Michael Shawn Anthony

Evan Brockmeier is a financial advisor at Commonwealth Financial Services with a Series 65 designation and three years of industry experience. His prior work includes roles at Fleming Watson Financial and Chevron Corporation. Outside of his advisory work, he serves as an assistant baseball coach at Marietta High School. Commonwealth Financial Services is an SEC-registered firm that serves individual and institutional clients, offering portfolio management, financial planning, and retirement plan advisory services with a range of investment strategies and fiduciary plan services.

Neal Watson is a CFP® credentialed advisor with 30 years of industry experience, currently with Commonwealth Financial Services. His prior experience includes roles at Farther, Arbor Point Advisors, Fleming Watson Financial Advisors, MIAI, Inc., and Securities America Advisors. He is also licensed as an insurance agent, a role he has held since 1996. Commonwealth Financial Services is an SEC-registered advisory firm serving individuals, high-net-worth clients, pension plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and other financial solutions using a blend of fundamental and technical investment strategies.

Brayden Sallee is a financial advisor at Maridea Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial industry, he held roles at United Parcel Service and in education at Shawnee State University and local schools. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios with a long-term investment horizon and integrates AI productivity tools under human oversight to support research and administrative tasks.

Dustin Becker is a financial advisor at Maridea Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC. Becker is also involved in an insurance agency, Dietz, Futrell & Walters Insurance Inc., where he has a role outside of his advisory work. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm employs a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, supplemented by AI tools under human oversight and coordinated services across affiliated entities.

James Harper is a financial advisor at Trustmont Advisory Group, Inc. with 40 years of industry experience. He has been with Trustmont Advisory Group since 2011 and has operated as a self-employed advisor since 1991. Outside of advisory work, he manages a group health and life insurance division as an independent contractor for an insurance agency. Trustmont Advisory Group serves a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a long-term investment approach drawing on various public research sources and offers discretionary portfolio management alongside financial planning and brokerage services.

Stacey Brooks is a financial advisor at Maridea Wealth Management with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Cetera Advisors LLC and LPL Financial LLC. Brooks serves on the Board of Public Affairs for the Village of Beverly, OH. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in client assets. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and emphasizes a long-term investment horizon complemented by AI productivity tools under human oversight.