- Ross Bramwell, Cornerstone Wealth Management, LLC, San Diego, CA. Ross serves as Director of Investments at Cornerstone Wealth Management. His background includes corporate finance and audit, budgeting and forecasting, and governance and compliance. He is a licensed CPA.
- Neil Goldberg, AdviceOne, LLC, Glastonbury, CT. Neil is part of the Investment Selection Team at AdviceOne, where he specializes in helping clients plan for and transition into retirement. He holds Chartered Financial and Chartered Life Underwriter professional designations.
- Aron Huddleston, Manarin Investment Counsel, Ltd., Omaha, NE. Aron is Vice President at Manarin Investment Counsel and Portfolio Manager of the Lifetime Achievement Fund. He is a Chartered Financial Analyst and maintains several securities and insurance professional licenses.
- Charlie Jones, Charles D. Jones Capital Management, Waco, TX. Charlie provides fee-only financial planning to individuals, trusts, foundations, and retirement plans. He is a member of the State Bar of Texas and a Certified Financial Planner™.
- James Oliger, Wealthquest Corporation, Cincinnati, OH. James is a Certified Financial Planner™ and holds additional designations including Chartered Mutual Fund Counselor®, Board Certified in Securities (BCS), and Accredited Tax Preparer.
- Scott Ranby, Kuhn and Associates, Inc., Durham, NC. Scott coordinates investment research and manager due diligence process at Kuhn and Associates, where he is an Investment Assistant. He is a licensed CPA.
- Stephen Tally, BFT Financial Group, LLC, Bedford, TX. Stephen is CEO of BFT, where in addition to overall management, he directs the firm’s research and due diligence of custodial platforms and product research.
Heartland Advisors Hosts RIA Advisory Council
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