Matthew Stephen Tuten

Roy Smith Jr. is a financial advisor with Cape Investment Advisory, Inc. and American Global Wealth Management, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes six years at Edward Jones and one year at Paragon Partners. Outside of advisory roles, he serves as a regional client manager supporting and educating defined contribution plan participants through ACCG’s retirement solutions. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers portfolio management, financial planning, and access to third-party asset managers, using a process that incorporates client objectives and risk tolerance with data-driven asset allocation strategies.

Kella Bell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Kestra, she worked at Avantax Advisory Services and Avantax Investment Services Inc., and she has over a decade of experience as a partner at BYRT CPAs, LLC, where she specializes in tax preparation and planning. Outside of her advisory role, she serves as secretary of Southeast Bolt Company, a hardware store owned by her family, assisting occasionally with bookkeeping. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Jacob Evors is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked with several firms including BYRT Financial Advisors LLC and Avantax Investment Services. Prior to his financial advisory career, he spent eight years with the Pierce County Board of Education. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and platforms, managing approximately $13.45 billion in client assets as of December 2025.

John Pfaff II is a financial advisor with Edward Jones in Waycross, GA, holding a Series 66 designation. He has prior experience at MFA Incorporated and the University of Missouri, as well as a decade at Georgia Connections Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Paul Walker is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors, Inc. for eight years. Outside of his advisory role, he owns Parable Financial Network and supervises the financial secretary for First Assembly of God church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers through a large network of affiliated advisors and multiple platforms.

Ethan Lowman is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has held prior roles at John Colegrove, Inc., Erik Thompson Financial Strategies, LLC, and the University of Georgia Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies delivered through a large network of advisors.