Ashley Webb is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, Benchmark Investments, American Global Wealth Management, Cape Securities, and Americas Executions. Outside of her advisory role, she serves on the board of A Friend's House, a local non-profit group home for minors, and coaches varsity girls soccer. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients' goals and risk tolerance, offering portfolio management, third-party manager oversight, ERISA plan consulting, and other financial services.

John Weis is a Series 65 licensed financial advisor with 13 years of industry experience. He has worked at Cape Investment Advisory, Inc. since 2019 and previously spent nine years at 401k Generation. In addition to his advisory role, he works as an insurance agent selling indexed universal life and term life insurance. Cape Investment Advisory, Inc. 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 a network of about 40 advisors and offers tailored portfolio construction using fundamental, technical, and macroeconomic analysis.

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.

Jeffery Hattaway is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc. and Edward Jones. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services for program clients.

Victor Glymph is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and the trucking industry. Outside of financial advising, he owns and operates a dump truck business in Fayetteville, GA. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing principles into its portfolio management and employs a variety of analytical methods, often utilizing proprietary ETFs and sub-advisors in its investment approach.

Hamid Clark is a Series 65 licensed advisor at Sequent Planning, LLC with two years of industry experience. Prior to joining Sequent Planning, he spent 12 years in insurance sales and also works as an independent insurance broker helping families find affordable insurance solutions. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers using a structured risk framework and a mix of firm-developed models and third-party managers.

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.

Carson Wells is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Financial Services, Publix Supermarket, and Locust Grove High School. Outside of his advisory role, he is involved with Wells Financial Services, performing client-related research and administrative duties. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, employing a variety of managed programs and investment strategies.

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 possessing 25 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2013. Outside of his advisory role, he is a partner in Hairrox Pro, a hair care distribution company focused on professional-grade products for textured and multicultural hair, and he also works as an attendant at Planterra Ridge Golf Club. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platform arrangements and employs AI-enabled tools alongside traditional research in its investment process.

Byron Gonzalez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Delta Community Credit Union, Morgan Stanley, and Wells Fargo. Outside of his advisory work, Byron is involved in music as a DJ with Grupo Sentimiento and owns a leathercraft business, Saya Goods. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a variety of implementation options.

Ryan Herbin is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2017, including a prior role at Edward Jones from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios managed by PNC or third-party strategists.

Ivory Johnson is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Bank. Johnson has been with Truist since 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers various services including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Rashad Calhoun is a financial advisor with Empower Advisory Group holding a Series 66 designation and has one year of industry experience. Prior to joining Empower, he held roles at Farmers Insurance, Regions Bank, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach links financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Michael Heath is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Steward Partners and Raymond James, among others. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded solutions and third-party money managers.

Mark Bramble is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Truist Investment Services, Advisor Group, and Wells Fargo in various capacities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Robert Ausband Jr. is a CFP® professional with 33 years of industry experience, currently serving at TLG Advisors, Inc. He has held positions at Nationwide Advisory Services, Inc., Nationwide Securities, LLC, and The Leaders Group, Inc. outside of his advisory role, he is CEO of The Ausband Agency, Inc. and holds various leadership roles including board memberships in local development authorities and private companies. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides investment supervisory services, portfolio management, and financial planning through a network of independent advisors and sub-advisors, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

Travis Wells is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he teaches free resume and LinkedIn classes for job seekers at a local church and serves as secretary of the Fayetteville Rotary Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, internally designed strategies, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Chad Kishel is a CFP® professional with 24 years of experience in financial services. He is currently with Planmember Securities Corporation and has previously operated Kishel Financial LLC and Financial U since 2014, along with experience at Summit Capital Solutions. Outside of his advisory roles, he is involved in fixed annuity sales and works as an agent for Financial Reserve Services. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.