Austin Joyce

Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Credentialed Wealth Advisors, LLC and Edward Jones. He is also licensed as an insurance agent, selling life insurance and fixed annuity products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, with an investment approach that emphasizes low-cost, diversified mutual funds and ETFs alongside individual securities and alternative strategies.

Tyler Snow is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds a Series 65 credential and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of advisory work, he is an insurance agent offering life, health, Medicare, and annuity products and is also contracted through Vista Solutions Group to provide Medicare Advantage and prescription drug plans. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets across roughly 70 advisors and employs ETF-based strategic models alongside a structured financial planning process.

Angela Nelson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Truist Advisory Services since 2021 and previously worked at BB&T Bank / Truist Bank from 2015 to 2021. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management in its AMC programs. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Richard Swink Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Outside of his financial advising role, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories, and he produces YouTube videos focused on shop and homestead projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.