James Walker Crites

Oleksandr Vetoshko is a CFP® professional with two years of industry experience, currently operating as the sole advisor at Vetoshko Wealth Management. His prior work includes positions at Lighthouse Financial Advisors, Inc., Lifecycle Financial Advisors, Inc., and Cambridge Connection, Inc. He has also been employed at Eastern Michigan University. Vetoshko Wealth Management serves individual investors, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing wealth management and financial planning services. The firm offers both discretionary and non-discretionary investment management using a blend of passive and active strategies informed by fundamental and charting analysis and modern portfolio theory, with optional ESG considerations.

Jean Masse is the sole advisor at Jean Pierre Masse, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. The firm primarily serves individual clients, including some high-net-worth individuals, offering comprehensive financial planning and portfolio management with an emphasis on fundamental business analysis and conservative asset allocation. It operates on a fee-only basis with a small client roster to provide personalized attention.

Larry Bright is the managing member of Bright Asset Management with 24 years of industry experience. He has led Bright Asset Management since 2006 and previously worked at Digitafi LLC from 2019 to 2022. Larry holds Series 63 and Series 65 licenses. Bright Asset Management is an independent advisory firm serving individuals, high-net-worth clients, families, trusts, and estates. The firm provides investment supervisory and consulting services with a dynamic, tactical asset allocation approach across various asset classes, managing accounts on a discretionary basis and offering specialized services such as estate planning and coordination of external assets.

Mary Holland is a financial advisor at Sutton Place Capital Management LLC with 18 years of experience. She holds Series 63 and Series 65 licenses and has worked exclusively at Sutton Place since 2008. Sutton Place Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical analysis to manage client-specific investment policies, including socially responsible screens when requested.

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

Steven Kienzle is a CFP® professional with 32 years of experience in the financial services industry. He is the principal of Kienzle Wealth Consulting LLC, an independent firm he founded in 2021. Prior to this, he worked for over 25 years at Fidelity in various advisory roles. Kienzle Wealth Consulting LLC provides comprehensive financial planning to individuals and high-net-worth clients, focusing on detailed advice rather than discretionary portfolio management. The firm offers services including retirement, estate, tax strategies, and business planning, and uses a tiered flat-fee schedule rather than asset-based fees.