John Michael Duke

Ronald Schiel Jr. is a CFP® professional with 23 years of industry experience. He is the sole advisor at Aloft Financial and has previously worked at UBS Financial Services and Equitable Advisors. In addition to his advisory role, he owns and operates Northwest Tax Choices, providing tax return consulting and preparation services. Aloft Financial serves a diverse client base including individuals, family businesses, corporations, and not-for-profits, offering comprehensive wealth management that integrates investment advisory, retirement and financial planning, strategic tax planning, and related services. The firm’s investment approach balances growth-oriented equity exposures with risk mitigation through diversified asset allocations tailored to client preferences.

James Smythe is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Davenport since 2009 and was previously with Merrill Lynch, Pierce, Fenner & Smith from 1990 to 2009. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering services such as asset management, retail brokerage, and investment banking. The firm organizes its asset management through dedicated portfolio teams and a Manager Research team, managing strategies across separate accounts, mutual funds, ETFs, and unified managed accounts.

Michael Relvas is a CFP® professional with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career has involved multiple roles at both Guardian Life and Park Avenue Securities dating back to 2008. Outside of his advisory work, he operates MR Insurance Consultants, focusing on the sale of fixed life and disability insurance products. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party advisory solutions, and a range of financial planning and consulting services.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2007. Outside of his advisory role, Oley operates several life insurance brokerage businesses, including his own firm, 1847 Financial, providing financial services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, employing a variety of asset management arrangements and custodial capabilities.

Omar Kemp is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He previously worked at Fisher Investments for seven years and had multiple roles in firms including Cetera Investment Services and Foresters Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Emily Case is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 13 years of industry experience. She has previously worked with Aetna and United Healthcare and is involved as an independent contractor with Young Living, selling essential oils. She is also a partner in Case Study LLC, a support business through which she employs her assistant and manages 1099 income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.