Keith Hower

Matthew Chlopek is a financial advisor at Valley Oak Investment Strategies LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Fidelity Investments. He is also licensed as an insurance agent. Valley Oak Investment Strategies provides investment management, comprehensive financial planning, and consulting services primarily to business owners, families, and institutional retirement plans. The firm uses model portfolios, sub-advisers, and a model marketplace, and offers retirement plan consulting along with fiduciary services.

Stuart Schrenzel is a financial advisor with Key Client Fiduciary Advisors, LLC in Bonita Springs, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Key Client Fiduciary Advisors since 2018 and previously was with Wells Fargo Advisors and Realta Equities, Inc. He also maintains a real estate license in New Jersey and serves as an executor for his father's estate. Key Client Fiduciary Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm manages approximately $896 million in assets for over 2,100 clients and emphasizes fundamental analysis with tailored portfolios and ongoing monitoring.

Eric Neuwirth is a CFP® professional with 44 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at LPL Financial and Stifel Nicolaus & Co Inc. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies fundamental analysis across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and at least annual reviews.

James Szeszulski is a Series 66 licensed financial advisor at Money Concepts Capital Corp with 22 years of industry experience, having been with the firm since 2004. He is the owner of Guidance Strategic Partners Group, LLC, an investment-related business, and also has interests in health insurance and group benefits through various entities. Money Concepts Advisory Service delivers investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies with both discretionary and non-discretionary programs, leveraging third-party managers and technology platforms to provide ongoing portfolio management.

Glenis Salazar is an advisor with FIFTH THIRD SECURITIES, Inc. and holds Series 63 and Series 65 credentials. She has been with the firm since 2025 and has prior work experience in banking, retail, and education. FIFTH THIRD SECURITIES, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Program and utilizing third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets across more than 900 advisors.

Thomas Faber II is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has also been affiliated with LPL Financial since 2019. His prior experience includes two years at Ameriprise Financial Services, Inc. Faber maintains multiple business activities related to investment advisory services under Independent Advisor Alliance and its DBAs. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm delivers discretionary and non-discretionary portfolio management and utilizes various analytical techniques and technology platforms to support client services.