Jalyn Peterson

Vincent Bonasso is a financial advisor with Simple Financial Solutions LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to entering the financial services industry, he worked for 25 years at FedEx and spent five years in retirement. Simple Financial Solutions LLC provides investment advisory services and financial planning to individuals, families, and small businesses, emphasizing a conservative, long-term investment approach with diversified asset allocation and periodic rebalancing. The firm offers flexible engagement options, including hourly and project-based billing, and does not maintain custody of client assets.

James Sego is a CFP® with 10 years of experience in financial advising. He is the principal of Sego Wealth Management, LLC, an independent firm he has led since 2019. Prior to this, he held positions at FOUNDATIONS INVESTMENT ADVISORS, LLC and Executive Benefits of Memphis, Inc. Sego also operates Executive Benefits Wealth, LLC, where he offers life insurance and fixed annuity solutions as a licensed insurance agent. Sego Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored pension plans. The firm employs Modern Portfolio Theory with a focus on asset allocation and primarily recommends ETFs, tailoring portfolios to client time horizons and risk tolerance.

Mark Collinsworth is a financial advisor with Anchor & Oak Wealth Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Global Investment Advisory and Vere Global Wealth Management and currently serves as CEO of Vere Global Insurance Group. Additionally, he is Chief Executive Investment Officer for Gjallarhorn Capital Inc and Senior Portfolio Manager for Mimir's Well LP, both incubator hedge funds. Anchor & Oak Wealth Advisors, LLC offers discretionary portfolio management and pension consulting services to individual clients and employee benefit plans. The firm employs a range of analytical methods and uses model portfolios and third-party managers to implement client strategies.

Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

Andrew Taylor is a CFA® charterholder with 23 years of industry experience. He currently serves as an advisor at Evolutionary Tree Capital Management, LLC, having joined the firm in 2023. His prior experience includes roles at Finalis Securities LLC, Growth Capital Services Inc., Patrick Capital Markets, LLC, Trestle Point, LLC, and Cumberland Partners, LLC. Evolutionary Tree Capital Management provides discretionary portfolio and investment management to individuals, family offices, estates, trusts, retirement plans, and institutional clients. The firm employs an innovation-focused, concentrated growth strategy with a long-term horizon, combining bottom-up fundamental research with industry and ecosystem analysis.