Shannon Stallworth is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Retirement Wealth Advisors from 2016 to 2020. She is also the owner and agent of RDS Partner Inc, doing business as Retirement Design Solutions, where she is involved in annuity and life insurance sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers a range of services including portfolio management, financial planning, and sub-advisory support, utilizing tactical, strategic, and dynamic investment approaches within a multi-team model.

Robert Yu is a CFP® with 13 years of industry experience and is currently with Apollon Wealth Management, LLC. He has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Yu is licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing varied investment tools including ESG models, direct indexing, and generative AI.

Noah Williams is a CFP® professional with experience beginning in 2023 and currently works at Apollon Wealth Management, LLC. His background includes roles in various organizations such as First Coast Service Options and HomePro, Inc., as well as service in the U.S. Navy. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering a range of financial planning and portfolio management services that combine centrally managed strategies with locally managed portfolios and utilize advanced technology tools, including generative AI.

Edward Gibbs is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Visionary Wealth Management and owns several businesses, including Gibbs Marketing Inc. and SJM Real Estate Holdings, which are primarily established for tax and expense purposes. Gibbs Financial Group, where he serves as president, involves his insurance sales activities and occupies most of his professional time. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model management strategies. The firm emphasizes a mix of analytical approaches and offers educational seminars alongside its investment advisory services.

Andrew Prehmus is a financial advisor with BIP Wealth, LLC in Norcross, GA, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at Strategic Blueprint, LLC, and The Strategic Financial Alliance, Inc. Outside of his advisory work, he is a partner in Prehmus Financial Partners, which offers financial services and fixed insurance advice. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations and offers private-market securities to qualified investors, distinguishing itself through adviser roles to private pooled vehicles and affiliated sponsor activities.

Kassi Hyde is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at United Capital Financial Advisers, LLC, Thomas Burdg Consulting, Inc., and Thrivent Investment Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and consulting services. Apollon combines centrally managed strategy mandates with locally managed portfolios and employs fundamental analysis, tactical allocations, ESG risk models, and technology tools, including generative AI.

William Beckett is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2017. Outside of his advisory work, he is a partner in a small family business, Evolution Pets, LLC, where he occasionally assists with recordkeeping. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a range of third-party money managers and platforms, including Envestnet and Pershing, to deliver tailored investment solutions.

Lyndsay Kim is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Triad Advisors, Inc. and currently serves at both Alera Investment Advisors and OSAIC. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term investment orientation.

Cindi Porter Rowe is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Madison Avenue Securities, LLC and has previously worked at Integrated Financial Planning Services, Alleron Investment Advisors, and Dempsey Lord Smith, LLC. Outside of her advisory role, she serves as president and financial planner at TeamWarc, Inc., where she provides financial planning and insurance services. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and provides portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Jeffrey Mcclenning is a CFP® professional with 21 years of experience in financial advising. He has been with The Strategic Financial Alliance, Inc. since 2005. Outside of his advisory role, he umpires youth baseball games in Gwinnett County, GA, and is a partner in a financial services and fixed insurance marketing entity. The Strategic Financial Alliance serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and consulting services, employing customized strategies through co-advisory relationships and third-party asset managers.

Ti Juana Harvey is a financial advisor at Mutual Of Omaha Investor Services, Inc. with six years of industry experience. She holds the ChFC® designation as well as Series 65 and Series 63 licenses. Her prior experience includes roles at Community Loans of America and Mutual of Omaha Insurance Company. In addition to her advisory work, she is also an accountant and works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning and managed account programs. The firm operates through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer, and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Jackson Favors is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual and Gibbs Financial Group. He has also been involved with Community Concierge Service outside of the financial industry. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Donald Rice Jr. is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Solomon API, LP and Retirement Wealth Advisors, Inc. In addition to his advisory role, he serves as president of Synergy Financial Partners, focusing on fixed insurance and annuity sales, and is a regional director for America's Health Team, which offers health insurance products. AlphaStar Capital Management provides discretionary investment management, financial planning, and plan participant account management to individuals, businesses, and retirement plans. The firm employs a mix of strategic and tactical investment approaches through model portfolios and third-party technology, serving over 8,400 clients with approximately $2.5 billion in assets under management.

Reno Borgognoni is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Archer since 2018 and previously held roles at HD Vest Advisory Services and Hd Vest Investment Securities. Outside of his advisory work, he serves as a fractional CFO for MD & E Clarity and holds leadership positions in local organizations, including as Vice President-Treasurer of a homeowners association and advocate overseeing legal and risk management for a Knights of Columbus council. Archer Investment Corporation provides investment management primarily to individual clients across a range of wealth levels through separately managed accounts and proprietary mutual funds. The firm employs diversified investment strategies and serves a network of accountants and CPAs in a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.

Peter Smith is a financial advisor at Gibbs Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Morgan Stanley, J.P. Morgan Securities, and Bankoh Investment Services. Outside of advisory roles, he serves as vice president of a homeowners association in Honolulu, HI. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

Cassandra Stiff is a financial advisor with BCG Securities, Inc. and holds Series 63 and Series 65 designations. She has 24 years of industry experience with prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of her advisory work, she serves on education-focused nonprofit boards including the Kennesaw Business Association and the Douglas County School System Foundation, and participates as an adviser on the Her Money Her Choice podcast, which provides financial education for women. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches across various investment strategies.

Eric Scoggins is a financial advisor with First Advisors National, LLC, holding CFP® and ChFC® designations and 14 years of industry experience. He has worked at First Advisors National since 2015 and has also been involved with ETS Financial Services since 1997, where he owns and operates an insurance and annuities business. Additionally, Scoggins worked at Fusion Capital Management from 2013 to 2017. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers and combines tactical and strategic asset allocation with fundamental analysis to manage discretionary portfolios.

David Dodson is a financial advisor with International Assets Investment Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. His prior work includes roles at JPMorgan Chase Bank NA, Morgan Stanley, Merrill, and Truist Investment Services. He is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to a broad client base including individuals, high-net-worth clients, retirement plans, and corporations. The firm offers customized, long-term portfolio management using a variety of investment vehicles and works through a national network of independent advisers.

Scarlott Cagle is a CFP® professional with 21 years of experience in financial advising. She has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.

Emile Babin is a CFP® and Series 63 licensed advisor with five years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience at Eagle Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Additionally, he operates Babin & Associates, LLC, an insurance business he has owned since 1998. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by a combination of analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.