Liliya Gubceac

Jeffrey Falke is a financial advisor at Kingswood Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealthcare Advisory Partners, LPL Financial, and Invest Financial Corporation. Outside of his advisory work, he serves as secretary of the advisory board for Atlantic Care Center, a nonprofit charity. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing discretionary and non-discretionary portfolio management and consulting services.

Joshua Moody is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including Center Street Advisors, Inc., Center Street Securities, Inc., and Arete Wealth Advisors, LLC. He is also the owner and financial advisor at Pathway Financial Management, a business offering insurance-related products. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, and charitable clients. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored investment solutions through a large enterprise platform.

Rodney Martin is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Transamerica Premier Insurance Company. Martin also owns Senior Retirement Services, LLC, operating as an independent life and health insurance agent through Blue Suit Advisors, LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Deborah Dorman is a financial advisor at Equity Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equity Services and National Financial Services Group since 2013. Outside of her advisory work, she provides pet sitting services, caring for horses and other animals. Equity Services, Inc. serves a range of clients including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm combines advisory services with broker-dealer product distribution and utilizes proprietary and third-party investment platforms to deliver both discretionary and non-discretionary portfolio management.

Brigid Jones Mook is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. She holds Series 63 and Series 66 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management and retirement plan services.

Eva Hooper is a financial advisor at Cetera with 10 years of industry experience and holds the Series 66 designation. Her prior work includes roles at J.P. Morgan Securities and Avantax Investment Services, along with farming and ranching, where she manages the sale of livestock, timber, manure, and produce. She also works as an independent delivery driver and rents a room in her home. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed solutions.