Kerri Russ

Bruce Sutherland is a CFP® with 15 years of industry experience. He is currently with American Elite Advisory and has previously worked at MMWKM Advisors, LLC. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios that include the use of options and active techniques.

William Bone is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Oasis Advisors in 2025, he worked at Terra Wealth Management and PrimAmerica Financial Services. Before his financial career, he practiced dentistry for over four decades. Bone is also involved in insurance sales, dedicating about 10% of his time to this activity. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term portfolios and offers ongoing portfolio management, financial planning, and pension consulting.

Hunter Greene is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BBVA Compass. Greene holds the Series 66 designation. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors.

Michael Suellentrop is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Fisher Investments, and Frontier Wealth Management. Outside of his advisory role, he is involved with Legacy One Wealth Strategies, LLC, providing insurance sales and services in partnership with property and casualty organizations. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process that incorporates risk tolerance, asset allocation, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Jesse Carranza is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at USAA Investment Management Co, Quasar Distributors, LLC, and Smith Asset Management Group LP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Barry Sartain is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2017. Outside of his advisory role, he has been involved with the First Baptist Church of Van since 2013. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.