Lucas Englehardt is a Series 65 licensed advisor affiliated with Turtle Wealth. He has 18 years of self-employed experience and has been with Turtle Wealth since its founding in 2026. Turtle Wealth is a fee-only registered investment adviser that serves individuals and high-net-worth clients with wealth management and financial planning. The firm’s investment approach uses Modern Portfolio Theory with a mix of passive and active strategies and offers written financial plans alongside group educational seminars.

Micah Moore is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at firms including Cambridge Investment Research Advisors and Mass Mutual Life Insurance Company. Moore is active in community organizations, serving in leadership and auditing roles with the Naples NY Rotary Club and as Vice President of the Board for Rotary Camp Onseyawa. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm offers financial planning and portfolio management with an investment process that emphasizes strategic asset allocation and manager selection across a range of risk profiles.

Michael Ellis is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fisher Investments in 2021, he worked at TIAA-CREF and Jarred Bunch Consulting, LLC. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that integrates quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies and risk management techniques.

William Hudson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Raymond James in 2024, he spent 29 years at UBS Financial Services. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional investors, and public entities, offering financial planning and advisory services through a variety of portfolio management styles.

Dominec Yanniello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a team of over 14,000 financial advisors.

Anders Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Columbia Threadneedle Investments and UBS Financial Services Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.