Matthew Kissell

Brian Moore is the sole advisor and managing member of Moore Money Solutions. He holds a Series 65 designation and has prior work experience including a 25-year career in the United States Navy and a role as a subcontract program manager at BAE Systems Inc. Moore Money Solutions provides financial planning and investment consultation services to individuals and businesses, employing a primarily passive, Modern Portfolio Theory-based approach without directly managing client assets. The firm operates on a fee-only basis and offers services through hourly planning or subscription retainers.

Gregory Taylor is a financial advisor at Turning Point Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Turning Point Advisors since 2018, following two years of self-employment. Turning Point Advisors manages approximately $36 million for about 40 clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis alongside long-term trading and model-driven asset allocation, incorporating leveraged and inverse funds as part of its investment strategies and hedging practices.

David Turben is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Turning Point Advisors, LLC since 2018. Prior to this, he worked at Huntington National Bank for five years. Outside of his advisory role, he owns Turben, LLC, a business related to his hobby of photography. Turning Point Advisors manages approximately $36 million for individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis with model-driven asset allocation, including the use of leveraged and inverse funds as part of its investment and hedging strategies.

Robert Swindaman is a CFP® with 12 years of experience in financial advising. He is currently with EmVision Capital Advisors, LLC and has previously worked at firms including Commonwealth Financial Network and Gerber, LLC. Outside of his advisory role, he owns Fernweh, LLC, a business consulting firm. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management and comprehensive wealth-planning services. The firm’s investment approach involves customized asset-allocation models across multiple asset classes, supported by an investment committee and coordinated planning across tax, estate, philanthropy, and education areas.

David Demming is a CFP® professional with 22 years of industry experience. He has been with Demming Financial Services Corp. since 2002 and holds a Series 66 designation. Demming Financial Services Corp. provides financial planning, consulting, and investment management to individuals, trusts, estates, pension plans, and business entities. The firm manages approximately $675.7 million on a discretionary basis and uses a fundamental analysis approach, allocating assets among independent managers, mutual funds, ETFs, and individual securities with documented client objectives and regular account reviews.

James Zidd is a financial advisor at EmVision Capital Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Tavco Financial Advisory, The Tavenner Company, and W H Colson Securities. He is also the owner of Zidd Financial Services, LLC, a private entity facilitating securities, advisory, and insurance business. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, offering discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach includes customized asset-allocation models across various asset classes, ongoing reporting, and coordination of comprehensive planning tasks.