Max May is a financial advisor at Trinity Portfolio Advisors, LLC, holding a Series 65 designation with two years of industry experience. He has been with Trinity Portfolio Advisors since 2022 and previously attended Clemson University from 2018 to 2022. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, using a combination of fundamental, technical, cyclical, and charting analyses alongside proprietary model portfolios.

Kimberley Threadgill is a CFP® professional with 10 years of industry experience, currently serving at Meristead Wealth, LLC. Her prior roles include positions at Morgan Stanley and JPMorgan Chase, where she has worked since 2016 and 2019, respectively. Outside of her advisory work, she is a partner in Bull Run LLC, a real estate venture. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented investment strategies. The firm is notable for managing multiple private credit funds and integrating advisory, publishing, and private-fund activities within its operations.

Michael Joseph is a CFA® charterholder with nine years of industry experience. He currently serves at Meristead Wealth, LLC and previously worked at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs an opportunistic, value-oriented investment approach combining macro analysis with fundamental research, and manages private credit funds designed for accredited investors and certain retirement accounts.

Ajoke Esomo is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Mills Wealth Advisors, LLC since 2023 and previously was with Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm offers wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring private pooled investment vehicles and utilizing evidence-based, tax-aware portfolio strategies.

Jonathan Lawton is a CFP® and Series 66 licensed advisor with 20 years of industry experience. He currently works at OpenAir Financial, LLC and OpenAir Advisory, LLC, where he has been since 2019. Prior to that, he held roles at GF Investment Services, LLC and Lake Point Advisory Group. In addition to his advisory work, Lawton is also an insurance agent through OpenAir Advisory. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with a range of strategies including long-term holdings and short-term trading, and client accounts are reviewed regularly for suitability and rebalancing.

David Ortiz is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Stansberry Asset Management, InsuranceHub Leavitt Agency, and Mark Forgas State Farm Agency. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm also manages private credit funds with a value-oriented, opportunistic investment approach that integrates top-down macro analysis and bottom-up research across global equities and credit.

Morgan Webb is a CFP® with 19 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC. He also provides tax preparation and business consulting services through Estrada Webb and Associates and is a licensed insurance agent offering life, health, and disability insurance solutions. His prior experience includes roles at Avantax Advisory Services and Cfo4 Life, L.P. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes risk management through probability-based decision making and employs a variety of analytical methods, including proprietary strategies and allocations to independent managers.

Spencer Jones is a CFP® and Series 66 registered financial advisor with three years of industry experience. He is currently with Trinity Portfolio Advisors, LLC and previously worked at Ameriprise Financial Services, LLC. Prior to his financial career, he held roles at Texas Tech University and Marcus High School. Trinity Portfolio Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a risk-focused investment philosophy using fundamental, technical, cyclical, and charting analysis, and offers both discretionary and non-discretionary management across various account types.

Logan Cox is a financial advisor at Cabin Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Arete Wealth Advisor LLC and Park Avenue Securities. Outside of his advisory work, Cox is a partner in Eric and Logans Sports Card Adventure LLP, a business involved in buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and unified managed accounts using a range of investment analyses and due diligence on alternative investments.

Jeffrey Starr is a financial advisor at Meristead Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stansberry Asset Management, NYLIFE Securities LLC, Tarella Financial Group, and Citizens Bank. He is also a commissioned notary public. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm combines macroeconomic and fundamental research in a value-oriented investment approach, managing private credit funds and utilizing strategies including special situations and distressed investments.

Rodney Kee is a financial advisor at First Western Securities, Inc. with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, National Life Group, Equity Services, Inc., and LPL Financial. Outside of his advisory role, he is also involved as an agent in life insurance and fixed annuity sales. First Western Securities provides fee-based investment advisory services primarily to individual clients, including high net worth individuals. The firm uses a tactical asset allocation approach and manages portfolios with a variety of instruments tailored to clients’ objectives and risk tolerances.

Steven Myers is a financial advisor at Keener Financial Planning with four years of industry experience. He holds the Series 65 credential and has worked at Keener Financial Planning since 2021. Prior to his financial advising career, Myers held various positions across multiple industries, including insurance and education. Keener Financial Planning serves individuals, trusts, small businesses, and organizations with modular financial planning and portfolio management, emphasizing a long-term, largely passive investment approach using low-cost index funds and ETFs complemented by selective active funds. The firm operates on a fee-only basis, offering hourly, flat-fee, and retainer engagements, and manages approximately $479 million in SEC-registered assets while advising on about $1.48 billion in total client assets.

Michael Dotti is a Series 65-licensed financial advisor with Aspen Creek Wealth Management, LLC, bringing four years of industry experience. Prior to his advisory career, he spent 28 years at North Country Family Practice PA and has been involved in life insurance sales and private investment management through partnerships and general partner roles. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm manages approximately $38.5 million for about 109 clients and offers access to structured products and alternative investments through a disciplined, multi-method investment approach.

David Lim is a financial advisor at Leo Wealth Americas, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and Expatriate Financial Strategies LLC. Outside of his advisory role, he owns TIETAX, LLC, where he prepares US tax returns for clients. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative and model portfolios for individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Daniel Savard is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at BFT Financial Group, LLC, Main Street Advisors, LLC, and Cincinnati Analysts, Inc. Outside of his advisory work, Savard is involved in insurance and pension-related businesses, including ownership and consulting roles dating back to the late 1970s. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and government entities. The firm uses a combination of systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Mark Cawyer is a financial advisor at Navigo Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navigo Wealth Management since 2008. In addition to his advisory role, Mr. Cawyer is involved in soliciting qualified clients for private offerings through Rex Gold Partners under a solicitor agreement. Navigo Wealth Management serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and uses both traditional management and web-based platforms to implement client Investment Policy Statements.

Aleksey Mironenko is a Series 65 licensed advisor with five years of industry experience. He is currently affiliated with Leo Wealth Americas, LLC and has held roles at related entities including Leo Wealth, LLC and BFT Financial Group, LLC, as well as Leo Capital Corp (Hong Kong) Limited where he serves as Head of Investment Solutions. His background also includes four years at Premia Partners. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds and model portfolios for a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Harmen Overdijk is a CFA® charterholder with four years of industry experience. He currently works at Leo Wealth Americas, LLC and has prior experience with firms including Leo Capital Corp (Hong Kong) Limited, Leo Wealth, LLC, BFT Financial Group, LLC, The Capital Company, and Caidao Capital Limited. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative/private funds for individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, while maintaining a network of affiliated entities and multiple independent local offices.

Jeffery Butler is a financial advisor at OpenAir Financial, LLC with six years of industry experience. He holds a Series 65 designation and has worked with OpenAir Financial since 2021. In addition to his advisory role, Butler is the owner and attorney at Butler Law Office, PLLC dba Atrium Legal Group, a legal practice he has maintained since 2014. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis-based investment approach with a focus on personalized portfolio management, quarterly account reviews, and offers educational workshops at no charge.

Anthony Rizzo is a financial advisor with Provision Asset, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked with Provision Asset since 2016 and is also an instructor for the Council of Financial Educators. Outside of his advisory role, Rizzo maintains an active insurance practice as a licensed agent. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies, with a team of six advisors managing a diverse range of portfolios using fundamental, technical, and cyclical analysis.