Daniel Dickerson

David Rodriguez is a CFP® professional with five years of experience, currently serving as the sole advisor at Minas Financial Planning. He has been a finance professor and CFP® program director at Henderson State University since 2014. Outside of financial advising, he is the founder of ROC Realty, a real estate brokerage based in Chicago, where he holds managing broker licenses in Illinois and Indiana. Minas Financial Planning provides project-based and ongoing financial planning, third-party manager selection and oversight, and directly held real estate analyses to a diverse client base, including institutions and individual households. The firm employs a primarily passive investment approach informed by Modern Portfolio Theory and offers educational seminars while facilitating implementation through outside managers and client-selected custodians.

Scott Stratton is a CFP® and CFA® credentialed advisor with 17 years of industry experience. He has been the sole advisor at Good Life Wealth Management LLC since 2014. Outside of his financial advisory role, Stratton is a freelance musician and author, as well as an independent insurance agent. Good Life Wealth Management serves individuals and high-net-worth clients with financial planning and portfolio management, employing a Core+Satellite investment approach that emphasizes tax efficiency and low-cost indexed core holdings. The firm offers tailored plans through ongoing client reviews and manages accounts on either a discretionary or non-discretionary basis.

Steven Irwin is a financial advisor with Foresight Investment Advisors, LLC in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Foresight since 2010. Outside of advising, he is involved in several business activities including insurance sales through The Irwin Agency, Inc. and Arkansas Retirement and Wealth, LLC, as well as managing an aircraft rental company and an oil production entity. Foresight Investment Advisors, LLC serves primarily as a signal provider to other registered investment advisers, developing conservative investment strategies focused on clients approaching or in retirement. The firm combines fundamental, technical, and cyclical analysis to guide investment signals without taking custody or discretion of client accounts.

Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.

Thomas Rizzo is a financial advisor at Foresight Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Foresight since 2010. He also oversees operations, compliance, and accounting for Arkansas Retirement Consultants, LLC, an insurance agency based in Hot Springs, Arkansas. Foresight Investment Advisors, LLC is an Arkansas-registered adviser that provides portfolio holdings and trade instructions as a signal provider to unaffiliated registered investment advisers. The firm focuses on conservative investment strategies for clients approaching or in retirement, using a combination of fundamental, technical, and cyclical analysis to guide its recommendations.