Cole Horstmann is a financial advisor at Convergence Financial with three years of industry experience. He holds a Series 66 designation and has previously been employed at firms including LPL Financial and Commercial Trust Bank. Outside of his advisory role, he has worked at Emmet's Kitchen and Tap for eight years. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, employing strategic asset allocation and fundamental analysis tailored to clients' goals and risk tolerance.

Dustin Bachtel is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Alexander Capital Wealth Management since 2022. Prior to this, he was associated with Chariton Valley for nine years and currently maintains roles at Arthur Morris Lifestyle Wealth Management and as a self-employed insurance producer. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis in its investment approach and manages approximately $212.1 million in discretionary assets.

Scott Morris is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Alexander Capital LP since 2021 and International Assets Advisory LLC since 2015. Outside of his advisory role, Morris is involved in several business ventures including ownership of a coffee shop and an ice cream shop, as well as serving as president of a local nonprofit child care learning center. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.