Inc. and has previously worked at Savvy, Alterntiv Wealth, Quadrant Capital Group, Constellation Wealth Advisor, Creative Planning, and Truepoint Inc. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning and consulting, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment process focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, and it employs a range of strategies including low-cost ETFs, direct indexing, and alternatives.

Matthew Bayer is a financial advisor at Harbour Investments, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has operated BMB Concepts LLC since 2006 and Bayer Financial Group, LLC since 2004. Outside of his advisory work, he is involved as an independent insurance agent and serves as managing member of a real estate holding company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Amy Barker is a CFP® and CFA® with 14 years of industry experience. She has been with Parallel Advisors, LLC since 2015. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Stephen Hecker is a financial advisor at Exodus Wealth, LLC with 50 years of industry experience. He holds a Series 63 designation and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services, Inc. since 2016. He is also an investment adviser representative with Prosperity Wealth Management. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio supervision using a mix of fundamental, technical, and cyclical analysis across various investment strategies and manages several hundred million dollars in discretionary assets.

Kenneth Warnick is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2009. Outside of his advisory work, he is self-employed in accounting and tax preparation services. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to a diverse client base including individuals, families, trusts, and charitable organizations. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy enhanced by tactical adjustments based on economic and market conditions.

Janet Steinke is a CFP® professional with 21 years of experience in the financial services industry. She currently works at Waverly Advisors, LLC and previously spent over two decades at Buckingham Capital Management, Inc., as well as affiliated Buckingham entities. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, serving a broad client base including both non-HNW and high net worth clients.

John Henseler is a financial advisor at Beacon Capital Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Spc and Midland National Life Insurance Company. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Marla Chambers is a Certified Financial Planner® (CFP®) and holds a Series 65 license, with 10 years of industry experience. She has worked at Waverly Advisors, LLC since 2024 and previously spent a decade with Buckingham Financial Group. Waverly Advisors is a multi-team registered investment adviser serving individuals across wealth levels, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Melissa Mueller is a financial advisor at Waverly Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Buckingham Advisors and CAVU Group. Outside of her advisory role, she has been involved with 2 Cups Coffee and Bakery LLC since 2012. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office solutions, integrating traditional and alternative investment strategies across its platform.

Emily Damman is a financial advisor at Beacon Capital Management, Inc. with a Series 65 credential and four years of industry experience. Her work history includes positions at Sammons Financial Group and Faegre Baker Daniels. She also serves as counsel at Sammons Financial Group member companies. Beacon Capital Management provides investment advisory services primarily to retail investors introduced through third-party financial intermediaries, offering model portfolios, discretionary account management, and custom solutions. The firm employs tactical, data-driven strategies using ETFs and mutual funds, managing a large client base and serving as adviser to registered investment companies and certain ETFs.

Joshua Smith is a financial advisor at Beacon Capital Management, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Beacon since 2022. Prior to this, he was with Spc for eight years and has been associated with Sammons Financial Group since 2011. Smith also serves as a board member for Single Parent Provision, a nonprofit organization supporting single parents and their families. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and trusts, and employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Andrew Blumenstock is a CFP® and holds a Series 65 designation with two years of industry experience. He currently works at Root Financial Partners, joining the firm in 2026 after two years at Peak Retirement Planning, Inc. Prior to his financial advisory career, he served ten years in the United States Air Force. Root Financial Partners provides investment management and comprehensive financial planning services to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Brent Jackson is a financial advisor at G. A. Repple & Company with 13 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2014. In addition to his advisory role, he owns Harvest Financial, where he acts as an insurance agent specializing in the sale of insurance and Medicare health plans. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers a range of programs including discretionary and non-discretionary management, separately managed accounts, and Biblically-Responsible Investing models.

Robert May III is a financial advisor at Beacon Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at several financial institutions, including PNC Bank and First Financial Bank. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Robert Henrich is a CFP® and CFA® with 29 years of industry experience. He has been with Parallel Advisors, LLC since 2018 and previously worked at Fifth Third Securities for five years. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms and affiliated fiduciary services.

Morgan Brazie is a financial advisor at Westminster Financial Advisory Corp with 12 years of industry experience. He holds the Series 66 designation and has been with Westminster Financial Securities Inc. since 2013. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a primary buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Michael Buckner Jr. is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Sequent Planning in 2022, he worked at Lafayette Life Insurance Company for seven years. Outside of his advisory role, he owns Buckner Whitetails, a hunting and outfitter business. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and offers ongoing investment communications uncommon for firms of its size.

Michael Groomes is a Series 63 licensed financial advisor with seven years of industry experience. He currently serves at Altitude Capital Management LLC and has prior experience with New York Life Insurance Co., Prudential Insurance Company of America, and various other firms. Groomes is also involved in insurance sales through his role as agent and owner at MLG Financial Services Ltd. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis.

Christina Israel is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Waverly Advisors in 2024, she worked at Buckingham Advisors, Fifth Third Securities, Fifth Third Bank, and Kay Jewelers. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of planning tools and multi-family office services.

Gregory Bonzagni is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Spc and Midland National Life Insurance Company. He serves on the board of Norwell Youth Lacrosse and holds board positions with the LIMRA/LOMA Annuity Distribution Committee and the Coalition for Equity in Wholesaling. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm uses data-driven tactical allocation strategies implemented mainly with ETFs and mutual funds.