Kienan Garn is a financial advisor at Heritage Hill Adviser with four years of industry experience. He holds a Series 65 designation and has been with Heritage Hill Adviser since 2021. Outside of his advisory role, he works full-time as a program manager for new product development at The Raymond Corporation, a manufacturer of forklifts. Heritage Hill Adviser provides investment advisory and financial planning services primarily to individual clients and retirement account participants. The firm offers both discretionary asset management and non-discretionary consultation, focusing on asset allocation through various analytical techniques and serving a small client base with a single custodian platform.

Arthur Kole is a financial advisor with StoneX Advisors Inc. in Jeffersonville, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at StoneX Advisors since 2015 and StoneX Securities since 2014. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm employs a variety of strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers for portfolio implementation and oversight.

Charles Gilbride is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 36 years of industry experience, including prior roles at National Alliance Securities, LLC. Gilbride is also employed with TAG Advisors, an enterprise of Cambridge, where he is involved in advisory and trading activities. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using multiple account platforms and a range of investment strategies.