Gary Lee Nist II

Clantz Liggett is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2020 and previously at Northwestern Mutual in various capacities from 2012 to 2020. Outside of his advisory role, Liggett has interests in agriculture and business management, including part ownership in Liggett Farms LLC and ownership of Liggett Business Management, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with multiple proprietary and third-party investment programs, combining discretionary and non-discretionary management across various asset types and lending solutions.

Susan Meissner is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 63 designation. She has 19 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting, delivering services through a large network of investment adviser representatives.

Richard Wunderlich Jr. is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including roles at Mariner Investment Group, America Northcoast Securities, and Evanich Accounting & Tax LLC, where he currently serves as senior accountant and consultant. Outside of advisory work, he is the managing member of Evergreen Financial Services, providing tax and business strategy services, and NB RE Advisors, which offers real estate advisory and contracting services. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm serves individuals, retirement plans, trusts, charitable organizations, and corporations, using a variety of managed programs and investment approaches that include model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Stephen Ericksen is a financial advisor with Primerica Advisors based in Sherrodsville, Ohio. He holds a Series 63 designation and has six years of industry experience. His prior firms include Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he serves as power of attorney for a family member. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Susan Coy Kamph is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 25 years of industry experience. Her career includes prior roles at The Huntington Investment Company and National Planning Corporation. Kamph also operates an insurance agency, Agency Development Corporation, alongside her advisory work. Stratos Wealth Partners serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Jeric Wisecup is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, he serves on the board of a professional networking group and coaches middle school wrestling. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, employing a combination of research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.