Patrick Cunningham

James Stahl is the sole advisor at Stahlvest, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Stahlvest, LLC since 2003. Stahl is also involved as a producer selling insurance products approved by PKS Insurance Agency. Stahlvest provides investment supervisory and management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach using both passive index funds and selectively chosen active investments, managing globally diversified portfolios primarily on a discretionary basis.

Leslie Taylor Neumann is a financial advisor at DiNuzzo Private Wealth, Inc. with eight years of industry experience. She holds the CFP®, ChFC®, and Series 65 credentials. Prior to her current role, she worked at Beaconsfield Financial Services Inc. and has experience from Robert Morris University. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm employs globally diversified, index-based portfolios and offers multiple service tracks tailored to varying asset levels, combining automated solutions with personalized advisor oversight.

Robin Foreman is a CFP® with 39 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2017. Her prior roles include positions at Summit Financial Group, VSR Advisory Services, and managing Foreman Financial Group since 1999. She also facilitates Financial Peace University and serves as a trustee and executor of an estate. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors, offering investment advisory and financial planning services across multiple platforms and utilizing both discretionary and non-discretionary portfolio management.

Millard Norris is a financial advisor at Royal Fund Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management since 2014 and Nexus Financial Group since 2019. In addition to his advisory role, he sells insurance products including annuities and health and Medicare supplements. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, pension consulting, and participant account management, employing fundamental, technical, and cyclical analysis to implement strategies aligned with client risk tolerances.

Kristina Dunn is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Prospera Financial Services, Inc., where she has worked since 2017. Her prior experience includes roles at Summit Financial Group, VSR Advisory Services, and Foreman Financial Group. Dunn serves as a board member and chairman of the finance committee for the Maryland Salem Children's Trust. Prospera Financial Services, Inc. is a large enterprise firm that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Barth Frankenberry Jr. is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2023. He is also the sole proprietor of Frankenberry Insurance Group, a life and health insurance and annuities business he has operated since 2014. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and offers unique access to select non-traded REITs and a cash-alternative program.