Tiffany Long

Chad Tennant is a financial advisor with The Freedom Experience, Inc., holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at TWAMS Financial Planning, LLC, Landmark Investment Group, and Summit Wealth Management. Outside of his advisory role, Tennant manages a professional liaison management services business that oversees contractor performance. The Freedom Experience is an independent wealth management firm serving individual households, charitable organizations, trusts, and estates. The firm manages approximately $20 million in client assets, focusing on discretionary investment management and comprehensive wealth planning with a mix of domestic and international securities, ETFs, and REITs.

Jason Faulder is a financial advisor at Randy L. Copus and Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. Outside of his advisory role, he serves as an auxiliary police officer for the Washington Township Police Department. Randy L. Copus and Associates, LLC provides portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm manages approximately $31 million in non-discretionary assets, employing a collaborative process that includes Investment Policy Statements, portfolio reviews, and implementation through third-party managers and custodial programs.

Randy Copus is a financial advisor with Randy L. Copus and Associates, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at his current firm since 2003 and has also been affiliated with L.M. Kohn & Company and Life Financial Planning. Randy L. Copus and Associates, LLC provides ongoing portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm emphasizes non-discretionary asset management and uses a collaborative process involving online research tools and portfolio-construction software to tailor Investment Policy Statements and portfolio recommendations.

Craig Drees is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked with Creative Financial Designs since 2010 and has longstanding roles at Security Counselors, Standard Life, and D.B.A. Dree's Financial Services. Outside of his advisory work, he owns SMD Insurance Consultants, LLC, a non-investment-related business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

Daniel Hoelscher is a CFP® professional with 16 years of industry experience. He is the managing member of SeniorMark, LLC and has been associated with the firm since 2009. He also has experience at Creative Financial Design, Inc. and has worked as an independent insurance agent since 1997. Outside of his advisory roles, Hoelscher serves as president and teacher for LoveTruthFully, Inc., a nonprofit focused on Christian education. SeniorMark, LLC is a registered investment adviser that serves retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides advisory services through an affiliated registered adviser, Creative Financial Design, Inc., which manages client portfolios on a discretionary basis.

Jordan Rethman is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at United Planners since 2022 and also maintains a role as an accountant specializing in tax preparation and bookkeeping at McCrate, Delaet & Company. Additionally, he is involved as a portfolio manager with McCrate Wealth Management, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management through its network of 477 independent advisors.