Carolina Cali Davidson

Jonathan Davis is a financial advisor at E2I Financial Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management since 2017. In addition to his role at E2I Financial Group, he owns JAD Financial Group, LLC, where he provides life insurance and income planning services involving fixed annuities. E2I Financial Group primarily serves individual clients aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular or comprehensive financial planning and asset management, using third-party registered investment advisors to implement tactically managed mutual fund and ETF allocations tailored to clients’ financial plans.

Liam Gilroy is a financial advisor with Fortis Wealth Management, holding a Series 65 designation and bringing 11 years of industry experience. His background includes service in the United States Army from 2007 to 2016 and ongoing membership in the U.S. Army National Guard reserves. Outside of his advisory role, he manages rental properties through Magnolia Operations LLC. Fortis Wealth Management is a state-registered investment adviser managing approximately $79 million for individual and high-net-worth clients as well as retirement plan sponsors. The firm provides discretionary asset management, financial planning, 401(k) consulting and administration, and business development advisory services, with an investment process that incorporates fundamental, technical, and cyclical analysis.

Edwin Cummer is a CFP® professional with 26 years of industry experience, currently serving at IronBridge Wealth Counsel, LLC since 2022. Prior to this, he operated his own advisory firm, Edwin R. Cummer, LLC, for 11 years. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profits, corporations, and other business entities through project-based and retainer-style engagements. The firm focuses on planning and referral arrangements rather than discretionary portfolio management, using fundamental analysis and modern portfolio theory to support various investment strategies.

Elizabeth Barrett is a CFP® professional with 28 years of industry experience. She has been with Sterling Wealth Advisors, Inc. for 30 years. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary investment management alongside comprehensive financial planning and consulting. Sterling Wealth Advisors manages over $200 million in client assets with a small team, implementing customized portfolios using no-load mutual funds, ETFs, fixed income, and government securities.

Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Lowes' Food and attended Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary investment management along with comprehensive financial planning and consulting services. The firm manages over $200 million in client assets through customized portfolios using no-load mutual funds, ETFs, fixed income, and U.S. government securities.

Anthony Winkels is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has worked at Goldman Sachs & Co. LLC and Crown Venture Management, LLC. Winkels is also a member of the U.S. Army Reserves, where he commits regular time for training and field exercises. Fortis Wealth Management serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary asset management, financial planning, 401(k) consulting, and business development advisory services. The firm emphasizes individualized portfolios, ERISA 3(21) fiduciary services, and client education through seminars and workshops.