Evan Mc Mordie

Kinsey Burrus is a financial advisor at Perennial Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Outside of his advisory role, Burrus co-owns a cattle grazing operation and is involved in managing inherited real estate and mobile home park holdings. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and certain business entities. The firm employs a strategic asset allocation framework focused on ETFs, mutual funds, and select liquid alternatives, offering regular client reviews and tailored portfolio management.

Sheri Hensley is a financial advisor at OSAIC with 35 years of industry experience and holds Series 63 and Series 65 licenses. Her prior roles include positions at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Outside of her advisory work, she serves as treasurer for her family farm and a quarter horse breeding operation, and is involved as a board member and bookkeeper for the Canadian Rotary Club. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Michael Gardiner is a CFP® with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles at Avantax Investment Services, Fillingim, Gardiner, Green & Mcnair, and 1st Global Advisors, among others. In addition to his advisory work, he operates a CPA firm and is a licensed notary. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and flexible investment solutions tailored to client needs.

Charles Mann is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2010 to 2023. Outside of advising, he is a partner in a family cattle stocker business and also works as an independent contractor for Habit Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a wide affiliate network.