Rachel Cullers

Jhojilyn Malicdan is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade from 2015 to 2022 before joining Quantum Financial Advisors in 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process using mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable investment strategies.

Randall Roebuck is a CFP® with 37 years of experience in the financial services industry. He is currently with Uniting Wealth Partners, where he has worked since 2024. Prior to that, he spent over 20 years at Raymond James Financial Services, Inc. Roebuck is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning to individuals, trusts, estates, businesses, and charitable organizations. The firm uses a diversified approach that includes low-cost mutual funds and ETFs, as well as individual equities and alternative investments, serving clients on both discretionary and non-discretionary bases.

Nikifor Paunov is a financial advisor with Advisory Services Network and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, with prior roles at Cornerstone Advisors LLC, Merrill, and Cabana Asset Management. Outside of advisory work, he is a partner at Bogatti LLC, a forensic accounting and fraud examination firm, and is involved with related service and software development entities. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection across a range of asset classes, managing approximately $8.6 billion in client assets.

Jason Mac Dowall is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and four years of industry experience. His work history includes roles at Exodus Financial Services, Asurea Insurance, Social Security Solutions, and other firms dating back to 2013. He has also been an insurance agent for Family Benefit Life Insurance Company, though he is not currently active in that capacity. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to portfolio construction and offers multiple account options, including a Biblically-Responsible Investing model.

Davis Green is a financial advisor at Kestra Advisory with 16 years of industry experience. He has held positions at Kestra Advisory and Kestra Investment Services since 2018 and previously worked at Dimensional Fund Advisors from 2015 to 2018. Green also serves as Director of Strategy and Financial Advisor at Partners Wealth Management, where he manages firm initiatives including technology and marketing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as plan design, compliance testing, fiduciary consulting, and investment advice, supporting clients with multiple management platforms and third-party solutions.

Brett Longfield is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at Citigroup and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.