Steven Howard Jacobs

Bryon Spicer is a financial advisor with Truvestments Capital LLC and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Luminist Capital, LLC, and operating his own firms, Spicer Wealth Management and Spicer Financial Services, where he provides services such as tax preparation and insurance. Truvestments Capital LLC serves a diverse client base including individuals, trusts, private funds, and charitable organizations, offering asset management, financial planning, and sub-advisory services. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and acts as investment manager to a private fund focused on long-term Bitcoin holdings.

Steven Crane is a ChFC® credentialed financial advisor with one year of industry experience, currently serving as the principal at Financial Legacy Builders. He has a background that includes founding multiple ventures focused on veteran support, wellness coaching, and consulting. Crane is also an author and speaker, engaging in public education through books, articles, and media appearances. Financial Legacy Builders provides wealth management and financial planning services to individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies based on asset allocation and Modern Portfolio Theory, and it operates discretionary relationships through third-party managers and model portfolios.

Kevin Bish is a financial advisor at Safe Harbor Wealth Management, LLC in Dublin, Ohio, holding a Series 65 credential with one year of industry experience. He has served in the United States Air Force at the National Air & Space Intelligence Center since 1989, currently working as a Chief Engineer in military intelligence. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $25.7 million in client assets and primarily uses model portfolios and third-party money managers to implement client strategies.

Timothy Adams is a financial advisor at Inception Financial Services with four years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisor and Imagine 320 Inc, where he provides accounting and tax services alongside offering insurance products. Outside of his advisory role, he offers life, health, and annuity insurance as an independent contractor and provides accounting and bookkeeping services through Imagine 320 Inc. Inception Financial Services offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of strategic and tactical asset allocation, utilizing various analytical approaches and managing accounts primarily on a discretionary basis.

Thomas Tavenner is a financial advisor at Tavco Financial Advisory, Inc. with 12 years of industry experience. He has been with Tavco since 2017 and is also involved with The Tavenner Agency and The Tavenner Company. Outside of his advisory work, he serves as an insurance agent selling fixed life, annuities, and long-term care products. Tavco Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and providing ERISA plan services. The firm primarily manages assets on a non-discretionary basis and utilizes fundamental analysis, often recommending mutual funds and specialized equity strategies through third-party platforms.

Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. She has been involved with Your Story Financial, LLC and its affiliated entities since 2016. Wooten is also the owner of Your Story Financial Academy, LLC, where she focuses on financial empowerment and education through workshops and online courses. Equita Financial Network, Inc. provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm employs a market efficiency and strategic asset allocation approach, supporting advisors through a network model and offering paraplanning and ongoing consulting services.