Established in 2008, Hightower Advisors, LLC operates as an independent registered investment advisor. This firm provides a range of advisory services, including financial planning, portfolio management for individuals and institutions, and pension consulting. Hightower Advisors caters to both individual and institutional clients, employing a fee structure that includes a percentage of assets under management (AUM), hourly charges, fixed fees, and commissions. The firm is recognized as a capital allocator, focusing on various investment strategies to meet client needs.

LPL Financial LLC operates as a limited liability company and is recognized as an independent broker-dealer and qualified custodian. Established in 1975, the firm serves a diverse client base that includes individuals, families, and institutional investors. LPL Financial provides a range of services, including financial planning, portfolio management for both individuals and institutions, and pension consulting. The firm is also active in educational initiatives, offering seminars and workshops to enhance client knowledge. LPL Financial is committed to environmental, social, and governance (ESG) investing, reflecting a growing trend among investors who prioritize sustainable practices.

Mariner Wealth is an independent registered investment advisor that operates as a limited liability company. Founded in 2006, the firm caters to both individual and institutional clients, offering a range of services that includes financial planning, portfolio management, and pension consulting. Mariner Wealth is also involved in various business activities, such as accounting and the publication of financial periodicals. The firm does not focus on environmental, social, and governance (ESG) investing and is not classified as a multi-state adviser.

Beacon Pointe Advisors, LLC is an independent registered investment advisor established in 2002. The firm operates as a limited liability company and serves a diverse client base that includes individuals, families, and institutional investors. Beacon Pointe Advisors is recognized for its comprehensive range of advisory services, which encompass financial planning, portfolio management for various entities, and pension consulting. The firm is also active in environmental, social, and governance (ESG) investing, reflecting a commitment to sustainable investment practices.

Ep Wealth Advisors operates as a limited liability company and is classified as an independent registered investment advisor. Founded in 1987, the firm serves a diverse client base that includes individuals, families, and institutions. Ep Wealth Advisors provides a range of services, including financial planning, portfolio management for both individuals and businesses, and the selection of other advisers. The firm does not actively pursue ESG investments and is not a multi-state adviser. It employs a fee structure that encompasses a percentage of assets under management, hourly charges, and fixed fees.

Osaic Wealth, Inc. operates as a corporation and is classified as an independent broker-dealer and investment bank. Established in 1997, the firm serves a diverse client base that includes individuals, families, and institutional clients. Osaic Wealth offers a range of services, including financial planning, portfolio management for both individuals and businesses, and pension consulting. The firm is also active in environmental, social, and governance (ESG) investing, reflecting a commitment to responsible investment practices.

Wealth Enhancement Advisory Services, LLC is an independent registered investment advisor established in 2001. The firm operates as a limited liability company and serves a diverse client base that includes individuals, families, and institutional clients. Wealth Enhancement Advisory Services offers a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is also involved in selecting other advisers and conducting educational seminars and workshops. Wealth Enhancement Advisory Services does not focus on ESG investments and is not classified as a multi-state adviser.

Cresset Asset Management, LLC is an independent registered investment advisor established in 2017. The firm operates as a limited liability company and is recognized as a capital allocator, serving a diverse client base that includes individuals, families, and institutions. Cresset offers a range of services, including financial planning, portfolio management for various entities, and educational seminars. The firm is also an active investor in environmental, social, and governance (ESG) initiatives, reflecting its commitment to responsible investing.

Corient is an independent RIA established in 2022. The firm operates as a limited liability company and caters to a diverse client base that includes individuals, families, and institutional investors. Corient provides a wide range of advisory services, including financial planning, portfolio management for various entities, and pension consulting. The firm is also recognized for its commitment to environmental, social, and governance (ESG) investing, reflecting a growing trend among investors who prioritize sustainability in their portfolios.

Creative Planning is an independent registered investment advisor that has been operating since 1983. The firm is structured as a limited liability company and serves a diverse client base, including individuals, families, and institutional clients. Creative Planning offers a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is also recognized for its commitment to ESG investing, reflecting a growing trend among investors who prioritize sustainable practices.

Blake Street is the Founding Partner and Chief Investment Officer at Warren Street Wealth Advisors, located in Irvine, California. He has been with the firm since February 2015 and has over ten years of experience in the financial services industry. Prior to founding Warren Street, Blake worked at Cambridge Investment Research and LPL Financial.

Craig Martin is the Founder and President of Family Wealth Consultants, Inc. and Fourstar Wealth Advisors, LLC, both located in San Jose, CA. He has been with Family Wealth Consultants since October 2003 and started at Fourstar Wealth Advisors in September 2022. With over 15 years in the industry, Craig has built a reputation for providing personalized wealth management and advisory services to high-net-worth clients.

Eric Sterner is the Chief Investment Officer at Apollon Wealth Management and Apollon Financial, where he has been working since November 2022. He also serves as the chairperson for both firms’ investment committees. Eric has built a solid career in investment management, with over three years of experience in the industry. Prior to his current roles, he worked at Prudential Select Strategies and Prudential Customer Solutions.

John Hoogenboom is the Founder and President of Hoogenboom Wealth Management, which he established in 2021. He is affiliated with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., both located in Stowe, VT and Bozeman, MT. John has over 15 years of experience in the financial services industry, having previously worked at several firms, including MML Investors Services and Baystate Wealth Management.

Joshua Flade is currently the Chief Investment Officer at Oneseven, located in Park City, Utah, where he has been since September 2024. He has over five years of industry experience and previously worked at Townsquare Capital from 2019 to 2024. Joshua is a C-Suite executive and a senior team member, focusing on investment management.

Matthew Blocki is the CEO and Founder of Equilibrium Wealth Advisors (EWA LLC), located in Pittsburgh, PA. He has been with EWA since June 2020, bringing over 14 years of experience in the financial services industry. Before founding EWA, Matthew worked at Northwestern Mutual Investment Services from 2011 to 2020.

Micah Gibson is the Founder and Senior Wealth Advisor at Heritage Oak Wealth Advisors, located in Santa Rosa Beach, Florida, where he has been since June 2023. With over 15 years of experience in the financial services industry, he previously worked at Sowell Management from 2019 to 2023 and spent 16 years at Arvest Wealth Management, where he held the position of Senior Vice President and Senior Client Advisor.

Nathaniel Jones is the President of Hilton Head Financial Advisors, Inc., a role he has held for over 27 years. His extensive experience in financial management and advisory services is complemented by a solid educational background, including a JD from the University of Baltimore School of Law, an MBA from Loyola University Maryland, and a bachelor's degree from the University of South Carolina. Nathaniel’s expertise spans public relations, retirement planning, portfolio management, wealth management, and investment strategies, making him a well-rounded professional in the financial advisory space.

Scott Duba is the Chief Investment Officer at Prime Capital Financial, where he has been working since December 2021. He is part of the Liberty Wealth Advisors team and is based in Overland Park, Kansas. With over five years of industry experience, Scott has held various significant roles in wealth management and investment advisory.

Stephen Tuckwood is the Director of Investments at Modern Wealth Management, where he has been since May 2023. He is part of the Modern Wealth Management team based in Laguna Beach, California. With over a decade of industry experience, Stephen has previously worked at notable firms such as Goldman Sachs and United Capital Financial Advisors.