Harold Morrow is a financial advisor with PFG Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked at multiple firms including Securities America and Cue Financial Group. Outside of his advisory work, he has been involved with the Kingdom Of The Sun Retirement Center for over a decade. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Nathan Enriquez III is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Golden State Equity Partners, LLC, and Carter Bain Wealth Management. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a mix of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program to allocate clients into illiquid private funds.

Daniel Mc Cauley is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2018 and is involved in several agricultural and equine business ventures, including co-ownership and labor roles at multiple cattle ranches and facilitating equine events. He also serves as a board member of Rio Mimbres Corporation in Deming, NM. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad array of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.