Daniel Venable

Steve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary. So, he decided to take a step that many advisors are increasingly considering: 1. Transitioning to a fee-only model. 2. Requiring that all clients are always served in a fiduciary capacity. 3. Taking ownership and control of his practice. He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.

Anna Hibbitt is a financial advisor at B.I.G. Investment Services with four years of industry experience. She holds a Series 65 designation and has worked at Boothe Investment Group, Inc. for multiple periods since 2016. Outside of her advisory role, she is a partner at Excel Bookkeeping, LLC, a nonprofit organization where she provides consulting, training, bookkeeping, and grant writing services. B.I.G. Investment Services offers investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach combining passive index funds with selected equities, guided by fundamental, technical, and cyclical analysis, and provides tailored planning services including retirement, estate, tax, and business planning.

Zachary Stone is a financial advisor at CSG Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group, Securian Financial Services, and Cetera Advisor Networks. CSG Financial is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm provides discretionary investment management and financial planning, using a combination of passive and active strategies tailored to client needs.

Shane Galante is a CFP® and Series 66-registered financial advisor with CSG Financial, bringing four years of industry experience. He previously worked at Diamond State Financial Group and Cetera Advisor Networks, and he currently serves as a registered nurse at the Horsham Clinic, a mental health facility. CSG Financial is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm offers discretionary investment management and financial planning, utilizing a mix of passive and active strategies tailored to client-specific investment policies.

David Boothe is a financial advisor with BIG Investment Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include nearly a decade at Wells Fargo Advisors Financial Network LLC and several years at Boothe Investment Group Inc. He is also a partner in DL FIVE LLC, which holds property used by his firm. BIG Investment Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected individual equities, guided by fundamental, technical, and cyclical analysis within a client-specific asset allocation framework.

Rachel Benton is a Series 65-licensed advisor with BIG Investment Services in Dover, DE. She has experience working with the State of Delaware and Postal Impact as well as prior roles at BIG Investment Services. BIG Investment Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected individual equities, guided by fundamental, technical, and cyclical analysis within an asset allocation framework.