Whitney Blair Burch

Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.

Scott Mc Dowall is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with CapSouth Partners, Inc., now operating as CapSouth Wealth Management, since 2015. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a long-term, fundamentally driven investment approach supplemented by tactical strategies and partnerships with select sub-managers.

Robert Williams Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Hiawassee, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Capital Investment Group, Inc. since 2010 and has been associated with National Life Insurance of Vermont and National Financial Services Group since 2003. Outside of his advisory role, Williams is a CPA who provides accounting and tax preparation services and serves on the advisory board of United Community Bank. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs a personalized investment process using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

James Huhn is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with multiple firms including IAMS Wealth Management, Brookstone Wealth Advisors, and SIGMA Financial Corporation. Outside of his advisory role, he is president of Wellness Technologies Group, a company involved in the sales of nutritional and technology products. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a blend of fundamental, technical, and cyclical analysis and employs model portfolios alongside discretionary or non-discretionary authority, with access to various sub-advisers and custodians.

Terry White is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked with firms including Blue Duck Wealth Management and Transamerica Financial Advisors. Outside of his advisory role, he is the organizer and principal agent of IMPACT WealthBuilder, LLC, which provides financial education workshops and planning for families and small business owners focused on life insurance and fixed index annuities. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and sub-advisory support, employing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

Victoria Lindsey is a financial advisor at Private Advisor Group, LLC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked previously at Independent Financial Partners and LPL Financial LLC. Lindsey is also involved in fixed insurance sales as an insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary advisory model, utilizing various investment strategies and technology platforms, and provides access to third-party managers and proprietary programs.