Stanley Retz

Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Tracey Higginbotham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 30 years of industry experience. She has been with Latitude Advisors and GWN Securities Inc. since 2009 and also leads Higginbotham Companies, Inc., a tax and accounting practice. Outside of her advisory role, she serves as president of Higginbotham Financial Services, Inc., which provides investment and insurance services, and is involved in multiple family business ventures including accounting, insurance, and notary services. Latitude Advisors serves individual and business clients with financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client accounts on a discretionary basis and integrating third-party model recommendations under its oversight.

Robert Meissner III is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Geneos Wealth Management, Inc. and Cornerstone Capital Wealth Management, Inc. Meissner is a managing partner at Cornerstone Capital Wealth Management, where he is involved in client meetings and staff management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Michael Gilliss is a financial advisor at GWN Securities Inc. with over 19 years of experience in the industry. He holds Series 63 and Series 65 credentials and has worked at firms including Ameritas Investment Corp and CCF Investments, Inc. since 2005. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts.

Deborah Brackett is a financial advisor with Edward Jones in Titusville, FL, holding a Series 66 designation and 16 years of industry experience. She has worked at Windsor Capital since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Alexander West is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Coastal Wealth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that can be combined with managed-account programs under consolidated billing, while keeping planning and portfolio management services separate.