William A Robertson V

Bryant Rippy is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Money Concepts Capital Corp. His prior experience includes roles at F & M Wealth Management, F & M Bank, and Raymond James Financial Services. Outside of securities, he is a salaried employee at True North Wealth Group, dedicating significant time to this non-investment-related activity. Money Concepts Capital Corp serves approximately 14,700 clients through 431 advisors, offering portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and modern portfolio theory for asset allocation and account rebalancing.

Kelvin Bishop is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also a managing member of the CPA firm Harting, Bishop & Arrendale, PLLC. Outside of his advisory and accounting roles, he serves as treasurer for The Cleveland 100, a nonprofit organization, and is a trustee and finance committee member for the Cleveland Bradley County Public Library. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, blending fundamental and technical analysis with modern portfolio theory to serve approximately 14,700 clients.

Colin Cross is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has experience at Engineered Wealth Solutions and has worked in roles at Planet Fitness, Lyft, Uber, and as a self-employed professional. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and comprehensive back-office support for individual and institutional clients.

Jefferson Fuller is a financial advisor with Empower Advisory Group in Portland, TN, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Insight Strategic Wealth LLC, Kraft Asset Management, Regions Bank, and Cetera. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated service model focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Brandon Di Simone is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has two years of industry experience. His prior work includes roles at Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning across various topics without including implementation, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Sundi Puckett is a CFP® professional with four years of experience in the financial industry, currently working at Edward Jones since 2022. Prior to Edward Jones, Puckett held roles at David Patton Homes, Serpro Industries, PC&D, and the Center For Restorative Medicine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.