Gregory Allen Salvatore

Paul Curtman is the sole advisor at P.R. Curtman Investments LLC, an independent advisory firm. He holds Series 63, 65, and 66 licenses and has 11 years of industry experience, including positions at Edward Jones, Ameritas, and the State of Missouri. Outside of financial advising, he owns E-5 Operations LLC, a media and guidance business related to his writing and leadership activities. P.R. Curtman Investments LLC manages approximately $15.7 million for about 34 clients, offering individualized investment management, comprehensive financial planning, and business and retirement planning for individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a tailored investment process incorporating fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory and provides financial literacy content and estate-planning resources in addition to its advisory services.

Anthony Williams is the sole advisor at Sentinel Investment Planning, LLC in Milton, FL, holding a Series 65 designation with 20 years of industry experience. He has managed the firm since its founding in 2016. Sentinel Investment Planning is an independent advisory firm serving a very small client base of high-net-worth individuals with discretionary portfolio management. The firm employs a range of investment strategies including active and leveraged trading, conducting regular reviews and portfolio monitoring across various asset classes.

Shannon Hill is a financial advisor at Alpha Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Alpha Advisors since 2006. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. Alpha Advisors constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and also manages affiliated private limited partnerships that may be recommended to qualified clients.

Heather Lovallo is a CFP® professional with six years of industry experience, currently serving at Wrenne Financial Planning LLC. She has worked at Wrenne Financial Planning since 2020, with prior experience at Katana Software, Inc. Outside of her advisory role, she serves on the finance committee of Cornerstone Baptist Church in Pace, FL, advising on the church budget and approving spending requests. Wrenne Financial Planning LLC is an SEC-registered firm with six advisors managing approximately $231 million for about 400 clients. The firm provides comprehensive financial planning and discretionary portfolio management, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs.

Scott Klaassen is a financial advisor at Turner Financial Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Claraphi Advisory Network, LLC, Constellation Trust Company, and Northern Lights Distributors, LLC. Klaassen has been with Turner Financial Group since 2021. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, along with offering planning-focused services and public educational seminars.

Andrew Tang is a financial advisor at Turner Financial Group, Inc. with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Arete Wealth Advisors LLC, Claraphi Advisory Network, B. Riley Wealth Advisors, and Wells Fargo Advisors. Outside of his advisory role, Tang is involved in business development for a clothing company and is the principal content creator for an economic and market commentary channel. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with concierge financial planning, discretionary asset management, and sub-advisory services. The firm employs a blend of fundamental, technical, and cyclical investment approaches, managing client accounts primarily through model portfolios and discretionary strategies.