Milton Caraway

Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Matthew Smith is a financial advisor at Parady Wealth Management with Series 63 and Series 65 credentials and over nine years of industry experience. His prior roles include positions at Allianz Life Insurance Company of North America and Questar Capital Corporation. Parady Wealth Management provides discretionary investment management and third-party manager selection to individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios managed through a sub-advisory relationship and serves a high client volume per advisor while also offering affiliated insurance and tax preparation services under separate agreements.

Kathleen Laseter is a CFP® professional with 11 years of experience at Blueprint Wealth Management, LLC dba Parady Wealth Management. She has held various roles within affiliated entities including Parady Financial Group, Inc. and Parady Tax Solutions LLC. Laseter is also the owner of Kathleen Laseter CPA, LLC, a certified public accounting firm focused on income tax return preparation and accounting. She serves as an Investment Advisory Board Member for The Redemptorists of the Baltimore Province. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios managed through a sub-advisory relationship, and is notable for its integration with affiliated insurance and tax/accounting services offered under separate agreements.

Jared Vock is a financial advisor at Parady Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo, and Merrill Lynch. Outside of his advisory role, Jared is a licensed insurance agent with Parady Financial Group. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm uses model portfolios managed through a sub-advisory relationship and offers additional insurance and tax preparation services through affiliated entities.

Gregory Wheeler is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. He previously worked at Texas Yale Capital Corp from 2015 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

Lisa Spurlock is a financial advisor with AlphaStar Capital Management in Wildwood, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms, including AE Wealth Management and Blueprint Wealth Management. Additionally, she serves as Vice President of Advisory Support at Securenet Financial, where she is involved in life insurance and annuity sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including high-net-worth individuals, trusts, estates, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services using both model and custom strategies based on strategic asset allocation and quantitative analysis.