David Charles Kirk

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Joseph Signorella is a CFP® with 23 years of industry experience and is the principal of IQ Retirement Portfolios LLC. He has operated JS Financial Capital Management, Inc. since 1996. He also owns and serves as president of an insurance consulting company and is a licensed insurance agent in multiple states. IQ Retirement Portfolios LLC provides advisory services to retail clients through an online wrap-fee program supplemented by non-discretionary consultations and planning engagements. The firm uses proprietary algorithms to manage portfolios composed of low-cost ETFs, annuities, and cash, and offers guaranteed-income annuity solutions alongside its automated and human advisory services.

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Fisher Investments, KPMG, Hecla Mining Company, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporations. The firm combines quantitative screening and qualitative analysis for portfolio construction and offers specialized services such as tax-loss harvesting and fiduciary education for 401(k) sponsors.