Jeffrey Allen Falke

Joseph Benson is a financial advisor with United Capital Financial Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Lion Street Financial. Benson has experience working in hospitality and restaurant management earlier in his career. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports independent advisors through its technology platform, FinLife Partners.

Russell Beasley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Creative Financial Designs since 2017 and previously spent eight years at Legend Advisory, LLC and one year at BB&T Investment Services, Inc. In addition to his advisory role, Beasley serves as a math teacher at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering investment management and financial planning across various platforms. The firm uses asset-class model allocations and risk objectives to structure portfolios, supported by third-party research and an Executive Investment Committee.

Thomas Mcdonald is a financial advisor with United Capital Financial Advisors in Anderson, SC, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. His career includes positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and other firms. Outside of advising, he manages a commercial office building in Anderson. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate accounts. The firm provides customized portfolio solutions, access to alternative investments, and supports independent advisors through its FinLife Partners platform.

Liliya Gubceac is a financial advisor with Summit Wealth Group who holds Series 65 and Series 66 licenses and has 19 years of industry experience. Her career includes over a decade at Commonwealth Financial Network and an extended tenure with Summit Wealth Group. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client-specific financial profiles and employs a variety of analytical approaches, often implementing solutions through third-party money managers and sub-advised models.

Arthur Klugh is a CFP® with 27 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously held roles at firms including Goldman Sachs PFM and United Capital Financial Advisers. In addition to his advisory work, he is an independent insurance agent providing insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.

Thomas Cox is a CFP® professional with 27 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His career includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, United Capital (Goldman Sachs PFM), Girard Securities, IC Advisory Services, and The Investment Center. In addition to his advisory work, he provides insurance advice tailored to client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services using customized, primarily long-term portfolios with various investment vehicles and sub-advisory arrangements.