Kinsey Suzanne Burrus

Evan Mc Mordie is a financial advisor at Golden Spread Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Compass Financial Strategies, Capital Strategies, The Scioli Group, and Texas Tech University. He serves as a trustee for the Frank McMordie Family Trust, overseeing agricultural and petroleum interests. Golden Spread Wealth provides discretionary portfolio management and individualized financial planning to individuals, charitable organizations, and corporate clients. The firm employs a mix of fundamental, technical, and cyclical analysis to build long-term investment plans and engages in due diligence on private placements and alternative investments.

Sheri Hensley is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, she serves as treasurer for a family farm and a quarter horse breeding operation, and she is a board member and bookkeeper for the Canadian Rotary Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios that include various investment types and supports both discretionary and non-discretionary account management.

Michael Gardiner is a CFP® with 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2021. His previous roles include positions at Avantax Investment Services, Fillingim, Gardiner, Green & Mcnair, and 1st Global Advisors. In addition to his advisory work, Gardiner operates a CPA firm and provides notary and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from both internal and third-party sources.

Charles Mann is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2010 to 2023. Outside of advising, he is a partner in a family cattle stocker business and also works as an independent contractor for Habit Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a wide affiliate network.