Cory T Thomas

Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

Steven Fox Middleton is a CFP® and holds a Series 65 license with nine years of industry experience. He founded SFM Financial Advisors LLC in 2016 and previously worked at Origin Financial LLC and H&R Block. SFM Financial Advisors provides fee-only financial planning, investment advising, and tax-advising services primarily to retirees, widows/widowers, and those nearing retirement. The firm uses a strategic asset-allocation approach focused on low-cost index ETFs and no-load mutual funds, managing accounts on a non-discretionary basis.

Peter Scruggs is the president of Scruggs Advisors, LLC, an independent firm, and holds Series 63 and Series 65 licenses with 26 years of experience in the financial services industry. He has served in roles at several firms, including United Planners' Financial Services and Pacific Cascade Advisors Inc., where he is also president. Outside of advisory services, he is a co-author of a health insurance book titled *Breaking Through the Status Quo* and is involved in consulting companies B Smart Health Solutions LLC and B Smart Lab Solutions LLC. Scruggs Advisors serves retirement plan sponsors, business entities, and individual clients by providing retirement plan consulting, plan-level investment advice and management under ERISA, and wealth management for individuals and trusts. The firm’s investment approach employs a documented due-diligence process with a focus on diversified passive and actively managed funds, offering mostly non-discretionary plan-level services and accepting co-fiduciary duties where appropriate.

Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.

Rebecca Meats is a financial advisor at Apforia with seven years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apforia, she worked at Independent Progressive Advisors and Warga Asset Management, and she owns Rebecca E Meats CPA LLC, where she prepares tax returns and provides tax planning for individuals and businesses. Apforia serves primarily individual and high-net-worth clients through a team of about 10 advisors, offering investment management and comprehensive financial planning. The firm employs a goal- and risk-based investment process using strategic and tactical asset allocation with a combination of passive and active strategies and operates under a fee-only, fiduciary framework.

David Rutan is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Stirlingshire Investments since 2026 and previously held roles at Fisher Investments, Prudential Insurance Company of America, Pruco Securities, W & R Insurance Agencies, and Waddell & Reed. Outside of his advisory work, he owns an LLC that holds a judgment as a creditor and oversees related legal collection activities. Stirlingshire Investments serves individuals, trusts, and other entities, providing discretionary portfolio management, financial planning, and IRA rollover advice using a broad range of investment instruments tailored to client profiles. The firm employs multiple analytical methods to construct and manage portfolios, operates an extensive office network, and maintains unique operational and referral arrangements.