James Stephenson

Marco Johnson is the principal of Intentional-Growth Advisors LLC and holds Series 63 and Series 65 licenses. He has 14 years of experience in the financial industry, including roles at Primerica Advisors and Primerica Financial Services. In addition to his advisory work, Mr. Johnson creates financial education content through his H.I.M.E. framework, producing videos, webinars, and newsletters aimed at improving public financial literacy. He also works full-time as a systems analyst at the Naval Information Warfare Center Atlantic. Intentional-Growth Advisors LLC is a fee-only, state-registered investment adviser serving individuals, families, trusts, foundations, small businesses, and retirement plans. The firm employs a blend of fundamental and technical analysis with active and passive strategies, incorporating behavioral-finance principles through its H.I.M.E. framework to develop personalized, non-discretionary portfolios.

Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.

Arcelia Wicker is a financial advisor at Bay Capital Advisors, LLC with three years of industry experience. She holds the ChFC® designation and the Series 65 license. Prior to joining Bay Capital Advisors, she served in the United States Navy for seven years. Bay Capital Advisors is a fee-only advisory firm serving individual and high-net-worth clients, as well as business and charitable entities. The firm employs a top-down macroeconomic and fundamental analysis approach combined with a core-satellite implementation, managing approximately $196 million across about 175 client relationships.

Carter Moss is a financial advisor at MissionSquare Retirement with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice with investment strategies developed by Morningstar Investment Management.

Trevor Maxwell is a financial advisor at Cape Investment Advisory, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously served 20 years in the United States Navy. Outside of his advisory role, he is a co-founder of Baker/Max LLC. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Andrew Gregory is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Raymond James Financial Services Advisors, Freedom Street Partners, and Monaco Capital Management. Gregory is a partner and owner of Freedom Street Partners, LLC, where he contributes to recruiting and operations. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable and corporate clients, retirement plans, and institutions. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies alongside third-party managers, with portfolios spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.