Ryan Mumy is a CFP® professional with over 23 years of experience in financial advising. He is currently with Sollinda Capital Management LLC and has held roles at Mumy Financial Advisors, LLC, Capital Investment Advisory Services, LLC, and other firms. Outside of his advisory work, he serves as a board member for New Beginnings Hickory, a nonprofit organization, and is a minority investor in Clean Eatz Columbus, a restaurant providing healthy meal options. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans. The firm combines systematic and discretionary investment strategies and offers sub-advisory services, a Brazil-focused private fund, and a diversified advisory team with broker-dealer, insurance, and accounting licenses.

Wesley Taylor is a CFP® with eight years of industry experience, currently serving as a financial advisor at Aspire Private Capital. He previously worked for The Vanguard Group and Edward Jones. Outside of his advisory role, he is involved in individual insurance sales, focusing on annuities and life insurance. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, offering investment management, financial planning, retirement consulting, and selective tax services. The firm employs a range of analytical approaches and frequently uses third-party sub-advisers and model portfolios through the GeoWealth platform.

David Van Horn is a financial advisor with Sollinda Capital Management LLC and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at Capital Investment Group, Inc., Charter Financial Group, LLC, Cic Advisers, LLC, Synergy Investment Group, LLC, Merrill, and Morgan Stanley DW Inc. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, along with sub-advisory services and management of a private investment fund. The firm combines systematic rules-based and discretionary strategies using a range of analytical methods and offers additional brokerage, insurance, and accounting services through its team.

John Philpott is a financial advisor with Aspire Private Capital and holds a Series 65 designation. He has 16 years of industry experience, including five years at Global Financial Private Capital. Outside of financial advising, he owns and brokers real estate through Pier 28 Realty and serves as president of Estate and Retirement Consultants, which offers fixed life and annuity products. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement consulting, utilizing a combination of fundamental, technical, and cyclical analysis across various asset classes and often employing third-party sub-advisers.

Jaime Guevara is a financial advisor at Aspire Private Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aspire since 2016. Outside of his advisory role, he works as a freelance English-Spanish interpreter for state and federal agencies. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, retirement consulting, and tax services, commonly employing third-party sub-advisers and model solutions to serve its clients.

Trenton Derrick is a financial advisor at Aspire Private Capital with nine years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Vanguard Group and 7 Mile Advisors. He also leads Derrick Financial Solutions, LLC, which provides insurance, annuity sales, and financial planning services. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans. The firm offers investment management, financial planning, retirement plan consulting, and tax consulting, utilizing a mix of fundamental, technical, and cyclical analysis across various asset classes.

Thomas Farrell is a CFP® with 18 years of experience in the financial advisory industry. He currently serves at Aspire Private Capital and has prior experience with Global Financial Private Capital, Wells Fargo Clearing, and Edward Jones. In addition to his advisory role, he works as an independent insurance sales agent focusing on insurance and annuity product sales. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement and tax consulting, utilizing third-party sub-advisers and a blend of fundamental, technical, and cyclical analysis across various asset classes.

Anna Winger is a CFP® professional at Sollinda Capital Management LLC with eight years of industry experience. She has worked at Sollinda since 2023 and previously spent four years at Capital Investment Advisory Services, LLC. In addition to her financial advisory work, Winger practices law specializing in estate planning, elder law, and business law at Heritage Law. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans, and offers sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary investment strategies, incorporating quantitative, technical, fundamental, and cyclical analysis, and manages a Brazil-focused private investment fund as well as portfolios affiliated with a hedge fund general partner.

Gregory Padgitt is a CFP® with 19 years of industry experience. He is currently with Aspire Private Capital and has held prior roles at Nationwide Securities LLC, Nationwide Financial, LPL Financial, and TIAA-CREF. He is also involved with Plushenko Enterprises LLC. Aspire Private Capital is an SEC-registered adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm offers investment management, financial planning, and retirement plan consulting, often implementing portfolios through third-party sub-advisers and model solutions on the GeoWealth platform.

Antonio Burkett is a CFP® with 13 years of industry experience, currently serving as an advisor at Aspire Private Capital since 2018. He previously worked at LPL Financial LLC and Morton Malloy Realty. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides investment management, financial planning, retirement consulting, and selective tax consulting, often utilizing third-party sub-advisers and model portfolios through the GeoWealth platform.

Kirk Hobart is a Series 65 licensed advisor at Beacon Wealth Consultants, Inc. in Hickory, NC, with seven years of industry experience. Before joining Beacon Wealth Consultants in 2022, he worked at Higher Ground Financial, LLC for 13 years. Outside of his advisory role, he provides consulting services on business and financial matters to Carolina Oncology Specialists, PA. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs an internal investment committee to guide portfolio construction and emphasizes faith-based, Biblically Responsible Investment screening.

Andrew Watkins is a financial advisor at Principal Advised Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing. He currently serves as a team lead at Principal Advised Services, offering investment advice to retirement plan participants. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models to offer both nondiscretionary recommendations and discretionary investment management through its SimpleInvest program. The firm is part of the Principal Financial Group family, which integrates affiliated entities to provide access to a broad range of proprietary products and services.

Matthew Whitt is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Dean Financial LLC and Planet Fitness. Whitt is also a licensed insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.

Theodore De Lisi is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, and LPL Financial. In addition to his advisory work, he is an independent property and casualty, life, accident, and health insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Jonathan Blevins is a CFP® and ChFC® at AlphaStar Capital Management with 22 years of industry experience. His prior roles include tenure at TIAA-CREF and Oakwood Capital Securities. He also serves as Vice President of Advisor Consulting for Alpha Star. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating multiple asset types and employs third-party portfolio construction technology.

Jason Hathcock is a financial advisor at AlphaStar Capital Management with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at LPL Financial for 12 years and Wells Fargo Clearing Services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through a combination of firm-designed portfolios and advisor-directed models. The firm manages approximately $2.5 billion in assets across over 8,400 client relationships.

Casey Mc Intyre is a CFA® charterholder with over 18 years of experience in the investment management industry. He currently works at AlphaStar Capital Management and previously held roles at Sterling Capital Management, LLC and Cambridge Associates, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and retirement plans. The firm employs both model and customized investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it offers a range of portfolio management and consulting services.

Samuel Hershberger is a financial advisor at United Brokerage Services, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and J.J.B. Hilliard, W.L. Lyons, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Brian Spencer is a financial advisor at CoreCap Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CoreCap Advisors and affiliated firms since 2019. In addition to his advisory role, Spencer serves as President and Director of Credit on the Board of Directors for Hooker Furniture Company, where he has been involved since 2014, and he also works as an associate marketing director in life insurance and annuity sales. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Brent Townsend is a financial advisor with Advisory Services Network, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience and has worked with Kovack Securities Inc. since 2014 and Advisory Services Network since 2012. Townsend participates in the Dave Ramsey SmartVestor program, providing referral services for investors who complete the program. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.