Robert E Little

Jonathan Voitle is a financial advisor at Stonewater Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at First United Bank and Wyndham. Outside of his advisory role, he operates a seasonal duck hunting guide business. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to manage client portfolios.

Julie Reinhardt is a financial advisor at Creative Planning with 14 years of industry experience. She holds a Series 65 designation and previously worked at ML & R Wealth Management for 17 years before joining Creative Planning in 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches.

Kathryn Collins is a CFP®-credentialed financial advisor with Raymond James Financial, bringing 19 years of industry experience. She is a partial owner and financial planner at Malison Financial Group, LLC, where she has worked since 2013. Collins also serves on the investment committee of the nonprofit Omni Montessori. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytic tools and supports various advisory programs across a large network.

Patricia A Dukes is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

William Lynch IV is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2020 and previously spent eight years at Lennar Homes Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Thomas Moore is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Securities Corporation for nine years. He is also involved in several business ventures, including ownership of a retail floral and gift shop and participation on the board of a grief support group for parents who have lost children. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a wide range of investment options.