Richard Michael Lalor

Joshua Haron is a financial advisor at Haron Capital Management, LLC, an independent firm he has led since 2018. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including six years at Bank of America and Merrill. Haron Capital Management provides discretionary portfolio management and retirement-plan rollover advice to high-net-worth, accredited investors. The firm employs a value-oriented, dividend-growth strategy with a concentrated portfolio approach and incorporates fundamental, behavioral, and technical analyses, alongside specialized offerings such as exposure to crypto assets and performance-based fee arrangements.

Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Matthew Miller is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 66 licenses and six years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and he manages an insurance agency, USA Wealth Services LLC, where he is involved in insurance sales and client education. Miller is also active in insurance seminars through Honor Insurance Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across a network of advisers. The firm offers diverse strategies including model portfolios, discretionary management, and retirement plan services, supported by a broad affiliated-entity ecosystem and multiple operational platforms.

Tracey Higginbotham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at Latitude Advisors since 2009 and also has a longstanding role as president of Higginbotham Companies, Inc., a tax and accounting practice. Outside of her advisory work, she is involved in managing various family business activities including financial services, insurance, and tax preparation. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm combines client goals with a range of in-house and third-party model strategies, emphasizing tactical and quantitative approaches, and generally manages client accounts on a discretionary basis.

Robert Meissner III is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Kestra Advisory and Kestra Investment Services since 2021. Prior to that, he was with Geneos Wealth Management, Inc. and Cornerstone Capital Wealth Management, Inc. He is also a partner in Globaltron Holdings, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Brittany Mc Neally is a financial advisor with Fifth Third Securities, Inc. in Titusville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Fairwinds Credit Union, CUSO Financial Services, and Wells Fargo Clearing Services. She is also employed by Comerica Bank in an investment-related capacity. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs on the Passageway platform, combining multiple portfolio management approaches and technologies with a risk-profile–based selection process.