Gary Bice

Jeffrey Keen is a financial advisor at AZA Capital Management with 16 years of industry experience. He has worked at AZA Capital Management since 2005. Outside of his advisory role, Mr. Keen owns Broadreach Enterprises, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Mark Aigner is an advisor at Saxony Capital Management, LLC with 30 years of industry experience. He has been with Saxony Securities since 2013 and holds Series 63 and Series 66 licenses. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors serving several hundred client relationships across multiple offices and uses a range of investment strategies including discretionary asset management, technical and fundamental analysis, and sub-advisor models.

Kevin Finn is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2009. Outside of his advisory role, he is an independent insurance agent and is involved in buying and selling sports cards. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management solutions.

Lebeau Potgieter is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. His career includes roles at Avantax Advisory Services, Voya Financial Advisors, and Fortress Financial. He serves on the board of The Pathfinder School and is an advisory council member for the Groundwork Center for Resilient Communities, a nonprofit focused on environmental and community initiatives in Michigan. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement solutions. The firm combines retirement and fiduciary services with a broad advisory platform and utilizes a range of model portfolios and third-party managed solutions.

Michael Doyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains public-financing and investment banking capabilities.

Shereen Boyer is a CFP® with 33 years of industry experience and currently works at Morgan Stanley. She has held positions at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Boyer serves on the Endowment Committee of Old Trail School, advising on fundraising strategy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.