Theresa Kennedy

Don Larson is a CFP® with 19 years of experience in the financial advisory industry. He is the founder of Larson Wealth Management, LLC, where he has worked since 2011. Outside of his advisory practice, Larson owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer of a private company. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, and institutional clients such as pension and profit-sharing plans. The firm employs customized strategic asset allocation using mutual funds and ETFs and combines fundamental and technical analysis with regular portfolio reviews.

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.

Chase Floyd is the principal of The Financial Chase LLC and holds Series 63 and Series 65 licenses, with nine years of industry experience. He previously operated Floyd Financial Services LLC since 2015. The Financial Chase LLC is a registered investment adviser that provides discretionary investment management and financial planning services to individual and business clients. The firm employs a long-term, fundamentally driven investment approach centered on strategic asset allocation using diversified mutual funds and ETFs, with portfolios managed on a discretionary basis.

Jeffrey Lumin is a CFA® charterholder and the sole advisor at Transcend Advisor, Inc. He has nine years of experience at Transcend and five years as a self-employed professional prior to that. The firm provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, high net worth clients, family trusts, and charitable organizations. Transcend follows a long-term, value-oriented investment approach based on classic securities valuation principles, emphasizing dividend-yielding assets and diversified portfolios across multiple asset classes.

David Musser is a CFP® with 17 years of industry experience and the principal advisor at Musser Financial Planning, LLC since 2018. He previously worked at Financial Engines from 2016 to 2018. Musser is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Musser Financial Planning, LLC advises individual and high-net-worth clients on investment management and comprehensive financial planning, including taxes, retirement, insurance, education, and estate reviews. The firm employs long-term trading, fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios and incorporates both asset-based and fixed or hourly planning fee structures.

Joel Karpinski is the principal of Karpinski Financial, LLC in Scottsdale, AZ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2016. Karpinski Financial, LLC provides fee-for-service financial planning and investment management to individuals, businesses, and trusts, serving mainly mainstream individual households along with some high-net-worth or accredited clients. The firm offers both Strategic Asset Management and Active Management programs, tailoring portfolios across various asset classes and managing accounts on a discretionary or non-discretionary basis.