Abigail Updike Skipper

Christopher Pepin is a financial advisor with Waypoint Strategic Wealth LLC, holding a Series 63 and Series 65 license and bringing 31 years of industry experience. He previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors for over a decade. He is also a licensed insurance agent involved in insurance sales and implementing insurance recommendations. Waypoint Strategic Wealth LLC is a small independent firm providing wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes long-term, fundamental analysis-based investment decisions with portfolios tailored to client goals, risk tolerance, and time horizon.

Bryan Beamer is a financial advisor with iPlan in Winter Haven, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Ameriprise Financial Services, Kestra Financial Services, Raymond James Financial, and Wells Fargo Clearing. He is also the owner and consultant of iGIVE, LLC, a charitable wealth coaching business that advises nonprofit organizations on donor participation strategies. iPlan serves individual and high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning services utilizing a primarily passive investment approach based on modern portfolio theory, while incorporating cyclical and fundamental analysis when appropriate.

James Nelson is a CFP® with 29 years of experience in financial advisory roles. He is currently with Realta Investment Advisors, Inc. and Realta Equities, Inc., having previously worked at firms including Kalos Management and Family Financial Services of Florida. Beyond his advisory work, Nelson serves as a consultant for a funeral home business and sits on the Board of Directors for Advent Health Central Florida Polk Region. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice and implements diversified portfolio strategies using various investment vehicles, while offering multiple third-party manager programs and tools for held-away account management.

Janet Knight is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 designation and 20 years of industry experience. She previously worked at Foundations Investment Advisors LLC, MML Investors Services, Financial Guide For Women, and MassMutual Life Insurance Company. Janet is also active as an insurance agent through Jan Knight Insurance, focusing on education and sales of insurance products. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various investment methodologies including modern portfolio theory and quantitative analysis.

Minh Leung is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Minh works closely with clients to understand their financial goals and develop strategies to pursue these objectives, covering areas such as investing, retirement planning, and unexpected savings. Minh also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Minh holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Minh earned a Bachelor's Degree from National Economics University and a Master of Business Administration (MBA) from the California State University System.

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.