Ivan Magalit

Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

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.

Herbert Miller is the principal of DPM Wealth Management, Inc. in Marietta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 1997. In addition to his advisory role, Miller owns a CPA tax practice and a management consulting firm, each unrelated to investment services. DPM Wealth Management provides discretionary portfolio management and asset allocation for a limited number of individual and institutional clients. The firm employs both fundamental and technical analysis with an active trading approach, managing accounts on a discretionary basis and emphasizing model-level monitoring and rebalancing.

Martin Sickles is a CFP® professional with 28 years of experience in financial planning and investment management. He is the president of Financial Planning Partners, an independent firm he has led since 1997. He also serves as CEO of Exeter Analytics Group, where he provides accounting and tax preparation services as a CPA. Financial Planning Partners primarily serves high-income individuals and business owners, offering tailored financial plans and non-discretionary portfolio management. The firm combines fundamental and technical analysis within a diversified asset allocation framework, often utilizing third-party managers for specialized strategies.

Stephen Coulter Jr. is a CFP® with 19 years of industry experience, currently serving as the principal of Resilient Wealth in Marietta, GA. His prior roles include positions at Titleist Asset Management, Hamilton Investment Counsel, and Guggenheim Funds Distributors. Outside of his advisory work, he is the founder and president of Pinger Systems, a company that develops custom contact management and social media automation systems for executives and sales professionals. Resilient Wealth provides investment management services to pooled vehicles and institutional clients, focusing on discretionary portfolio construction and ongoing supervision. The firm emphasizes a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios primarily using low-cost mutual funds and ETFs, while also offering financial planning and consulting support to other financial advisors, trusts, estates, and businesses.