Sarah Zvekan

Steve Haug is a financial advisor at Pinnacle Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pinnacle Wealth Advisors since 2026, having previously worked at Ims Capital Management since 2003. Outside of finance, he owns a fitness center in Rathdrum, Idaho. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, written financial planning, and retirement-plan consulting, utilizing diversified investment strategies and a web-based planning tool to support client recommendations.

Thomas Kerfoot is a CFP® and ChFC® with 16 years of industry experience. He is currently with The AmeriFlex Group and has operated Kerfoot Wealth Management, LLC, and Thomas P. Kerfoot dba Kerfoot Financial Services since 2012. Outside of advisory services, he is involved in insurance sales through his business, Kerfoot Financial Services. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Richard Van Zandt is a financial advisor with Wealthcare Capital Management LLC, holding the PFS™ designation and Series 66 license, and bringing 18 years of industry experience. He has been with Wealthcare Capital Management since 2011. Outside of his advisory role, he provides tax preparation, accounting, and bookkeeping services through his own firm, Van Zandt Financial Services PLLC. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.

Eric Soles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.