Kathleen M Donnelly

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Joseph Signorella is a CFP® with 23 years of industry experience and is the principal of IQ Retirement Portfolios LLC. He has operated JS Financial Capital Management, Inc. since 1996. He also owns and serves as president of an insurance consulting company and is a licensed insurance agent in multiple states. IQ Retirement Portfolios LLC provides advisory services to retail clients through an online wrap-fee program supplemented by non-discretionary consultations and planning engagements. The firm uses proprietary algorithms to manage portfolios composed of low-cost ETFs, annuities, and cash, and offers guaranteed-income annuity solutions alongside its automated and human advisory services.

Daniel Lowry is a ChFC® and Series 63 licensed financial advisor with 43 years of experience in the industry. He founded Lowry Financial Services in 1983 and worked with Commonwealth Financial Network from 2004 to 2023. In addition to his advisory role, he is a licensed insurance agent involved in selling life and health insurance products as well as annuities. Lowry Financial Services is an independent advisory firm that provides portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach using various analytical methods and offers pension consulting services that include plan document creation and money manager recommendations.

Jefferson Christal is a financial advisor at Jefferson Financial Planning LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fisher Investments and Charles Schwab & Co., Inc., as well as service in the United States Air Force. Jefferson Financial Planning LLC provides financial planning services to individuals and high-net-worth clients, focusing on tailored 12-month engagements that address investment, retirement, tax, insurance, college savings, and credit planning. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, primarily recommending ETFs and fixed income while incorporating options strategies.