Zachary Walker

Coty Barker is a financial advisor at Paladin Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Advisors, Equitable Advisors, and Royal Alliance Associates. In addition to his financial advisory role, Barker serves as a police officer, working approximately 42 hours per week in law enforcement. Paladin Wealth Management provides discretionary portfolio management and standalone financial planning to a range of individual investors, including both non-high-net-worth and high-net-worth clients. The firm employs a variety of investment methods and trading approaches, offers hourly financial planning, and operates with a single-advisor structure.

Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

Randy Long is a financial advisor at Apricity Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Addicus Advisory, LLC and First Horizon Bank. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm focuses on fundamental analysis and long-term portfolios primarily composed of low-cost, diversified ETFs, while maintaining flexibility to include individual securities and alternative investments when appropriate.

David Schwartz is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Independent Financial Partners and LPL Financial, where he has maintained a long-term affiliation. Outside his advisory role, Schwartz serves as an independent adjuster assisting clients with homeowners insurance claims. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers asset management, financial planning, retirement consulting, and utilizes model portfolios and third-party managers to implement client strategies through a network of over 200 advisory representatives.

Austin Mc Donough is a CFP® and Series 65-registered financial advisor with six years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Keystone Wealth Partners and Edward Jones. His background also includes positions outside the financial industry, such as work at Liberty University, the YMCA, and Hockey Hut. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.