Nathan Wilson is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guidespring Wealth Strategies LLC and UBS Financial Services. Outside of his advisory role, he is the content host of Independence Money Show, LLC, a subscription-based educational service. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment approaches including individual equities, fixed income, and model portfolios.

Scott Leclerc is a financial advisor with Thrivent Investment Management holding a Series 66 designation. He has professional experience that includes roles at Thrivent Financial and prior positions at Academy Bank and Chick-fil-A. Outside of advising, he was involved with Leclerc Lodging LLC for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority and periodic reviews of recommendations.

Craig Spawn is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Cetera and has worked with various firms including Avantax Insurance Services, Avantax Advisory Services, and Pinion Wealth Management. Spawn operates a sole proprietorship that provides basic non-investment-related financial planning services incidental to his advisory work. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.