Shereen D Boyer

Daniel O’Toole is a financial advisor at Wealth Management Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Partners since 2005. Outside of advisory work, he teaches tennis several hours a week at Court One Athletic Club and owns a business that assists small businesses in setting up healthcare and other insurance-related benefit programs. Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing investment advice, financial planning, and business consulting. The firm typically recommends unaffiliated third-party portfolio managers on a non-discretionary basis and focuses on pension/401(k) consulting and employee education.

Jeffrey Keen is a financial advisor at AZA Capital Management with 16 years of industry experience. He has worked at AZA Capital Management since 2005. Outside of his advisory role, Mr. Keen owns Broadreach Enterprises, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Mark Aigner is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Saxony Securities since 2013. Saxony Capital Management serves individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside financial planning and consulting, employing a range of investment strategies including fundamental, technical, and quantitative analysis.

Daniel Draper is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. Prior to joining Steward Partners, he worked with Purshe Kaplan Sterling Investments, CETERA Advisor Networks, Sapphire Blue Investment Partners, and Summit Financial Group. Outside of his advisory roles, he serves as trustee for an educational trust and manages family property through an LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, and managed account programs. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions and coordinates due diligence with custodial and platform partners.

Gary Bice is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at UBS Financial Services Inc. Outside of his advisory role, he is involved with the Karmanos Cancer Institute, attending annual meetings to stay informed about the organization. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and advisory services, with clients generally maintaining discretion over implementation.

John Mackintosh is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for THE O.N. Equity Sales Company for 18 years before joining OSAIC in 2026. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a wide range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.