Jerome You is a financial advisor at Acumen Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Saveday, DSQ Technology, and WorkHound. Jerome has been associated with Acumen Wealth Advisors in two separate periods totaling six years. Acumen Wealth Advisors, LLC provides asset management, investment consulting, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm manages approximately $638 million in regulatory assets and uses a defined investment process that includes discretionary and non-discretionary portfolio management, model portfolios, and household-level tax optimization.

Marinus Veltenaar is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with Acumen Wealth Advisors, LLC since 2016. Outside of his advisory role, he serves as an insurance agent with The ASA Group. Acumen Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and private investment funds. The firm uses a disciplined investment process with diversified model portfolios and also acts as a private fund sponsor and manager, offering services that include advisory support for private real estate pooled vehicles.

Julie Weddle is a financial advisor with Acumen Wealth Advisors, LLC in Chattanooga, TN, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior work includes roles at LPL Financial, LLC and Wells Fargo Advisors. Acumen Wealth Advisors provides asset management, investment consulting, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and corporations. The firm employs a model portfolio approach with oversight by an investment committee and manages both discretionary and non-discretionary accounts, including private pooled investment vehicles.

Shane Neal is a CFP® with 28 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2016. His prior roles include positions at StoneX Securities Inc., International Advisory Consultants Inc., and UBS Financial Services. Neal also owns and operates Compass Wealth Management LLC, managing daily operations and financial planning activities from this office. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, annuity allocation, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs various portfolio strategies and platforms while conducting ongoing due diligence on third-party managers and advisory accounts.

Brandon Akers is a CFP® professional with 17 years of experience in the financial services industry. He is affiliated with Creative Financial Designs, Inc., and has held roles at Providence Financial and FedEx Ground, where he is involved in human resources. Akers also works as an independent insurance agent. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, variable annuities, and financial planning. The firm employs asset-class model allocations based on third-party research and offers a range of investment strategies, including Biblical Responsible Investing options.

Elliott Peigen is a financial advisor with Infinity Financial Services Advisory, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and with Infinity Financial Services since 2016. Outside of advising, he works as an independent insurance agent specializing in fixed annuities and life insurance. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, adviser selection, and pension consulting through a diverse investment approach that includes both long- and short-term strategies and the use of complex products such as options.

Ryan Smith is a financial advisor at CoreCap Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes legal and insurance services, serving as President and Attorney at Next Frontier Estate Planning PLLC and Vice President at National Insurance Services. He is involved in legal and insurance roles alongside his advisory work. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients with discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm employs a relationship-oriented, long-term investment approach focusing on mutual funds, ETFs, individual equities and bonds, and also offers oversight of sub-advisors and tax-efficient asset management strategies.

James Spann is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Spann is involved in managing family commercial real estate through a general partnership and operates an accounting services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and utilizes a range of analyses while also coordinating with third-party investment advisors.

John Maloney is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with six years of industry experience. Prior to joining Mercer in 2024, he worked at Fisher Investments for six years and spent time at Daimler Trucks North America and Willamette University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other vehicles, alongside educational programming and integrated affiliated service lines.

Heather Rogers is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including roles with Truist Investment Services, Truist Bank, and SunTrust Bank. Prior to her current position, she worked briefly at Thirty One Gifts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by an Equity Research team that employs AI-enabled tools and oversight from an Investment Advisory Group and CIO.

James Gioia is a CFP® with 34 years of experience in the financial services industry. He currently works at Stratos Wealth Partners, Ltd., having joined in 2025, and has prior experience with LPL Financial, ProNvest, Bank of England, and Ameriprise Financial Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services including financial planning and outsourced CIO solutions, employing an open-architecture model that integrates multiple third-party platforms and managers to provide customized portfolio management.

Harrison Fisher is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Bank of America, Merrill, and Centerra-SRS. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Clifford Gould is a financial advisor with GWN Securities Inc. in Soddy Daisy, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with GWN Securities since 2016 and has prior experience with Consolidated Retirement Services dating back to 1996. In addition to his advisory work, he is involved in managing fixed annuity and life insurance agencies and participates in business referrals related to cost segregation studies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies uncommon for firms of its size.

Jeffrey Flowers is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 22 years of industry experience. His work history includes roles at Gwfs Equities, Inc., FTB Advisors, Inc., and LPL Financial. 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 uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both single “point-in-time” financial plans and optional managed account solutions.

Manuel Carril is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and served briefly in the US Army Reserves. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers under various advisory and promoter arrangements.

Joseph Parker is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, The Prudential Insurance Company of America, New York Life Insurance Company, and FedEx Ground. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, operating at scale with over 212,000 clients and 301 advisors.

Celeste Friend is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Voya Financial Advisors, Inc. and has previously worked at firms including Valic Financial Advisors and Bellwether Investment Group. Outside of advisory services, she also holds a position as an independent insurance agent. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a blend of in-house and third-party investment strategies, emphasizing client-centered, often non-discretionary account management.

Connor Presnell is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Butler Lexus of South Atlanta and 27 Baseball. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and regular rebalancing.

Christopher Sislo is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC. He previously worked for HHM Wealth Advisors, LLC for 10 years. In addition to his advisory role, he works seasonally as a tax preparer. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting through a combination of discretionary and non-discretionary portfolio management and a variety of analytical strategies.

Robert Berz is a financial advisor with Integrity Alliance, LLC in Chattanooga, TN, holding a Series 63 designation and over 56 years of industry experience. He has a long-standing career that includes ownership of Berz Financial Partners since 1960 and involvement with Kestra Advisory Services for nine years. In addition to advisory work, he owns an insurance firm, Bluffview Insurance Group, which advises clients on family and business protection strategies using life insurance products. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment and financial planning services, utilizing both proprietary and third-party portfolio management platforms and supports advisors with both brokerage and advisory capabilities.