Jonathan Michael Bartholomew

Jennifer Logan is a financial advisor at Chisholm Financial Planning & Investments with 16 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Woodbury Financial Services and Securities America Advisors. In addition to her financial advisory work, Logan is a licensed attorney who performs trust and estate planning for family and close friends. Chisholm Financial Planning & Investments serves individual clients with fee-based, non-discretionary asset management and financial planning. The firm offers tailored investment strategies and educational workshops, managing approximately $47 million in client assets.

Martha Rosner is a ChFC® credentialed financial advisor with 32 years of industry experience, currently affiliated with Vicus Capital, Inc. Her career includes roles at Cetera Wealth Services, LLC and ownership of Rosner Financial Group. Outside of advisory work, she manages multiple vacation rental properties and serves as a notary public. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical strategies and provides specialized fiduciary consulting and a range of tailored investment solutions.

Solomon Rosner is a financial advisor at Vicus Capital, Inc. with a Series 65 designation and one year of industry experience. His prior roles include work with Rosner Financial Group and Cetera Wealth Services, LLC. Outside of financial advising, he is involved with Stay ADK, an organization active since 2018. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various strategies and places explicit emphasis on retirement-plan consulting and fiduciary services.

Hayden Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and nine years of industry experience. He has worked with several related entities since 2016, including Ameritas Life Insurance Corp and United Wealth Advisors Group, focusing on retirement planning, estate planning, and insurance services. Freeman is also involved in providing financial education and assisting clients with rollovers and life insurance needs. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of portfolio strategies combining model portfolios, mutual funds, ETFs, and individual securities while utilizing third-party managers and technology platforms.

Nico Morgia is a financial advisor with Hightower Advisors, holding a Series 66 credential and nine years of industry experience. He has worked with HighTower Securities, LLC since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach using both affiliated and third-party managers, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Savannah Van Slyke is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles within various First Command entities and service in the United States Army Reserve. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.