Ronald Simmons Jr.

Brandon Allen is a financial advisor at AAIM Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Benefits Plus and TriCities Advisors. In addition to his advisory role, he is an insurance agent and agency owner involved in selling Medicare and group health insurance products. AAIM Financial provides portfolio management services primarily to individual and high-net-worth clients, developing customized Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment strategies including options trading and model portfolios.

Ryan Earley is a financial advisor at PERS Pro with a Series 65 designation and one year of experience. His prior roles include positions at the University of Georgia's Terry School of Business, Catona Climate, and a decade with the Jackson County School District. PERS Pro provides fee-only financial planning and implementation services primarily to mid- to late-career state employee professionals. The firm emphasizes a passive, long-term buy-and-hold investment approach using low-cost index funds and ETFs, offers tailored financial plans, and operates on a fixed-fee model rather than percentage-based fees.

William Beard is a financial advisor at WealthHarbor Capital Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at WealthHarbor since 2017. Beard is also a 50% owner of MRG Insurance Services, where he is active as a property and casualty insurance agent. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and combines conservative core investments with tactical allocations to manage risk, offering both discretionary and non-discretionary management across a range of investment vehicles.

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.

Karen Garner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Roberts Wealth Management, and RWM Capital. She is also CEO and financial advisor at Catalyst Wealth Advisory, where she offers retirement investment products and fiduciary retirement advice. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform and utilizing a third-party services platform for trading and compliance.

Scott Davis is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and one year of industry experience. He has previously worked at Catalyst Wealth Advisory, RWM Capital, LLC, Roberts Wealth Management, LLC, and spent nearly a decade at Neuromonitoring Associates. Outside of advisory roles, he is involved with Catalyst Wealth Advisory in providing financial advisory services including annuities and life insurance. Impact Partnership Wealth offers investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.