Daniel Reed Hudson

Wallace Mason is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird for 13 years. Outside of his advisory role, Mason owns an 80-acre farm in North Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a focus on tailored strategies across various asset classes and multiple implementation options.

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Lena Meredith is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 designations. She has 22 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Co. Meredith is involved with Blue Ridge Wealth Management, LLC, a non-investment-related business activity. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with a range of investment solutions and ongoing account monitoring.

Joseph Stenard is a financial advisor at OneSeven with one year of industry experience. He holds a Series 65 designation and has worked with MGO One Seven LLC d/b/a Resolute Wealth Management since 2024. His background also includes involvement with the Knights of Columbus and a longstanding role at the University of New York dating back to 2008. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning using diversified portfolios with access to alternatives and private placements, employing a primarily long-term investment approach combined with internal due diligence and third-party platform support.

Gilberto Carmona is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and over 14 years of industry experience. He has worked at Latitude Advisors since 2018 and previously at GWN SECURITIES, Inc. Carmona is also involved in several business ventures, including serving as president of Carmona Business Solutions LLC and hosting the radio program "Gilbert Talks Taxes," which focuses on educating listeners about tax, accounting, and business issues. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm combines client objectives with in-house and external model strategies, employing valuation-driven and momentum-based approaches while managing most accounts on a discretionary basis.

Allen Secor Jr. is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he serves as President of Great Lakes Financial Group, Inc., a marketing company, and is a director of The Norman A. Schoell Charitable Foundation. He is also involved in humanitarian projects as manager of the Secor Family Assembly and plays bass trombone in big bands. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a mix of affiliated and unaffiliated sub-advisers and model portfolios. The firm incorporates both traditional asset allocation and tactical strategies, including market-timing and momentum-based approaches, across its multiple branded platforms.