Harvey Little Jr.

Daniel Prevett is a financial advisor at Stirlingshire Investments with five years of industry experience and holds a Series 65 designation. He previously worked at Capstone Wealth Advisors, Midway University, and Brewton-Parker College. Outside of advisory work, Prevett owns Parallel, LLC, which provides agricultural services including spraying and seeding. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models available on the Advyzon AIM marketplace.

George Ridings is a financial advisor with Eagle Strategies (NY Life) based in Richmond, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2006 and has a longstanding career with New York Life Insurance Company and affiliated entities dating back to 1993. Ridings is active in community and historical organizations, serving as president of the Battle of Richmond Association and holding board positions related to Civil War history and regional development, as well as serving as the 2024 president of the Kentucky State NAIFA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios, managing over $25 billion in regulatory assets as of the end of 2024.

Dawn Thompson is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Armed Forces Bank and in various roles at Fifth Third Bank. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Jonathan Daniels is a financial advisor with PNC Wealth Management in Richmond, KY. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Mass Mutual and Metlife Securities Inc. before joining PNC Investments in 2017. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available as an invitation-only pilot for employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Mark Spinosa is a CFP® and Series 66 registered advisor with Valic Financial Advisors, based in Richmond, KY, bringing 16 years of industry experience. He has been with Valic Financial Advisors since 2010 and also holds a role at Agia. Outside of his advisory work, Spinosa is involved as a passive investor in various real estate ventures, including real estate syndications and investment LLCs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Janie Aispuro is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles in childcare and education through AmeriCorps Partners for Education and running a childcare business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.