Charles Carter

Kerri Russ is a Series 65-licensed financial advisor at Bellingham Capital with 11 years of industry experience. She has worked at Bellingham Capital Management, Inc. since 2016 and previously worked at Level 5 Business Services. Bellingham Capital Management is a registered investment adviser serving individuals, trusts, foundations, corporations, and retirement plans. The firm employs a primarily long-term, strategic asset-allocation approach with customized model portfolios, using fundamental and technical analysis to select securities.

Bruce Sutherland is a CFP® with 15 years of industry experience. He is currently with American Elite Advisory and has previously worked at MMWKM Advisors, LLC. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios that include the use of options and active techniques.

Hunter Greene is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BBVA Compass. Greene holds the Series 66 designation. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors.

Michael Suellentrop is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Fisher Investments, and Frontier Wealth Management. Outside of his advisory role, he is involved with Legacy One Wealth Strategies, LLC, providing insurance sales and services in partnership with property and casualty organizations. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process that incorporates risk tolerance, asset allocation, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Barry Sartain is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2017. Outside of his advisory role, he has been involved with the First Baptist Church of Van since 2013. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Rickey Dean is a financial advisor at Raymond James & Associates with 42 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. He receives royalty income from oil and gas production. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.