Peyton Riley is a financial advisor at Dyche, Riley, & Selman Wealth Management with 22 years of industry experience. He holds a Series 63 designation and has been with Dyche Wealth Management since 2014. Outside of advisory work, Riley is involved in operating LLCs related to group medical and dental insurance commissions, as well as other business activities. Dyche Wealth Management provides personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management, ERISA plan consulting, and advises on private alternative investments, with a focus on thorough client evaluation and ongoing portfolio monitoring.

Michael Edmondson is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Wells Fargo Clearing. Edmondson also provides investment advisory services through Capital and Planning, LLC, an independent investment advisory firm he is involved with. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a wide range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Larry Boggs is a financial advisor with D.L. Fields Advisory Group, LLC, holding Series 63, 65, and 66 designations and over 37 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, and First Allied Advisory Services, Inc. He is president of Boggs & Associates, LLC, a financial planning business, and also provides notary public services. D.L. Fields Advisory Group offers financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm delivers personalized advice through asset management and hourly planning, using fundamental and technical analysis supplemented by third-party research, with a flexible investment approach tailored to clients’ goals and risk tolerance.

Mark Demos is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Anson Analytics. Prior to joining Anson Analytics, he worked in consulting and spent ten years at Foundry Partners LLC. Anson Analytics provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to both individual clients, including high-net-worth households, and institutional plan sponsors. The firm’s investment approach combines Modern Portfolio Theory with qualitative and quantitative analysis to manage small- and mid-cap focused portfolios.

Kristin Vano is a financial advisor at Anson Analytics with nine years of industry experience. She holds the Series 65 designation and has been with Anson Capital, Inc. since 2015. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, charitable organizations, and other entities. The firm uses a Modern Portfolio Theory-based investment approach supplemented by fundamental and cyclical analysis, with a focus on qualitative and quantitative assessments through its Archalos SMA process.

Joseph Norton is a financial advisor at Capital and Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wisdom Planning Center, Principal Life Insurance, and Woodbury Financial Services. Norton is also involved in fixed insurance sales, offering life insurance, annuities, Medicare, disability, and long-term care insurance. Capital and Planning, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $193.9 million in assets and emphasizes asset allocation, fundamental and technical analysis, and mutual fund and ETF selection tailored to clients’ objectives.

Kevin Mahony is a CFP® professional at D.L. Fields Advisory Group, LLC with 28 years of industry experience. His career includes roles at Alliance America Corporation, United Advisors America Corporation, Life of Southwest, Resource Horizons Investment Advisory, Inc., Midsouth Capital, Inc., and 1717 Capital Management Company. He holds Series 63 and Series 65 licenses. D.L. Fields Advisory Group, LLC provides financial planning and portfolio management to individuals—including high-net-worth and non-HNW clients—trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary investment management, combining fundamental and technical analysis with third-party research, and tailors strategies to client goals and risk tolerance.

Samuel Sweitzer is a CFA® charterholder with 22 years of industry experience, currently serving at Anson Analytics since 2004. He is also a pilot for Delta Airlines, flying MD-88 aircraft since 1999. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, and other entities, employing a framework based on Modern Portfolio Theory combined with fundamental and cyclical analysis. The firm offers services including discretionary and non-discretionary portfolio management, model portfolios, financial planning, and pension consulting.

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.

Thomas Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with FAPA Financial Services since 2015 and has been self-employed since 2011. FAPA Financial Services serves individual clients, including high-net-worth households, providing discretionary portfolio management, financial planning through MoneyGuidePro, and retirement plan advisory services. The firm’s investment approach focuses on long-term asset allocation and diversified portfolios primarily composed of passive mutual funds and ETFs, with advisory relationships tailored to client objectives and risk tolerance.

David Simmons is a financial advisor at QM Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including the QM Alpha Fund, US 50 Fund, KD&D Partners, Capital Research Advisors, and Ceros Financial Services. He is also the owner of Simmons Financial LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and private pooled vehicles. The firm offers discretionary and non-discretionary management using a combination of quantitative, fundamental, technical, cyclical, and modern portfolio theory methods, and serves as adviser and general partner to a private hedge fund.

Andrew Toering is a CFP® with 20 years of industry experience. He has been with QM Advisors LLC since 2019, following prior roles at LPL Financial, United Community Banks, INVEST Financial Corp., Wells Fargo Clearing, and Merrill. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a variety of analytical methods and manages accounts through documented investment policies, including discretionary portfolio management and retirement-plan fiduciary services.

Jerry Purvis is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and one year of industry experience. He also works with Melton and Company and has a long-term career at GEICO Insurance Company as an Injury Claims Examiner. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to support its investment strategies.

Joshua Edmonds is a financial advisor at QM Advisors LLC with five years of industry experience. He holds a Series 65 designation and has worked at QM Advisors since 2023 and previously operated Edmonds Capital LLC for two years. In addition to his advisory role, Edmonds is the managing member of Area Medical LLC, a medical device sales and service business he has managed since 2005. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds, employing a range of analytical methods and managing both separately managed accounts and pooled vehicles, including a private hedge fund.

John De Ment is a CFP® with seven years of industry experience, currently serving at QM Advisors LLC. He has held roles at Gradient Advisors LLC and previously operated his own firm, JP DeMent & Co., where he remains active. Outside of his advisory work, he teaches classes related to annuities and insurance. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a variety of analytical methods to manage discretionary portfolios and operates private hedge funds and pooled investment vehicles.

Darren Heil is a financial advisor with QM Advisors LLC in Peachtree City, GA, holding Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at AM Alpha Fund, LP, KD&D Partners, LLC, US 50 Fund, Ceros Financial Services Inc., and Capital Research Advisors LLC. Outside of his advisory work, he owns 1776 Capital LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a mix of analytical methods and manages accounts through documented investment policies, including operating a private hedge fund and managing pooled investment vehicles.

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.

Jonathan Melton is a financial advisor with MariPau Wealth Management LLC, holding a Series 65 designation and three years of industry experience. He is also president of Melton and Company Risk Management and Financial Services Firm, LLC, where he has been involved since 2020, specializing in insurance and investment advisory services. Prior to that, he led Jmelton Insurance Agency for over two decades. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, consulting, and educational seminars, managing accounts on a fiduciary basis with a range of investment strategies and a network of advisory affiliates.

Dawn Bond is a financial advisor with Amerity Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at Blacktower Financial Management, Beacon Global Advisor Network, and Commonwealth Financial Network. She is also involved with Amerity Financial, where she performs insurance agent activities. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, high-net-worth households, businesses, plan sponsors, and trusts. The firm manages approximately $339 million in assets and offers services including asset management, financial planning, retirement consulting, and specialized UK pension transfer and management.

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.