Robert Dahl is a financial advisor at Gradient Securities, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Investment Services Inc and Prime Financial Strategies, LLC. Outside of his advisory role, he operates an Amazon store under Ultra Homes, LLC. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently employs third-party managers in its investment approach.

Jacob Wedincamp is a financial advisor with Cape Investment Advisory, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Cape Investment Advisory in 2025, he worked at Nexus EcoServices, Harbin Engineering, and Carlson Environmental Consultants. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm provides discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that incorporates client objectives and risk tolerance with historical data and optimization software.

Stephen Enochs is a financial advisor with Cape Investment Advisory, Inc. He holds Series 65 and Series 63 licenses and has 33 years of industry experience. He has worked at Cape Investment Advisory since 2009 and has been with American Global Wealth Management since 2026. Enochs is also president of his own investment-related business, S. Enochs Investments LLC. Cape Investment Advisory serves individuals, businesses, qualified plans, IRAs, trusts, and other entities by providing portfolio management, financial planning, and access to third-party asset managers. The firm’s approach includes establishing client objectives and risk tolerance through personal discussions and implementing asset allocation plans informed by historical data and optimization software.

Karen Turner is a financial advisor at Cape Investment Advisory, Inc. with 15 years of industry experience. She holds the CFP® and ChFC® designations. Her career includes roles at Cape Investment Advisory since 2016 and American Global Wealth Management, Inc. since 2023. Cape Investment Advisory serves individuals, businesses, and various retirement and trust entities, offering discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm’s approach involves personalized assessments and asset allocation plans supported by historical data and optimization software, with portfolio management by internal advisors, sub-managers, or third-party managers.

James Walker is a financial advisor at Cape Investment Advisory, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Global Wealth Management and New York Life Insurance Co. Outside of his advisory role, Walker is the CEO of Strictly Business Legacy, LLC, a consulting firm focused on small business medical and property-casualty insurance, and serves as a board member of the National Association of Health Underwriters’ South Atlanta chapter. He is also active as a real estate agent with Village Premier Collection Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm employs a network of advisors who tailor portfolio construction to client goals using various analytical methods and offers multiple service delivery models, including wrap programs and third-party asset managers.

Rodney Keyes is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Glp Investment Services, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, he conducts marriage workshops and counseling through Liberty In Life Ministries. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and incorporates model portfolios alongside options for portfolio-based financing.

Emma Godbee is a financial advisor with St. Bernard Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at St. Bernard since 2019 and previously spent nine years with Woodstock Financial Group, along with extensive experience in the insurance sector dating back to 1976. Outside of her advisory role, she serves on the City of Riverdale Zoning Appeals Board, the Clayton County Water Authority, and the Clayton County Development Authority. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm follows a long-term, conservative growth strategy with tactical asset allocation and emphasizes collaborative client relationships, combining fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Wayne Sanders is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 49 years of industry experience. His prior work includes American Global Wealth Management and Cape Securities. Cape Investment Advisory, Inc. serves individuals, businesses, and various types of retirement and trust accounts, offering portfolio management, investment monitoring, financial planning, and access to third-party and affiliated asset managers. The firm’s investment process involves assessing client objectives and risk tolerance to develop asset allocation plans, with portfolio management conducted by its advisors, sub-managers, or recommended external managers.

Suzanne Presley is a financial advisor with Gladstone Wealth Partners, holding a Series 65 credential and two years of industry experience. She previously worked at Cetera Advisors, LLC, and Pyke & Associates, PC, where she is also a practicing attorney and owner. Outside of advising, she owns DocuClub, LLC, a document portal service for health care directives and related personal information. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored by representatives and supported by platform-level due diligence.

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.

Thomas King is a financial advisor with Integrated Advisors Network LLC based in Peachtree City, GA. He holds a Series 65 designation and has six years of industry experience. Prior to joining Integrated Advisors Network, he worked at Auctum Wealth Management, AUCTUM CAPITAL, Spalding Amusement, and Financial Architects of the Low Country. Mr. King is also licensed as an insurance agent and sells insurance products independently. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a range of investment approaches and frequently utilizing third-party sub-advisers to implement client plans.

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.

James Stevens is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience with First Command in various advisory, insurance, and brokerage roles, following prior service in the Georgia Army National Guard. Stevens is also the owner of Blue J Enterprises, LLC, through which he operates his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, delivering investment management through centralized teams and approved third-party managers, emphasizing in-person financial coaching and employee ownership.

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.