Christopher Michael Finney

Jonathan Davis is a Series 65 credentialed financial advisor with 11 years of industry experience. He is the principal of E2I Financial Group, LLC and has also owned JAD Financial Group, LLC since 2004, focusing on life insurance and income planning using fixed annuities. Prior to his current roles, he spent a year at Horter Investment Management. E2I Financial Group, LLC serves individual clients primarily aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular and broad-based financial planning along with asset management, using third-party registered investment advisors for tactical mutual fund and ETF allocations guided by written Investment Policy Statements.

Edwin Cummer is a CFP® professional with 26 years of industry experience, currently serving at IronBridge Wealth Counsel, LLC since 2022. Prior to this, he operated his own advisory firm, Edwin R. Cummer, LLC, for 11 years. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profits, corporations, and other business entities through project-based and retainer-style engagements. The firm focuses on planning and referral arrangements rather than discretionary portfolio management, using fundamental analysis and modern portfolio theory to support various investment strategies.

Rita Hendrick Smith is a financial advisor at Altrius Capital Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with Altrius since 2007. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach and serves as a sub-adviser to the Altrius Global Dividend ETF, combining global macro analysis with value and total-return strategies.

Bradley Greer is a CFP® with 20 years of industry experience, currently serving as an advisor at Allen Wealth Management, LLC. He previously worked at Sapere Wealth Management, LLC for 16 years and has been with Allen Wealth Management and Raymond James Financial Services, Inc. since 2021 and 2022, respectively. Allen Wealth Management, LLC provides advisory services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and delivers coordinated wealth management through discretionary and non-discretionary mandates.

Rylee Critcher is a financial advisor at Allen Wealth Management, LLC with four years of industry experience. They hold Series 63 and Series 65 licenses and have previously worked at Raymond James Financial Services, TIAA, Ascension, Gardner-Webb University, Appalachian Regional Healthcare System, and Appalachian State University. Allen Wealth Management provides advisory services to individuals, pension plans, trusts, estates, charitable organizations, and businesses, offering financial planning and investment management through a combination of fundamental, technical, and cyclical analysis. The firm serves more than 1,000 clients with a four-person advisory team and utilizes proprietary processes alongside coordination with clients’ other advisers.

Jonathan Allen is a Certified Financial Planner® (CFP®) with 21 years of industry experience. He is the owner and principal advisor at Allen Wealth Management, LLC, where he has worked since 2009. Prior to that, he was affiliated with Raymond James Financial Services and Allen Financial Advisors. Outside of financial advising, he owns and operates a CPA practice, Dacchille Allen and Associates CPA PLLC. Allen Wealth Management, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios and manages over 1,000 clients across its four-person advisory team.