Paul E Good

Kurt Stabel is the sole advisor at Andorra Investment Management, Inc., holding a Series 65 designation with 17 years of industry experience. He has served as a sworn firefighter for the Los Angeles Fire Department since 2003, dedicating significant time alongside his advisory work. Andorra Investment Management is a fee-only independent advisory firm serving individuals, trusts, estates, foundations, pension plans, and small businesses. The firm employs a strategic asset allocation approach that incorporates passive index funds and ETFs, supplemented by active funds and equities, and also provides institutional portfolio management and pension consulting services.

Stephen Resch is the principal advisor at Resch Financial Group, LLC, an independent firm he founded in 2023. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at Securities America Advisors and National Planning Corporation. Outside of advisory work, he is involved in insurance sales and serves as Vice President of Retirement Strategies for Finance of America, focusing on wholesale reverse mortgage lending. Resch Financial Group serves individuals, families, high-net-worth clients, and small businesses with discretionary wealth and portfolio management services. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using diversified portfolios of primarily no-load, lower-cost mutual funds and ETFs, with periodic rebalancing rather than market timing.

Jonathan Gillett is the sole advisor at Wilco Financial, LLC, an independent firm based in College Grove, TN. He holds a Series 65 designation and has 11 years of industry experience. Outside of his advisory role, Gillett is involved in commercial real estate through Gillett Properties, Ltd., serves as CFO of a startup technology company, profer, Inc., and co-owns a cigar shop called Cigar Station TN, LLC. Wilco Financial, LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a multi-method asset-allocation framework and manages accounts under discretionary authority while allowing client-imposed restrictions.

Ryan Benoit is a financial advisor with Weatherhelm Capital Management LLC and holds a Series 65 credential. He has experience working in futures and brokerage firms since 2018, including roles at Weatherhelm Futures, TJM Brokerage, and R.J. O'Brien & Associates. Benoit is based in Arrington, Tennessee. Weatherhelm Capital Management LLC provides fee-only investment advisory and consulting services primarily to individual clients, retirement plans, and other entities. The firm employs a cash-flow-based planning process with a focus on risk management through position sizing, dynamic rebalancing, and the use of derivatives and alternative investments.

James Casanova Jr. is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Retirement Solutions Group. His prior experience includes roles at Northwestern Mutual, Integrum Wealth, and Morgan Stanley. He also serves as secretary of a local homeowners association. Retirement Solutions Group is a fee-based firm that provides financial planning and investment advisory services to individuals, high-net-worth clients, and business entities. The firm offers financial education through seminars and uses a co-advisor model to implement client-selected portfolio strategies.

Ryan Moore is a financial advisor with Retirement Solutions Group who holds Series 63 and Series 65 credentials and has nine years of industry experience. He is also an independent insurance agent and a partner at Retirement Solutions Group, LLC, where he is involved in insurance and legal planning services. Moore is active in a nonprofit organization, RSG Gives Back Inc. Retirement Solutions Group, Inc. is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars, using a range of investment analysis methods and maintaining client assets with qualified custodians.