John Barton Stevens

Nancy Dickson is a financial advisor at Dickson Financial Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with her current firm since 2017, following a brief retirement. Dickson Financial Group provides ongoing investment management and comprehensive financial planning for individuals, trusts, charitable organizations, and private businesses. The firm uses a combination of passive and actively managed mutual funds and ETFs within a model asset-allocation framework, emphasizing client education through newsletters and public seminars.

Beau Dickson is a financial advisor at Dickson Financial Group, LLC with 14 years of industry experience. He holds the Series 66 and Series 65 credentials. In addition to his advisory work, he owns and operates a print consulting business, JM Travis Ltd, where he has worked since 2006. Dickson Financial Group provides investment management and comprehensive financial planning to individuals, trusts, charitable organizations, and private businesses. The firm uses a Modern Portfolio Theory-based approach, combining passive and active mutual funds and ETFs with periodic rebalancing, and emphasizes client education through newsletters and public seminars.

Logan Ford is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining HTK, he worked at NYLIFE Securities and New York Life Insurance Company. His background also includes roles in moving services and junk removal businesses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets as of 2025.

Leticia Albiter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at several BBVA-affiliated firms prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessment and implements portfolios using approved model strategies managed internally or by third parties.

Robert Voyles is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with PlanMember since 2004 and has also been involved with Elite Plus Financial, where he serves as Vice President of Operations. PlanMember provides retirement-plan advisory services to employers and participants, managing risk-based mutual fund portfolios through a strategic asset allocation framework and offering education and support services including retirement planning and separation counseling.

Heidi Gomez is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved planning tools.