Dale Adam Boothman

John Stevens is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior firms include Edward Jones, Investment Centers of America, and LPL Financial. Outside of advising, he works as a coach and personal trainer. Strategic Financial Concepts, LLC provides personalized financial planning and discretionary investment management to individuals, pension plans, trusts, and various business entities. The firm employs both fundamental and technical analysis across multiple investment types and is notable for its integration of insurance-related services alongside traditional advisory offerings.

Leticia Albiter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at several BBVA-affiliated firms prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessment and implements portfolios using approved model strategies managed internally or by third parties.

James Feldman is a CFP® with 26 years of experience in the financial industry. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2026, and has a background that includes roles at Charles Schwab & Co., Navy Federal Financial Group, Southwest Funding, and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Robert Voyles is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with PlanMember since 2004 and has also been involved with Elite Plus Financial, where he serves as Vice President of Operations. PlanMember provides retirement-plan advisory services to employers and participants, managing risk-based mutual fund portfolios through a strategic asset allocation framework and offering education and support services including retirement planning and separation counseling.

Heidi Gomez is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Guy Overby is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.