Joseph Fearday

Lynn Orr is the sole advisor at Lynn H. Orr Capital Management Group, Inc. in Marco Island, FL, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has managed his firm since 1998. The firm provides discretionary portfolio management and financial advice to individual clients, including high-net-worth individuals, managing approximately $72 million across 66 client relationships. Investment decisions are tailored to client goals and risk tolerance, utilizing a wide range of investment options and strategies, including options, margin, and short positions when appropriate.

Steven Hardardt is a financial advisor with Precision Financial Services who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Leigh Baldwin & Co., LLC from 2015 to 2016 and has been with PFS Partners, LLC since 2014. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers and private funds.

Philip Shaffer is a financial advisor at OneAscent Family Offices with 45 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Hamilton Capital Management, Halite Partners, and Morgan Stanley. OneAscent Family Office provides investment advisory, financial planning, and comprehensive family office services to high-net-worth individuals and families. The firm manages approximately $544 million in client assets through a team of four advisors and offers customized asset allocation, third-party manager solutions, and integrated services including tax-overlays and family governance.

John Salvino is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Performance Wealth Partners, LLC since 2021. Prior to this, he spent 19 years at William Blair & Co., L.L.C. He is a board member of the Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni, in addition to being a passive investor with the Irish Angels group. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, individual securities, and alternative investments, focusing primarily on long-term strategies with periodic reviews and rebalancing.

John Klaas Jr. is a financial advisor with Gladstone Wealth Partners and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including 14 years at UBS Financial Services and concurrent roles at Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers tailored strategies using equities, fixed income, ETFs, alternative assets, and third-party managers, and maintains a formal role in pension consulting and ERISA retirement plan fiduciary services.

Craig Bolanos Jr. is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Wealth Management Group, L.L.C. Outside of his advisory role, he is involved as a partner and owner in several holding companies related to VestGen Wealth Partners. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan administration, employing a process that integrates multiple analytical approaches and third-party managers.