Michael Bartoldo

Thomas Mclean is a CFP® certificant with 14 years of experience in financial advising. He has worked at Advitica Financial Planning LLC since 2018 and previously held roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC provides tailored financial planning and portfolio management primarily for individuals, families, and fiduciaries. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers complimentary educational seminars and workshops in addition to discretionary management and hourly consultations.

Noah May is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Stifel Independent Advisors as well as experience with Montclair Swim Club and Truman State University. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm provides both discretionary and non-discretionary portfolio management along with financial planning and utilizes proprietary capital market models to tailor asset allocation recommendations.

Laura Nelson is a financial advisor with Stifel Independent Advisors, LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including 10 years at Wells Fargo Advisors before joining Stifel Independent Advisors in 2024. Nelson is also the owner of Columbia Crest Financial Advisors, a financial advising firm based in Chehalis, WA. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services with a collaborative planning process that incorporates proprietary capital market assumptions and probabilistic modeling.

Silas Newkirk is a financial advisor at Stifel Independent Advisors, LLC with six years of industry experience. He previously worked at Wells Fargo Advisors and Ritchie Bros. Auctioneers. Outside of his advisory role, he teaches Taekwondo at Centralia College. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary models to tailor asset allocation recommendations.

Donald Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Weststar Financial, where he has also served as an OSJ delegate. Outside of his advisory work, Wilson is involved in community service as a vice president and board member of a local Rotary International chapter, serves on the board of the Lewis County Tennis Association, and performs as a musician at various events. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions, supported by a broad institutional and retirement service platform.

Devin Sume is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2016, previously working at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.