Michael A Kalloz

James Stahl is the sole advisor at Stahlvest, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Stahlvest, LLC since 2003. Stahl is also involved as a producer selling insurance products approved by PKS Insurance Agency. Stahlvest provides investment supervisory and management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach using both passive index funds and selectively chosen active investments, managing globally diversified portfolios primarily on a discretionary basis.

Leslie Wolford is a financial advisor at DiNuzzo Private Wealth, Inc. with nine years of industry experience. She holds the CFP®, ChFC®, and Series 65 credentials. Leslie has been with DiNuzzo Private Wealth since 2016, with a brief tenure at Beaconsfield Financial Services Inc. in 2025. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm provides a range of services including wealth management, family office solutions, and an automated advisory platform, employing globally diversified, index-oriented portfolios and fiduciary services.

Robin Foreman is a CFP® with 39 years of industry experience. She is currently with Prospera Financial Services, Inc., where she has worked since 2017. Prior to this, she was involved with Summit Financial Group Inc and Summit Brokerage Services, Inc. in 2016–2017 and has operated Foreman Financial Group since 1999. Outside of her advisory role, she facilitates Financial Peace University and serves as a trustee and executor of an estate. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing about $12.4 billion through approximately 207 advisors. The firm offers investment advisory and financial planning services via various platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Millard Norris is a financial advisor at Royal Fund Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management since 2014, Nexus Financial Group since 2019, and previously operated Norris Financial Solutions. In addition to advisory work, he sells insurance products including annuities and health and Medicare supplements. Royal Fund Management serves individual investors, corporations, and retirement plans with portfolio management, financial planning, and pension consulting. The firm manages portfolios under written Investment Policy Statements and employs a range of strategies from conservative allocations to options writing, alongside offering both held-away advice and discretionary account management.

Kristina Dunn is a CFP®-designated financial advisor with 24 years of industry experience. She has been with Prospera Financial Services, Inc. since 2017 and also has longstanding ties with Foreman Financial Group dating back to 2001. Dunn serves as a board member and chairman of the finance committee for the Maryland Salem Children's Trust, a nonprofit organization. Prospera Financial Services, Inc. is a large multi-team firm serving individuals, corporations, charitable entities, and retirement plans, managing approximately $12.4 billion through around 207 advisors. The firm offers a range of advisory and financial planning services utilizing firm models, third-party sub-advisers, and customizable portfolio allocations across multiple platforms.

Barth Frankenberry Jr. is a financial advisor at Royal Fund Management, LLC with three years of industry experience. He holds a Series 65 credential and has operated the Frankenberry Insurance Group, a life and health insurance agency, since 2014. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored investment portfolios using various analytical methods and manages assets across a range of strategies, serving approximately 83 advisors with about $1.55 billion in assets under management.