Trevor Vincent Lange

Richard Welch is a financial advisor with Academy Wealth Advisers, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Academy Wealth Advisers since 2011. The firm provides customized discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts and estates, corporations, businesses, and institutional clients. Its investment approach is based on fundamental analysis and asset allocation, with a long-term orientation and internal due diligence to select equities, fixed income, and cash holdings.

Kevin Kenny is a financial advisor at 3EDGE Asset Management, LP with 19 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked previously at firms including Fisher Investments and Northern Lights Distributors. Kenny is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3EDGE Asset Management serves separately managed account clients, acts as a sub-advisor to other investment advisers, and manages exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with investment committee judgment and ongoing stress testing.

Terry Danish is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Thurston Springer Miller Herd & Titak, Inc. since 2015, following a three-year tenure at JHS Capital Advisors, LLC. He also operates under the name OnTrack Capital Management for purposes of name recognition. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active management strategies.

James Di Gesu is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Belpointe since 2019. Outside of his advisory role, he is involved in tax preparation through a separate business, AM TAX PLANNING. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by a network of advisors and affiliated businesses.

Matthew Thomas is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked at Mutual of Omaha Investment Services since 2016 and is also an insurance agent with Mutual of Omaha Insurance Company, specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates in conjunction with third-party money managers and utilizes platforms such as Envestnet and Pershing to deliver managed solutions.

Alex Howe is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, NBT Bank, and Honesdale National Bank. Outside of his advisory work, he is a co-owner of Stepping Stones Preschool and Childcare Center. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and approved model strategies with mutual funds and ETFs, emphasizing automated portfolio management and annual rebalancing.