Ralph Joseph Lancaster Jr.

I'm Susan L. Powers, CFA, CFP®, CPFA, a financial professional with more than 20 years of experience helping individuals, families, and business owners make thoughtful, confident financial decisions. Before co-founding AssetGrade, I served as a senior executive at Fidelity, where I managed Fidelity's $1.2 trillion 401(k) investment consulting practice, one of the largest retirement platforms in the country. That experience allows me to blend institutional-level insight with a personalized approach tailored to real-life goals and challenges. I'm also a frequent guest speaker on Wharton Business Radio on SiriusXM, where I help demystify complex financial topics in a way that's practical, approachable, and empowering.

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Gordon Lackey Jr. is a CFP® with 23 years of industry experience, currently serving as an advisor at Relativity Capital Advisors, LLC since 2015. Prior to this, he worked at Barber Lackey Financial Group from 1999 to 2016. Relativity Capital Advisors is a small registered investment adviser focusing on individual clients, including high-net-worth and non-HNW households. The firm employs a combined technical and fundamental analysis approach, along with a proprietary, rules-based Quantitative Strategy, to manage portfolios through continuous financial planning and active trading strategies.

Dally East is a Series 65–licensed financial advisor with nine years of industry experience, currently affiliated with Executive Money Managers, Inc. since 2016. The firm serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. Executive Money Managers emphasizes fundamental, value-oriented equity investing focused on balance-sheet strength and dividend yield, offering both customized and model portfolios under discretionary authority.

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors is a small registered investment adviser serving individual clients, including both high-net-worth and non-HNW households, through continuous portfolio management and financial planning. The firm combines technical and fundamental analysis with a proprietary, rules-based Quantitative Strategy to manage client portfolios.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. with 16 years of industry experience. He holds the Series 65 designation and has been with Executive Money Managers since 2010. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and advisory consulting. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, offering customized or model portfolio solutions managed under discretionary authority.