Adam Thomas Poff

Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.

Charles White is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Creative Financial Designs since 2008 and currently serves as a consultant-CPA at White and Company PSC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Charles Curtsinger is a financial advisor at Truist Advisory Services with five years of industry experience. He holds the Series 66 designation and previously worked at KT Black Services for seventeen years before joining Truist Bank and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

David Winebrenner Jr. is a financial advisor with LPL Financial in Lebanon, KY, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. Outside of advisory work, he is involved with The Ruth Hagan Insurance Agency, focusing on property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Brandon Taylor is a financial advisor at Edward Jones in Springfield, KY, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Marriott for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supporting approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Dylan Cambron is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials. He has been in the industry since 2026 and previously worked with Winebrenner Financial Services and operated as a self-employed advisor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by research and model portfolios.