Aaron Farnsley

Michael Virden is a Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at Delta Hedge Financial, an independent firm, and previously worked at Hurley Investments, LLC from 2015 to 2018. Delta Hedge Financial provides fee-only, discretionary portfolio management and advisory services to individuals, trusts, estates, private corporations, banks, investment companies, and foundations. The firm employs a blend of fundamental valuation, technical analysis, proprietary modeling, and macroeconomic assessment to build customized portfolios, routinely incorporating options strategies to manage risk and generate income.

Suzanne Bordeaux is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Walter Woodrick is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2008. Based in Port St. Joe, FL, he has been involved in various activities outside of finance, including serving as president and sole member of a hunting club, songwriting, authoring a book titled *Seven Steps to Serious Money*, and hosting a radio and podcast series. He is also active in his community as a non-profit board member and a pickleball coach. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team that offers model portfolios and various advisory options, allowing advisors to tailor services to client needs.

John Burns is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2013. He holds Series 63 registration and is based in Mexico Beach, FL. Outside of his advisory role, he participates on the finance committee of the Couse-Sharp Foundation and serves on the boards of HeartGift Foundation in Texas, contributing to community involvement and finance oversight. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options, including discretionary and non-discretionary approaches.

John Sayre is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in direct sales for The Juice Plus Company, a nutrition-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Keith Campbell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Prior to joining Raymond James in 2023, he worked at Securian Financial Services Inc. and SGC Financial Services. Outside of advising, he is involved with Summit Financial Group, LLC as Manager of Trading and Compliance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to tailor recommendations while providing clients with final decision authority.