Steven Daniel Stipe Jr.

Matthew Tuten is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Northwestern Mutual and Avantax. Tuten is a managing partner at BYRT Financial Advisors, LLC, where he oversees office operations and business decisions, and is involved in additional financial advisory and insurance-related activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Roy Smith Jr. is a financial advisor at Cape Investment Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Paragon Partners. Since April 2024, he has also served as a regional client manager supporting and educating state of Georgia plan participants through ACCG's Retirement Solutions. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, using a process that incorporates personal client discussions and asset allocation informed by historical data and optimization software.

Kella Bell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Kestra, she worked at Avantax Advisory Services and Avantax Investment Services Inc., and she has over a decade of experience as a partner at BYRT CPAs, LLC, where she specializes in tax preparation and planning. Outside of her advisory role, she serves as secretary of Southeast Bolt Company, a hardware store owned by her family, assisting occasionally with bookkeeping. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Jacob Evors is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at BYRT Financial Advisors LLC, Avantax Investment Services Inc., and Northwestern Mutual. He also served eight years on the Pierce County Board of Education. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of December 2025. The firm serves both individual and institutional clients and offers a wide range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.

John Pfaff II is a financial advisor with Edward Jones in Waycross, GA, holding a Series 66 designation. He has prior experience at MFA Incorporated and the University of Missouri, as well as a decade at Georgia Connections Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Paul Walker is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors, Inc. for eight years. Outside of his advisory role, he owns Parable Financial Network and supervises the financial secretary for First Assembly of God church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers through a large network of affiliated advisors and multiple platforms.