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.

Weston Lindemann is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at firms including RWM Capital, LLC and Catalyst Wealth Advisory. Weston advises clients on insurance and annuity products through his role with Catalyst Wealth Advisory. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across a network of advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of strategies and a broad affiliated-entity ecosystem.

Gary Garner is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Safe Harbor Financial Services and Relax and Retire Financial Services. Outside of advisory work, he is involved in insurance sales through Relax and Retire Financial Services, focusing on products such as annuities, life insurance, and Medicare policies. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a third-party services platform.

William Graham III is a financial advisor at Aptus Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Aptus since 2020. Prior to joining Aptus, he spent seven years at JEAR Logistics, LLC. Aptus Capital Advisors manages approximately $14.47 billion and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

Jason Carter is a Series 66 registered advisor with AlphaStar Capital Management, based in Daphne, AL, and has one year of industry experience. Prior to joining AlphaStar, he worked at Edward Jones and Security National Life Insurance Company, among other roles. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches through firm-designed model portfolios and third-party technologies, managing approximately $2.5 billion in assets across 153 advisors.

Tenzin Phuntsok is a financial advisor at Aptus Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including First Trust Portfolios L.P., First Trust Advisors L.P., and Gyroscope Capital Management Group, LLC. 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 blend of technical and fundamental analysis primarily through ETFs, including its suite of actively managed Aptus funds, and offers a range of advisory and portfolio management services.

Tamara Morton is a financial advisor at Leavell Investment Management, Inc. in Fairhope, Alabama, holding a Series 65 designation with 18 years of industry experience. She has been with Leavell Investment Management since 1999. Leavell Investment Management manages approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base that includes individuals, families, businesses, and institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding across multiple asset classes.

Roselyn Spaan is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, AL, holding Series 63 and Series 66 licenses and with four years of industry experience. She is the owner of Athena Wealth Strategies LLC, which brokers non-registered insurance products and sells New York Life products, and is also involved as an author and illustrator of a children’s book published by Enlightened Entrepreneurs LLC DBA Biz Kidz. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice and solutions across multiple program types, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Nicolas Rhodes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role, he worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his financial career, he is also a musician who writes, records, and performs live music. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and a focus on non-discretionary investment assets.

Karen Hamilton is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Union Financial, Inc., Principal Securities Inc., Fourth Column Financial Group, and Principal Life Insurance Company. Outside of her advisory work, she is a founder and committee member of the Karen's Kids Scholarship Fund, which provides educational scholarships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Kyle Beshoar is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2023. Prior to that, he was employed at U.S. Bank and Darden Restaurants. Beshoar is also an insurance agent with Beshoar Financial Services. Brookstone Capital Management is an SEC-registered adviser providing 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, registered investment advisers, sovereign wealth funds, and banking institutions.

Chase Smith is a Series 66-licensed financial advisor with 11 years of industry experience, currently with PNC Wealth Management. He previously worked at Edward Jones for nine years before joining PNC Investments LLC in 2023. Outside of his advisory role, Smith serves as president of Sehoy POA, a non-investment related organization. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses approved investment strategies with mutual funds and ETFs, focusing on algorithm-driven risk assessment and annual portfolio rebalancing.