Chad Lackey is a financial advisor at Beacon Financial Advisers, Inc. in Conyers, GA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Beacon Financial Advisers since 2010. Beacon Financial Advisers serves individuals, including high-net-worth clients, as well as trusts, retirement plans, corporations, and not-for-profit entities, managing approximately $108.8 million across about 96 households. The firm provides fee-only wealth and asset management, comprehensive financial planning, and specialized retirement plan services, employing a process centered on written Financial Goals Plans and Investment Policy Statements to guide globally diversified, value-biased portfolios.

Valerie Williams is a CFP® with 24 years of industry experience, currently serving as an advisor at Sincerus Advisory since 2022. Her prior roles include positions at Capital Investment Group, Inc., MWA Financial Services Inc, Modern Woodmen of America, and The Websuasion Group. She is also the owner and president of ClientLeap, Inc., a lead generation and sales consulting firm, which is currently inactive. Sincerus Advisory is an SEC-registered investment adviser serving individual and institutional clients, including high-net-worth households. The firm combines passive portfolio construction with active analytical tools to create individualized investment plans and offers discretionary management alongside comprehensive financial planning services.

Rachel Faulk is a financial advisor with Global Investment Advisory, holding a Series 66 credential and three years of industry experience. She has worked at firms including American Global Wealth Management, First Asset Financial Inc., and Cape Securities Inc. In addition to her advisory role, she serves as Compliance Director at AMGlobe Consulting, LLC, providing regulatory compliance consulting. Global Investment Advisory offers fee-based discretionary portfolio management to individuals, trusts, estates, charities, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages a diverse range of investment instruments, including mutual funds, ETFs, equities, fixed income, and alternative assets.

Francois Bigot is a CFP® with 17 years of industry experience, currently serving at Investor FAN. His career includes roles at Edward Jones, Cape Securities / Financial Concierge Concepts, BB&T Investment Services, and Wells Fargo Clearing. Investor FAN provides investment management, financial consulting, and retirement plan advisory to individuals, high-net-worth clients, employer-sponsored plans, foundations, trusts, and estates. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Greg Straka is a financial advisor at Global Investment Advisory with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including American Global Wealth Management and Modern Capital Management. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and utilizes a diverse range of investment instruments and third-party sub-advisors.

James May is a financial advisor at Global Investment Advisory with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors, Terra Wealth Management, American Global Wealth Management, and Cape Investment Advisory. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other financial advisory firms. The firm employs a tactical asset allocation strategy combined with fundamental analysis and manages a diverse range of investment instruments, including mutual funds, ETFs, equities, fixed income, and alternative investments, with approximately $71.8 million in discretionary assets under management as of year-end 2025.

Edward Brooks III is a financial advisor with Global Investment Advisory, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Cape Securities Inc and American Global Wealth Management, alongside operating his own accounting and tax preparation business. Global Investment Advisory provides fee-based, discretionary portfolio management to a range of clients including individuals, trusts, and charitable organizations. The firm employs a tactical asset allocation strategy combined with fundamental analysis and manages diverse portfolios with approximately $71.8 million in discretionary assets under management as of December 31, 2025.

James Webb is a financial advisor with Global Investment Advisory, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with Global Investment Advisory since 2022 and has held various roles at affiliated firms, including American Global Wealth Services, Cape Investment Advisory, and Cape Insurance Solutions, where he is an owner and CFO. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages approximately $71.8 million in discretionary assets as of the end of 2025.

Daniel Meehan is a financial advisor at Global Investment Advisory with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His previous roles include positions at Kalos Capital and Arkadios Capital. Outside of his advisory work, he has worked as a delivery driver on weekends as an independent contractor. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and financial advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages a diverse range of investment instruments, serving both high-net-worth and other clients.

Danny Strain is a financial advisor with Global Investment Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Elite Wealth Management Group, Cape Securities Inc, and Paradigm Financial Group. Outside of advisory services, he is involved in fixed insurance sales as an agent appointed directly with several insurers. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and financial advisory firms. The firm employs a tactical asset allocation strategy combined with fundamental analysis, managing a diverse range of investment instruments and offering sub‑advisory services through a Turnkey Asset Management Program.

David Bell is a financial advisor with Cape Investment Advisory, Inc. based in Monroe, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cape Investment Advisory and its affiliated entities since 2017, with prior experience at Legend Equities Corporation from 2005 to 2017. Outside of his advisory role, he serves as a Regional Client Manager for ACCG Retirement Services, assisting with enrollment and servicing of governmental retirement plans in Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and operates a multi-office network that emphasizes tailored asset allocation and portfolio construction using fundamental, technical, and macroeconomic analysis.

Samuel Phillips Jr. is a financial advisor at Cape Investment Advisory, Inc. with 33 years of industry experience. He holds the ChFC® designation and licenses Series 63 and Series 65. His prior work includes roles at American Global Wealth Management, Cape Securities, Inc., and Retirement & Wealth Strategies. Phillips serves as a director on the board of Phoenix Pass, a nonprofit providing advocacy and intervention life training for homeless mothers. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and access to various asset managers for individuals, businesses, and qualified plans. The firm develops asset allocation plans through personalized discussions and uses a combination of internal portfolio managers, sub-managers, and third-party asset managers with regular portfolio reviews.

Houston Freeman is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Global Wealth Management and Cape Securities Inc. He also has a longstanding position at Hargrave & Freeman, P.C. Cape Investment Advisory, Inc. serves a broad client base including individuals, businesses, and various retirement and trust entities. The firm offers portfolio management, financial planning, and access to third‑party and affiliated asset managers, using a process based on client objectives and risk tolerance supported by historical data and optimization software.

Steven Wisnewski is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Cape Investment Advisory since 2017, alongside roles at Cape Securities Inc. and various insurance carriers through W & R Insurance Agencies. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately 40 advisors managing about $402 million in regulatory assets and offers tailored portfolio construction through a flexible model that incorporates fundamental, technical, and macroeconomic analysis.

Eric Edwards is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has 12 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, CUNA Brokerage Services, and M&T Securities. Outside of his advisory work, he serves as a benefits adviser for government employee associations and also provides insurance and annuity advisory services through TrueChoice Financial. Cape Investment Advisory offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach tailored to client goals using fundamental, technical, and macroeconomic analysis.

Jacob Wedincamp is a financial advisor with Cape Investment Advisory, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Cape Investment Advisory in 2025, he worked at Nexus EcoServices, Harbin Engineering, and Carlson Environmental Consultants. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm provides discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that incorporates client objectives and risk tolerance with historical data and optimization software.

Stephen Enochs is a financial advisor with Cape Investment Advisory, Inc. He holds Series 65 and Series 63 licenses and has 33 years of industry experience. He has worked at Cape Investment Advisory since 2009 and has been with American Global Wealth Management since 2026. Enochs is also president of his own investment-related business, S. Enochs Investments LLC. Cape Investment Advisory serves individuals, businesses, qualified plans, IRAs, trusts, and other entities by providing portfolio management, financial planning, and access to third-party asset managers. The firm’s approach includes establishing client objectives and risk tolerance through personal discussions and implementing asset allocation plans informed by historical data and optimization software.

Carlos Ingram is a financial advisor at Brookwood Investment Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Redwood Private Wealth, Cornerstone Advisors LLC, and Silver Oak Securities Inc. His career spans multiple roles across wealth management and financial advisory firms. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Karen Turner is a financial advisor at Cape Investment Advisory, Inc. with 15 years of industry experience. She holds the CFP® and ChFC® designations. Her career includes roles at Cape Investment Advisory since 2016 and American Global Wealth Management, Inc. since 2023. Cape Investment Advisory serves individuals, businesses, and various retirement and trust entities, offering discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm’s approach involves personalized assessments and asset allocation plans supported by historical data and optimization software, with portfolio management by internal advisors, sub-managers, or third-party managers.

James Walker is a financial advisor at Cape Investment Advisory, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Global Wealth Management and New York Life Insurance Co. Outside of his advisory role, Walker is the CEO of Strictly Business Legacy, LLC, a consulting firm focused on small business medical and property-casualty insurance, and serves as a board member of the National Association of Health Underwriters’ South Atlanta chapter. He is also active as a real estate agent with Village Premier Collection Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm employs a network of advisors who tailor portfolio construction to client goals using various analytical methods and offers multiple service delivery models, including wrap programs and third-party asset managers.