Christine Marie Helsel

Joshua Haron is a financial advisor at Haron Capital Management, LLC, an independent firm he has led since 2018. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including six years at Bank of America and Merrill. Haron Capital Management provides discretionary portfolio management and retirement-plan rollover advice to high-net-worth, accredited investors. The firm employs a value-oriented, dividend-growth strategy with a concentrated portfolio approach and incorporates fundamental, behavioral, and technical analyses, alongside specialized offerings such as exposure to crypto assets and performance-based fee arrangements.

Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Colin Symons is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Lloyd Financial Group LLC, where he has worked since 2025. Prior to this, he was with Symons Capital Management, Inc. for 24 years and also spent time at Strategic Wealth Partners, Ltd. from 2021 to 2023. Lloyd Financial Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm employs a fundamental analysis approach with a long-term orientation, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, while acting as a fiduciary and overseeing client portfolios with tailored strategies.

Kenneth New is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation and over 29 years of industry experience. His career includes roles at Pinnacle Financial Network since 2001 and Center Street Securities, Inc. since 2017. He is also the owner of Pinnacle Financial Wealth Management, LLC, where he works with clients on fixed insurance products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based investment strategies, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Drew Coursey is a financial advisor with Sowell Management, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Sowell Management, he held roles at Cambridge Investment Research, Aflac, and the Federal Home Loan Bank Indianapolis. He also spent time as a student at Indiana University Bloomington and the Pfau Course at Indiana University. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, third-party manager selection, and unified managed accounts.

Joshua Ellis is a financial advisor at Sowell Management with seven years of industry experience. He holds the Series 66 credential and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. In addition to financial advising, Ellis is involved in various activities including real estate sales, independent insurance agency work, tax preparation and accounting services, and specializes in employment retention and R&D tax credits. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.