Taylor D Hill

Russell Beasley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Creative Financial Designs since 2017 and previously spent eight years at Legend Advisory, LLC and one year at BB&T Investment Services, Inc. In addition to his advisory role, Beasley serves as a math teacher at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering investment management and financial planning across various platforms. The firm uses asset-class model allocations and risk objectives to structure portfolios, supported by third-party research and an Executive Investment Committee.

Jeffrey Falke is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, Fortis Group Advisors, LLC, and Invest Financial Corporation. Outside of advisory work, he serves as Secretary of the Advisory Board for Atlantic Care Center, a nonprofit charity. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture platform with customized investment strategies, often utilizing third-party managers, and is notable for its integration with affiliated financial entities and insurance-linked account management.

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Rodney Nock is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years and spent 8 years at CIBC World Markets Corp. prior to that. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Deborah Dorman is a financial advisor with Equity Services, Inc. and National Financial Services Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Equity Services since 2013. Outside of her advisory role, Deborah provides pet care services, including feeding and walking animals and cleaning stalls. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and manages a substantial amount of both discretionary and non-discretionary client assets.

Cody Wilson is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and E*TRADE Securities LLC. Guardian Life’s affiliate, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses by offering brokerage and advisory services. The firm employs a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary programs and third-party platforms to tailor client relationships.