Jerry Hefley is a financial advisor at Bright Futures Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC, CETERA INVESTMENT Advisers LLC, and Silver Oak Securities, Inc. Hefley serves as a trustee for The United Church of Marion, where he oversees financial accounts and physical operations of the church. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary services.

Michael Douglass is an investment advisor with FSP Advisors, Inc., holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC, Davie Kaplan, CPA, P.C., and several affiliated firms dating back to 2001. In addition to his advisory work, he owns and operates a CPA firm. FSP Advisors, Inc. is a small team managing approximately $32.6 million for around 233 clients, offering portfolio management, modular financial planning, and pension consulting services. The firm provides both discretionary and non-discretionary management, emphasizes client suitability, and integrates third-party manager referrals and participant education into its service model.

Matthew Bennage is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 18 years of industry experience. He has worked with Commonwealth Financial Network since 2015, with additional experience at Weller Group LLC and Weller Financial Group. Bennage is also the owner of MDB Wealth Advisory, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Daniel Ortiz is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Commonwealth Financial Network and Weller Group LLC. Ortiz serves as a Boatswain Mate Reservist Member in the United States Coast Guard Reserve. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers advisory programs, wealth management, and retirement plan consulting, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Mark Flaherty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He is also co-owner of Weller Group, LLC, a private entity involved in securities, advisory, and insurance business. His career includes multiple tenures at Commonwealth Financial Network and ongoing involvement with Weller Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Alexa Glanzel is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. She has previously worked at Weller Group LLC and has experience outside finance, including a role at DiBella's Old Fashioned Submarines. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management resources, offering access to diverse investment solutions and model portfolios.