Brad David Nordin

James Mcneil is an Investment Adviser Representative with Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, Mr. Mcneil worked as the City Manager for the City of Escanaba, Michigan, a role focused on municipal government administration. He will transition to dedicating full time to his advisory duties at Delta Financial in mid-2026. Delta Financial, Inc. is a small, owner-operated investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm applies a value-oriented, long-term investment approach combined with tactical asset allocation and serves clients including plan sponsors, participants, and institutional entities.

Robert Valentine is a financial advisor at Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, he worked for seven years at First Bank Upper Michigan and spent 28 years with the City of Escanaba. Delta Financial, Inc. is a small investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm serves plan sponsors, participants, and other clients with an investment approach combining fundamental and technical analysis, value-oriented and long-term strategies, and tactical asset allocation tailored to individual objectives.

Fredric Jurmu is a financial advisor at Golden State Wealth Management, LLC with 39 years of industry experience. He holds the Series 63 designation and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and uses a variety of analytic approaches and third-party managers while primarily billing on a percentage-of-assets basis.

Steven Tackman is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial and Advantage Investment Management, LLC. He is the owner of Tackman Tax & Business Consulting and serves as a board member for Gladstone Economic Development Corp. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs through a range of strategies and platforms.

Christian Tackman is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and no prior industry experience. His background includes roles at Hilton Worldwide Inc. and The Walt Disney Company, as well as operating Tackman Capital. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Scott Sanders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has held roles at multiple firms, including Voya Financial Advisors, Inc., Fb Equity Sales Corporation of Michigan, and his own Scott Sanders Agency Inc., which he has owned since 1994. Sanders is also the owner of the Jensen-Sanders Agency, an insurance services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.