Kevin Webb is a financial advisor at GAMSG Financial Advisors LLC with 10 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with GAMSG Financial Advisors since 2022. Webb is also the CEO and owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. GAMSG Financial Advisors LLC is a fee-based, state-registered investment adviser serving individual retail investors through discretionary portfolio management and financial planning. The firm emphasizes diversification and sector allocation using mutual funds and ETFs, with a focus on cost efficiency and risk control.

Latavius Powell is a financial advisor at CSG Wealth Management with 19 years of industry experience. He has held Series 63 and Series 65 licenses and has led CSG Wealth Management since 2010. Outside of advising, Powell holds a real estate license and is involved in a film production company and a trucking business, each requiring limited time monthly. CSG Wealth Management primarily serves professional athletes and high-net-worth individuals, providing financial planning, consulting, and portfolio management. The firm uses a value-oriented investment approach that blends fundamental and technical analysis and offers tailored financial plans and investment recommendations.

Douglas Ott is a financial advisor at Andvari Associates LLC in McDonough, Georgia, holding a Series 65 designation with 13 years of industry experience. He has been with Andvari Associates since its founding in 2013. Andvari Associates LLC is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals and institutional clients through separately managed accounts and a private pooled investment vehicle. The firm employs a long-term, fundamental, bottom-up equity analysis approach combining growth and value strategies, and distinguishes itself by managing a private fund and using performance-based compensation arrangements for certain clients.

Joquinn Sadler is a financial advisor with Nortlov Advisory, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has held roles at multiple firms including Quoin Capital LLC and Dalmore Group LLC. Sadler is also president of the Rising Sun Foundation, a nonprofit focused on community initiatives such as youth mentorship and providing support for education and hunger relief. Nortlov Advisory provides investment management, consulting, financial planning, and estate planning services to a diverse client base including individuals, families, businesses, trusts, estates, and institutional clients such as insurance companies and municipal entities. The firm emphasizes tailored portfolio strategies incorporating asset allocation, trading strategies, and third-party manager integration.

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

Brian Biederman is a CFP® with 41 years of experience in the financial industry. He is affiliated with Nortlov Advisory, LLC and has worked previously at firms including Money Concepts Capital Corp. and IP Financial Advisory Services LLC. Outside of his financial career, he serves as a volunteer board member and assistant kitchen manager at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center of Raleigh and leads a volunteer team for a Jewish community burial organization. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to individuals, families, businesses, trusts, estates, and various institutional clients. The firm emphasizes tailored portfolio strategies focusing on asset allocation and integrates long- and short-term trading, options strategies, and third-party manager due diligence.

Rachel Faulk is a Series 66-licensed financial advisor at Global Investment Advisory with two years of industry experience. She has held roles at several firms, including American Global Wealth Management, Cape Securities Inc, and Diligent Corporation. Outside of advisory work, she serves as Compliance Director for AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Global Investment Advisory offers fee-based, discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non-high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios to client objectives and risk tolerances.

Edward Brooks III is a financial advisor with Cape Investment Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at American Global Wealth Management since 2026 and Cape Securities Inc since 2010, alongside running his own accounting and tax preparation business through Edward R. Brooks, LLC. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports over 1,600 clients with a network of approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Danny Strain is a financial advisor with Cape Investment Advisory, Inc. in Columbus, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Paradigm Financial Group, L.L.C. and Cape Securities Inc. Since 2019, he has also owned Elite Wealth Management Group, LLC, an entity focused on fixed insurance sales. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through roughly 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis, with options for third-party asset managers.

David Bell is a financial advisor with Cape Investment Advisory, Inc. based in Monroe, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cape Investment Advisory and its affiliated entities since 2017, with prior experience at Legend Equities Corporation from 2005 to 2017. Outside of his advisory role, he serves as a Regional Client Manager for ACCG Retirement Services, assisting with enrollment and servicing of governmental retirement plans in Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and operates a multi-office network that emphasizes tailored asset allocation and portfolio construction using fundamental, technical, and macroeconomic analysis.

Samuel Phillips is a financial advisor at Cape Investment Advisory, Inc. with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Phillips has worked at firms including Ameritas Investment Corp and United Producers Group. Outside of his advisory role, he serves on the board of directors for Phoenix Pass, an advocacy and intervention program for homeless mothers. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and employs a flexible asset allocation approach tailored to client goals.

Steven Wisnewski is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Cape Investment Advisory since 2017, alongside roles at Cape Securities Inc. and various insurance carriers through W & R Insurance Agencies. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately 40 advisors managing about $402 million in regulatory assets and offers tailored portfolio construction through a flexible model that incorporates fundamental, technical, and macroeconomic analysis.

Eric Edwards is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has 12 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, CUNA Brokerage Services, and M&T Securities. Outside of his advisory work, he serves as a benefits adviser for government employee associations and also provides insurance and annuity advisory services through TrueChoice Financial. Cape Investment Advisory offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach tailored to client goals using fundamental, technical, and macroeconomic analysis.

Jacob Wedincamp is an advisor at Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to joining Cape Investment Advisory, he worked at Nexus EcoServices and Harbin Engineering and spent several years at Carlson Environmental Consultants. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Virginia Irby is a financial advisor at Avantax Planning Partners, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cape Securities Inc and Hargrave, Freeman & Leto. Outside of her advisory roles, she is involved with Gulf Breeze Enterprises, Inc. and The Planters Warehouse & Lumber Co. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.

Stephen Enochs is an advisor at Cape Investment Advisory, Inc. in Marietta, GA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cape Investment Advisory since 2009, as well as American Global Wealth Management since 2026. Outside of his advisory role, he is president of S. Enochs Investments LLC, an investment-related business. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm manages approximately $402 million in assets, supports about 1,624 clients through around 40 advisors, and operates a multi-office network offering tailored portfolio management and 401(k) counseling.

Karen Turner is a financial advisor with Cape Investment Advisory, Inc. She holds the CFP® and ChFC® designations and has 14 years of industry experience. Prior to joining Cape Investment Advisory, she worked at Davenport & Co. LLC. Turner is a general partner in a family real estate partnership. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that combines fundamental, technical, and macroeconomic analysis.

James Walker is a financial advisor at Cape Investment Advisory, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Global Wealth Management and New York Life Insurance Co. Outside of his advisory role, Walker is the CEO of Strictly Business Legacy, LLC, a consulting firm focused on small business medical and property-casualty insurance, and serves as a board member of the National Association of Health Underwriters’ South Atlanta chapter. He is also active as a real estate agent with Village Premier Collection Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm employs a network of advisors who tailor portfolio construction to client goals using various analytical methods and offers multiple service delivery models, including wrap programs and third-party asset managers.

Aldeen Robinson is a financial advisor with Cape Investment Advisory, Inc. in McDonough, GA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior work includes roles at American Global Wealth Management, Triad Advisors, and United Planners' Financial Services. Outside of his advisory work, Robinson serves as president of his local homeowner's association, managing its affairs. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports over 1,600 clients through about 40 advisors, offering tailored asset allocation and portfolio construction using fundamental, technical, and macroeconomic analysis.

Wayne Sanders is a financial advisor at Cape Investment Advisory, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cape Securities since 2016, also working at American Global Wealth Management since 2026. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm manages approximately $402 million in regulatory assets, supports about 1,624 clients through a team of roughly 40 advisors, and operates a multi-office network offering tailored portfolio construction and 401(k) counseling.