Angelina Pratt

Leigh Chandler is a financial advisor at Advanced Financial Strategists Inc with Series 65 credentials and 30 years of industry experience. Chandler has been with Advanced Financial Strategists since 1996. Advanced Financial Strategists provides comprehensive investment management to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages about $60.6 million in assets using a combination of Modern Portfolio Theory, quantitative screening tools, and tax-aware portfolio construction tailored to client objectives.

John Holden is the sole advisor at Advanced Financial Strategists Inc, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Advanced Financial Strategists since 1991. Advanced Financial Strategists provides investment management services to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages approximately $60.6 million in assets, focusing on a relatively small client base with personalized portfolio construction using Modern Portfolio Theory, tax-aware strategies, and quantitative screening methods.

Brian Sweeney is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at several firms including BG Worldwide Securities, Honey Badger Investment Securities, and Cadaret, Grant & Co., Inc. Outside of his advisory role, Sweeney is an attorney who provides legal services primarily outside market hours, and he also engages in business consulting, product development, and speaking. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations with comprehensive financial planning and consulting, incorporating clients’ religious or ethical values into tailored investment approaches. The firm acts mainly as a solicitor and referral source to third-party asset managers while providing ongoing advice and planning services.

Hairold Lopez is a financial advisor at Harmony Asset Management LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Intel Corporation for six years. Outside of his advisory role, he manages Yulee Health LLC, a medical device sales business. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and nonprofit organizations. The firm employs a long-term, risk-aware investment approach combining fundamental analysis and proprietary technical indicators across multiple asset classes.

Stacy Summerlin is a financial advisor at Gibbs Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has also been involved with Summerlin Benefits Consulting Inc since 2012. Outside of advisory work, Summerlin is the owner and president of SBC Financial LLC, a non-investment-related business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that uses third-party platforms and strategists to implement model portfolios. The firm focuses on assessing clients' financial situations, goals, and risk tolerance to select and monitor model portfolios rather than managing individual securities.

Stephen Brantley is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Transamerica, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments for a combined 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and oversees a large client base with both discretionary and non-discretionary assets.