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.

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.

Emma Godbee is a financial advisor with St. Bernard Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at St. Bernard since 2019 and previously spent nine years with Woodstock Financial Group, along with extensive experience in the insurance sector dating back to 1976. Outside of her advisory role, she serves on the City of Riverdale Zoning Appeals Board, the Clayton County Water Authority, and the Clayton County Development Authority. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm follows a long-term, conservative growth strategy with tactical asset allocation and emphasizes collaborative client relationships, combining fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Wayne Sanders is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 49 years of industry experience. His prior work includes American Global Wealth Management and Cape Securities. Cape Investment Advisory, Inc. serves individuals, businesses, and various types of retirement and trust accounts, offering portfolio management, investment monitoring, financial planning, and access to third-party and affiliated asset managers. The firm’s investment process involves assessing client objectives and risk tolerance to develop asset allocation plans, with portfolio management conducted by its advisors, sub-managers, or recommended external managers.

Suzanne Presley is a financial advisor with Gladstone Wealth Partners, holding a Series 65 credential and two years of industry experience. She previously worked at Cetera Advisors, LLC, and Pyke & Associates, PC, where she is also a practicing attorney and owner. Outside of advising, she owns DocuClub, LLC, a document portal service for health care directives and related personal information. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored by representatives and supported by platform-level due diligence.

John Weis is a financial advisor with Cape Investment Advisory, Inc. He holds a Series 65 designation and has 14 years of industry experience. Prior to joining Cape Investment Advisory in 2019, he worked for 401k Generation for nine years. In addition to his advisory role, John sells Indexed Universal Life and Term Life insurance through Apex Financial LLC. Cape Investment Advisory, Inc. serves a range of clients including individuals, businesses, qualified pension and profit-sharing plans, IRAs, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using a client-focused process that incorporates risk assessment and optimization software.

Angela Branham is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Jonesboro, GA. She has 22 years of industry experience, including roles at CRI Securities, Securian Financial Services, and Minnesota Life. Branham has been with Thrivent since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations across a wide range of planning topics. The firm combines planning with managed-account options under a consolidated billing system named “WealthPlan,” while maintaining separate planning and portfolio management services.

John Redfearn III is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is affiliated with Cape Investment Advisory, Inc. and has a background that includes roles at multiple financial and investment-related firms. In addition to his advisory work, he serves as adjunct faculty teaching undergraduate business courses at Central Texas College. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and access to third-party and affiliated asset managers for individual clients, businesses, and various qualified plans. The firm’s investment process is based on personal financial assessments and employs asset allocation strategies supported by risk/return data and optimization tools.

Christopher Fagiolo is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at Cape Investment Advisory, Inc. He previously worked at American Global Wealth Management, Inc. and Cape Securities Inc. In addition to his advisory role, Fagiolo is involved with the Government Employee Benefits Association (GEBA) and Government Employee Mutual Benefits Association (GEMBA), where he also conducts insurance sales and service. Cape Investment Advisory provides 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 $402 million in assets under management and offers tailored portfolio construction through a network of Investment Adviser Representatives.

Hamid Clark is a financial advisor at Altitude Capital Management LLC with two years of industry experience. He holds a Series 65 credential and has previously worked with Sequent Planning, LLC and Senior Market Sales. Outside of advising, Clark is an independent insurance broker helping families find affordable insurance products as part of their financial plans. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a variety of strategies tailored to client objectives and risk tolerance, managing accounts through a multi-team structure across multiple offices.

Maria Bannon is a financial advisor with TLG Advisors, Inc. and holds a Series 66 designation. She has 23 years of industry experience, including 12 years at Nationwide Securities, LLC and 6 years at The Leaders Group, Inc. In addition to her advisory role, she manages office operations and life insurance sales at Ausband Chapman LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory for portfolio construction and offers both sub-advised management and a direct-to-consumer digital program, Starlight Portfolios.

Cody Carpenter is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with multiple firms, including Virginia Retirement Services Inc., BMS Financial, Insurance & Tax Services, RetireMax, LLC, and Financial U LLC dba ABC Educational Services. Outside of his advisory role, Carpenter is involved in financial services education through Financial U LLC and software design and marketing for financial advisors via RetireMax, LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through a strategic asset allocation framework and risk-based mutual fund portfolios. The firm also offers education and support services to plan sponsors and participants.

Michael Green is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Clearing, SunTrust Advisory Services, and Truist Investment Services. Outside of advising, he is a partner in Hairrox Pro, a company specializing in professional hair care products for textured and multicultural hair. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enhanced research tools and inter-affiliate integration to support its investment and fiduciary services.