David Pozolo

Darren Ford is a financial advisor at Triangle Wealth Management with a Series 65 designation and four years of industry experience. Before joining Triangle Wealth Management in 2022, he worked at AdvisorEngine, Abrigo, and other firms. Outside of advising, he creates educational content for the AnalystPrep website, focusing on CFA exam preparation. Triangle Wealth Management serves individual clients, corporate plans, and nonprofit organizations, providing portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools to develop tailored investment strategies, primarily grounded in fundamental securities analysis.

Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously with CLA USA Advisory Group, LLC. Outside of his advisory role, Brace is a 50% owner of a tax preparation and insurance sales business operating under the name Michigan Tax and Financial. Coppell Advisory Solutions LLC operates as Fusion Investment Advisors, providing discretionary portfolio management and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture investment platform utilizing both fundamental and technical analysis and manages a variety of asset types with continuous monitoring and periodic rebalancing.

Kyler Krieg is a financial advisor at Cetera Planning Partners with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Chase Bank, Merrill Lynch, and Northwestern Mutual Investment Services. Aside from advisory work, Kyler is also an author based in Kenmore, Washington. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Eric Springer is a financial advisor at J. W. Cole Advisors, Inc. in Lowell, Michigan, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fortis Investors, Inc. and as a self-employed professional. Outside of his advisory role, he is involved in several business activities, including serving as president of BROOKSTONE INVESTMENTS, a fixed insurance sales sole proprietorship, and owning Blue Time LLC, which manages office space leasing. He is also president of Florida Built, a company engaged in sales and marketing of clothing and marine accessories. J. W. Cole Advisors operates a large network of independent investment advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of investment strategies and custodial arrangements.

Christopher Godbold is a financial advisor with Edward Jones in Lowell, Michigan, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Godbold serves as a trustee on the Greater Lowell Area Chamber Foundation Board and the Lowell Education Foundation Board, and he is chair of the Look Memorial Fund Board, all of which oversee grant distributions benefiting the Lowell community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary strategies under a fiduciary standard.

Zachary Sheehan is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Clarkston Consulting and Akcea Therapeutics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.