Valerie Wagner

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Elm Tree Capital Management and Key Corp. since 2010. Elm Tree Capital Management is a boutique discretionary investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm focuses on income generation and capital preservation through a buy-and-hold strategy centered on dividend-paying equities, fixed-income securities, ETFs, and mutual funds, supported by fundamental and proprietary credit analysis.

Larry Bright is the managing member of Bright Asset Management with 24 years of industry experience. He has led Bright Asset Management since 2006 and previously worked at Digitafi LLC from 2019 to 2022. Larry holds Series 63 and Series 65 licenses. Bright Asset Management is an independent advisory firm serving individuals, high-net-worth clients, families, trusts, and estates. The firm provides investment supervisory and consulting services with a dynamic, tactical asset allocation approach across various asset classes, managing accounts on a discretionary basis and offering specialized services such as estate planning and coordination of external assets.

Mary Holland is a financial advisor at Sutton Place Capital Management LLC with 18 years of experience. She holds Series 63 and Series 65 licenses and has worked exclusively at Sutton Place since 2008. Sutton Place Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical analysis to manage client-specific investment policies, including socially responsible screens when requested.

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

Wendy Jankoski is a financial advisor at Wealth Architects LLC with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wealth Architects since 2005, also working at Compound Planning, Inc. since 2025. Wealth Architects LLC is an independent, fee-only registered investment adviser serving individuals, families, and nonprofit clients such as charitable institutions, foundations, endowments, and estates. The firm employs an active portfolio management approach that combines fundamental and technical analysis, offering a broad range of securities and maintaining continuous account monitoring.

Steven Kienzle is a CFP® professional with 32 years of experience in the financial services industry. He is the principal of Kienzle Wealth Consulting LLC, an independent firm he founded in 2021. Prior to this, he worked for over 25 years at Fidelity in various advisory roles. Kienzle Wealth Consulting LLC provides comprehensive financial planning to individuals and high-net-worth clients, focusing on detailed advice rather than discretionary portfolio management. The firm offers services including retirement, estate, tax strategies, and business planning, and uses a tiered flat-fee schedule rather than asset-based fees.