Michael Lowber Virden Jr.

Aaron Farnsley is a CFP® and ChFC® with 32 years of experience in financial advising. He is the owner of Farnsley Wealth Management, LLC, which he founded in 2002, and has previously worked with Triad Advisors, Inc. and Osaic. In addition to his advisory work, he is a licensed insurance agent with a long-term group disability policy placement. Farnsley Wealth Management provides investment consulting and portfolio management to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of risk-tolerance assessments and diverse securities to construct individualized portfolios, primarily managing assets on a non-discretionary basis through the Osaic Wealth Management Platform.

Walter Woodrick is a CFP®-designated financial advisor with LPL Financial, bringing 28 years of industry experience. His prior roles include positions at Raymond James & Associates, Citigroup Global Markets, and A.G. Edwards & Sons, Inc. Outside of advising, Woodrick is the president and sole member of a hunting club, an author of a financial book titled *Seven Steps to Serious Money*, and engages in songwriting and music entertainment. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operational assistance.

John Burns is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2013. He holds Series 63 registration and is based in Mexico Beach, FL. Outside of his advisory role, he participates on the finance committee of the Couse-Sharp Foundation and serves on the boards of HeartGift Foundation in Texas, contributing to community involvement and finance oversight. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options, including discretionary and non-discretionary approaches.

John Sayre is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in direct sales for The Juice Plus Company, a nutrition-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Keith Campbell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Securian Financial Services Inc. for 12 years and has held various advisory roles since 2003. In addition to his advisory work, he is an associate and employee at Summit Financial Group, LLC, where he manages trading and compliance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its services with advanced analytical tools and specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Emmanuel Angelopoulos is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner And Smith Incorporated for six years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.