Robbie Leo Perry

George Perros is a financial advisor with Resurgent Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Encompass Financial Advisors LLC. Outside of advising, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services tailored through fundamental analysis and ongoing portfolio monitoring. The firm manages assets using mutual funds, ETFs, and independent Sub-Advisors on both discretionary and non-discretionary bases.

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc., United Financial Services, and TRANSAMERICA Agency Network. In addition to his advisory work, he is involved in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing portfolio management, ERISA plan consulting, and oversight of third-party managers.

James Garner Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he owns Garner Productions, an audio/video theatrical scriptwriting business where he works as a writer, producer, actor, director, and host. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies with ongoing oversight from an Investment Strategy Committee.

Natalie Burkhead is a financial advisor at PNC Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2022, following an 11-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to PNC Bank employees. The firm uses algorithmic tools to guide investment strategy and employs third-party managers for portfolio implementation and proxy voting.

Christopher Wood is a Series 65-licensed advisor with Hornor, Townsend & Kent, LLC. He has experience in the financial services industry through roles at Guardian Financial Strategies and Asset Marketing Systems, as well as prior work in law enforcement and public service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of investment management options with a significant asset base.