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.

Terry White is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. He holds a Series 65 credential and has worked previously at Blue Duck Wealth Management and Transamerica Financial Advisors, Inc. White is also the owner and principal agent of IMPACT WealthBuilder, LLC, which provides workshop-based financial education focused on family and business protection as well as wealth accumulation through permanent cash value life and fixed index annuity planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs quantitative optimization and proprietary models to implement strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, and offers services including discretionary portfolio management, financial planning, and ERISA consulting.

Matthew Bradshaw is a financial advisor with Credit Union Investment Services in Hayesville, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has previously worked at FR Owen & Associates and Gwn Securities Inc. Bradshaw also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers who offer recommendations while clients retain final decision-making authority.

Michael Moore is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advisory Services Network, LLC, Precision Capital Management, and his own Moore's Wealth Management. Outside of his advisory role, Moore consults financial advisors on practice management and marketing through his consulting firm and coaching activities. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets for a diverse client base, offering discretionary and non-discretionary portfolio management across various account types. The firm employs proprietary and third-party investment strategies tailored to client objectives, with portfolios spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Victoria Lindsey is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her career includes roles at LPL Financial since 2009 and Independent Financial Partners from 2016 to 2019. Lindsey also has experience as a fixed insurance sales agent. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Kenneth Dunlap is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent involved in the solicitation and sale of fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm delivers investment guidance through a combination of model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary programs.

Kris Pahl is a Series 66 credentialed financial advisor with 20 years of experience, currently practicing at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Mr. Pahl serves as an elder at All Saints Lutheran Church, assisting with spiritual support and church services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm integrates planning and managed-account services under a consolidated billing option, serving clients through a large network of financial advisors.

James Cuppia is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Andrew Backer is a CFP® professional with six years of industry experience, currently associated with Edward Jones since 2019. Prior to joining Edward Jones, he worked with Backer Pressure Washing Services and JOMCO, and has experience as an All South Wrestling Official. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment solutions under a fiduciary standard.

Zackery Jones is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and joined Edward Jones in 2024. Prior to his advisory role, he worked in various positions including at Cracker Barrel and local hospitality businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

John Pirie is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Ingles Markets Inc. for seven years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Oleg Malyshev is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Acorn Management Partners from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Elijah Eatherly is a financial professional at Cetera with three years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial and Concourse Financial Group Securities Inc. Outside of his financial services role, he serves as an ambassador for the Blairsville Union County Chamber of Commerce. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Edward Biers is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, Summit Brokerage Services, and Newbridge Securities Corporation. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Jacob Meredith is a financial advisor with LPL Financial based in Hiawassee, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at United Community Bank and has experience with WinShape Camps and the Georgia Institute of Technology. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Carmen Lance is a Series 66-licensed financial advisor with Ameriprise in Blairsville, GA, and has 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, Lance serves on several nonprofit boards including as President of the Cherokee County Community Foundation and Secretary of the Cherokee County Chamber of Commerce. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing personalized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement income advice through a centralized consulting team.

James Brown III is a financial advisor with Edward Jones in Blairsville, GA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, Mr. Brown serves in the United States Army Reserve, where he holds roles including Detachment Commander of a psychological operations unit and Officer for a Selective Service unit. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Phillip Kesler is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2011 and has also been associated with South State Bank since 2018. Kesler has experience in trust and investment services through a prior role at Park Sterling Bank. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides multiple investment delivery options.

Scott Carter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for over two decades and has been involved with his own enterprises, including Scott Carter Enterprises Inc and Carter Insurance and Investments, since 1989. Carter also serves as a partner and board member at Carter Williams LLC, which focuses on insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its institutional platform.

Jodi Sullivan is a financial advisor with Edward Jones in Hayesville, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Mark Stevens is a financial advisor with LPL Financial in Blairsville, GA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has led Stevens Wealth Strategies since 2011. Outside of his advisory work, Stevens is involved in senior transitions and move management through Sterling Transitions Atlanta North. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Robert Anderson III is a financial advisor with Raymond James Financial in Hiawassee, GA, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and operated Anderson Financial Services from 2010 to 2020. Outside of his advisory role, Anderson is involved as an agent for a non-variable insurance business providing fixed annuity options and is the owner of Tordust LLC, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through comprehensive risk profiling and supported by a broad affiliate network.

David Edwards is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of financial topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and asset management services.

Robert Moore Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves as the mayor of Blairsville, Georgia. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Whitney Burch is a financial advisor with LPL Financial in Blairsville, GA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation from 2010 to 2018. Burch is also associated with United Community Advisor Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Deanna Edwards is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Barbara Horton is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2014. Outside of her advisory role, she serves on the board and council of a local church in Andrews, NC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.