Wendell David Marshall

James Griffin is a CFP® professional with 19 years of industry experience, currently serving at Occidental Asset Management, LLC since 2024. He previously worked at Charles Schwab Bank, SSB, Charles Schwab, and Td Ameritrade. Outside of his advisory role, he is involved in real estate through management and investment activities, including acting as a real estate agent and managing a nonprofit organization’s fund. Occidental Asset Management, LLC provides wealth management, financial planning, and portfolio management services for high-net-worth individuals and institutional clients, managing approximately $1.07 billion across roughly 900 accounts. The firm employs a range of analytical methods and utilizes third-party technology platforms to tailor investment strategies to client objectives and risk tolerances.

Margaret Bilby is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Gen2 Advisors, LLC. Her prior roles include positions at Cyndeo Wealth Partners, David Vaughan Investments, USAA Financial Planning Services, and Merrill. She volunteers as Development Chair for the Winter Park Day Nursery, a nonprofit organization in Winter Park, FL. Gen2 Advisors, LLC provides portfolio management and financial planning primarily for high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of analytical methods and emphasizes long-term trading strategies, often with discretionary trading authority and custody at Schwab Institutional.

Michael McKee is the sole advisor at Inspire Capital Management LLC in Maitland, FL, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has served as Executive Director of Meals on Wheels, Etc. since 2019 and is also the author of the book *Big Income: Creating Wealth with Covered Calls*. Inspire Capital Management LLC is an independent, fee-only registered investment adviser serving individual clients through separately managed accounts and consulting. The firm employs an active, tactical investment approach that includes options strategies to generate income and manage risk.

James Randazzo is a financial advisor with LSP Advisory LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at GWN Securities Inc. for 15 years before founding LSP Planning LLC in 2014 and LSP Advisory, LLC in 2019. In addition to advisory work, Randazzo is involved in tax consulting and preparation, life insurance and annuities sales, and Medicare planning. LSP Advisory, LLC is an independent registered investment adviser serving individuals and high-net-worth clients, managing approximately $24.8 million across nearly 100 accounts. The firm primarily uses risk-based model portfolios and third-party sub-advisers, with a focus on quantitative and qualitative evaluation of managers, and offers services in equities, fixed income, mutual funds, ETFs, structured notes, REITs, and private/alternative investments.

Scott Thomas is a financial advisor with Stewardship Matters in Maitland, FL. He holds the ChFC® designation and Series 63 license and has 24 years of industry experience. Since 2011, he has been with Stewardship Matters and has been advising clients under his own name since 1995. He also provides planning, identity theft, and legal planning referrals through a separate activity. Stewardship Matters serves individuals, trusts, estates, charitable organizations, and employer plan sponsors by offering financial planning, pension consulting, and referrals to third-party money managers. The firm emphasizes values-based planning and does not manage assets in-house, instead assisting clients in selecting and overseeing outside portfolio managers.

Laurore Jean Pierre is a financial advisor at JP Law and Wealth Advisors PLLC in Maitland, FL, with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch, Charles Schwab, SunTrust Bank, and Wells Fargo. Ms. Jean Pierre is also a licensed attorney and provides legal services through her firm. JP Law and Wealth Advisors offers tailored asset-allocation advice and written financial planning to individuals, charitable organizations, and small businesses. The firm combines technical and fundamental analysis with modern portfolio theory, primarily using model portfolios and third-party money managers for implementation, and operates a fixed-fee planning model without discretionary management or custody of client assets.