Chad C Altadonna

Kelsey Swing is a financial advisor with Cetera Planning Partners, holding a Series 65 designation and seven years of industry experience. Prior to joining Cetera Planning Partners, Kelsey worked at Avantax Planning Partners, Inc. and is also a partner and accountant at Gilbert, Metzger & Madigan, LLP, a CPA firm where she has worked since 2002. She serves as a board member and treasurer for two nonprofit organizations, Eastern Dominican Christian Mission and Sexual Assault Counseling & Information Service. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, and Social Security optimization. The firm’s investment process centers on diversified portfolios of mutual funds and ETFs tailored to client objectives and risk tolerance, supplemented by additional services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Kendra Hughes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked with Raymond James since 2016 and is also an operations manager at First Mid Wealth Management, where she assists advisors and supports the brokerage department. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor non-discretionary advisory services and maintains unique municipal and public-finance capabilities within a large institutional framework.

Ryan Mefford is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and is based in Charleston, Illinois. Prior to his current role, he worked at Pilson Auto Center for five years. Mefford is also associated with First Mid Bank and Trust and First Mid Wealth Management, where he is involved in developing comprehensive financial plans for clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor its non-discretionary planning and investment consulting to client goals and supports a broad advisor network and affiliated advisory firms.

Cynthia Garner is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and worked at Citigroup Global Markets from 2007 to 2009. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by internal tools and models, managing approximately $2.74 trillion in client assets.

Alexander Dick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked with First Mid Bank & Trust and First Mid Wealth Management in roles supporting financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA advisory program.