James Marion Nelson

Ryan Layton is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been the sole advisor at EmeraldSpark Investments since 2015. Ryan is also an adjunct professor and regularly participates in industry conferences and consulting with the CFA Institute. EmeraldSpark Investments provides personalized discretionary investment management and financial planning primarily for individual clients and offers 401(k) plan investment advisement to plan sponsors and participants. The firm combines Modern Portfolio Theory with behavioral finance in its investment process and is known for its educational outreach, including seminars, workshops, and no-cost financial planning services for clients.

Christopher Pepin is a financial advisor with Waypoint Strategic Wealth LLC, holding a Series 63 and Series 65 license and bringing 31 years of industry experience. He previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors for over a decade. He is also a licensed insurance agent involved in insurance sales and implementing insurance recommendations. Waypoint Strategic Wealth LLC is a small independent firm providing wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes long-term, fundamental analysis-based investment decisions with portfolios tailored to client goals, risk tolerance, and time horizon.

Brian Ulch is a financial advisor at Aventail Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 license and has been with Aventail Wealth Management since 2015. In addition to his advisory role, he is a licensed insurance agent in multiple states, working with clients on life, annuity, and long-term care insurance needs. Aventail Wealth Management is a fee-based registered investment adviser serving primarily individual clients, including high-net-worth households. The firm offers discretionary portfolio management, financial planning, and consulting services, using a structured investment approach that incorporates ETFs, mutual funds, and select individual securities guided by a written Investment Policy Statement.

Bryan Beamer is a financial advisor at IPLAN with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors and Ameriprise Financial Services. Beamer is also the owner and consultant of iGive, LLC, a charitable wealth coaching business that advises nonprofit organizations on improving donor participation. IPLAN serves individual and high-net-worth clients, investment companies, charitable organizations, and businesses, offering discretionary portfolio management and financial planning services. The firm utilizes a mostly passive investment approach based on modern portfolio theory, supplemented by cyclical and fundamental analysis, and integrates financial planning with insurance distribution.

Tyler Anderson is a financial advisor at Ingram Advisory Services, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he worked in educational roles at Polk State College and several local schools. Outside of finance, he has been involved with Lawn Sharks since 2019. Ingram Advisory Services provides financial planning, portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm uses tailored investment strategies with model portfolios, mutual funds, and ETFs, and serves a high client load with a focus on retirement plan consulting and participant education.

Kevin Ashcraft is a Series 65-registered advisor with Ashcraft Wealth Advisors LLC in Auburndale, FL. He has professional experience in consulting and analytics roles spanning from 2016 to the present. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating tax and accounting considerations through its affiliation with a CPA practice.