Tracy Marie Alm

Teresa Christensen is a CFP® professional with 15 years of industry experience. She operates Christensen Consulting, a sole proprietorship through which she contracts exclusively with Coats Financial Planning. Christensen works from Dunnellon, FL, and meets with clients in Kentucky quarterly. Coats Financial Planning is a fee-only firm serving individuals, trusts, estates, and small businesses. The firm employs a retainer model focused on asset allocation and long-term, buy-and-hold strategies with core holdings in no-load mutual funds and ETFs.

James Staines is a financial advisor at Principal Advised Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Wealth and Income Strategies, Inc. He is also involved in community activities as a State Committeeman in Florida. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party investment models and operates within the Principal Financial Group family, enabling access to affiliated products and coordinated oversight.

Alfredo Arenas is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Mutual of Omaha Insurance Company, PFS Investments Inc., Primerica Financial Services, and Around The Clock Mortgage, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individual, corporate, and retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, with advisors typically recommending MOIS-approved model portfolios and coordinating with third-party managers.

Robert Pitzer is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with integrated third-party platform relationships.

Nathaniel De Jesus is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently affiliated with Eagle Strategies (New York Life) and has previously worked with firms including MassMutual and MML Investors Services. His background includes roles outside of finance, such as with Coca Cola Beverages of Florida and Walmart Logistics. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Bradley Easom is a Series 66-registered financial advisor with PlanMember Securities Corporation, possessing 27 years of industry experience. He has worked at PlanMember since 2013 and serves on the City of Dunnellon Police and Fire Pension Board, a role he has held since 2007. Easom also manages Jay Easom, LLC, a firm focused on retirement, fixed insurance, and financial services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.