Brock Brannon

Lee Simmonds is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 66 credentials and has 39 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he is a registered notary public. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Joseph Cearlock is a financial advisor at Cetera with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Avantax Insurance Agency and LCB CPAs & Advisors, where he is also an owner providing accounting and tax preparation services. Cearlock serves as a trustee and council chairman for First United Methodist Church and holds a leadership position as an elder at The Way Church of Fayette County. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, alongside unique retirement and fiduciary capabilities within its institutional structure.

Brent Frey is a CFP® and Series 66-licensed financial advisor with Edward Jones in Vandalia, IL, where he has worked for four years. He has a total of three years of industry experience and previously spent 21 years employed at Walmart. Outside of his advisory role, he is a member of FKF LLC, which manages farm ground used for recreational purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers comprehensive advisory solutions under a fiduciary standard.

Blake Snyder is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2018. He has eight years of industry experience and also operates Frank Snyder Financial, which he has managed since 2013. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, utilizing a range of model-based and customizable investment strategies.

Grant Wells is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at TD Ameritrade, Northwestern Mutual, and County Market. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated services, and a distinctive operational model that combines centralized custody and supervision with multi-asset portfolio management and alternative investment options.

Patrick Maag is a financial advisor with Edward Jones in Vandalia, Illinois, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a shareholder in a separate business, Patrick Maag Incorporated, based in Land Clayton, New Mexico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.