Stephen Andrew Serati

Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

Oleksandr Vetoshko is a CFP® professional with two years of industry experience, currently operating as the sole advisor at Vetoshko Wealth Management. His prior work includes positions at Lighthouse Financial Advisors, Inc., Lifecycle Financial Advisors, Inc., and Cambridge Connection, Inc. He has also been employed at Eastern Michigan University. Vetoshko Wealth Management serves individual investors, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing wealth management and financial planning services. The firm offers both discretionary and non-discretionary investment management using a blend of passive and active strategies informed by fundamental and charting analysis and modern portfolio theory, with optional ESG considerations.

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC with 15 years of industry experience. He holds a Series 65 credential and has worked at Elm Tree Capital Management since 2010, including a prior period from 2010 to 2019 and currently since 2019, as well as seven years at Key Corp from 2011 to 2018. Elm Tree Capital Management LLC is an independent advisory firm serving primarily individuals and families, many nearing or in retirement, focusing on wealth preservation, liquidity, income, and long-term capital appreciation. The firm employs a research-driven investment approach that combines fixed-income credit discipline with valuation-conscious equity analysis across a range of asset classes and offers personalized portfolio management and credit-analysis services.

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

John Bashaar Jr. is a financial advisor at Gulfcoast Embers Advisors with a Series 65 credential and one year of industry experience. Prior to joining Gulfcoast Embers, he held roles at OnTrac, Amazon, and Maersk. Gulfcoast Embers Advisors is a state-registered, fee-only investment adviser serving individuals, families, and trusts with portfolio management, investment advice, and financial planning. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, emphasizing diversification, long-term discipline, and periodic rebalancing.