Gregory Allen Salvatore

Paul Curtman is the sole advisor at P.R. Curtman Investments LLC, an independent advisory firm. He holds Series 66, 65, and 63 designations and has 10 years of industry experience. His prior work includes roles at Edward Jones and multiple positions with the State of Missouri. Outside of financial advising, he is the owner of E-5 Operations LLC, a media and guidance business focused on writing and leadership. P.R. Curtman Investments LLC manages approximately $15.7 million for around 34 clients, offering individualized investment management and comprehensive financial planning. The firm serves individuals, high-net-worth clients, corporations, and charitable organizations, employing a mix of fundamental, technical, and cyclical analysis in its investment approach.

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 with Turner Financial Group, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC and Claraphi Advisory Network, LLC. Outside of advising, he is involved in apparel business development for Real Snow Milk and serves as the principal content creator for EDIBLE econoMIX, a content channel providing economic and market commentary. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations through an eight-adviser team managing approximately $230 million in assets. The firm offers comprehensive financial planning, discretionary asset management using model portfolios, and sub-advisory services, employing a blend of fundamental, technical, and cyclical investment approaches.