Ray Croff

Brett Anderson is a CFP® with Series 63 and Series 65 licenses and over eight years of experience in the financial services industry. He currently serves as the sole advisor at Fountainhead Wealth Planning and has held positions at firms including Morgan Stanley, Fisher Investments, and Fidelity Brokerage Services LLC. Fountainhead Wealth Planning provides investment advisory and financial planning services to individual and high-net-worth clients through discretionary managed accounts and consulting engagements. The firm’s investment approach is tailored to each client’s objectives and may include asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, while also offering fixed-fee and hourly financial planning options.

Stephen Leitzell is a CFP® and ChFC® with 44 years of experience in the financial industry. He is currently with AAN Wealth Advisors LLC and has previous experience with Garden State Investment Advisory Services, Garden State Securities, and Questar Asset Management. Outside of advisory work, he is the owner of Income & Asset Preservation, LLC, which focuses on insurance sales and service. AAN Wealth Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm provides advisory services through model portfolio recommendations and ongoing oversight, working with unaffiliated subadvisors who manage discretionary portfolios.

John Chalk is a financial advisor with Trinity Portfolio Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and has a concurrent affiliation with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves on the board of a holding company for clinics, contributing to strategic planning. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for around 689 clients. The firm offers financial planning, consulting, and investment management services to individuals, plans, trusts, estates, charitable organizations, and business entities, employing a risk-focused, probability-based investment approach that combines various analytical methods and proprietary model portfolios.

Derek Lunka is a CFP® professional with 14 years of industry experience, currently serving at Benjamin F. Edwards Wealth Management, LLC since 2019. He has also been affiliated with Benjamin F. Edwards & Co. since 2011. Outside of his advisory role, he is the owner of Lakenorth Investment Group, LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management offers advisory services to a diverse client base, including individuals, retirement plans, trusts, and organizations. The firm provides discretionary investment management and financial planning, operating on a multi-custodian platform and utilizing both in-house and third-party money management solutions.

Thomas Dundorf is a CFP® professional with 35 years of experience in financial advising. He is currently with Family Wealth Partners, LLC, where he has worked since 2003 in various capacities. His prior roles include positions at Independent Advisor Alliance, LPL Financial, Efficient Advisors, and Family Wealth Counselors of The Carolinas. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven investment process that incorporates fundamental analysis, modern portfolio theory, and both long- and short-term trading across a broad universe of traditional and alternative securities.

Katie Keppler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Titleist Asset Management, LLC. Her prior roles include positions at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Keppler is also involved with Titleist Capital, LLC, an affiliated broker-dealer. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across tailored portfolio strategies and offers discretionary portfolio management, financial planning, and ERISA retirement plan advisory services.