Patrick Mckinney

Di Wu is a financial advisor at Wealthcare Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Whalen Wealth Management Inc., RFG Advisory, and T3 Trading Group. Before entering financial advisory roles, he was employed at The Frick Collection for nine years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios and an evidence-based investment framework overseen by an Investment Policy Committee.

James Edwards Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is president and owner of JEE Holding Company Inc, a corporation that owns the office building used by his Edward Jones practice. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting its services with a large national network of financial advisors and branch offices.

Michael Johns is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been with Cetera and its related entities since 2013. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as portfolio management, financial planning, and fiduciary solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Kevin Lively is a financial advisor at LPL Financial with six years of industry experience. He previously worked at Avantax Investment Services, LiveOak Capital Inc., Avantax Advisory Services, and Raymond James & Associates. Outside of advising, he is involved in tax preparation and accounting through McKinney & Lively PC and holds a notary commission. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Susan Sloan is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at Cetera and Regions Bank since 2025, with prior roles at Thrivent Financial and Thrivent Investment Management. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with a broad advisory platform.

Renee Green is a financial advisor with Edward Jones in Clanton, AL, holding a Series 66 designation and with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.