Simonae Reanna Lyles

William Messner is the principal of Bill Messner Contrarian Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 10 years at Keystone Investment Advisors, LLC before founding his current firm in 2019. Outside of advising, he works as a substitute teacher in Pennsylvania and Ohio and owns Tranquil Sanctuary Services, LLC, which provides high-end tutoring. Bill Messner Contrarian Investment Advisory, LLC offers personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, state and municipal entities, and pension and profit-sharing plans. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with selective active strategies, and it provides discretionary management options for employer retirement plans.

Jackie Dierickx is a financial advisor at Total Financial Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to entering the financial industry, she worked in education and corporate roles from 2015 to 2023. Total Financial Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement-plan advisory services, and insurance consulting, with a focus on customized, tax-conscious portfolios and integrated tax, accounting, and insurance advice.

David Gollner is a financial advisor at Legacy Advisory Group, Inc. with 43 years of industry experience. He holds a Series 63 designation and has been associated with Legacy Financial Strategies, Inc. since 2004. Outside of his advisory role, he serves as president of Legacy Educational Institute, Inc., a 501(c)(3) nonprofit that hosts a weekly Christian radio program. Legacy Advisory Group provides investment management and consulting services to pooled investment vehicles, institutional mandates, and individual clients. The firm combines traditional and alternative asset allocations with ongoing monitoring, due diligence on sub-advisors, and offers both discretionary and non-discretionary portfolio management.

Mark Kollar is a financial advisor at HDA Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc and Hovanic, Dunham & Associates. HDA Wealth Management serves individual and high-net-worth clients by providing portfolio management, pension and employee benefit plan consulting, and financial planning. The firm uses written Investment Policy Statements and a combination of model allocations and individualized guidance, employing both long-term strategies and options trading.

Sherri Marini is a financial advisor at Legacy Advisory Group, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Legacy Advisory Group since 2009. Marini serves as an advisory board member for Watch This Phoenix Rise, a nonprofit focused on domestic violence and mental illness, and is also a board member of Legacy Educational Institute, an educational nonprofit. Legacy Advisory Group provides investment management, financial planning, and consulting services to individual investors, trusts, estates, and retirement accounts. The firm offers diversified portfolio construction, discretionary and non-discretionary management, and sponsors private pooled investment vehicles alongside insurance and accounting/tax-affiliated business lines.

Michael Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is the sole advisor at HDA Wealth Management, LLC and has previously worked with StoneX and Stonex Advisors Inc. In addition to his advisory role, he serves as president of the Dunham Family Foundation, a nonprofit charitable organization. HDA Wealth Management provides advisory services to individual and high-net-worth clients, including portfolio management, pension and employee benefit plan consulting, and financial planning. The firm serves retail investors and plan sponsors with a discretionary investment approach tailored to clients’ goals and risk tolerance.