Alexis K Searles

David Wilkins Sr. is a financial advisor at Secure Retirement Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Secure Retirement Advisors since 2011, following prior experience at Kalos Management. Outside of advising, he owns Cowboytown Arena, LLC and Cowboytown Farms, where he raises hay and breeds horses. Secure Retirement Advisors, LLC provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advice through written plans and consultations, referring clients to a third-party money manager for portfolio management rather than managing assets directly.

Christian Price is a financial advisor at Life Planning Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Life Planning Advisors since 2017, following roles at Woodbury Financial Services and National Planning Corporation. Outside of finance, he owns and operates Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth clients, and business entities by providing asset management, financial planning, and risk-management services. The firm emphasizes non-discretionary management with diversified, tax-efficient portfolios primarily composed of low-cost passive mutual funds and ETFs.

Todd Hills is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co., Edward Jones, and Bruce A Lefavi Securities, Inc. Outside of his advisory role, he is involved with Diversify Insurance, Inc., where he sells life insurance as part of client financial plans. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives.

Trevor Buggs is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior experience includes roles at Bank of America and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside its advisory services.

Sharyl Schultz is a financial advisor at Redhawk Wealth Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 designations. Schultz previously worked at HF Advisory Group, LLC and has longstanding involvement with Ace Tax & Financial, Inc. Outside of advisory roles, she has a 50% ownership in Home Buyers Inspections, Inc., a personal home inspection business. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation across various asset classes and incorporates third-party input while maintaining discretionary authority over client accounts.

Joshua Nolan is a CFP® professional with three years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. Prior to his current role, he held positions at OneAmerica Securities, American United Life, and Axio Wealth Management. Outside of his advisory work, he is involved in managing accounting and payroll activities through a family-owned business entity. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of fundamental and technical analysis alongside digital advice and multiple custodial platforms.