Andrew B Geary

David Worley is a financial advisor at Visionary Horizons, LLC with four years of industry experience. He holds a Series 65 designation and has been with Visionary Horizons since 2021. In addition to his advisory role, he operates as an independent insurance agent specializing in health and life insurance. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management and financial planning services. The firm employs tailored investment plans and utilizes a combination of fundamental, technical, and quantitative analysis to manage client portfolios.

Mark Clark is a Series 66-licensed financial advisor with Wealth Management in Somerset, KY, bringing 22 years of industry experience. He has been with Wealth Management since 2008 and has operated as a self-employed CPA since 1993. Outside of advising, Clark serves as president of a CPA firm and is treasurer for a nonprofit religious organization. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients including defined contribution plan sponsors and government entities. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold approach.

Jordan Polston is a financial advisor at Cetera Planning Partners with five years of industry experience. He holds the Series 66 designation and has previously worked at Avantax and Evans, Harville, Atwell & Company, CPAs, PLLC. Outside of his advisory role, he serves as the Worship Director at Science Hill Church of the Nazarene, where he leads the music program and manages the department’s budget. Cetera Planning Partners serves individual and high-net-worth clients, focusing primarily on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and retirement-related advice, complemented by tax, bookkeeping, payroll, and estate-planning services delivered through affiliated providers.

Seth Atwell is a financial advisor with Cetera Planning Partners, holding the PFS™ designation and Series 66 license, and has 20 years of industry experience. He has worked with multiple firms including Avantax and 1st Global Advisors, and is a partner at Evans, Harville, Atwell & Company CPAs. He serves as a board member and treasurer for the Somerset Pulaski County Economic Development Authority, a nonprofit focused on local economic development. Cetera Planning Partners serves individual and high-net-worth clients, primarily pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates comprehensive services such as tax planning and estate strategies within a networked Cetera platform, using diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Justin Thompson is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley, BB&T Securities, and Total Quality Logistics. Based in Somerset, KY, he has been with Truist since 2018 through its predecessor firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing portfolio oversight.

Eric Warren is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He holds Series 63 and Series 65 licenses and operates out of Somerset, KY. Outside of his advisory role, he is involved in online resale activities on eBay. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, supported by a combination of third-party portfolio managers and in-house management, and is affiliated with Fifth Third Bank.