Jordan Booko

Vincent Vantassel is a financial advisor at United Advisors America with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alliance America Corporation and United Advisors America Corporation since 2009. Outside of his advisory role, he is an insurance agent for Alliance America Corporation, a life and health insurance agency in Florida. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios, with a focus on mutual funds, ETFs, and occasionally digital currency products.

Chad Keim is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, Raymond James Financial Services, and Linsco/Private Ledger Corp. Keim serves as treasurer and board member of Branch County Bloom, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds and other large institutional investors.

Ashley King is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Cetera, Keim Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust. King also maintains a notary role outside of her advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to serve a broad range of investors, including large institutional clients.

Matthew Bolton is a financial advisor with Raymond James Financial, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James and co-founding Highland Financial Group. Bolton is also involved in managing rental real estate investments through ownership positions in related entities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Marcus Little is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2016. His prior experience includes roles at Sturgis Bank & Trust and Linsco / Private Ledger Corp. He is also involved in non-variable insurance sales and serves as President and Director of Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Charles Maher is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he is a notary public and operates a home-based business unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage services through a large network of investment adviser representatives.