Bruce Leffingwell is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Level Four Advisory Services in 2021, he worked at SunTrust Bank for 15 years. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or appointed sub-advisers.

Robert Kalaman is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Level Four Advisory Services, where he has been employed for three years. His prior roles include positions at Bank of Montreal, Bank of America, Columbia Management Advisors, and Fleet Investment Advisors. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of wrap platforms and sub-advisors.

Franklin Cochran is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of advisory work, he is involved in insurance sales and consulting through Level Four Insurance and Veracor, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios, wrap platforms, and sub-advisors.

Christopher Facka is a CFP® professional with 25 years of industry experience, currently serving as a wealth advisor at Level Four Advisory Services since 2018. His prior experience includes roles at SunTrust Advisory Services, Genspring Family Offices, Wells Fargo Clearing, and A.G. Edwards & Sons. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client strategies through model portfolios, wrap platforms, and unaffiliated sub-advisors.

Suzanne Durbin is a ChFC® credentialed financial advisor at Level Four Advisory Services with 30 years of industry experience. She has held roles at several firms, including Gv Financial Advisors, Inc., Minnesota Life Insurance Company, and Altera Advisors, LLC. Outside of her advisory work, she serves on the board of the nonprofit Creative Community Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers comprehensive financial planning, asset management, and fiduciary services, utilizing model portfolios and a range of third-party platforms and sub-advisors.