Sterling Whitworth Barrett

Jonathan Davis is a Series 65 credentialed financial advisor with 11 years of industry experience. He is the principal of E2I Financial Group, LLC and has also owned JAD Financial Group, LLC since 2004, focusing on life insurance and income planning using fixed annuities. Prior to his current roles, he spent a year at Horter Investment Management. E2I Financial Group, LLC serves individual clients primarily aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular and broad-based financial planning along with asset management, using third-party registered investment advisors for tactical mutual fund and ETF allocations guided by written Investment Policy Statements.

Liam Gilroy is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has military service in both the United States Army and the Army National Guard, where he continues to serve in a reserve capacity. Outside of advising, he is involved in managing rental properties through Magnolia Operations LLC. Fortis Wealth Management serves individuals, families, and plan sponsors by providing asset management, financial planning, retirement-plan advisory, and business development services. The firm uses a combination of cyclical, fundamental, and technical analyses in its investment approach and offers regular educational seminars and a business development advisory practice.

Edwin Cummer is a CFP® professional with 26 years of industry experience, currently serving at IronBridge Wealth Counsel, LLC since 2022. Prior to this, he operated his own advisory firm, Edwin R. Cummer, LLC, for 11 years. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profits, corporations, and other business entities through project-based and retainer-style engagements. The firm focuses on planning and referral arrangements rather than discretionary portfolio management, using fundamental analysis and modern portfolio theory to support various investment strategies.

Elizabeth Barrett is a CFP® professional with 28 years of industry experience. She has been with Sterling Wealth Advisors, Inc. for 30 years. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary investment management alongside comprehensive financial planning and consulting. Sterling Wealth Advisors manages over $200 million in client assets with a small team, implementing customized portfolios using no-load mutual funds, ETFs, fixed income, and government securities.

Anthony Winkels is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 credential and has worked at Goldman Sachs & Co. LLC and Crown Venture Management, LLC. Winkels is also a member of the U.S. Army Reserve. Fortis Wealth Management provides asset management, financial planning, retirement-plan advisory, and business development advisory services to individuals, families, and plan sponsors. The firm uses a combination of cyclical, fundamental, and technical analysis along with long- and short-term trading strategies, and it offers educational seminars and business development advisory services.

Rita Hendrick Smith is a financial advisor at Altrius Capital Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with Altrius since 2007. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach and serves as a sub-adviser to the Altrius Global Dividend ETF, combining global macro analysis with value and total-return strategies.