Monte P (Freeman) Custer

Nancy Dickson is a financial advisor at Dickson Financial Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with her current firm since 2017, following a brief retirement. Dickson Financial Group provides ongoing investment management and comprehensive financial planning for individuals, trusts, charitable organizations, and private businesses. The firm uses a combination of passive and actively managed mutual funds and ETFs within a model asset-allocation framework, emphasizing client education through newsletters and public seminars.

Beau Dickson is a financial advisor with Dickson Financial Group, LLC, holding Series 65 and Series 66 designations and bringing 14 years of industry experience. He has worked with Dickson Financial Group since 2017 and has been a printing consultant at JM Travis Ltd since 2006. Dickson Financial Group provides investment management and comprehensive financial planning services to individuals, trusts, charitable organizations, and private businesses, using a combination of discretionary and non-discretionary authority. The firm applies Modern Portfolio Theory with a blend of passive and active mutual funds and ETFs, offers a range of model portfolios, and emphasizes client education through newsletters and public seminars.

John Stevens is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior firms include Edward Jones, Investment Centers of America, and LPL Financial. Outside of advising, he works as a coach and personal trainer. Strategic Financial Concepts, LLC provides personalized financial planning and discretionary investment management to individuals, pension plans, trusts, and various business entities. The firm employs both fundamental and technical analysis across multiple investment types and is notable for its integration of insurance-related services alongside traditional advisory offerings.

Logan Ford is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at NYLIFE Securities and New York Life Insurance Company. Outside of finance, he has experience with businesses in moving and junk removal services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, supporting a broad range of investment and brokerage services.

Leticia Albiter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at several BBVA-affiliated firms prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessment and implements portfolios using approved model strategies managed internally or by third parties.

James Feldman is a CFP® with 26 years of experience in the financial industry. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2026, and has a background that includes roles at Charles Schwab & Co., Navy Federal Financial Group, Southwest Funding, and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.