Randy Farina

Paul Gibert Jr. is a CFP® professional with 29 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He has previously worked with Kestra Investment Services, LLC beginning in 2010. In addition to his advisory role, he holds a position at NFP Corporate Services, Inc., where he is involved in insurance-related activities. Gibert is also a minor shareholder in a family-owned real estate and investment company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Leonard Marte is a CFP® with eight years of industry experience, currently serving as the sole advisor at Abundant Advisors, LLC. He previously worked at The Vanguard Group, Inc. for 11 years and at SmartPath, Inc. for two years. Abundant Advisors serves mass-affluent, high-net-worth, and ultra-high-net-worth individuals and families, offering discretionary investment management and comprehensive financial planning. The firm employs investment strategies based on fundamental analysis and Modern Portfolio Theory, combining passive ETFs and active funds with attention to tax efficiency and regular portfolio reviews.

Timothy Pope is a CFP® professional with 11 years of industry experience, currently serving as the principal advisor at 360 Aviation Advisors, LLC. His prior roles include positions at Cetera Investment Advisers and The Vanguard Group. He hosts the "Pilot’s Portfolio" podcast, which focuses on financial planning for professional pilots. 360 Aviation Advisors serves individual investors, including high-net-worth clients, and sponsors of pension and profit-sharing plans, providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a Modern Portfolio Theory-based approach with primarily passive allocations and integrates financial planning with ongoing portfolio management.

Stephen Miller is a CFP® and CFA® credentialed advisor with 21 years of industry experience. He has been with Forward Wealth Management, LLC since 2014, where he serves as the sole advisor. In addition to advisory services, he holds a life insurance license and engages in insurance product sales, which account for a small portion of his time. Forward Wealth Management, LLC is an independent advisory firm managing approximately $64 million in discretionary assets for a select group of about 42 clients, including high-net-worth individuals. The firm provides tailored investment management and comprehensive financial planning, utilizing a combination of fundamental and technical analysis with discretionary authority and quarterly performance reviews.

Michael Sherman is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Sherman Wealth Solutions LLC in Charlotte, NC. His background includes roles in financial services, tax preparation, and insurance through various entities he owns and operates. Sherman also acts as a court-appointed administrator for the estates of two relatives. Sherman Wealth Solutions advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing investment management, tiered financial planning, and retirement plan advisory services. The firm offers customized portfolio construction using ETFs, mutual funds, stocks, and bonds, and provides formal retirement-plan consulting in an ERISA fiduciary capacity, supported by affiliated tax and insurance services.

Michael Bookhardt is the managing member of Affluence Advisory LLC in Mount Holly, NC, with two years of industry experience. Prior to founding Affluence Advisory in 2023, he worked at The Vanguard Group from 2021 to 2022. He is also the managing member of SIB General Contractors LLC, a general business he has been involved with since 2006. Affluence Advisory LLC provides discretionary investment supervisory services to individuals, businesses, trusts, foundations, and other charitable entities. The firm builds individualized portfolios using low-cost, passively managed mutual funds and ETFs, applying asset-allocation strategies based on modern portfolio theory and a long-term equity orientation.