Kim Gerald Allen

Jennifer Logan is a financial advisor at Chisholm Financial Planning & Investments with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Osaic Wealth, Woodbury Financial Services, and Securities America Advisors. In addition to her advisory role, Logan practices as an attorney specializing in trust and estate planning for family and close friends and is licensed to sell fixed insurance products. Chisholm Financial Planning & Investments provides individualized investment management and financial planning services, focusing on non-discretionary accounts tailored to client objectives and risk tolerance. The firm offers fee-based asset management, fixed-fee planning, and educational workshops, managing $47 million in assets.

Jonathan Bartholomew is the sole advisor at Rock Ridge Wealth LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, Northern Financial Services, Northern Credit Union, and NBT Bank. Outside of his advisory work, he owns Concealed Designs LLC, a furniture design business currently in its startup phase. Rock Ridge Wealth serves individuals, high-net-worth households, and corporate clients, providing portfolio management, financial planning, and pension consulting. The firm integrates multiple investment approaches and offers services such as tax preparation and estate-planning coordination, with a focus on discretionary trading authority and the use of advanced strategies including machine-learning-enhanced models.

Martha Rosner is a ChFC® credentialed financial advisor with 32 years of industry experience, currently affiliated with Vicus Capital, Inc. Her career includes roles at Cetera Wealth Services, LLC and ownership of Rosner Financial Group. Outside of advisory work, she manages multiple vacation rental properties and serves as a notary public. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical strategies and provides specialized fiduciary consulting and a range of tailored investment solutions.

Solomon Rosner is a financial advisor at Vicus Capital, Inc. with a Series 65 designation and one year of industry experience. His prior roles include work with Rosner Financial Group and Cetera Wealth Services, LLC. Outside of financial advising, he is involved with Stay ADK, an organization active since 2018. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various strategies and places explicit emphasis on retirement-plan consulting and fiduciary services.

Hayden Freeman is a financial advisor at Ameritas Advisory Services, LLC with nine years of industry experience. He holds a Series 63 designation and has professional experience across multiple Ameritas entities, including roles focused on retirement planning, life insurance, and estate planning. Freeman is also involved with United Professional Advisors and United Wealth Advisors Group, where he provides financial education and retirement-related services. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and employs both discretionary and non-discretionary advisory models supported by an Investment Committee and third-party partners.

Nico Morgia is a financial advisor with Hightower Advisors, holding a Series 66 credential and nine years of industry experience. He has worked with HighTower Securities, LLC since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach using both affiliated and third-party managers, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.