Roland Charles Swasey

Christopher Mason is a financial advisor at Ox Lux Advisory LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aaron Wealth Advisors and Specialist TeleMed LLC. Before entering finance, he spent seven years at Saudi Aramco. Ox Lux Advisory LLC serves individuals, high-net-worth clients, and charitable organizations with financial planning and portfolio management tailored to client goals and risk tolerance. The firm uses a combination of modern portfolio theory, quantitative, and technical analysis, providing regular account reviews and customized investment strategies.

Hudsen Hagland is a CFP® professional at AFS Wealth Management LLC with five years of industry experience. Before founding AFS Wealth Management, he worked at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. AFS Wealth Management LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm employs model portfolios based on modern portfolio theory, charting, and cyclical analysis, managing a range of asset types with discretionary trading authority while accommodating client restrictions.

Douglas Kerr is a financial advisor at Investmark Advisory Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Investmark Advisory Group since 2017. His prior experience includes positions at Commonwealth Financial Network, Investmark Advisory Services, Inc., and Osaic FA, Inc. Kerr is also involved as a life settlement broker, engaging with clients and centers of influence several times a year. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 and health savings plans. The firm uses a mix of model strategies and advisor-directed allocations across various investment vehicles and offers both discretionary and non-discretionary asset management through multiple custodial platforms.

Guy Alderdice Jr. is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Equity Services, Inc. He is also the owner and president of Ascutney Financial Group, where he provides insurance, education, and consulting services. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also partners with other registered investment advisors as a subadvisor or co-advisor, managing a variety of managed portfolio series that employ discretionary strategies across multiple asset classes.

Richard Evans is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2015 to 2026. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures that combine in-house manager selection with third-party models and advisor discretion.

Nicholas Hobart is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and previously spent three years at Benjamin F. Edwards & Co. Outside the financial industry, he works part-time as a center store clerk at Hannaford Supermarket. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio strategies through integrated planning and managed account solutions linked to its recordkeeping and administrative platforms.