Brian Anthony Jeffries

Michael Akers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services, Inc. since 2021, following eight years at Bb&T Securities. Outside of his advisory role, he manages a vacation home rental business in Hilton Head, South Carolina, renting the property through Airbnb and VRBO when not in family use. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate services and uses AI-enabled research tools to support its investment approach.

Daniel Dearment is a financial advisor with GWN Securities Inc. in Bedford, PA, holding a Series 63 license and 17 years of industry experience. He has been with GWN Securities since 2015 and concurrently serves as President and CEO of Friends Cove Mutual Insurance Company since 2004. Additionally, he is a director on the board of Grinnell Mutual Insurance Company and participates in community organizations including the Bedford Methodist Church and Bedford County Development Association. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy strategies involving market-timing and momentum methods.

Leigh Shank is a financial advisor with Edward Jones in Everett, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Shank owns and manages short-term rental properties through Roundhouse Retreat LLC and Gulfview Oasis LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm offers a range of advisory programs and investment options, managing over $1 trillion in assets through a nationwide network of advisors and branches.

Steven Dull is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Lesa Haas is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Cetera. She has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advisory work, she is an independent insurance agent specializing in life, accident, health, and long-term care insurance, and she also prepares tax returns for walk-in clients. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform for independent advisors, serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers with various program structures.

Tonya Northcraft is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of advising, she operated a photography business, Remember Me Photography, for 13 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.