Jeffrey Alan Riblet

John Cory is the principal of Asset Accumulation, Protection, Preservation and Transfer, LLC, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including prior work at Dempsey Lord Smith, LLC. In addition to his advisory work, he practices as a certified public accountant and attorney, and holds life, health, and annuity insurance licenses. The firm provides investment advisory and financial planning services to individuals, trusts, estates, and various entities, utilizing wrap-fee manager of managers programs along with specialized services such as family limited partnership valuations and conservation easement facilitation. Its investment approach emphasizes asset allocation, portfolio construction, and third-party manager selection, typically operating in a non-discretionary capacity where clients approve all recommendations.

Ian Mayville is the principal advisor at Swords Capital Management, LLC, an independent firm based in Blue Ridge, GA. He holds Series 63 and Series 66 licenses and has 29 years of experience in the financial industry, including a long tenure at LPL Financial. Ian launched Swords Capital Management in 2024 to provide independent advisory services. Swords Capital Management offers portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm manages approximately $47 million in assets and employs a discretionary approach that incorporates cyclical and fundamental analysis alongside modern portfolio theory, with portfolios typically emphasizing equity ETFs, individual equities, and a range of alternative strategies.

Jeffrey Fouts is a financial advisor at Capital Management Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has served as managing member of Fouts Law Group, LLC, a law firm, since 2012. Prior to joining Capital Management Services in 2018, he worked at Retirement Planning Specialists, Inc. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using mutual funds, ETFs, and occasional short positions, and manages accounts for other advisers alongside retail clients.

Gregory Freeman is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including roles at Kestra Advisory and Kestra Investment Services, LLC. Freeman is also president of AdvisorServe, a consulting business focused on developing relationships to generate insurance sales. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Scott Stooksbury is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, LLC and Horter Investment Management, LLC. He is also president of Synergy Wealth Management, Inc., where he is involved in fixed insurance sales and life and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a range of investment strategies, including proprietary ETF-based core models and third-party managers, supported by quantitative and fundamental analyses.

Clifford Shirah is a financial advisor at CL Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cabot Lodge Securities, SB Advisory, LLC, IFS Securities, Inc., and ProEquities, Inc. Outside of his advisory work, he serves as treasurer for the FCHS Dugout Club, a nonprofit booster organization supporting a local high school baseball team. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies and a combination of fundamental and technical analysis.