Saverio Nicholas Paglioni

Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

Joe Richardson is a CFP® professional with 19 years of experience, operating as the sole advisor at Strategic Capital Planning, Inc. in Kennesaw, GA since 2006. He also has a long-standing role with the Cobb County School District beginning in 2001. Outside of financial advising, he provides accounting services and oversees the accounting department for Planters Rural Telephone Cooperative. Strategic Capital Planning, Inc. offers personalized financial planning, 401(k) consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses mutual fund–based strategies with a focus on passive funds and delivers portfolio management mainly on a non-discretionary basis with regular client involvement.

Jeremiah Beguesse is a financial advisor at Berone Capital LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Alexander Capital, Centaurus Financial, Bank of America, Merrill, and MassMutual. Berone Capital provides discretionary investment supervisory and portfolio management services to a select group of individual and institutional clients. The firm employs a flexible, opportunity-driven investment approach that includes global macro and event-driven strategies across multiple asset classes with an emphasis on due diligence.

Andrew Hamm is a CFP® professional with 16 years of industry experience. He is the sole advisor at Summit Private Wealth, LLC, an independent firm he has led since 2019. His prior roles include positions at Kurt Mattson, Northwestern Mutual Investment Services LLC, Wells Fargo, Charles Schwab, and Truist Investment Services. Summit Private Wealth, LLC provides discretionary portfolio management and financial planning services to a small client base, including individuals, corporations, pension plans, and charitable institutions. The firm develops individualized investment policies and typically implements portfolios using fundamental, technical, and cyclical analysis.

Robert Valenti is the principal of Archangel Investment Management in Woodstock, GA, with 12 years of industry experience. He holds Series 63, 65, and 66 registrations and has previous experience at Morgan Stanley Dw Inc. Valenti also owns and manages Sierra Victor Management & Consulting, a management consulting firm unrelated to investment advisory services. Archangel Investment Management provides discretionary, fee-based investment management primarily for individual clients. The firm employs both fundamental and technical analysis to create diversified portfolios using various investment vehicles, managing accounts on a discretionary basis according to written guidelines.

Kenneth Mullinax is a CFP® professional with 21 years of industry experience. He is the principal of NPV Advisory Services, LLC, where he has worked since 2014. NPV Advisory Services provides fee-only financial planning and investment advisory services to individuals, business entities, trusts, and retirement plans. The firm emphasizes retirement plan design and consulting, using a strategic asset allocation approach focused on low-cost investment vehicles and financial planning as the foundation for recommendations.