Garth Porterfield is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining CreativeOne Securities and Porterfield Wealth Management. In addition to his advisory role, he provides insurance services through Partnervest Insurance Services, LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, options, and private investments.

Kenneth Nowland is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2019. Prior to that, he spent 13 years at United Financial Solutions, LLC. Outside of his advisory role, Nowland is the owner of Summit Retirement Services, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services.

Andrew Rogers is a Series 66-registered financial advisor with 24 years of industry experience. He has worked at Cetera since 2024 and previously spent 14 years with Morgan Stanley, including nine years at Morgan Stanley Private Bank, N.A. In addition to his advisory role, Rogers owns a carpentry business called Three Peaks AZ. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Lauren Rogers is a financial advisor with Cetera, holding Series 66 and Series 63 designations and nine years of industry experience. Prior to joining Cetera in 2024, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2024. In addition to her advisory role at Cetera, she is also an investment advisor with Wilde Wealth Management Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.