James Mullis III

Kevin Keller is a financial advisor with Delta Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Carolina Piedmont Investments, Retirement Wealth Advisors, and Ohio National Financial Services. Outside of advising, he is involved in managing a timber farm and supports marketing and business management for a real estate firm. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning with asset management.

Charles Mansfield is a CFA® charterholder with 23 years of industry experience, currently serving at MissionSquare Retirement. His prior roles include positions at Icma Rc Services, LPL Financial, MMC Securities Corp., and Mercer DC Advisors. Outside of financial advising, he works as a Higher Education Academic Specialist at Wake Forest University and participates as an actor in interactive dinner theater. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and Fund Advice, supported by investment advice and model portfolios developed by Morningstar Investment Management.

Scott Vanderlinden is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Chelsea Advisory in 2021, he worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Vanderlinden also operates Veritus Financial Strategies, a sole proprietorship focused on investment, insurance, and financial planning. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach and manages diversified portfolios on a discretionary basis while allowing clients to impose investment restrictions.

George Mcdow is a CFP® professional with 17 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2013. He is also the owner of The Mcdow Group, LLC, where he works as an insurance agent specializing in life, health, annuities, dental, property and casualty, disability, and Medicare supplement insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions, working primarily through a network of Investment Advisor Representatives who implement strategies using approved products and managers.

Garry Pakozdy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 13 years of industry experience. He has been with Foundations since 2018 and has prior experience at Horter Investment Management and his own firm, Pako Investments. Outside of his advisory role, he is also engaged in insurance and annuities sales through Chadmere Capital and manages property operations at Coastal Real Estate SC, LLC. Foundations Investment Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, retirement plans, and businesses. The firm offers portfolio management, financial planning, and educational workshops through a network of affiliated offices, employing model allocations and third-party sub-advisers.

Nathan Morgan is a CFP® professional with nine years of industry experience. He is currently affiliated with Schwab Wealth Advisory and has previously worked at Fidelity Investments, Deutsche Bank, and served in the United States Navy Reserve. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients through its Schwab Wealth Advisory program, using proprietary research tools and asset-allocation models. The firm operates within The Charles Schwab Corporation’s integrated financial services ecosystem.