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.

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.

David O’dell is an advisor with QM Advisors LLC, holding Series 63 and Series 65 designations. He has professional experience dating back to 2006, including roles at Tradestation Securities, Inc. and operating !QCL Solutions LLC. 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 uses a blend of analytical methods to manage discretionary portfolios and operates both separately managed accounts and pooled vehicles, including a private hedge fund.

Martin Smith is a financial advisor at WealthCare Financial Group, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, Kovack Advisors, and Equitable Advisors. Smith is also the owner and agent of an insurance agency affiliated with Wealthcare Financial Group. Wealthcare Financial Group serves individuals, families, business owners, non-profit organizations, and retirement plan sponsors, offering financial planning, portfolio management, pension consulting, and rollover guidance. The firm employs a structured investing approach focused on diversification, customization, and long-term strategies through both hybrid model portfolios and standalone planning engagements.

Kelly Larson is an Investment Advisor Representative at ELE Advisory Services, Inc. with two years of industry experience. Prior to joining ELE Advisory Services, Larson held roles at several related entities, including ELE Wealth Solutions, Financial Wealth Solutions, and 1st Consumer Insurance Agency, where Larson is also a general agent involved in life and health insurance products. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning, employing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.