David C Johns

Daniel Prevett is a financial advisor at Stirlingshire Investments with six years of industry experience and holds a Series 65 designation. He previously worked at Prevett Financial, Midway University, and Brewton-Parker Christian University. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models.

Harvey Little Jr. is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He is the principal of WH Wealth Management LLC, an independent firm he founded in 2021, following 15 years operating his own financial services firm. Outside of advisory work, he maintains an insurance producer license and engages in residential and commercial real estate management. WH Wealth Management serves individuals, families, and small business owners, providing investment advisory services, financial consultation, and comprehensive planning including retirement, tax, estate, insurance, and college funding. The firm manages approximately $8.0 million in discretionary assets and typically invests using mutual funds, low-cost index funds, and ETFs, applying both fundamental and technical analysis.

George Ridings is a financial advisor with Eagle Strategies (NY Life) based in Richmond, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Eagle Strategies since 2006 and concurrently operates Ridings Insurance and Financial Services, Ltd. Ridings is active in several community and historical organizations, including serving as president of the Battle of Richmond Association and a board member for various Civil War history groups. He also serves as the 2024 president of the Kentucky State NAIFA. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Dawn Thompson is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and two years of experience at the firm. Her prior work includes roles at Fifth Third Bank, Armed Forces Bank, and nonprofit organization A World for Children. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to the Passageway Managed Account Program and multiple portfolio management options. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of program types including mutual fund, ETF, SMA strategies, and tax overlay services.

Jonathan Daniels is a financial advisor at PNC Wealth Management with 11 years of industry experience. He has held positions at PNC Investments since 2017 and previously worked at Mass Mutual for one year. Daniels holds the Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements investments via approved strategies managed by PNC or third parties.

Justin Priode is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.