Tyler David Moore

Justin Jolly is a financial advisor with PFG Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at LPL Financial, Securities America, Mutual Securities, and United Planners. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm combines top-down macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Scott Sade is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Kestra since 2015. Outside of his advisory role, he is active in real estate through multiple ownership and management positions and serves on various community boards including the Martin County Estate Planning Council and the Martin County Chamber of Commerce. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages over $13 billion in client assets and provides access to a broad range of investment products and platforms, with operational support including affiliations with a trust company and specialized retirement and insurance-related services.

Alberto Torres is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Randal Cokeley is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Finney is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera Investment Advisors, First National Bank of PA, Yadkin Valley Bank And Trust, and Wells Fargo Clearing. Finney is also involved with Statewide Wealth Management and Statewide Insurance Solutions, which offer a range of insurance products and financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory and non-advisory financial services with oversight of over $819 billion in discretionary assets.

David Lyall is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Outside of his advisory role, he serves on the Board of Directors of Sunalei Preserve. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research and modeling with personalized recommendations delivered by a centralized consulting team, focusing on tax efficiency and adaptive withdrawal strategies.