David R Branham

Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Marc Mc Lean is a CFP® professional with 16 years of industry experience. He serves as president of McLean Financial Planning and Investment Management, where he has worked for over a decade, and also leads ESD Technologies, Inc., a software development and licensing company. McLean Financial Planning and Investment Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a mix of fundamental and technical analysis with a long-term trading orientation, primarily investing in U.S. securities and managing accounts on a discretionary basis.

Joseph Koster is a financial advisor at Sorfis Investments, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Boyles Asset Management, LLC for five years before joining Sorfis Investments in 2019. Outside of his advisory role, he serves as the editor of the Value Investing World newsletter. Sorfis Investments provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis across its Diversified and Absolute Return strategies, focusing on tax efficiency and risk-adjusted performance.

Maryanne Battistone is a financial advisor at McDonald Partners LLC with 32 years of industry experience. She has worked at Thomas McDonald Partners LLC since 2009, UBS Financial Services Inc. since 2007, and McDonald Investments Inc. since 1997. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients such as pension plans, foundations, and trusts. The firm provides investment management, financial planning, pension consulting, and brokerage services, combining advisory and broker-dealer activities alongside affiliated private fund management.

Ryan Olds is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Dynamic since 2020. His prior roles include positions at Commonwealth Financial Network and Securities America Advisors. He is also involved in fixed insurance sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, research, and operational services.

Lawrence Koval is a financial advisor with Lifemark Securities Corp. and holds 24 years of industry experience. He has previously worked at Berthel Fisher & Company Financial Services Inc and has been involved with Strategic Financial Solutions since 2004. Outside of finance, he is president of Cross Track Music, Inc., a record label engaged in music publishing, artist management, and booking. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach and accounts managed on both discretionary and non-discretionary bases.