Caleb Taylor

Evan Boling is a CFP® professional with three years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. in Blue Bell, PA. Prior to joining StoneX, he worked at LPL Financial and Northwestern Mutual, gaining experience across multiple roles. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon, to implement tailored investment strategies.

David Walters is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, OneAmerica Securities, and Foresters Equity Services. In addition to his advisory role, Walters is president of Cardinal Insurance & Financial Services Inc., where he manages a fixed insurance business focused on group and individual medical, life, disability, dental, and vision insurance, as well as Medicare supplement policies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing discretionary and nondiscretionary strategies tailored to client suitability.

Jonathon Hibbard is a financial advisor with Edward Jones in London, KY, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is an author and has published a book available as an e-book on Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

Tabitha Elam is a financial advisor with Edward Jones in London, Kentucky. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Raleigh Ryser III is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously spent 12 years at Securities Service Network, Inc. Ryser serves as a board member of the Laurel County Public Library and holds a role as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

J Cloyd is a financial advisor at Cetera with 37 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Cetera in 2025, he worked with Avantax Advisory Services and H.D. Vest Advisory Services, among others. Outside of advisory work, he maintains a CPA practice and is involved as a partner in a bookkeeping and payroll business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.