Joshua Slocum is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Advisory Services Network, LLC since 2015. Outside of his advisory role, he serves as the registered agent for Brace Buddy LLC, assisting with document collection and storage. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Maxwell Taylor is a CFP® with four years of industry experience, currently an advisor at Advisory Services Network. He previously worked at LPL Financial and Regions Bank. Outside of financial advising, Maxwell is a CPA providing tax preparation and accounting services and is involved in managing a mobile application focused on outdoor recreation. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a broad range of securities and third-party managers to align with client objectives.