Rodney Frederick Nock

Russell Beasley is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at Creative Financial Designs since 2017 and at CFD Investments since 2016. Outside of his advisory role, he is a math teacher at Foothills Charter School. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm employs asset-class model allocations across multiple risk levels, offers Biblically Responsible Investing strategies, and provides flexible billing options including subscription and retainer plans.

Jeffrey Falke is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LPL Financial, Fortis Group Advisors, and Invest Financial Corporation. He serves as secretary of the advisory board for Atlantic Care Center, a nonprofit charity organization. Kingswood Wealth Advisors provides investment advisory and consulting services to a diverse client base, including individuals, corporations, pension plans, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to clients’ objectives and risk tolerance while offering services such as portfolio management, financial planning, and fiduciary plan advisory.

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Deborah Dorman is a financial advisor with Equity Services, Inc. and National Financial Services Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Equity Services since 2013. Outside of her advisory role, Deborah provides pet care services, including feeding and walking animals and cleaning stalls. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and manages a substantial amount of both discretionary and non-discretionary client assets.

Donavan Layton is a financial advisor with Edward Jones in Lavonia, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages Layton Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Cheek is a financial advisor with Edward Jones in Hartwell, GA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Georgia and the Franklin County Board of Education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.