Bruce Edger

Aaron Wassenaar is a financial advisor at Action Point Retirement Group LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Fiduciary Financial Advisors since 2024, in addition to his role at Action Point Retirement Group since 2015. Action Point Retirement Group serves individual clients, including high-net-worth individuals, as well as sponsors of ERISA and non-ERISA retirement plans. The firm provides portfolio management, investment policy development, manager selection, plan benchmarking, and employee education through seminars and meetings, employing a mix of fundamental and technical analysis with a focus on non-discretionary account management.

Jeffery Mccormick is a financial advisor at Zephyr Advisers with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Beck Bode, LLC, Cetera Financial Specialists LLC, and Cetera Investment Advisors LLC. Outside of his advisory role, he owns and operates a garden nursery business. Zephyr Advisers provides wealth management, portfolio management, and financial planning services to individuals and retirement plan advisory services to plan sponsors. The firm focuses on long-term investment strategies using primarily low-cost, diversified ETFs and offers specialized ERISA 404(c) support and 3(21)-style retirement plan consulting.

Matthew Mckeown is a financial advisor at Pearl Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sandy Morris Financial Services and Questar Capital Corporation. In addition to his advisory role, he is a licensed insurance agent offering life insurance, Medicare, and annuity products in Florida and other states. Pearl Wealth Group serves individual and high-net-worth clients by providing portfolio management and financial planning, utilizing a range of analysis methods and offering access to third-party money managers and sub-advisors. The firm’s principals are also licensed insurance agents and employ unique practices such as fee-sharing arrangements and the use of specific custodians.

William Blackston is a financial advisor at Pearl Wealth Group with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Sandy Morris Financial and Royal Fund Management, where he operated under Blackston Financial Advisory Group. In addition to his advisory role, he is a licensed insurance agent in Florida, offering life insurance, Medicare, annuities, and related services. Pearl Wealth Group serves individual and high-net-worth clients by providing portfolio management, financial planning, and access to third-party money managers and sub-advisors. The firm employs a range of investment analysis techniques and offers a variety of investment products, combining discretionary trading authority with documented client objectives.

Clayton Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Summit Advisors since 2017 and has a long tenure with Beaconsfield Financial Services Inc. dating back to 2000. Outside of his advisory role, he is a co-owner of Apple Street LLC, an office building rental business. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm offers discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, using a combination of fundamental, technical, and cyclical analysis in portfolio implementation.

James Walsh is a Series 66-licensed financial advisor at Farther with 18 years of industry experience. Prior to joining Farther in 2025, he worked at Advance Capital Management, Inc. for eight years and Zhang Financial for five years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.