Crystal Lynne Bridgforth

Paul Ferry is the principal advisor at Ferry Capital Management LLC, an independent firm, with 36 years of industry experience. He has worked at Ferry Capital Management since 2016 and previously spent five years with Mullins Investment Management, Inc. Ferry Capital Management provides discretionary and non-discretionary asset management services primarily to individuals, high-net-worth clients, and trusts, with a focus on municipal fixed income. The firm employs a three-pronged investment approach that balances laddered bonds, new-issue or mispriced secondary-market municipals, and discounted closed-end municipal funds, targeting maturities of 10–15 years while seeking to limit credit risk.

Louis Jones is a CFA® charterholder affiliated with Strategic Wealth Management Solutions, LLC, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is involved as a manager in a non-securities real estate investment entity. Strategic Wealth Management Solutions, LLC is an independent registered investment adviser managing approximately $32.3 million for a select client base. The firm offers customized portfolio management, financial consulting, and 1031 exchange services, utilizing both traditional and non-traditional investments and serving a diverse range of clients including charitable organizations, corporations, and institutional accounts.

David Warner is a financial advisor at Hutchins Canning & Company PA with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hutchins Canning since 2013. In addition to his advisory role, he seasonally prepares individual income tax returns for clients. Hutchins Canning & Company PA provides portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm combines investment advisory with accounting services, including payroll, bookkeeping, tax preparation, and business consulting.

Kenneth Ouellette is a financial advisor at Orca Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network, Morgan Stanley, and Citigroup Global Markets. Orca Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and small institutions. The firm constructs risk-adjusted, tax-aware portfolios using a blend of active and passive strategies and offers discretionary and limited non-discretionary portfolio management tailored to clients’ objectives and risk profiles.

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates a Biblically Responsible Investing policy aligned with Christian values.

Thomas Hunt is a financial advisor at The Burney Company with 38 years of industry experience. He holds a Series 65 designation and has been with The Burney Company since 1985. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets across a multi-team advisory platform, offering discretionary equity portfolio management and financial planning alongside tax preparation services through an affiliated CPA firm.