Steven Cross

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

Robert Jetmundsen is the principal of Worthscape, LLC in Atlanta, GA, where he has been providing advisory services since 2006. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Outside of his advisory role, he is involved in several entrepreneurial ventures, including serving as president of Bobbo Aviation and Raj Holdings, owning a publishing company, and managing a motor yacht charter business. He also serves on the board of L2C, Inc. Worthscape offers discretionary portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach focuses on concentrated portfolios of U.S. common stocks supplemented by other securities and employs both fundamental and technical analysis, with occasional use of active trading strategies and derivatives.

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Justin Campagna is a financial advisor at Emergent Financial Group, LLC in Atlanta, GA, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arista Consulting Group, Ashford Advisors, Capstone Financial, and InfoSys McCamish Systems. In addition to his advisory role, he provides insurance services as a licensed independent insurance agent and offers pension and benefit consulting to employers through Emergent Financial Group. Emergent Financial Group provides investment advisory and pension consulting services primarily to retirement plan sponsors and institutional clients, while also offering asset management and financial planning for individual accounts. The firm employs a value-oriented investment approach combined with tactical and strategic asset allocation and offers both nondiscretionary fiduciary consulting and discretionary fiduciary management for retirement plans.

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.