Kelvin W Bishop

Stephen Du Barry is a CFA® charterholder with 20 years of experience at Stewardship Partners Investment Counsel, Inc. He has been with the firm since 2006. Outside of his advisory role, he operates duBarry Fine Books, an occasional online book sales business. Stewardship Partners Investment Counsel, Inc. manages approximately $73.2 million for high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and consulting. The firm follows a long-term, growth-and-quality investment philosophy with Biblically Responsible Investing screening and employs a range of strategies including concentrated micro-cap positions and systematic quantitative approaches.

Noreen Burtner is a CFP® certificant with 17 years of industry experience. She is currently with Facet Wealth, where she has worked since 2020. Her prior experience includes roles at TIAA, LPL Financial, and Edward Jones. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, utilizing technology-driven processes and a flat fee model rather than percentage-of-assets charges. The firm serves a range of households through phone, video, and a proprietary web platform, focusing on comprehensive planning and model-based asset allocations.

Bryant Rippy is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Money Concepts Capital Corp. His prior experience includes roles at F & M Wealth Management, F & M Bank, and Raymond James Financial Services. Outside of securities, he is a salaried employee at True North Wealth Group, dedicating significant time to this non-investment-related activity. Money Concepts Capital Corp serves approximately 14,700 clients through 431 advisors, offering portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and modern portfolio theory for asset allocation and account rebalancing.

Alisha Schweizer is a financial advisor with Cetera Planning Partners in Springfield, TN, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions with Avantax and 1st Global Advisors, among others. She also engages in equity and fixed indexed annuity sales as part of her financial advisory work. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Colin Cross is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has experience at Engineered Wealth Solutions and has worked in roles at Planet Fitness, Lyft, Uber, and as a self-employed professional. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and comprehensive back-office support for individual and institutional clients.

Jefferson Fuller is a financial advisor with Empower Advisory Group in Portland, TN, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Insight Strategic Wealth LLC, Kraft Asset Management, Regions Bank, and Cetera. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated service model focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.