Richard Christopher Garcia

Jeffrey Riblet is a financial advisor at Asset Protection Group, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at his current firm since 2010. Riblet also provides personal financial counseling to military personnel, focusing on military benefits, cash flow, and debt reduction. Asset Protection Group offers discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses fundamental analysis and modern portfolio theory in investment selection and operates as a fiduciary without taking custody of client assets.

John Cory is the principal of Asset Accumulation, Protection, Preservation and Transfer, LLC and holds Series 63 and Series 65 credentials with 41 years of industry experience. He has worked at Dempsey Lord Smith, LLC and has led his current firm since 1999. In addition to his advisory work, Cory is a licensed attorney and CPA with ongoing involvement in legal and tax services, and he serves as co-trustee for two trusts. His firm provides investment advisory and financial planning services to individuals, trusts, estates, and various entities, including corporations and family limited partnerships. The firm emphasizes asset allocation, portfolio construction, and third-party manager selection, typically operating in a non-discretionary capacity, and integrates legal, tax, and insurance expertise within its advisory offerings.

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.

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.

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.

Jennifer Cramer is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and 12 years of industry experience. She has held roles at Imagine Financial, LLC, Madison Avenue Securities, LLC, and Principal Life Insurance Company. Outside of her advisory work, she serves as operations manager for Imagine Financial, overseeing business operations and processing for securities and insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs with a focus on standardized model and platform services.