David Lyall

Jonathan Davis is a financial advisor at E2I Financial Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management since 2017. In addition to his role at E2I Financial Group, he owns JAD Financial Group, LLC, where he provides life insurance and income planning services involving fixed annuities. E2I Financial Group primarily serves individual clients aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular or comprehensive financial planning and asset management, using third-party registered investment advisors to implement tactically managed mutual fund and ETF allocations tailored to clients’ financial plans.

Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. located in Banner Elk, NC. He holds a Series 65 designation and has been with Sterling Wealth Advisors since 2024. Prior to his advisory role, he worked at Lowes' Food and has experience with Classical Conversations Plantation and Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm uses a mix of investment strategies across no-load mutual funds, ETFs, bond funds, and government securities, offering both ongoing advisory relationships and shorter-term consulting engagements.

David Fink is a CFA® charterholder and holds Series 63 and 65 licenses with 19 years of industry experience. He is affiliated with Lifestyle Freedom Advisory Group, LLC and has held roles at multiple related entities since 2018, as well as Colorado Financial Service Corporation since 2020. Outside of his advisory work, he provides consulting services to CPAs and attorneys. Lifestyle Freedom Advisory Group is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, emphasizing customized portfolios aligned with clients’ goals, time horizons, and risk tolerances.

Rita Hendrick Smith is a financial advisor at Altrius Capital Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with Altrius since 2007. Altrius Capital Management serves a diverse client base including individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach, offering discretionary investment management, financial planning, and advisory consulting services.

Bradley Greer is a CFP® with 20 years of industry experience, currently serving as an advisor at Allen Wealth Management, LLC. He previously worked at Sapere Wealth Management, LLC for 16 years and has been with Allen Wealth Management and Raymond James Financial Services, Inc. since 2021 and 2022, respectively. Allen Wealth Management, LLC provides advisory services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and delivers coordinated wealth management through discretionary and non-discretionary mandates.

Jonathan Allen is a Certified Financial Planner® (CFP®) with 21 years of industry experience. He is the owner and principal advisor at Allen Wealth Management, LLC, where he has worked since 2009. Prior to that, he was affiliated with Raymond James Financial Services and Allen Financial Advisors. Outside of financial advising, he owns and operates a CPA practice, Dacchille Allen and Associates CPA PLLC. Allen Wealth Management, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios and manages over 1,000 clients across its four-person advisory team.