Gerald Scane is a financial advisor at Star Capital Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Star Capital since 2017, following six years at Allerion Asset Management. Star Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined, process-driven investment approach that combines fundamental analysis, quantitative screening, and top-down macro views, offering a range of focused strategies including an AI-themed adaptive SMA.

Robert Cassella is a financial advisor at Cross State Financial Group LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Crown Capital Securities, Foothill Securities, and in legal services. He has been with Cross State Financial Group since 2016 and has also been involved in insurance sales since 2007. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and oversight of third-party advisers. The firm combines fundamental analysis with tactical asset allocation and manages approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Darlene Duncan is a financial advisor at Expressive Wealth LLC with 39 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and WealthTrust Asset Management. In addition to her advisory role, Duncan is a real estate sales associate with Coldwell Banker. Expressive Wealth is a team-based firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm employs a multi-faceted investment approach, uses Sub-Advisors for portfolio management, and provides quarterly account reviews with a focus on oversight and risk management.

Andrea Thomas is a CFA® charterholder with over 30 years of industry experience, including 25 years at THRIVENT Financial and current employment at Star Capital Inc. She has been with Star Capital for three years. Star Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and macroeconomic views, offering a range of focused strategies and a recently added AI-driven portfolio management option.

John Tyner is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2019 and previously held roles at SkyCop Inc. and Duncan-Williams, Inc. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, and employs a blend of technical and fundamental analysis in managing model-driven portfolios.

Dale Elliott is a financial advisor at Lanark Financial, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at NBC Securities, Inc. for 30 years. Outside of his advisory role, he is a member of a limited liability company that holds rights to a University of Alabama football stadium skybox. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers a range of program-based accounts and discretionary and non-discretionary management options.

Beckham Wyrick Jr. is a CFP® and CFA® with 10 years of experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2016. He holds a Series 65 license and is based in Fairhope, AL. Outside of advising, he is the sole member of FIVE FALCON, LLC, a real estate investment entity focused on residential and commercial property rentals. Aptus Capital Advisors manages approximately $14.47 billion in assets and provides a range of advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETFs in its portfolio management approach, combining technical and fundamental analysis with model-driven discretionary management.

John Goldsberry is a financial advisor at Aptus Capital Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Aptus since 2014. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, blending technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

John Therrell III is a CFP® professional with 11 years of industry experience. He has been with Leavell Investment Management, Inc. since 2015. Leavell Investment Management provides discretionary investment management and related services to a diverse client base, including individuals, families, trusts, pension plans, endowments, and registered no-load mutual funds. The firm’s investment approach emphasizes fundamental analysis, tailored asset allocation, and risk control across various asset classes, with portfolio management conducted by specialized teams.

Joseph Sykora is a CFA® charterholder and financial advisor with Aptus Capital Advisors, LLC, where he has worked since 2021. He has four years of industry experience, including six years with Gallatin Natural Resources, LLC. Sykora is based in Fairhope, Alabama. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis primarily through ETFs, including nineteen actively managed Aptus funds, and offers a range of portfolio management and advisory services.

William Gardner is a financial advisor at Aptus Capital Advisors, LLC with seven years of industry experience. He has held his Series 65 designation and worked at Aptus since 2018. Prior to joining Aptus, he was employed at Hygia Health Services from 2014 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis to implement ETF-based strategies through discretionary, model-driven portfolio management.

Alexandra Romero is a financial advisor at Aptus Capital Advisors, LLC with a Series 65 designation. She has one year of industry experience and previously worked at Christopher Newport University for four years and spent six years in full-time education. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, using a combination of technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

Joseph King is a financial advisor at Aptus Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Red Hat for four years before joining Aptus in 2021. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, combining technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

John Guagliardo is a financial advisor with Aptus Capital Advisors, LLC, holding Series 65, Series 63, and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Neuberger Berman LLC, LoCorr Distributors, LLC, and First Financial Equity Corporation. Outside of advising, he is a strategic consultant developing and maintaining relationships with financial advisors. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, using a blend of technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

April Holloway is a financial advisor at Leavell Investment Management, Inc. with a Series 65 designation and two years of industry experience. She previously worked at PNC Bank for two years and has been with Leavell since 2024. Leavell Investment Management provides discretionary investment management and related services to individual and institutional clients, including families, trusts, pension plans, and endowments. The firm’s investment approach focuses on fundamental analysis and tailored asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and select alternatives.

John Gardner is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Aptus Capital Advisors, LLC since 2013. He holds the Series 66 designation and works out of Fairhope, Alabama. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets and provides a range of advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily employs ETF-based strategies that combine technical and fundamental analysis and serves a large client base through a relatively small advising team.

Bradley Rapking is a CFA® charterholder with six years of experience at Aptus Capital Advisors, LLC and a total of five years in the industry. He previously worked at Driehaus Capital Management and Opus Capital Management. Aptus Capital Advisors manages approximately $14.47 billion across various client segments, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis to manage primarily ETF-based strategies through a discretionary, model-driven approach.

Brian Chew is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at LPL Financial, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Chew is involved with Chew Financial Group, a business connected to his LPL activities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

James Rutter III is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has been active in the industry since 2014 through his involvement with Rutter Champions, LLC, and has roles at Rutter Wealth Strategies, LLC and Gradient Advisors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and a range of analytical tools to support client portfolios.

Patrick Bussey III is a financial advisor with Stonex Advisors Inc. holding a Series 66 license and 26 years of industry experience. He has worked with Stonex Advisors since 2016 and with Stonex Securities since 2000. Outside of his advisory role, Bussey serves as Vice Chairman on the board of Gumbo Inc., a nonprofit focused on economic development in South Baldwin County. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and advisor-managed investment strategies, supported by multiple platforms and periodic due diligence on third-party managers.