Brianna Gloria Baird Mengel

Soo Lee is a financial advisor at Wealth Planning Advisors LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at PNC Investments LLC prior to joining her current firm. In addition to her advisory role, Soo Lee is an independent licensed life and health insurance agent, assisting individuals nearing retirement with annuities, life insurance, and Medicare plans. Wealth Planning Advisors LLC provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a long-term trading approach using a mix of fundamental, quantitative, and technical analysis, managing portfolios in-house across various asset classes including mutual funds, ETFs, and real estate funds.

Paul Wojcik is a CFA® charterholder with over three years of industry experience. He currently serves as the sole advisor at Beofor Capital LLC, where he has worked since 2019. His prior experience includes a long tenure at T. Rowe Price Associates, Inc. from 1996 to 2019, and a role at Impact Investment Exchange PTE, LTD in 2023. Beofor Capital provides discretionary and non-discretionary investment management and standalone financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach with diversified portfolios across public and private markets, incorporating derivatives and leverage when appropriate, and offers tailored advice including retirement rollovers and private investment opportunities.

Mary Mcguire is a financial advisor with Bert Reames Investment Advisors, Inc. in Port Orange, FL. She holds a Series 65 designation and has nine years of industry experience. Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans, working exclusively with plan sponsors and their employees to design and support retirement programs. The firm uses a Modern Portfolio Theory framework to construct plan lineups and focuses on participant education and ongoing plan support rather than individualized investment management.

David Kisser is a CFP® professional with nine years of industry experience. He is currently affiliated with SimplyRIA Advisor Network and previously worked at Guardian Pointe Private Wealth Management, LLC. In addition to his advisory roles, he serves as chairman of AIPMA, a wholesale insurance business. SimplyRIA Advisor Network provides advisory services to individuals, trusts and estates, and qualified retirement plans through an RIA-aggregator model. The firm offers a range of investment management and planning services with portfolio strategies that include active and passive management, third-party sub-advisers, and alternative investments.

Brent Jamison is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at The Strategic Financial Alliance, Inc. and Frank Reynolds & Company. Outside of his advisory roles, Brent facilitates a nonprofit networking group called Money Magnets 2, which supports entrepreneurs in developing business skills and fostering connections. Strategic Blueprint, LLC is an enterprise firm with 52 advisors, serving clients through a collaborative investment approach tailored to diverse financial needs.

Fraser Allport is a financial advisor at Sequent Planning, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Coppell Advisory Solutions LLC and Sound Income Strategies, LLC. He is also the sole managing member of The Total Advisor, LLC, where he is involved in fixed insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and combines firm-developed models with third-party managers, offering ongoing investment communications uncommon among similar multi-team firms.