Ronald Knapp is the sole advisor at RH Knapp & Co. He holds a Series 63 designation and has 27 years of industry experience. His career has been focused entirely at RH Knapp & Co., where he has worked since 1989. RH Knapp & Co. is an independent firm providing discretionary investment management primarily to individuals, trusts, small corporations, and various institutional clients. The firm emphasizes individual securities selection through fundamental and technical analysis, generally recommending equity investments for clients with a minimum five-year horizon and operating under limited trading discretion.

Brooks Larson is a financial advisor with Wealth Planning Advisors LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has operated his own firm, Brooks Larson, LLC, since 1994 and has been self-employed in financial planning since 1991. Larson is involved in a family estate planning LLC unrelated to real estate transactions. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm provides investment management, financial planning, retirement-plan consulting, and educational seminars, with additional tax, bookkeeping, and payroll services offered through an affiliated accounting entity.

Scarlett Vogel Ham is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and totaling 17 years of industry experience. Her background includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. She is the owner of Full Moon Financial LLC, where she runs group business and life insurance activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Warren Myers is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Questar Asset Management and Woodbury Financial Services. In addition to his advisory role, he operates a sole proprietorship involved in the sales and service of insurance products and annuities. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct portfolios across a variety of asset classes.

Harold Teel Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Royal Alliance Associates, Inc. for 15 years and has operated a sole proprietorship, Teel Financial Group, since 1979. He also serves as a board member of the Sandy Carter Charitable Foundation. OSAIC serves a diverse client base, including individual investors, institutional clients, and charitable organizations, providing integrated brokerage and advisory services through a large network of advisers. The firm employs various tools such as asset-allocation models and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mathew Benson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing ten years of industry experience. His work history includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and NYLife Securities LLC. Outside of financial services, he operated a handyman and haul business for a year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers these services either as a one-time or ongoing engagement and integrates planning with managed-account programs through its WealthPlan consolidated billing option.

James Rathje is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.