Robert Brooks

Michael Listman is a financial advisor at Dorgeolis Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Boundary Computer Solutions INC for 19 years. Outside of his advisory role, he contributes educational market trade examples and engages with subscribers at CI Volatility. Dorgeolis Capital LLC provides portfolio management along with coaching and trade-instruction services for high-net-worth individuals and corporate clients. The firm emphasizes ETFs and options using multiple analytical approaches and offers both discretionary and non-discretionary account management with a focus on transparency and performance-based fees.

Frederick Bohlander is a financial advisor at Sandbox Financial Partners, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network, LLC. Outside of his advisory role, he serves as a director of a homeowners association in Virginia. Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a mix of active and passive investments, emphasizes asset allocation and portfolio review, and integrates financial planning into ongoing client relationships.

James Craig is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Hancock Whitney Bank and LPL Financial. Outside of his advisory work, he is a 50% owner of a rental property business and involved in the sale of premium finance life insurance with various partners. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Blaine Tew is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Barts Electric and Toolan Development. He volunteers as a clerk for the Church of Jesus Christ of Latter Day Saints, assisting with donation processing and member reimbursement requests. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Reagan Hobbs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Hobbs worked at PNC Bank and held various roles in companies such as Candymaker Company, Crocs, and Nike. 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 and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.