Kimberly Judith Ramsay

Clayton Astore is a financial advisor at Ironclad Income Strategies LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Craft Wealth Services, Centurion Growth LLC, and Northwestern Mutual. Ironclad Income Strategies LLC provides discretionary portfolio management to high-net-worth individuals and institutional clients, using a trading model that integrates charting, fundamental, and technical analysis across various equity and options strategies. The firm employs performance-based fee arrangements and requires client custody through Schwab Institutional.

Jhojilyn Malicdan is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade from 2015 to 2022 before joining Quantum Financial Advisors in 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process using mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable investment strategies.

Randall Roebuck is a CFP® professional with 38 years of industry experience, currently serving at Uniting Wealth Partners. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over two decades. Randall is also a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs alongside other asset types, and operates as part of the WAGN network with multiple office locations and substantial assets under management.

Nikifor Paunov is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Cornerstone Advisors LLC, Merrill, and Cabana Asset Management. Outside of advising, he is a partner in Bogatti LLC, a forensic accounting and fraud examination firm, and is involved with associated entities specializing in trading software development and tax services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and maintaining flexible engagement models.

Jason Mac Dowall is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and four years of industry experience. His work history includes roles at Exodus Financial Services, Asurea Insurance, Social Security Solutions, and other firms dating back to 2013. He has also been an insurance agent for Family Benefit Life Insurance Company, though he is not currently active in that capacity. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to portfolio construction and offers multiple account options, including a Biblically-Responsible Investing model.

Kevin Stevens is a CFP® with 14 years of industry experience and is currently an advisor at Facet. His prior roles include positions at Dew Wealth Management, ZenPilot, AVID Planning, Merrill, and Edward Jones. He is the founder of Not Very Good Golf, a golf products and entertainment business that includes sales and a blog focused on golf improvement. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and a flat subscription planning model rather than percentage-of-assets fees.