Gary Martin Bice

Jeffrey Keen is a financial advisor at AZA Capital Management with 16 years of industry experience. He has worked at AZA Capital Management since 2005. Outside of his advisory role, Mr. Keen owns Broadreach Enterprises, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Mark Aigner is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Saxony Securities since 2013. Saxony Capital Management serves individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside financial planning and consulting, employing a range of investment strategies including fundamental, technical, and quantitative analysis.

Kevin Finn is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2009. Outside of his advisory role, he is an independent insurance agent and is involved in buying and selling sports cards. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management solutions.

Daniel Draper is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. Prior to joining Steward Partners, he worked with Purshe Kaplan Sterling Investments, CETERA Advisor Networks, Sapphire Blue Investment Partners, and Summit Financial Group. Outside of his advisory roles, he serves as trustee for an educational trust and manages family property through an LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, and managed account programs. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions and coordinates due diligence with custodial and platform partners.

John Mackintosh is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for THE O.N. Equity Sales Company for 18 years before joining OSAIC in 2026. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a wide range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

Lebeau Potgieter is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Cetera. He has held roles at firms including Avantax and Voya Financial Advisors. Outside of his advisory work, Potgieter serves on the boards of The Pathfinder School and the Groundwork Center for Resilient Communities, a nonprofit focused on environmental and community issues in Northern Michigan. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It offers a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services.