Hunter Kelly

Dalton Boatright is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently leads Sovereign Wealth Office LLC, having previously worked at Legacy Trust Family Wealth Offices and several other financial firms. Sovereign Wealth Office LLC provides investment management and financial planning services to pooled vehicles, institutional clients, and corporate treasury functions, as well as wealth management and non-trustee investment advice for individuals, charities, and businesses. The firm employs an asset-allocation driven approach that integrates both passive and active strategies and emphasizes selecting and supervising third-party managers while keeping its advisory fees separate from those managers’ fees.

Richard Allison is a CFP® with 24 years of experience in financial advisory services. He is the principal and owner of Marian Financial Services, Inc., an independent firm he has been with since 2008. In addition to his advisory work, Allison is involved in real estate brokerage through INI Referral Realty, Inc., and assists clients with legal document creation via a network of attorneys at Estate Guru. Marian Financial Services provides discretionary portfolio management and financial planning to individuals, trusts, estates, owner-managed businesses, and retirement plans. The firm employs ETF and stock model portfolios within a global tactical asset-allocation framework and offers a distinctive outsourced platform to oversee held-away retirement participant accounts.

Michael Crough is an investment advisor with Legatum Services LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Highland Financial Advisors and Strategic Sales and Marketing, and owns Crough Financial Services LLC. Legatum Services provides investment supervisory services and financial planning to clients including pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm offers tailored investment strategies based on documented risk analyses and Investment Policy Statements, providing both discretionary and client-directed portfolio management.

John Ginn is a financial advisor at Parable Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked previously at Naples Wealth Planning. Outside of his advisory role, Ginn is a 50% owner and shareholder of Ginn & Patrou, PA, a law firm, and is involved in managing a title company and a real estate development business. Parable Wealth Advisors is a SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, using a range of investment vehicles and tax-efficient strategies tailored to client objectives and risk tolerance.

Justin Kawar is a financial advisor with Matador Financial and holds a Series 66 designation. He has 14 years of industry experience and has worked at Toro Wealth Management LLC, Ambassador, and Edgewater Group. Outside of his advisory role, Justin serves as Director of Accounting & Finance at Edgewater Group, focusing on distressed real estate advisory and acquisition services. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, offering tailored investment solutions without account minimums and managing all client assets in-house.

Kelly Kazmierski is a financial advisor with Legacy Financial Services Group, Inc. in Saint Johns, Florida, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Legacy Financial Services Group, LLC since 2004. In addition to her advisory role, she is involved as an independent insurance agent selling fixed annuities, long-term care, and life insurance products. Legacy Financial Services Group is a fee-based investment adviser serving individuals, high-net-worth clients, trusts, and other entities. The firm employs a strategic asset allocation approach with global diversification, using mutual funds, ETFs, and direct-indexing strategies, while providing personalized financial planning and discretionary portfolio management.