Kourtney Scott

Charles Kooken is a financial advisor with OFG Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with OFG Financial Services since 2009. Outside of advisory work, he spends a small portion of his time selling term and universal life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios that typically include no-load mutual funds and a mix of listed securities, managing accounts on a non-discretionary basis.

Christopher Davis is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Mutual/United of Omaha since 2004. Outside of advisory work, he is involved in insurance services and manages a seasonal hay and cattle farm. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios or third-party managers and offer ongoing financial planning and retirement consulting.

Bailey Wakefield is a financial advisor at Howard Capital Management, Inc. with two years of industry experience. He previously worked at First National Bank of Huntsville and Brock Construction. Bailey holds a Series 65 designation. Howard Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and supports clients with a range of tools and private wealth services.

Wilson Winn is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 13 years of industry experience, including a tenure at Edward Jones from 2012 to 2025 before joining Prospera in 2025. Outside of his advisory work, he is a partner in a short-term beach-house rental business. Prospera Financial Services, Inc. serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Criss Woodruff is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 23 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he was associated with Woodruff Financial Consultants, LLC and Commonwealth Financial Network for 21 years. In addition to his advisory role, he has involvement in insurance-related activities through Woodruff Financial Consultants. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional clients including sovereign wealth funds.

Quan Luu is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Bank of America, Merrill, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is co-owner of Apex Moto LLC, operating the RideSmart Motorcycle School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.