Lisa Drake

Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Kelly Burkhead is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Parady Wealth Management. She has worked with the firm and its affiliated entities since 2012, including roles at Parady Investments, LLC and Parady Financial Group. Burkhead is also the Vice President of Sales at Parady Financial Group, a licensed insurance agency where she prepares and presents retirement income strategies. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios and a sub-advisory relationship to deliver portfolio management at scale, supported by affiliated insurance and tax preparation services offered through separate agreements.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Independent Advisor Alliance, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017 and has been involved with TruNorth Divorce Solutions, LLC since 2017. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of over 200 advisors, utilizing model portfolios, sub-advisors, and technology platforms to manage client allocations.

Jeffery Masters is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include positions at Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of advisory work, he is involved with Farmhouse Press, LLC, a business related to land ownership. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on financial planning, wealth management, and retirement plan consulting, employing a strategic asset allocation approach that utilizes low-cost diversified mutual funds and ETFs alongside individual securities and Independent Managers when appropriate.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Daniel Antonov is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Gradient Advisors since 2018 and has been an independent insurance agent since 2005. Antonov owns and operates Global Cornerstone, a financial and retirement planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives and manages nearly $1 billion in assets across approximately 3,220 clients.