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.

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 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.

Robert Moore is a financial advisor with Lincoln Investment in Atlanta, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2000 and with Resurgers Risk Management since 1999. Outside of advising, he is involved in coaching football camps and prepares income taxes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice services and manages a combination of in-house and third-party investment strategies using both strategic and tactical approaches.

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.

Virginia Irby is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Cape Securities Inc and Hargrave, Freeman & Leto, among others. Outside of advising, she is involved with Gulf Breeze Enterprises, Inc. and The Planters Warehouse & Lumber Co. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with tax planning, bookkeeping, payroll support, and estate-planning services delivered through third-party providers.

April Jackson is a financial advisor at Lincoln Investment with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 1996. In addition to her advisory role, she is co-owner and CFO of an insurance agency and owns a tax preparation business. Jackson also serves as Immediate Past National President on the executive board of the National Women of Achievement, Incorporated. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm utilizes a mix of strategic and tactical investment approaches and offers a range of advisory and brokerage services.

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.

Torrey Thompson is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. Thompson has been with Brookstone since 2025 and has prior experience at AmeriLife and AAOK Bail Bonding of Gwinnett. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Pamela Middleton is a financial advisor at Lincoln Investment with over 43 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 65. Pamela has been with Lincoln Investment Planning, Inc. since 1996 and also has a longstanding association with Banks, Jackson & Middleton Inc. Outside of advising, she provides income tax preparation services and serves as a trustee and guardian in family estate matters. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment management programs that combine in-house and third-party strategies overseen by an Investment Management & Research team.

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.

Gregory Hammonds is a financial advisor at Cetera Planning Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Avantax Planning Partners, WHT Advisory Services, and Crescent Financial Group. Outside of his advisory work, he serves as a director of First National Bank of Griffin and is the CEO of a CPA firm, Whaley Hammonds PC. He is also an elder at McDonough Presbyterian Church, where he leads the Personnel Committee and participates on the Stewardship Committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, and emphasizes diversified, goal-based investment strategies integrated with a larger Cetera network.