Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

Daphane Simmons is a financial advisor with Nvest Wise, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Nvest Wise since 2007. Nvest Wise, LLC serves primarily small business owners and individual clients, providing financial planning, portfolio analysis, cash-flow and business consulting, and 401(k) plan services. The firm employs a disciplined investment approach that combines fundamental research with technical analysis and focuses on written recommendations rather than turnkey discretionary management.

Hakeem Webb is a financial advisor at National Christian Financial Advisors, Inc. in Douglasville, GA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2006. In addition to his advisory role, he engages in solicitor activities for real estate lenders and provides investment banking services. National Christian Financial Advisors serves individual investors, pension plans, corporations, and other business entities, offering discretionary portfolio management, financial planning, and qualified plan consulting. The firm emphasizes active management focused on risk control and value principles and provides faith-based investment strategies alongside institutional portfolio management and sub-advisory services.

Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

Adonis Roberson is a financial advisor with Principal Advised Services and holds Series 63 and Series 65 licenses. He has three years of industry experience with prior roles at Principal Securities Inc., Principal Life Insurance Company, Wells Fargo, and Amazon. Roberson also serves as an Assistant Vice President at Principal Bank, focusing on sales of bank deposit products. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm is affiliated with Principal Financial Group and integrates proprietary models and third-party tools to serve its clients.

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Backus is also involved with Villa Rica First United Methodist Church. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes a network of 219 advisors and employs a mix of model portfolios, sub-advisors, and technology platforms to manage client assets.

Ivan Magalit is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Merrill and Thrivent Financial. Outside of his advisory role, he is the co-founder of The A.U.T Initiative, a nonprofit focused on improving access to mental health services for marginalized communities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and investment services.

Jason Norton is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and 21 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has prior experience with Independent Financial Partners, LPL Financial, and Norton Financial Inc. Norton also serves as a notary public. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers asset management, financial planning, retirement plan consulting, and acts as a sponsor for third-party managers and model portfolios, utilizing a combination of fundamental, quantitative, and portfolio-theory analysis.

Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has been affiliated with LPL Financial, LLC since 2016 and provides administrative support to Independent Advisor Alliance. Outside of her advisory role, she is a commissioned notary. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to manage client allocations.

John White is a financial advisor with Advisor Share Wealth Management, LLC in Carrollton, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Sequent Planning, LLC and operated his own advisory and insurance business as a sole proprietor. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs third-party sub-advisers and model portfolios, using quantitative and qualitative evaluations to manage client strategies.

Christopher Kitchens is a CFP® professional with one year of experience, currently affiliated with United Planners' Financial Services of America. He has held roles at several businesses including Integrity Health Solutions and owns Hound Hogs BBQ Supply Co., a company that produces hunting, fishing, and cooking videos on YouTube. He also serves as an associate pastor at Hope Church. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm operates an open-architecture platform with multiple custodians and money managers, focusing largely on non-discretionary assets.

Patricia Mack is a financial advisor with Truist Advisory Services in Hiram, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with SunTrust Advisory Services and affiliated entities since 2015. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions utilizing firm-level model portfolios, third-party managers, and advisor-led asset allocation with an emphasis on plan governance and due diligence.

Theophilus Asante is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has been with Truist in various roles since 2015, including positions at Truist Bank and Truist Investment Services. Outside of his advisory work, he is a signer for Lynks Consultium LLC, a hair braiding salon. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Che Bailey is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Capital Benefit Consultants and Personal Capital. Outside of his advisory role, he is involved with Four Sons Enterprises, a spirits branding business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time plans and optional managed account solutions.

Jonathon Monsour is a CFP® professional with 29 years of experience in the financial services industry. He has worked at United Planners Financial Services of America since 2017 and previously spent eight years with Cambridge Investment Research Advisors, Inc. In addition to his advisory work, Monsour has operated M&M Property Group since 2004. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors using an open-architecture platform.

Michael Stone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2018 and previously at IFG Advisory, Milestone Investment Management, and LPL Financial. Stone is also involved in fixed insurance sales and owns an operating company related to his securities and advisory business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction while leveraging Commonwealth’s investment research and platform capabilities.

William Crawford is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and over two years of experience in the financial services industry. His previous roles include positions at PNC, J.P. Morgan Securities, and JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates.

Michael Dennard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, Signator Investors, and Transamerica Financial Advisors. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions, combining firm-level model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and multiple service platforms.

Julia Moody is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2023. Her prior experience includes roles at Regions Bank, Cetera Investment Services LLC, and BB&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated entities.

Bobby Powers is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior roles include positions at Fogo Data Centers and SwingThought Tour. He also receives compensation for referrals related to home security and automation products through Primerica Client Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation.