Robert Cox

John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Gerard Swienton is a CFP® with 40 years of industry experience. He is a managing partner at Investment Leadership, LLC, and has been involved with Purshe Kaplan Sterling Investments since 2013. Outside of his advisory role, he serves on the finance council at St. Thomas More Church in Lynchburg, VA. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, constructing individualized investment guidelines and managing accounts using fundamental and technical analysis with a macroeconomic perspective.

Ryan Briley is a financial advisor at HSC Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining HSC Wealth Advisors, he held roles in education and customer service, including positions at Liberty University and Chick-fil-A. HSC Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes diversified portfolios, regular rebalancing, and fundamental, technical, and cyclical security analysis, while focusing on client education and transparent communication.

Christopher Devlin is a CFA® charterholder with 13 years of industry experience. He has been with Selective Wealth Management, Inc. since 2012 and currently works as part of an eight-advisor team based in Denver, CO. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Michael Koontz is a ChFC® credentialed financial advisor with 50 years of industry experience. He has worked at Integrity Financial Advisors, LLC since 2021 and previously held roles at Jewell Financial Services, Inc., Prosperity Wealth Management, Inc., and Fortune Financial Services, Inc. Outside of financial advising, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm emphasizes active, discretionary management using model portfolios and third-party managers, providing ongoing monitoring and client reporting.