Elisa Hanson

Kent Alexander is a financial advisor with American Investors Company, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at American Investors Company since 2012 and is also involved in insurance services through Brady Harbord Payne Insurance Brokers. Outside of finance, he is an artist who creates and promotes his own artwork. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm combines advisory and brokerage activities and employs a multi-advisor structure managing approximately $578 million in client assets.

Matthew Krueger is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2022. In addition to his advisory role, he is involved in farming through Krueger Farms LLC and has over 20 years of experience in tax and business advisory with Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and operates a technology platform that supports asset management and back-office services for advisers and institutions.

Erik Olson is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Arete Wealth Advisors and Arete Wealth Management since 2010. Olson serves as a board member and investment committee chair for the Converge Foundation and owns Olson Analytics, a data analysis and consulting business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both advisor-driven and proprietary rule-based model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Mark Morrison is a CFP® with 34 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and Purshe Kaplan Sterling Investments, having previously worked at Securities America Advisors, Inc. for over two decades. Outside of his advisory work, he serves as an elder at The Arising Church, where he is involved in counseling and preaching. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and integrates a range of investment management strategies including direct management, third-party managers, and unified managed accounts.

Caleb Thomas is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and J.P. Morgan Securities, LLC. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through 57 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of services including asset management, financial planning, ERISA fiduciary services, and unified managed account programs.

Marina Peacock is a financial advisor at Regal Investment Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Robert W. Baird. Outside of advisory work, she is a partner in RPFab, LLC, a retail and online store business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, allowing advisers to select allocations while Regal manages implementation and rebalancing.