Kurt James Bornkessel

Chris Mcelhannon is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities Management & Research, Inc. and American National Insurance Company since 1994. Outside of his advisory role, he is president and owner of McElhannon Agency Company, Inc. and owns a branch of TWFG multi-line insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Joanna Slade is a CFP® with 32 years of industry experience, currently affiliated with Silver Oak Securities, Inc. since 2024. Her prior experience includes 16 years at Lincoln Financial Securities Corporation and 18 years at Osaic FS, Inc. Outside of her advisory work, she owns and manages a tax preparation and bookkeeping service as well as a notary public business. Silver Oak Securities, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, corporations, trusts, and estates through a team of over 100 financial professionals. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Christopher Jackler is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to his current roles, he worked at PPG Industries for four years. Outside of his advisory work, he is a small business owner of The Physician’s Guild, LLC, which connects physicians with potential grant opportunities related to student loan debt. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.

Gerrod Galliano is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including AE Wealth Management and Minnesota Life Insurance Co. Galliano is also involved with Burns Estate Planning, where he serves as an insurance agent. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.

Jon Gwatney Jr. is a financial advisor at Prime Capital Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Bank of America, Morgan Stanley, and Burns Wealth Advisors. In addition to his advisory role, he is involved with Burns Estate Planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary management strategies.

Timothy Dahlberg is a financial advisor at Prime Capital Financial with nine years of industry experience and holds a Series 66 designation. His work history includes roles at firms such as Merrill, Bank of America, and Coastal Gold & Silver. Outside of advising, he is also a licensed insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise firm serving individuals, trusts, corporations, and retirement plans, offering services including asset management, financial planning, and family office solutions. The firm employs a variety of investment strategies and supports both discretionary and non-discretionary accounts, with additional capabilities in tax planning through an affiliated accounting subsidiary.