Gary Lee Kusak

Kenneth Mitchell is the sole advisor at Mitchell Group Delaware LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led the firm since 2010. Mitchell Group Delaware LLC provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients, using a combination of charting, fundamental, and technical analysis across long- and short-term trading strategies. The firm prepares Investment Policy Statements for clients, facilitates access to third-party money managers, and offers insurance products as part of portfolio solutions.

Minor Shores Jr. is a CFP® certificant with 39 years of experience in the financial services industry. He is affiliated with Sunbelt Securities, Inc. and operates Shores Wealth Management, Inc. as a DBA under Sunbelt Securities. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting services, with an emphasis on discretionary asset management.

Jay Richardson is a CFP® and CFA® with 10 years of industry experience. He has worked at Inspire Advisors, LLC since 2019 and previously held positions at Mutual Advisors, LLC and Wilmington Trust. Outside of his advisory role, he is involved as an owner and rancher at Kunkel Circle K Ranch, LLC. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of quantitative and fundamental strategies, often implementing portfolios via model allocations and affiliated ETFs.

Brian Fees is a CFP® with 19 years of industry experience, currently advising clients at Prospera Financial Services, Inc. since 2007. He previously worked at Edward Jones for one year. Outside of his financial advisory role, he serves on the Texas Taxidermy Board of Advisors and provides taxidermy services, dedicating several hours weekly outside business hours without compensation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Eric Bludau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been involved with AE Wealth Management since 2024 and has prior experience at Institutional Securities Corp and TEAM Retirement Solutions LLC, where he serves as a managing partner. Outside of his advisory work, Bludau is a part owner of Bludau Ranches LP and acts as trustee for family trusts established for his sons. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical methods and supports advisors through sub-advisory and model-licensing arrangements.

Michael Scardino is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 32 years of experience in the industry, with prior roles at Lion Street Financial and as owner of Scardino Insurance and Financial Services Inc. He also owns Generations Wealth Advisors, LLC, where he serves as a financial advisor. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party manager platforms.