Kimberly Stoll

Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.

Carey Hilburn is a CFP® professional with nine years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Hilburn held positions at Central Wealth Management, Beaird Harris Wealth Management, and Quest Capital Management. Outside of advisory work, Hilburn is also a consultant for VITAL LLC. Vital Capital LLC provides discretionary portfolio management and financial planning services to individual clients, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and manages approximately $41.7 million in assets.

Brad Stuart is a financial advisor with Ausdal Financial Partners, Inc. in Clinton, IA, holding a Series 66 designation and 18 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory role, Stuart serves on the board of the River Bend Educational Foundation, which supports local schools and provides scholarships, and he is a part owner of WPF Wealth Management, a CPA and financial services firm. Additionally, he works as an independent insurance agent and will serve as a board member for the Fulton Country Club Men's Stag starting in 2024. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of strategies including mutual funds, ETFs, equities, fixed income, and alternative products across discretionary and non-discretionary accounts.

Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Stratos Wealth Partners since 2017 and was previously employed at LPL Financial and Cintas Corporation. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Anthony Stoll is a CFP® professional with five years of industry experience, currently affiliated with United Planners Financial Services of America. His prior roles include positions at Securities America, OSAIC, and active service with the U.S. Army and Army Reserves, where he serves as a company commander. Outside of his advisory work, he is involved in tax preparation and insurance services. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional investors, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable emphasis on non-discretionary asset management.

Michel Stephenitch is a financial advisor at Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has experience in the financial industry beginning in 2025, including roles at LPL Financial and Stratos Wealth Partners. Prior to entering the advisory field, he worked in various positions at Custom-Pak, Westrock, GNC, and Ashford University. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.