Oliver Wisseman

Duane Porter is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including CUSO Financial Services and Sorrento Pacific, and he owns Porter & Porter, LLC, a consulting business unrelated to investments. Porter serves as a board member of High Desert Christian Academy and is a first lieutenant in the Crook County Sheriff's Mounted Posse, participating in ceremonial events. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs using fundamental and technical analysis combined with modern portfolio theory, offering both discretionary and non-discretionary account structures.

Anders Ramstad is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2011. Outside of his advisory role, he is a part-owner and managing member of Finity Group LLC, where he is involved in insurance services and owns the copyrights to "Financial Planning Basics for Doctors." Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals and multiple account platforms.

Lisa Solomon Kelso is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is involved with Kelso Land Surveying LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.