Victor Boltniew is a financial advisor with Solid Rock Investment Advisory LLC and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Capital Retirement Planning, LLC and Capital Asset Advisory Services, LLC. Boltniew also owns Tennessee Valley Retirement Solutions, an affiliated insurance business where he sells life, health, LTC, annuities, and Medicare supplements. Solid Rock Investment Advisory LLC provides discretionary asset management and financial planning services, primarily serving individuals, high-net-worth individuals, trusts, and estates. The firm employs fundamental analysis and charting in its investment approach, with ongoing portfolio monitoring, rebalancing, and discretionary trading authority under client agreements.

Joshua Luff is a CFA® charterholder with 12 years of industry experience. He has worked at CLP Asset Management, LLC since 2019 and previously spent five years at Great Lakes Advisors, L.L.C. Luff is involved with WatersEdge Management, LLC and CLP Investments, LLC, both of which manage investment vehicles for select clients. CLP Asset Management, LLC is an independent SEC-registered advisory firm serving a concentrated client base of high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on tailored asset-allocation strategies that may include private family-office funds and advanced investment instruments.

Alistair Huong is a ChFC® credentialed financial advisor with AdventEdge Financial, LLC, bringing four years of industry experience. He has been with AdventEdge Financial since 2021 and serves as the Executive Director of AudioVerse, a nonprofit organization, a role he has held since 2012. AdventEdge Financial provides investment management and financial planning services primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach based on Modern Portfolio Theory and offers educational seminars and speaking engagements alongside traditional advisory services.

Robert Glasgow is a CFP® and ChFC® with 23 years of industry experience. He is the sole advisor at Providence Squared LLC, where he has worked since 2023. Prior to this, he held advisory roles at Guardian Wealth Management, Inc. and HHM Wealth Advisors, LLC. Outside of his advisory work, he provides personal and business consulting under separate agreements. Providence Squared is an independent registered investment adviser serving individuals, families, businesses, trusts, and non-profits with discretionary portfolio management, financial planning, and project-based advisory services. The firm employs a proprietary T Alpha Portfolio strategy within an open‑architecture model, focusing on systematic, repeatable processes designed to reduce downside risk and address behavioral factors affecting investor performance.

Giovanni Reed is a financial advisor at Benson Wealth Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Benson Wealth Management, he worked at J Alexanders and has operated as a sole proprietor providing insurance services. Benson Wealth Management, Inc. offers discretionary asset and portfolio management services primarily to individual clients, using technical and charting analysis and employing strategies that may include options and margin. The firm conducts quarterly account oversight and typically recommends Charles Schwab as custodian while allowing clients to set written restrictions.

Barrett Benson is a financial advisor at Benson Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various iterations of Benson Wealth Management since 2012, as well as Infinity Financial Services since 2016. Benson Wealth Management, Inc. provides discretionary asset and portfolio management services primarily to individual clients, focusing on tailored investment strategies that incorporate technical and charting analysis. The firm manages accounts on a discretionary basis with regular oversight, including rebalancing and tax-loss harvesting reviews.

John Cosgrove is a financial advisor at Kingsman Wealth Management Inc. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including T C Advisors LLC and Chief Advisors Corp. Outside of his advisory role, Cosgrove owns and operates The Leadership Workshop LLC, where he conducts leadership workshops and serves as a life coach. Kingsman Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. The firm combines fundamental analysis, technical charting, and modern portfolio theory to create diversified portfolios and also offers pension consulting and participant education services.

Ryan Bennett is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Freedom Financial LLC, First Heartland Capital Inc, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he operates a hobby business selling trading cards on eBay with his son. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative investments.

Shane Neal is a CFP® with 27 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2016. He has been associated with StoneX Securities Inc. since 2012. Neal is also the owner and president of Compass Wealth Management LLC, where he manages daily operations and financial planning activities outside of market hours. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple platforms and third-party managers to implement customized investment strategies.

Rick Hughes is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at several firms, including American Retirement Institute and Retirement Wealth Advisors. Outside of his advisory role, he serves as president of Hughes Retirement Group, where he is involved in insurance sales, and he facilitates estate planning document services. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, and offers discretionary trading authority within client-imposed restrictions.

Elliott Peigen is a financial advisor at Infinity Financial Services Advisory with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Infinity Financial Services Advisory since 2020 and at Infinity Financial Services since 2016. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life insurance. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, including long- and short-term trading and options, with an advisory platform integrated with affiliated broker-dealer and insurance activities.

Ricky Hughes is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Impact Partnership Wealth, LLC and has previously worked at American Retirement Institute, EP Cloud d/b/a Hughes Retirement Group, Tri State Education Center, and Retirement Wealth Advisors. Outside of his advisory role, Hughes is involved in insurance sales and facilitates estate planning document services. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Jamie Peak is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hughes Retirement Group, Brookstone Wealth Advisors, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is a commissioned notary. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary basis within a wrap-fee platform.

Weston Walker is a Series 65-licensed financial advisor at Elevate Financial Planning and Wealth Management with less than one year of industry experience. Prior to joining Elevate, he worked in various roles including at Robert Trent Jones Golf Trail and Auburn University. Elevate Financial Planning and Wealth Management provides customized financial planning and portfolio management primarily to individual and high-net-worth clients. The firm tailors investment advice to clients’ objectives and risk tolerances, employing mutual funds, ETFs, individual equities, and third-party asset management platforms.

James Spann is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Spann is involved in managing family commercial real estate through a general partnership and operates an accounting services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and utilizes a range of analyses while also coordinating with third-party investment advisors.

John Maloney is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. Before entering the financial sector, he had roles at Daimler Trucks North America and NorthWestern Mutual, and he was affiliated with Willamette University for seven years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

Virginia Owens is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist and its predecessor firms since 2012. Outside of her advisory role, Owens serves as treasurer and volunteer for The Ark of Cleveland, a nonprofit animal shelter. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation.

Janai Rider is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Transamerica, she worked at Bank of America and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed portfolios and non-discretionary guidance, relying on Morningstar Investment Management’s proprietary software and model allocations in delivering its advisory services.

Jeffrey Flowers is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 22 years of industry experience. His work history includes roles at Gwfs Equities, Inc., FTB Advisors, Inc., and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both single “point-in-time” financial plans and optional managed account solutions.

Joseph Parker is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, The Prudential Insurance Company of America, New York Life Insurance Company, and FedEx Ground. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, operating at scale with over 212,000 clients and 301 advisors.