Duane Easter

William Harpe is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors since 2019. Outside of his advisory role, Harpe serves as a pastor at New Hope Christian Fellowship, a Southern Baptist church. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, individual equities, and fixed income.

Allix Dennis is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Dennis has worked with firms including Integrity Alliance, Lion Street Financial, Lion Street Advisors, and M Holdings Securities. Outside of advisory work, Dennis is the owner of ACD Planning LLC, which focuses on insurance and annuity sales and policy management, and serves as a co-trustee for a family testamentary trust. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting through a network of independent advisors, using a top-down investment process that combines fundamental and technical analysis to construct customized portfolios primarily composed of mutual funds and ETFs.

William Clifton is a CFP® with eight years of industry experience, currently serving as a financial planner at Kestra Advisory Services, LLC. He previously worked at ProEquities, Inc. and operates a separate financial planning business under the name Protective Financial Services. Clifton also provides life insurance services as an independent producer. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include very large institutional investors.

Matthew Roher is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has one year of industry experience, including prior roles at Kestra Investment Services, LLC and Soliant. Outside of his advisory work, he has assisted a lead advisor in developing financial plans and managing client review meetings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor searches, and employee education, serving large institutional investors including sovereign wealth funds.

David Gibson is a financial advisor with Primerica Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities throughout his career. Gibson also provides insurance products beyond Guardian offerings to his clients. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of financial planning and consulting services.

Dannielle Maldonado is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at ProEquities, Inc. before joining Kestra in 2022. Maldonado also has client service experience supporting financial advisors through Protective Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms, serving a broad range of clients including large institutional investors.