Dudley Mcgee is a financial advisor at Modern Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Wells Fargo Advisors. Outside of his advisory role, he is also a commissioned notary public. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and utilizes model portfolios, third-party managers, and tactical adjustments to guide investment decisions.

Kenneth Levy is a CFP® with 42 years of industry experience, currently serving at Modern Wealth Management, LLC since 2026. His prior roles include positions at LPL Financial, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing centralized investment decision-making supported by model portfolios and third-party managers.

Corey Daniel is a financial advisor at Modern Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Wells Fargo Advisors, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a centralized Investment Committee and multiple portfolio management strategies.