Collin Kee

Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

Joe Richardson is a CFP® professional with 19 years of experience, operating as the sole advisor at Strategic Capital Planning, Inc. in Kennesaw, GA since 2006. He also has a long-standing role with the Cobb County School District beginning in 2001. Outside of financial advising, he provides accounting services and oversees the accounting department for Planters Rural Telephone Cooperative. Strategic Capital Planning, Inc. offers personalized financial planning, 401(k) consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses mutual fund–based strategies with a focus on passive funds and delivers portfolio management mainly on a non-discretionary basis with regular client involvement.

Jeremiah Beguesse is a financial advisor at Berone Capital LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Alexander Capital, L.P., Centaurus Financial Inc., Bank of America, N.A., and Merrill. Berone Capital provides discretionary investment supervisory and portfolio management services to a small mix of individual and institutional clients. The firm employs a flexible, opportunity-driven investment approach combining global macro and event-driven ideas with fundamental, technical, and sentiment analysis across various asset classes.

Andrew Hamm is a CFP®-designated financial advisor with 16 years of industry experience. He is the sole advisor at Summit Private Wealth, LLC, where he has worked since 2019. His prior experience includes roles at Kurt Mattson, Northwestern Mutual Investment Services LLC, Wells Fargo, Charles Schwab, and Truist Investment Services, INC. Summit Private Wealth, LLC is a single-advisor independent firm providing discretionary portfolio management and financial planning services to individuals, corporations, and various institutional clients. The firm develops personalized investment policies using multiple analytical approaches and manages approximately $15.9 million across 27 client relationships.

Robert Valenti is the sole advisor at Archangel Investment Management in Woodstock, GA, with 12 years of industry experience. He holds Series 63, Series 66, and Series 65 designations and has worked at Morgan Stanley as well as founded Sierra Victor Management & Consulting, a management consulting firm serving various industries. Archangel Investment Management provides discretionary, fee-based investment management and personalized portfolio solutions primarily for individual clients, employing both fundamental and technical analysis to create diversified portfolios across multiple asset classes. The firm uses a range of investment vehicles including mutual funds, ETFs, individual securities, and options, managing accounts on a discretionary basis with ongoing monitoring and client communication.

Kenneth Mullinax is a CFP® professional with 21 years of industry experience. He is the principal of NPV Advisory Services, LLC, where he has worked since 2014. NPV Advisory Services provides fee-only financial planning and investment advisory services to individuals, business entities, trusts, and retirement plans. The firm emphasizes retirement plan design and consulting, using a strategic asset allocation approach focused on low-cost investment vehicles and financial planning as the foundation for recommendations.