Angelina Pratt

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 bringing 16 years of industry experience. He has worked with several firms including BG Worldwide Securities Inc., Honey Badger Investment Securities, LLC, and Cadaret, Grant & Co., Inc. In addition to his advisory roles, Sweeney provides compliance consulting services to multiple FINRA member firms and registered investment advisors and is also an attorney offering legal services including securities representation and pro bono work. He is involved in business consulting and intellectual property development as an author and speaker. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, incorporating clients’ religious or ethical values into financial planning and investment recommendations. The firm provides comprehensive planning and acts as a referral source to third-party asset managers while offering brokerage and insurance products through its broker-dealer activities.

Hairold Lopez is a financial advisor at Harmony Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Intel Corporation and Phillips 66. Outside of advising, he manages Yulee Health LLC, a medical device sales business. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models.

Stacy Summerlin is a financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at SBC Wealth Management, LLC and Gibbs Wealth Management since 2024. Summerlin is also the owner and president of SBC Financial LLC, a non-investment related business. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing advisor-directed model management and sub-advisory arrangements through third-party platforms and strategists.

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.

Denise Page is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Her prior work includes roles at Bank of America, N.A. and Merrill. She co-owns two rental properties in Florida with family members. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering both managed and non-discretionary advice through programs supported by Morningstar Investment Management’s portfolio models and software. The firm operates at scale with over 300 advisors and focuses on asset allocation and retirement planning guidance.