Tracy Mc Daniel

Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

Daphane Simmons is a financial advisor with Nvest Wise, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Nvest Wise since 2007. Nvest Wise, LLC serves primarily small business owners and individual clients, providing financial planning, portfolio analysis, cash-flow and business consulting, and 401(k) plan services. The firm employs a disciplined investment approach that combines fundamental research with technical analysis and focuses on written recommendations rather than turnkey discretionary management.

Hakeem Webb is a financial advisor at National Christian Financial Advisors, Inc. in Douglasville, GA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2006. In addition to his advisory role, he engages in solicitor activities for real estate lenders and provides investment banking services. National Christian Financial Advisors serves individual investors, pension plans, corporations, and other business entities, offering discretionary portfolio management, financial planning, and qualified plan consulting. The firm emphasizes active management focused on risk control and value principles and provides faith-based investment strategies alongside institutional portfolio management and sub-advisory services.

Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

Adonis Roberson is a financial advisor with Principal Advised Services and holds Series 63 and Series 65 licenses. He has three years of industry experience with prior roles at Principal Securities Inc., Principal Life Insurance Company, Wells Fargo, and Amazon. Roberson also serves as an Assistant Vice President at Principal Bank, focusing on sales of bank deposit products. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm is affiliated with Principal Financial Group and integrates proprietary models and third-party tools to serve its clients.

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Backus is also involved with Villa Rica First United Methodist Church. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes a network of 219 advisors and employs a mix of model portfolios, sub-advisors, and technology platforms to manage client assets.