Jonathan Kendall

Steven Yazell is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ibn Financial Services, Inc. for 21 years. Outside of finance, Yazell is involved in music performance, recording sales, and publishing. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across a range of securities.

Michael Pavlot is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ford, English Financial Group, LLC and Commonwealth Financial Network since 2003. Outside of his advisory role, he serves as a basketball official with the International Association of Approved Basketball Officials and is a member of the Board of Assessment Review for the Town of Clayton. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers its advisors access to discretionary model portfolios and various program structures while serving as a back-office and platform provider.

Elwyn Voss is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 51 years of industry experience and has been with Mass Mutual Investors Services since 2017. Outside of advising, he operates an independent insurance agency, The Voss Group, and is involved in a life settlement business with Ashar Group, LLC. He is also a member of G2 LLC, which manages operating expenses and client services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements and a range of investment strategies without providing discretionary management.

Michael Dipaulo is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with MML Investor Services and Mass Mutual Life Insurance since 2007. Outside of his advisory role, he owns and manages MJ Haulers, a clean-out and hauling business, and is involved with DBX Financial LLC, which operates in health and group insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that incorporate firm-approved tools for analysis and written recommendations.

Brent Sanford is a financial advisor with LPL Enterprise, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients.

Vernon Gang is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in an IPS-driven approach and modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, alongside traditional investment alternatives.