Daniel Sobarzo

Kenneth Mitchell is the sole advisor at Mitchell Group Delaware LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led the firm since 2010. Mitchell Group Delaware LLC provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients, using a combination of charting, fundamental, and technical analysis across long- and short-term trading strategies. The firm prepares Investment Policy Statements for clients, facilitates access to third-party money managers, and offers insurance products as part of portfolio solutions.

Minor Shores Jr. is a CFP® certificant with 39 years of experience in the financial services industry. He is affiliated with Sunbelt Securities, Inc. and operates Shores Wealth Management, Inc. as a DBA under Sunbelt Securities. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting services, with an emphasis on discretionary asset management.

Eric Bludau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His work history includes roles at TEAM Wealth Management LLC and Institutional Securities Corp. Outside of advisory work, he is involved in ranching operations and serves as a trustee for family trusts. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Lydia Mobley is a financial professional with 31 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked at Cetera Advisors LLC, Totus Wealth Management, and LPL Financial. Outside of her advisory role, she is also involved in the sale of fixed insurance products, including life, health, disability, fixed annuities, and long-term care. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Gary Kusak is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera and its affiliates since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. Outside of advising, Kusak manages Kusak Farms, which involves farming and livestock production, and performs as a musician at social events. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Guy James is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at LPL Financial since 2017 and previously at ICA Group Wealth Management, LLC and Investment Centers Of America, Inc. In addition to his advisory work, he is co-owner and operator of a cattle company. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.