Nickolas Wann

Levi Chuculate is a financial advisor at Verus Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Wells, Wann & Company, and Grant Thornton LLP. Outside of his advisory role, he has been involved in tax preparation and accounting through Wells, Wann & Company. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation to create customized portfolios aligned with clients’ objectives and risk tolerances.

Michael Andrews is a financial advisor at Verus Capital Partners, LLC with a Series 65 designation and one year of industry experience. He has held roles in insurance since 2009, including ownership of Andrews Insurance Solutions, LLC, where he provides Medicare, health, life, and annuity insurance solutions. Andrews also works as a crop insurance agent at Risk Associates, assisting clients with crop insurance planning and risk evaluation. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios that address clients’ objectives, risk tolerance, and tax considerations.

Alicia May is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jerry Webster is a financial advisor at Edward Jones with 37 years of industry experience. He has held his current role at Edward Jones since 2000 and holds Series 63 and Series 65 credentials. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Samuel Abernathy is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously served in the United States Army for ten years. Abernathy also worked briefly with Family First Life before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Amber Fonseca is a Series 66-licensed financial advisor with Edward Jones in Fort Smith, Arkansas, where she has worked since 2018. She has seven years of industry experience and previously worked at ArcBest from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.