Steven Small

Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

David Smith is a financial advisor at Impassioned Wealth Management Ltd with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Rooted Advisors from 2019 to 2021. Smith has led Impassioned Wealth Management Ltd (formerly Smith Investment Management) since 2006. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm provides portfolio management and modular financial planning focused on long-term retirement goals, utilizing a plan-driven, behaviorally focused investment approach with direct indexing and allocation strategies that incorporate physical bullion and active management of held-away retirement accounts.

I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

Ned Wyse is a financial advisor with 27 years of industry experience, currently affiliated with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked with several firms including Childs Investment Group, Inc. and National Planning Corporation. Outside of his advisory role, Wyse owns and operates Wyse Refrigeration and Appliance Services, a part-time appliance repair business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary management and third-party money manager allocations, with an emphasis on regular account monitoring and reporting.

Noah Buttermore is a financial advisor at Demland Wealth LLC with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Demland Wealth LLC is an independent advisory firm providing investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of strategic asset allocation and tactical adjustments, employing both active and passive investment vehicles to create diversified portfolios tailored to client goals.

Kyler Baird is a financial advisor with NorthFort Financial, LLC, holding a Series 65 credential and beginning his industry experience in 2024. Prior to joining NorthFort, he worked at several firms including Manz Accounting and Insurance, Briskey Financial Services, LLC, and Oak Partners, Inc. Outside of his advisory role, Baird owns and operates Baird's Local Honey, an agricultural business focused on beekeeping and honey products. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation primarily to individuals and families with non–high-net-worth profiles. The firm manages approximately $108–118 million in assets and employs growth and income strategies using a combination of charting, fundamental, and technical analysis.