Parker Clemans is a financial advisor at Gerhardt Clemans Wealth Management, Inc. with over five years of industry experience. He holds a Series 65 designation and has a background as president of AdironTax, LLC, an accounting firm, and as president and vice president of two property-related companies. Gerhardt Clemans Wealth Management, an independent firm, provides portfolio management and integrated financial planning primarily for individual clients. The firm employs multiple analytical approaches across a broad range of investment instruments and reviews accounts monthly to align with client goals and risk tolerance.

Stephen Kronick III is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics principles, utilizing both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Bart Martinez is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he manages a thoroughbred horse breeding, training, and racing business in San Diego. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.