Thomas Wilson Wade Jr.

Joseph Modica is a CFP® professional with 7 years of experience in financial advising. He has operated Modica Financial Services since 2008 and also manages tax and insurance-related businesses dating back to 1989. In addition to advisory services, he prepares income tax returns and provides audit representation. Modica Financial Services offers asset management and financial planning primarily to individual and high-net-worth clients, integrating tax planning, audit representation, and insurance solutions. The firm employs a long-term, buy-and-hold investment strategy with periodic rebalancing and manages client portfolios on a primarily non-discretionary basis.

Byron Ford is a CFP® with 30 years of industry experience, currently with Stonex Advisors Inc. since 2016. He has previously worked at StoneX Securities Inc., Intl Advisory Consultants Inc., BrokersXpress LLC, and LPL Financial. In addition to his advisory role, he operates Keith Ford and Associates, providing investment advice, insurance, and financial planning services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies, including advisor-managed portfolios and model solutions, supported by a range of platforms and third-party money managers.

Jorie Pitt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously worked at AHC Advisors, Inc. for nine years before joining Mission Wealth in 2020. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a broad range of assets and offers services including fiduciary retirement plan management and cross-border planning.

William Brantley is a financial advisor with Level Four Advisory Services holding a Series 66 designation and six years of industry experience. Prior to joining Level Four in 2024, he worked at Wells Fargo Advisors for five years. He also serves in the Tennessee Army National Guard. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of affiliated and third-party managers.

Ryan Hohensee is a CFP®-designated financial advisor at Manning & Napier Advisors, LLC with six years of industry experience. His prior work includes roles at Paychex and the Town of Webster Parks and Recreation Department. Outside of his advisory work, he has also worked as an Uber driver. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers various retirement plan and wealth management services.

Scott Pries is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Principal Securities since 2016 and has a 20-year tenure with Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.