John Dunn is a CFP® with 32 years of industry experience, currently serving at The Strategic Financial Alliance, Inc. since 2003. He holds Series 63 and Series 65 licenses and is based in Woodstock, GA. Outside of his advisory role, Dunn is a board member of Procom Sales, Inc., a data transfer sales company. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports third-party manager platforms, implementing client strategies through both in-house management and co-advisory arrangements.

Sherry Campbell is a CFP® professional with 29 years of industry experience, currently affiliated with The Strategic Financial Alliance, Inc. She has worked at Gencrest Capital Partners since 2024 and has been involved with Strategic Blueprint, LLC and The Strategic Financial Alliance for nearly a decade each. In addition to her advisory roles, she provides tax preparation and divorce wealth planning services. The Strategic Financial Alliance serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management, financial planning, and consulting services, utilizing a range of investment strategies through co-advisory relationships and third-party managers.

Roberta Lee Driscoll is a financial advisor with The Strategic Financial Alliance, Inc. in Honolulu, HI, holding a Series 63 designation and 37 years of industry experience. She has been with The Strategic Financial Alliance since 2009 and has operated her own financial consulting and writing practice since 1988. Driscoll serves as a volunteer finance committee member and president of AOAO Ward Lanai. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, third-party manager selection and referral, financial planning, and wealth planning seminars. The firm supports both in-house portfolio management and co-advisory arrangements, with a majority of assets managed on a non-discretionary basis.

Cheryl Knight is a financial advisor with The Strategic Financial Alliance, Inc. in Foothill Ranch, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is occasionally involved in assessing insurance needs and presenting fixed insurance product solutions through a separate business activity. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting services. The firm supports multiple portfolio programs and third-party manager platforms, managing the majority of its assets on a non-discretionary basis.

Kevin Murphy is a CFP® professional with 18 years of experience in the financial services industry. He has worked at The Strategic Financial Alliance, Inc. since 2014, following roles at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, Murphy is also an associate of North Georgia Wealth Advisors, a financial services and fixed insurance business. The Strategic Financial Alliance serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and financial planning services through various programs and third-party manager relationships, with a primary focus on non-discretionary and co-advisory investment strategies.

Joe Pearce is a financial advisor with The Strategic Financial Alliance, Inc. in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Strategic Financial Alliance since 2005. The Strategic Financial Alliance serves individuals, retirement plans, trusts, and other entities by offering portfolio management, financial planning, consulting, and access to third-party managers through various portfolio programs. The firm uses a combination of in-house management and co-advisory arrangements, with a significant portion of assets managed on a non-discretionary basis.

David Trende is a financial advisor with The Strategic Financial Alliance, Inc. He holds a Series 66 designation and has 28 years of industry experience. Prior to joining The Strategic Financial Alliance in 2022, he worked for American Portfolios for 14 years. Outside of his advisory role, he is involved in fixed insurance consulting and business consulting through several independent ventures. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients by offering portfolio management, third-party manager selection, financial planning, and consulting services. The firm employs customized strategies through various programs and has a dual registration as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Amy Rubin is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Ms. Rubin has worked at Carlyle Wealth Planning, Inc. and The Strategic Financial Alliance since 2016. Outside her advisory work, she is president of Rubin Financial Services, managing commissions and business expenses, and she also refers clients to a Medicare insurance agency for complex Medicare questions. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers portfolio management, third-party manager selection, financial planning, and advisory services, employing customized strategies through co-advisory relationships and use of diversified investment products.

Joseph Copeland is a financial advisor at The Strategic Financial Alliance, Inc. based in Atlanta, GA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Timbrel Capital, LLC and Johnson Outdoors. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house and third-party asset managers to implement client strategies, serving a diverse client base with a range of investment programs.

Deaderick Jones is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience, including 20 years at Fsc Securities Corporation and 3 years at OSAIC. He serves as a board member for the Decatur Alumni Chapter of Kappa Alpha Psi Fraternity, Inc. The Strategic Financial Alliance serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management, third-party manager selection, financial planning, and consulting through customized strategies and a combination of discretionary and non-discretionary management.

Michael Spieler is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 19 years of industry experience. He has been involved with Strategic Blueprint since 2021 and also owns Sherpa Financial Advisors, where he provides financial advisement and planning services. Spieler has worked at The Strategic Financial Alliance, Inc. since 2006. Strategic Blueprint, LLC is an enterprise firm based in Irvine, CA, with 52 advisors. The firm offers advisory services that integrate various financial planning and investment strategies.

Mel Hertz is a financial advisor with The Strategic Financial Alliance, Inc. in Kailua, HI, holding a Series 63 designation and bringing 46 years of industry experience. He has worked at The Strategic Financial Alliance since 2003 and previously operated The Retirement Coach from 1999 to 2023. The Strategic Financial Alliance serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers portfolio management, financial planning, third-party manager selection, and subscription advisory services, utilizing customized strategies through its Strategic Choice programs and a blend of asset classes and third-party managers.

Charles Wiggins is an advisor at The Strategic Financial Alliance, Inc. with a Series 66 credential and one year of industry experience. He has been associated with Carolina Wealth Advisors, LLC and operates Wiggins Financial Services, which provides bookkeeping services for small businesses. Wiggins also contributes to the Co/Investor Club by consolidating economic news and preparing weekly newsletters. The Strategic Financial Alliance offers advisory services to individuals, retirement plans, and trusts, utilizing both in-house portfolio management and third-party manager platforms, with a focus on non-discretionary asset management.