Jason Dyken

Christopher Bales is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is the principal of Bridgeworks Asset Management, LLC, and also operates Bales Law Firm. His prior experience includes roles at Morgan Stanley and other financial firms. Bales has been involved in divorce financial planning through an affiliated business and legal services. Bridgeworks Asset Management is an independent registered investment adviser serving primarily individual clients and charitable organizations. The firm offers customized portfolio management and financial planning, using methods such as modern portfolio theory and option strategies, and maintains a unique connection to family-law financial planning through its integrated legal services.

John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.

Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC with two years of industry experience. He holds a Series 65 designation and has worked in real estate and investment management roles at various firms, including Coldwell Banker Coastal Realty and Colomb Investment Management Company. Prior to his financial services career, he spent over two decades at United Rentals. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios aligned with clients’ objectives and risk profiles, and maintains a distinctive emphasis on retirement plan and pension consulting.

Lance Williams is a financial advisor at NewSong Capital Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC. Outside of his advisory role, he owns and operates a commercial spear fishing business and participates in fishing and diving tournaments as a brand ambassador. NewSong Capital Management provides investment management and ongoing financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm offers customized portfolio management that includes equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure, and derivatives, combining traditional asset management with subscription-style financial planning and integrated risk management.

Patrick Bussey III is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at StoneX Advisors since 2016 and StoneX Securities since 2000. Outside of his advisory work, he serves as Vice Chairman on the board of Gumbo Inc., a nonprofit focused on economic development in South Baldwin County, Alabama. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and in-house teams to implement investment strategies through proprietary models, third-party managers, and multiple account platforms.

Jane Doyle is a CFP® with 32 years of industry experience and has been with Oppenheimer since 2005. She is the owner and creator of several non-investment related ventures, including a book promotion company and a blog sharing stories from CASA de Dom Inacio in Brazil. Oppenheimer serves a diverse client base with advisory and brokerage services that include investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside manager selection and a range of investment products, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.