David Steinfeld

Erin Kunz is a financial advisor at IWC Financial Planning with 10 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at LPL Financial since 2019 while also operating as a self-employed advisor since 2015. Outside of advising, Kunz owns Breakthrough Bookkeeping, a bookkeeping business based in Tracy City, Tennessee. IWC Financial Planning provides comprehensive financial planning and participant consulting for individuals, trusts, businesses, endowments, and nonprofit organizations. The firm emphasizes broad diversification and low-cost, passive investment strategies, offering planning services without continuous discretionary asset management and providing insurance solutions through licensed personnel.

John Dixon is a financial advisor at ValueWealth Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cosey Financial Services. Outside of his advisory role, Mr. Dixon is an independent insurance agent and co-owns a family farm involved in beekeeping, hay, and poultry. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis, implementing portfolios with mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerance.

John Goodson is a financial advisor at Kingswood Wealth Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Uhlmann Price Securities. Goodson is also involved in nonprofit boards focused on community support and microloans. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm uses an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering portfolio management, third-party manager oversight, and consulting services.

Gabriel Talley is a CFP® professional with nine years of experience in financial advisory. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at Financial Engines Advisors L.L.C., Abound Wealth Management, and Preston & Cleveland Wealth Management. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering services such as portfolio management, third-party manager oversight, and financial consulting.

Veronica Aaron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for Householder Group Estate & Retirement Specialists and LPL Financial from 2013 to 2024. Outside of her advisory role, she serves as trustee of the Kofoed Family Trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Marshall Casper is a CFP® with 25 years of industry experience and has been with Edward Jones since 2000. He is based in Winchester, TN, and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.