Geoffrey Vincent Smith

Scott Sherry is an advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Sherry Group since 2004 and previously worked at Signator Investors, Inc. and OSAIC. Outside of advisory work, he is engaged in farm labor activities. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm serves approximately 203 client households and manages around $130 million in assets, using a tailored approach that combines fundamental, technical, and cyclical analysis to build and monitor discretionary portfolios.

H. Raymond Sherry is a ChFC® credentialed financial advisor with 44 years of industry experience. He is the owner and advisor at The Sherry Group, Inc., where he has worked since 2007, and has prior experience with OSAIC and Signator Investors, Inc. Outside of his advisory role, he manages a farm where he breeds and sells horses and produces hay. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages about $130 million in client assets across 203 households, emphasizing tailored asset allocation and a blend of fundamental, technical, and cyclical analysis to create individualized portfolios.

Thomas Czanstkowski is a CFP® professional with 27 years of industry experience, currently serving at The Sherry Group, Inc. in Mountain Home, Arkansas. He has held roles at Signator Investors, Inc., and is active in community organizations including the Mountain Home Bomber Boosters Foundation and Mountain Home Youth Baseball. Czanstkowski also serves on the boards of several charitable organizations such as the Fellowship of Christian Athletes and Care Center Ministries. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm customizes portfolios using fundamental, technical, and cyclical analysis and offers fiduciary retirement-plan advice alongside access to third-party model portfolios and insurance products.

Andrew Farmer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Kingsview in 2025, he worked at Edward Jones for over two decades. Outside of his advisory role, he is involved in the Iron Oak Society, a men's group focused on business, financial, fitness, and moral development. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a range of clients including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

Stephen Foley is a financial advisor with HBW Advisory Services LLC in Kerrville, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with HBW Advisory Services and HBW Insurance & Financial Services since 2010. Outside of his advisory role, Foley is the sole owner of Guadalupe Investment & Advisory Services, where he handles sales and marketing. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm combines tactical asset allocation, fixed income, and multi-manager diversification using third-party money managers and sub-advisers, and it supports its operations with AI tools for efficiency.

Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.