Kathryn Malison Collins

Jonathan Voitle is a financial advisor at Stonewater Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at First United Bank and Wyndham. Outside of his advisory role, he operates a seasonal duck hunting guide business. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to manage client portfolios.

Julie Reinhardt is a financial advisor at Creative Planning with 14 years of industry experience. She holds a Series 65 designation and previously worked at ML & R Wealth Management for 17 years before joining Creative Planning in 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches.

Robert Little is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Raider Wealth Management. Outside of advising, he is involved in several entrepreneurial ventures such as co-owning a golf cart design company and operating a ranch and outfitting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Patricia A Dukes is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

William Lynch IV is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2020 and previously spent eight years at Lennar Homes Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Thomas Moore is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Securities Corporation for nine years. He is also involved in several business ventures, including ownership of a retail floral and gift shop and participation on the board of a grief support group for parents who have lost children. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a wide range of investment options.