Lisa Heerwagen is a financial advisor at QP Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Heerwagen is a co-founder and serves as COO and CCO of QP Wealth Management, where she is involved in compliance and client support. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage customers, managing approximately $405 million for about 115 clients. The firm offers financial planning, investment consulting, and portfolio management, using a range of strategies including ETFs, individual equities, bonds, and alternative investments, with a notable emphasis on non-discretionary asset management.

Darcy Wadsworth is a CFP® professional with 22 years of industry experience, currently serving at Intelligence Driven Advisers, LLC since 2018. His prior experience includes roles at Ocean Equity Partners, LLC, Labrum Wealth Management, LLC, and as president and owner of EZ DZ IT, Inc. He is also involved in community activities as a board member of the Lower Keys Chamber of Commerce and secretary and board member of the Rotary Club of Big Pine & Lower Keys. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individual and institutional investors. The firm employs an investment process overseen by an Investment Committee, focusing on low-cost institutional funds, risk management, and fundamental analysis, and offers a range of services including financial planning, discretionary investment management, retirement plan solutions, and consulting.

Michael Brooks is a ChFC® with 31 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is also the Chairman and CEO of Brooks Financial Group LLC, a financial planning firm he has led since 1996. Brooks is involved in several nonprofit foundations focused on community support and conservation, and he engages in writing and strategic business consulting. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and model strategies, and employs innovative delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Monica Mc Kenna is a financial advisor with First Command Advisory Services and holds a Series 66 designation. She has eight years of industry experience, including prior roles at First Command Insurance Services and First Command Financial Planning. She is also president of McKenna Team LLC, an investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

John Gingas is a financial advisor at Commonwealth Financial Network with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Commonwealth Equity Services, Inc. since 1997. Gingas is also president and co-owner of Financial Technology, Inc., a company involved in securities business and TPA services since 1990. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, technology, compliance, and investment management support to affiliated advisors while maintaining discretionary model portfolios through its Investment Management and Research team.

James Stewart is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He also works as an instructor at Parkdale Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Stewart is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Todd German is a financial advisor with LPL Financial who holds a Series 66 designation and has 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he operates a small political consulting business focused on local politics and serves on the Circuit Unlicensed Practice of Law Committee with The Florida Bar. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and asset management solutions, utilizing various portfolio strategies supported by advanced operational tools.

William Respess is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His prior firms include Next Financial Group Inc and LPL Financial. Outside of financial advising, he is involved in the skydiving industry as a business owner of Skydive Florida Keys, Inc. and Skydive Palm Beach County. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through more than 10,000 advisors.

Bradley Mikolajczyk is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Wealth Planning and Business Development segments at MK Private Wealth. Bradley has nearly two decades of experience advising individuals and families on comprehensive wealth planning, estate strategies, and charitable giving. His work frequently focuses on closely held business owners and executives, assisting with business sales, mergers and acquisitions, private equity financing, and succession planning. Bradley's professional perspective is informed by personal experience growing up in a family business, which gave him insight into the unique challenges business owners encounter with succession and transition. He often serves as the central coordinator among clients' professional teams to align legal, tax, and financial considerations. In addition to leadership responsibilities, he acts as the primary advisor for a select group of families. He earned a Bachelor of Business Administration in Finance from Eastern Michigan University. Bradley holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute and the Chartered Retirement Planning Counselor™ (CRPC™) designation, providing training in retirement planning. He also maintains Series 7, Series 31, SIE, Series 63, and Series 65 registrations. Outside of work, Bradley lives in Fenton, Michigan with his wife and is involved with The Hundred Club of Detroit and the Detroit Athletic Club. His personal interests include fly-fishing and hunting.

Michael Wilden is a CFP®-designated financial advisor with over 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2002, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client goals.