Abigail Skipper

Bryan Beamer is a financial advisor at iPlan with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Ameriprise Financial Services, Kestra Financial Services, and NFP Securities. Outside of his advisory role, he owns and consults for iGIVE, LLC, a nonprofit that advises organizations on improving donor participation through charitable wealth strategies. iPlan serves individual and high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm combines discretionary portfolio management with comprehensive financial planning, employing a mostly passive investment approach rooted in modern portfolio theory alongside periodic fundamental analysis.

Ryan Muller is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at TCWP LLC since 2020, following roles at Starwood Capital, LLC and Principal Global Investors. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans using portfolios composed of mutual funds and ETFs, combining technical and fundamental analysis with varying trading approaches based on account discretion.

James Nelson is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Realta Investment Advisors, Inc. He has held roles at several firms, including Kalos Management and Family Financial Services of Florida. Outside of his advisory work, Nelson is involved in a family-operated home repair and remodeling business and serves on the board of directors for Advent Health Central Florida Polk Region. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in client assets through a team of 54 advisors. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investments, utilizing a platform that supports both discretionary and non-discretionary accounts with individualized asset allocation and ongoing account monitoring.

Janet Knight is a financial advisor with Foundations Investment Advisors LLC in Fort Lauderdale, FL, holding a Series 65 credential and 19 years of industry experience. Her prior roles include positions at MML Investors Services, Financial Guide For Women, and MassMutual Life Insurance Company. In addition to her advisory work, she operates Jan Knight Insurance, focusing on education and sales of insurance products, including retirement services and Social Security and Medicare coaching. Foundations Investment Advisors serves a diverse client base, including individual investors, trusts, estates, retirement plans, and businesses, providing portfolio management, financial planning, and educational workshops. The firm uses model allocations, third-party sub-advisers, and an asymmetric rebalancing approach, and it operates through a large network of affiliated offices and representatives.

Ying Sun is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 credential and has worked previously at Decentralized Finance Labs and Wells Fargo Advisors LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by in-house research and broad execution and custody services.

Robert Mourad is a CFP® with 30 years of experience in the financial services industry. He is currently with Galliott Capital Advisors, LLC and Insigneo Securities, having previously worked at UBS Financial Services Inc. for 27 years. Outside of his advisory roles, he is a passive investor in a restaurant business. Galliott Capital Advisors is a family office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, and institutional clients. The firm offers discretionary asset management, comprehensive portfolio management, financial planning, and multi-family office services, utilizing a broad range of investment instruments and third-party sub-advisors when appropriate.