Gary Dannar

Stephanie Acosta is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation. She has six years of industry experience and has been with Dominion Portfolio Management since 2020. Prior to this, she was associated with Dominion Investor Services, Inc. and Calton & Associates, Inc. Outside of her advisory role, she is involved as a licensed insurance agent with the Texas Financial Center and participates as a partner in a real estate lending venture serving clients unable to obtain conventional mortgage loans. Dominion Portfolio Management serves individual, high-net-worth, and business clients with fee-based portfolio management on discretionary and non-discretionary bases. The firm employs a variety of investment strategies tailored to client goals and risk tolerances, utilizing individual securities, ETFs, mutual funds, and third-party money managers.

Chotsie Bickerstaff is a Series 65 licensed advisor with Capital Investment Advisory Services, LLC and has been in the financial industry since 2025. She is also vice president and co-owner of several related businesses, including Retirement Education Partners, Inc., where she supervises operations and provides life insurance and annuity policies. Additionally, she oversees financial operations at Bickerstaff Holdings, LLC, and Senior Benefits Advisors, LLC. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers separately managed accounts, third-party manager referrals, private-label model portfolios, financial planning, and portfolio reviews, using a combination of analytical methods and ongoing monitoring tailored to each client’s objectives.

Danny Bickerstaff Jr. is a Series 65-licensed advisor with Capital Investment Advisory Services, LLC and has been in the financial industry since 2025. He is also CEO and co-owner of several businesses including Retirement Education Partners, which focuses on insurance and annuity sales, and Senior Benefits Advisors, specializing in insurance and Medicare sales. Additionally, he serves as president of Bickerstaff Holdings, LLC, overseeing subsidiary companies. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using an individualized process with ongoing monitoring and multiple analytical methods.

James Jeansonne is a CFP® professional with 17 years of experience in financial advisory services. He has worked at AE Wealth Management, LLC since 2018 and previously spent eight years with Global Financial Private Capital, LLC. Outside of his advisory work, he owns and operates a cattle farm. AE Wealth Management, LLC is an SEC-registered firm serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates models managed internally, by third-party strategists, and by advisor-managed models, offering a range of investment and planning services.