Brian Douglas Phillips

Zachary Donley is a Series 65-licensed financial advisor with one year of experience at Streamline Financial Strategies Ltd. He has prior experience as a self-employed professional and has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Streamline Financial Strategies Ltd provides investment advisory and portfolio management services to individuals and high net worth clients. The firm customizes recommendations based on clients’ objectives and risk tolerance, employing strategies such as strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Brynn Thompson is a financial advisor at Streamline Financial Strategies Ltd with one year of industry experience. She holds a Series 65 designation and has prior work experience at Streamline Insurance Solutions and AE Curbside. Thompson also works as a licensed insurance agent, dedicating a portion of her time to insurance sales. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high net worth clients. The firm offers managed accounts with tailored investment recommendations based on client objectives and risk tolerance, utilizing strategies such as strategic asset allocation and technical analysis.

Frank Martin is a financial advisor with ROW Management Inc. and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at LPL Financial and Arive Capital Markets. Martin also operates a separate business entity, Capital Hill Wealth Management, focused on tax and investment-related matters. ROW Management Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach and manages approximately $14 million across 38 client relationships.

Stephen Mcbride is a CFP® with 22 years of industry experience, currently affiliated with Private Client Services, LLC. He has worked at Heritage Wealth Group, Heritage Wealth Partners, and LPL Financial LLC. Outside of financial advising, he is involved in community and nonprofit activities, including serving on the finance and HR committee for the Hardin County Chamber and Business Alliance, chairing the Walnut Grove United Methodist Church Board of Trustees, and coaching girls’ basketball. He is also a co-owner of restaurant franchises, including Marco’s Pizza and Penn Station East Coast Subs. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process and offers a range of portfolio management options across multiple platforms, managing approximately $1.05 billion in assets.

Wayne Brantley is a financial advisor with United Planners' Financial Services of America and holds the ChFC® and Series 63 designations. He has 17 years of industry experience and has been with United Planners since 2015. In addition to his advisory work, he operates under the name Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports a variety of investment models, primarily focusing on non-discretionary asset management.

Michael Krouse is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience and has worked with United Planners since 2015. Krouse also operates Michael Krouse Independent Insurance and has been affiliated with Clark Financial Group since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors using an open-architecture platform with multiple custodians and third-party money managers.