Matthew Ervin is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Forum Wealth Group, an independent firm he joined in 2026 after working at Calton & Associates, Inc. and Smart Money Group, LLC for a decade. Outside of finance, he is involved in managing livestock on a part-time basis. Forum Wealth Group provides ongoing portfolio management, comprehensive financial planning, and targeted advisory consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses Modern Portfolio Theory to guide asset allocation and offers a range of investment strategies including mutual funds, ETFs, fixed income, alternatives, and the use of margin and options trading.

Joshua Scott is an advisor at Fortress Financial Solutions, LLC with a Series 65 credential and one year of industry experience. He has held roles at Scott Financial Group, Federal Employee Benefit Advisors, One Nine Enterprises, Tucson Valley Investments, and Tucson RV Storage. Outside of his advisory work, Mr. Scott is involved with Federal Employee Benefit Advisors, LLC, a firm offering life insurance and fixed annuity products. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm’s investment process is guided by an in-house Investment Committee that employs multiple analysis methods to construct diversified portfolios across risk profiles and offers options including impact/ESG investing and selective margin use.

Bryan Smith is a CFP® professional at Empower Advisory Group with 29 years of industry experience. He previously worked at Charles Schwab for six years and Fidelity Brokerage Services LLC for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Charlotte Hillegas is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has been with First Command in various capacities since 2005. Hillegas is also the owner of G3 Financial. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios.

Jodie Barnes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining LPL Financial in 2017, she worked for Investment Centers of America, Inc. for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Chuck Blanton is a Series 66-credentialed financial advisor with LPL Financial, where he has worked since 2011 and has 15 years of industry experience. He also operates a CPA firm focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks, utilizing various portfolio strategies and technology tools.

Benjamin Muirhead is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 28 years of industry experience. He has been associated with MML Investors Services since 1997 and Massachusetts Mutual Life Insurance Company since 1995. In addition to his advisory role, Muirhead is also licensed as an agent providing individual and group life and health insurance products. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning and event-driven services such as estate settlement and employer-sponsored programs.

Nancy Gabany is a CFP® professional with 32 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2023, following a 28-year tenure at Comerica Securities. Outside of her advisory role, she co-owns an agricultural LLC focused on raising a small herd of cattle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, alongside specialized offerings in municipal advising and SIMPLE IRA employer services.

Jackie Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining LPL Financial in 2026, Jackie worked at Fidelity Investments and its affiliated entities for over 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing a variety of portfolio strategies and technology tools.