Charles Leland Mann

Evan Mc Mordie is a financial advisor at Golden Spread Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Compass Financial Strategies, Capital Strategies, The Scioli Group, and Texas Tech University. He serves as a trustee for the Frank McMordie Family Trust, overseeing agricultural and petroleum interests. Golden Spread Wealth provides discretionary portfolio management and individualized financial planning to individuals, charitable organizations, and corporate clients. The firm employs a mix of fundamental, technical, and cyclical analysis to build long-term investment plans and engages in due diligence on private placements and alternative investments.

Kinsey Burrus is a financial advisor at Perennial Wealth Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise from 2018 to 2024. Outside of her advisory role, Burrus co-owns a cattle grazing operation where she performs bookkeeping duties. Perennial Wealth Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm uses a strategic asset allocation approach grounded in Modern Portfolio Theory and primarily invests in ETFs, mutual funds, and liquid alternatives, offering ongoing monitoring and client-tailored risk management.

Sheri Hensley is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, she serves as treasurer for a family farm and a quarter horse breeding operation, and she is a board member and bookkeeper for the Canadian Rotary Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios that include various investment types and supports both discretionary and non-discretionary account management.

Michael Gardiner is a CFP® with 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2021. His previous roles include positions at Avantax Investment Services, Fillingim, Gardiner, Green & Mcnair, and 1st Global Advisors. In addition to his advisory work, Gardiner operates a CPA firm and provides notary and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from both internal and third-party sources.