Raymond Winslow

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bennett Associates Wealth Management. He has also been affiliated with Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies combining active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Collin Randall is a CFP® and CFA® with 14 years of experience in the financial industry. He is currently with Randall & Associates Wealth Management in Butler, PA, having previously worked at Bennett Associates Wealth Management, Wells Fargo Advisors, Amherst Pierpont Securities LLC, and Barclays Capital Inc. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management, financial planning, and consulting. The firm manages approximately $167 million in client assets and employs a customized, risk-adjusted, tax-aware investment approach that combines active and passive strategies across multiple asset classes.

Ethan Lane is a financial advisor with ASG Investment Management, LLC, holding a Series 65 designation and eight years of industry experience. He has worked at ASG Investment Management since 2018 and has been involved with Accurate Solutions Group, LLC since 2015, where he markets and sells insurance products. Lane also contributes to Advisors Excel, providing business training and marketing resources related to insurance and annuities. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily delivers portfolio management through third-party managers on the AssetMark turnkey platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

Curt Knotick is a financial advisor at ASG Investment Management, LLC, holding a Series 65 designation with 14 years of industry experience. He has worked at ASG Investment Management since 2018 and previously held roles at Accurate Investment Solutions Inc. and Global Financial Private Capital LLC. Outside of his advisory work, he is the owner and managing member of CCK Holdings LLC, a property management and holding company. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily uses third-party managers through the AssetMark platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

Steven Sabo is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition, he independently sells life insurance and annuities through Executive Financial Group and Executive Financial Planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing active, model-driven strategies that incorporate economic data and quantitative optimization.