Matthew Frate

Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Edmund Burke is a financial advisor at Valiance Group with 11 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is an independent, state-registered investment adviser that provides portfolio management and ERISA-compliant retirement plan consulting to individuals, families, and businesses. The firm develops customized portfolios and participant education materials, using an analytics module and third-party sub-managers to manage allocations primarily on a non-discretionary basis.

Rosie George is a financial advisor at Strait Direction Wealth Management with nine years of industry experience. She previously worked at Edward Jones for five years before founding her current independent firm in 2021. In addition to her advisory role, she owns Mitchell Financial Services, a tax services business. Strait Direction Wealth Management provides personalized financial planning and discretionary investment management to individuals, small businesses, trusts, estates, and charitable organizations. The firm employs a largely passive, buy-and-hold investment approach using no-load mutual funds and ETFs, with portfolios managed according to written investment policy statements and tailored to clients’ risk tolerance and objectives.

Jeremy Pardue is a financial advisor at Atlas Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Avantax Investment Services. In addition to his advisory role, Pardue is an independent insurance producer for various insurance companies. Atlas Wealth Management provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, tactical allocation approach using a broad range of instruments and offers both discretionary and non-discretionary portfolio management along with standalone planning engagements.

Bruce Herrick is the sole advisor at Herrick Portfolio Management Co. He holds Series 63 and Series 65 designations and has 52 years of industry experience. He has led Herrick Portfolio Management Co. since 2008. Herrick Portfolio Management Co. offers financial planning, consulting, and discretionary investment management to individuals and various institutional clients, including pension plans and charitable organizations. The firm employs a technical, chart-driven investment approach with daily monitoring and tailors services to client objectives and risk tolerances.

Marc Mc Lean is a CFP® professional with 15 years of industry experience. He is the president of McLean Financial Planning and Investment Management and McLean Strategic Investments, and he also develops and licenses software technology through ESD Technologies. His career includes over a decade at McLean Financial Planning and Investment Management and ongoing work at ESD Technologies since 1997. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering customized financial planning and investment management. The firm uses both fundamental and technical analysis with a focus on U.S. securities and manages accounts primarily on a discretionary basis, including options strategies and in-house asset management.