Chad Mitchell Peterson

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Joseph Signorella is a CFP® professional with 23 years of industry experience. He is the sole advisor at IQ Retirement Portfolios LLC and previously worked for JS Financial Capital Management, Inc. for 29 years. Signorella also owns and serves as president of an insurance consultancy, where he holds multiple state insurance licenses. IQ Retirement Portfolios LLC offers advisory services to retail clients, including individuals, trusts, and retirement plans, through an online wrap-fee program combined with supplemental planning and consultation options. The firm uses proprietary algorithms overseen by an internal committee to manage portfolios composed of low-cost, index-tracking ETFs, annuities, and cash, and it incorporates human advisory services along with life and annuity insurance recommendations.

Daniel Lowry is a ChFC® and Series 63 licensed financial advisor with 43 years of experience in the industry. He founded Lowry Financial Services in 1983 and worked with Commonwealth Financial Network from 2004 to 2023. In addition to his advisory role, he is a licensed insurance agent involved in selling life and health insurance products as well as annuities. Lowry Financial Services is an independent advisory firm that provides portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach using various analytical methods and offers pension consulting services that include plan document creation and money manager recommendations.