Richard Anthony Perry Jr.

Bruce Eshbaugh is a CFA® charterholder with 21 years of industry experience, currently serving as the sole advisor at Sentinel Advisory Corp in Hyannis, MA. He has been with Sentinel Advisory Corporation since 2003. Sentinel Advisory Corp provides discretionary and nondiscretionary investment supervisory services for individuals, trusts, and estates, and acts as an investment fiduciary and retirement plan consultant for plan sponsors. The firm’s investment process emphasizes fundamental, firm-specific analysis to estimate intrinsic value, complemented by technical analysis, and offers institutional retirement-plan services including ERISA fiduciary roles and model allocation portfolio creation.

Thomas Burdg is a financial advisor with TBCPA, Inc. in Fernandina Beach, FL, holding Series 63 and 66 licenses and possessing 21 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2024 and has been with TBCPA, Inc. since 1991. Outside of investment advisory, he is a certified public accountant providing accounting services through TBCPA, Inc. TBCPA, Inc. offers fee-based portfolio management and financial services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm integrates accounting and tax services with investment management and employs various analytical methods and trading approaches tailored to client objectives.

Malea Hornback is a CFP® professional with three years of industry experience. She has worked at Bouvel Investment Partners, LLC since 2026 and previously held roles at Wealth Planning Corporation and Northwestern Mutual Investment Services LLC. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of strategies from concentrated equity to diversified and income-oriented approaches, tailoring portfolio construction to client objectives and managing specialized programs such as Custom Large Position management.

Leigh Chandler is a financial advisor at Advanced Financial Strategists Inc with Series 65 credentials and 30 years of industry experience. Chandler has been with Advanced Financial Strategists since 1996. Advanced Financial Strategists provides comprehensive investment management to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages about $60.6 million in assets using a combination of Modern Portfolio Theory, quantitative screening tools, and tax-aware portfolio construction tailored to client objectives.

John Holden is the sole advisor at Advanced Financial Strategists Inc, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Advanced Financial Strategists since 1991. Advanced Financial Strategists provides investment management services to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages approximately $60.6 million in assets, focusing on a relatively small client base with personalized portfolio construction using Modern Portfolio Theory, tax-aware strategies, and quantitative screening methods.

James Thompson is a CFA® charterholder with 20 years of industry experience. He has been with Bulwark Capital Corporation since 2005, currently serving as one of two advisors at the firm. Bulwark Capital Corporation provides discretionary portfolio management, financial plan modeling, and advisory consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a combination of bottom-up fundamental analysis and top-down macroeconomic assessment, alongside technical analysis and both long- and short-term strategies, tailoring portfolios to client objectives and offering personalized service to a relatively small client base.