Leeann Funk Lambert

Holly Kelley is a financial advisor at HPS Solutions LLC with a Series 65 designation and four years of industry experience. She has worked at Core Wealth Advisors, Inc., Hamic Previte Sturwold PA, and PFS Investments, Inc., among other firms. In addition to her advisory role, she is an employee at Hamic Previte & Sturwold PA, a tax and accounting service business where she prepares tax returns and provides accounting consulting. HPS Solutions LLC provides investment supervisory and consulting services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven, fundamental analysis approach, develops client-specific investment policies, and works with third-party money managers to implement portfolios.

Ryan Layton is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been the sole advisor at EmeraldSpark Investments since 2015. Ryan is also an adjunct professor and regularly participates in industry conferences and consulting with the CFA Institute. EmeraldSpark Investments provides personalized discretionary investment management and financial planning primarily for individual clients and offers 401(k) plan investment advisement to plan sponsors and participants. The firm combines Modern Portfolio Theory with behavioral finance in its investment process and is known for its educational outreach, including seminars, workshops, and no-cost financial planning services for clients.

Trisha Floyd is a financial advisor at Wise Financial Strategies, LLC in Lakeland, FL, holding the PFS™ designation. She has over 18 years of experience including roles at Ramos & Floyd CPAs PLLC and CliftonLarsonAllen LLP in public accounting. Wise Financial Strategies serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers advisory services including discretionary portfolio management in partnership with a third-party money manager, financial planning, and educational seminars, using a fundamentally driven, value-oriented investment approach with a long-term horizon.

Brian Ulch is a financial advisor at Aventail Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 license and has been with Aventail Wealth Management since 2015. In addition to his advisory role, he is a licensed insurance agent in multiple states, working with clients on life, annuity, and long-term care insurance needs. Aventail Wealth Management is a fee-based registered investment adviser serving primarily individual clients, including high-net-worth households. The firm offers discretionary portfolio management, financial planning, and consulting services, using a structured investment approach that incorporates ETFs, mutual funds, and select individual securities guided by a written Investment Policy Statement.

Bill Henley is a CFP® with 13 years of experience in financial advising. He is the principal of Henley Advisors, LLC, an independent advisory firm he founded in 2015. In addition to his advisory work, Henley is involved in a healthcare practice owned by his spouse, where he serves as Vice President and handles bookkeeping duties without compensation. Henley Advisors provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, corporate clients, and retirement plans. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental, technical, and cyclical analysis, and engages third-party managers and sub-advisors to implement strategies.

Charles Sober is a financial advisor with Aft, Forsyth & Sober, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Aft, Forsyth & Sober, LLC since 2012 and also works with Aft, Forsyth And Company, Inc. Outside of his advisory role, he serves on the board and the enterprise risk management committee of U.S. Epperson Underwriting Company, an insurance underwriting firm. Aft, Forsyth & Sober, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trust accounts, and foundations. The firm manages approximately $323.5 million in assets, focusing on long-term strategies including a disaster protection approach and flexible asset allocation, with a predominantly non-discretionary management style.