Eli Todd Rebich

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Zachary Honess is a financial advisor at Secure Asset Management, L.L.C. with six years of industry experience. He holds the Series 66 designation and has worked at Hancock Capital Management, Cadaret Grant, and Paceline Financial. Outside of his advisory role, he operates Paceline Financial, LLC, providing insurance services in Pennsylvania and Tennessee. Secure Asset Management primarily serves individual clients with personalized financial planning and discretionary investment management, alongside pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and focuses on client-specific investment strategies without maintaining traditional corporate client relationships.

Robert Chess is a CFP® professional with over 43 years of industry experience. He is currently with The AmeriFlex Group and holds Series 63 and Series 65 licenses. His prior experience includes roles at Investacorp Advisory Services, Securities America, and OSAIC. Additionally, he operates Estate Solution Planners Inc., providing life insurance and advisory services to his existing securities clients. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering tailored strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Jonathan Beaton is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His previous roles include positions at Cambridge Investment Research, Securities America Advisors, LPL Financial, and Key Investment Services. Outside of advisory work, he is involved in insurance sales related to investment products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting using various investment models and custodian platforms.

Bryce Vogel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and four years of industry experience. His work history includes roles at Empower Financial Services, LPL Financial LLC, and prior positions at Gannon University and Big Lots LLC. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third‑party methodologies focused on long‑term portfolio returns and client savings rates.

Chad Baccus is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with GWN Securities since 2012. In addition to his advisory role, he is involved in selling life insurance, long-term care, and annuities through various insurance carriers for W&R Insurance Agencies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through managed-account programs and a variety of portfolio strategies on the Fidelity-supported FMAX platform.