Bryce Bissell

Robert Cagle is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Portfolio Medics, LLC since 2020 and previously at Edward Jones from 2017 to 2020. Before entering the financial sector, he was employed at Fort Mill Ford from 2015 to 2017. Portfolio Medics, LLC is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Andrew Wallace is a financial advisor at Silver Oak Securities, Incorporated with 24 years of industry experience. He holds the CFP® designation and has worked with firms including Comprehensive Financial Strategies, LLC and Cosey Financial Services, Inc. Wallace is also involved part-time in the life, long-term care, disability, and fixed insurance business. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a team of over 100 financial professionals. The firm offers customized portfolio management, a unified managed account program, financial planning, and solutions for managing held-away retirement plan assets.

Timothy Chambers is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds a Series 66 credential and has worked previously at Traverso Chambers Private Wealth Management and Wells Fargo Advisors Financial Network. Outside of his advisory role, he is a 50% owner of Traverso/Chambers, LLC, a property management business. MAI Capital Management provides investment management and wealth management services to individuals, families, family offices, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, third-party managers, and private investments, and offers specialized services such as retirement consulting, trust administration, and insurance administration.

Travis Jacques is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Jacob Bunch is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, and has been involved with Bunch Family Holdings, LLC. Outside of his advisory work, he has held roles at the Haslam College of Business at the University of Tennessee and participated in community organizations such as the Helen Ross McNabb Center and Emerald Youth Foundation. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

Coby Harper is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including TriStar Strategic Group, LLC and Lion Street Financial. Outside of advisory roles, he owns Lion Street, Inc., which offers insurance products, and serves as a consultant providing fee-based planning for large medical organizations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a variety of investment strategies and custodial platforms.