Rory Patrick Faherty

Bob Bollinger is a CERTIFIED FINANCIAL PLANNER™ with 41 years of industry experience. He has been the principal of Bollinger Financial Advisory, Inc. since 1997 and has been associated with LPL Financial, LLC since 1994. Bollinger Financial Advisory, Inc. provides project-based financial planning and consulting services to individuals, including high net worth clients, as well as trusts and estates. The firm delivers advice at the fund or strategy level without managing client accounts or holding custody of assets, and engagements typically conclude with a written financial plan or consulting report rather than ongoing investment management.

Cody Murray is a CFP® professional with nine years of industry experience, currently operating as the sole advisor at Stillwater Financial. His prior roles include positions at Bivin & Associates, Aquire Wealth Advisors, Ward Wealth Management Services, and Farmers Financial Solutions. Stillwater Financial is an independent advisory practice managing approximately $34 million for around 42 clients, primarily individuals and high-net-worth households. The firm offers individualized portfolio management and comprehensive financial planning, with an investment approach rooted in Modern Portfolio Theory and passive portfolio construction, alongside fundamental analysis. The firm also provides retirement plan services to employer sponsors and participant-directed accounts, maintaining a fiduciary role in plan advisory.

Ray Smith Jr. is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been associated with Ameritas entities since 1974. He also owns and operates Ray Smith Wealth Management and Tax Favored Benefits, both established in 2016. Smith is a local affiliate member of NAIFA. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

David Chaney is a ChFC® with 35 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2012. Outside of his advisory role, Chaney owns and operates several life insurance brokerages, including Legacy and Succession and Legacy Planning Service. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Scott Williams is a financial advisor with Principal Financial Services, holding a Series 66 credential and seven years of industry experience. He has work history with Teal Financial Services, Principal Life Insurance Company, and has served in the United States Army Reserves since 2010. Outside of advisory work, he is co-owner of a medical supply company focused on military government contracts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Sikander Lodhi is a financial advisor with Transamerica Financial Advisors. He holds Series 63 and Series 65 licenses and has experience in the financial industry since 2017, alongside prior service in the US Army from 2008 to 2017. Outside of advisory work, he manages a website related to My Federal Retirement and is involved with a debt consolidation software provider, United Financial Freedom. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large network of advisors and multiple program platforms. The firm employs model portfolios and third-party managers for investment management and offers an integrated retirement plan ecosystem involving affiliated entities and proprietary as well as external model portfolios.