Tory James Mc Mullen

Daniel O’Toole is a financial advisor at Wealth Management Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Partners since 2005. Outside of advisory work, he teaches tennis several hours a week at Court One Athletic Club and owns a business that assists small businesses in setting up healthcare and other insurance-related benefit programs. Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing investment advice, financial planning, and business consulting. The firm typically recommends unaffiliated third-party portfolio managers on a non-discretionary basis and focuses on pension/401(k) consulting and employee education.

Jessica Socolovitch is a financial advisor with Wealth Personal, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked in various roles including as an independent insurance agent and at Bankers Life and its affiliates. Wealth Personal offers financial planning and investment management primarily to individual and high-net-worth clients, focusing on customized asset allocations supported by fundamental, technical, and cyclical investment analysis. The firm operates with a small staff and integrates insurance services alongside its advisory business.

Brian Cannon is a financial advisor at Wealth Personal with 10 years of industry experience. He holds a Series 65 designation and has worked at Financial Planning Consultants Of Northern Michigan, Inc. since 2015. Outside of finance, he owns and operates Advanced Dock Solutions, a dock installation and removal business in Central Lake, Michigan. Wealth Personal is a supported firm serving clients with personalized financial planning and investment advice.

Jeffrey Keen is a financial advisor at AZA Capital Management with 16 years of industry experience. He has worked at AZA Capital Management since 2005. Outside of his advisory role, Mr. Keen owns Broadreach Enterprises, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Mark Aigner is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Saxony Securities since 2013. Saxony Capital Management serves individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside financial planning and consulting, employing a range of investment strategies including fundamental, technical, and quantitative analysis.

Daniel Draper is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. Prior to joining Steward Partners, he worked with Purshe Kaplan Sterling Investments, CETERA Advisor Networks, Sapphire Blue Investment Partners, and Summit Financial Group. Outside of his advisory roles, he serves as trustee for an educational trust and manages family property through an LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, and managed account programs. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions and coordinates due diligence with custodial and platform partners.