Chad Bentz

Thomas Tavenner is a financial advisor at Tavco Financial Advisory, Inc. with 12 years of industry experience. He has been with Tavco since 2017 and is also involved with The Tavenner Agency and The Tavenner Company. Outside of his advisory work, he serves as an insurance agent selling fixed life, annuities, and long-term care products. Tavco Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and providing ERISA plan services. The firm primarily manages assets on a non-discretionary basis and utilizes fundamental analysis, often recommending mutual funds and specialized equity strategies through third-party platforms.

Cory Hixson is a CFP® with 12 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. Prior to joining Kingsview in 2025, he spent 11 years at Edward Jones. He is also the managing member of Hixson Holdings, LLC, a role he has held since 2012. Kingsview Wealth Management is a multi-advisor firm that provides financial planning and wealth management services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm employs a blend of in-house and third-party investment strategies, including management of affiliated exchange-traded funds and services for retirement plans.

Nickolas Turner is a financial advisor at Altitude Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Whitney and Associates and Transamerica Financial Advisors. Outside of finance, he has been involved with Superior Vending Inc. for over 20 years. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, utilizing a mix of asset allocation, dollar-cost averaging, and technical analysis.

Tony Dalton is a financial advisor with Kintra Wealth, LLC, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, McCarthy & Cox, Massachusetts Mutual Life Insurance Company, and MSI Financial Inc. He also engages in fixed insurance sales, dedicating a small portion of his work time to this activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional consulting.

Tyler Metzger is a CFP® with five years of industry experience currently affiliated with Kintra Wealth, LLC. His prior work includes roles at Commonwealth Financial Network, McCarthy & Cox, W&S Brokerage Services, and WESTERN SOUTHERN Life. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, and retirement-plan consulting. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, managing approximately $1.5 billion in discretionary assets while integrating planning and investment strategies across household accounts.

James Cox is a CFP® with 23 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and has a long tenure with McCarthy & Cox dating back to 2007. Outside of advisory work, Cox is involved in managing a golf course through Bug & Bear Holdings, LLC, a private company he co-owns. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven, tax-efficient investment process and offers specialized services such as business exit planning and institutional advisory solutions.