Carlos Cato is a financial advisor with First Citizens Asset Management, Inc., holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and AT&T. Outside of his advisory role, he serves on the Savannah River Site Citizens Advisory Board, advising on the disposal and cleanup of nuclear waste in his community. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm employs a global multi-asset class approach with discretionary management focused on strategic asset allocation and manager research.

Darold Brooks is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Meridian Wealth Management, LLC since 2022. Prior to this, he spent 12 years at Livingston Group Asset Management Company. Outside of his advisory role, he manages real estate-related businesses, including serving as Managing Director of CMI Realty Group, LLC. Meridian Wealth Management, LLC is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a range of investment strategies tailored to client profiles.

Richard Cundey is a CFP® and ChFC® with 31 years of industry experience. He is currently a managing director at Choreo, LLC and has previously worked at Purshe Kaplan Sterling Investments and Cherry Bekaert Wealth Management Services, L.L.C. Outside of his advisory role, he is involved in insurance product services with multiple firms. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, managed centrally and overseen by an Investment Committee.

Romonia Lee is a financial advisor with Asset Allocation Strategies, LLC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She previously worked at Equity Services Inc and various financial services firms and has been involved with ValuTeachers for over 18 years. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm uses strategic asset allocation based on quantitative techniques and offers supplemental services such as 529 plans and plan-sponsor investment policy reviews.

Jeffery Fehrman is a CFP® with 33 years of industry experience and is currently an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles with Raymond James Financial and Truist Investment Services. Outside of financial advising, he is the owner of Fehrman Farm, LLC, an agricultural business, and serves as a committee member on the finance committee of the National Cutting Horse Association. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Mark Maund is a financial advisor at Choreo, LLC with 28 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Choreo in 2023, he spent 22 years with Cherry Bekaert Wealth Management, LLC. Maund is also involved in insurance services as an agent with Dempsey Companies and Ash Brokerage. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to construct portfolios utilizing various investment vehicles and offers a range of advisory services including discretionary portfolio management, financial planning, and outsourced CIO services.

Paul Sipala Jr. is a financial advisor at IAMS Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining IAMS Wealth Management in 2018, he worked at Foresters Equity Services, Inc. and Florida Gulf Tax Advisors. He also operates Paul V. Sipala, Jr., LLC, offering tax preparation and insurance services including life insurance, disability, annuities, and Medicare supplements. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Angelica Orozco is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at firms including Morgan Stanley, Merrill Lynch, and Bank of America. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and a range of other asset types, supported by a network of approximately 286 advisors.

Stuart Gertman is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. He serves on the budget and finance committee of the Central Conference of American Rabbis. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Rodney Wendt is a financial advisor at Cornerstone Wealth with five years of industry experience. He holds a Series 66 designation and previously worked at Keystone Financial Services. Outside of finance, he has experience in entrepreneurial and service roles, including operating a window cleaning business and involvement with a dance hall. Cornerstone Wealth Group is an SEC-registered adviser serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers portfolio management and financial planning services, with an investment approach centered on model portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Jason Renner is a financial advisor with Rossby Financial, LLC in Augusta, GA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and University Hospital. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across about 800 client relationships, employing a variety of investment analysis methods and tailored strategies that include discretionary and non-discretionary services.

Bailey Edmonds is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., Queensborough National Bank & Trust, and Augusta University. Edmonds also serves as an associate and sales assistant at Fehrman Investment Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services through customized, primarily long-term portfolios that include ETFs, mutual funds, and other investment vehicles.

Katie Edmonds is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at Fehrman Investment Group and Raymond James Financial Services Advisors. She is also involved with Fehrman Farm LLC, where she serves as a signer on family farm accounts. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jeffrey Foreman is a financial advisor with Kovack Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience and also owns and operates Foreman and Milks, CPA's, P.C., a firm providing tax preparation, business accounting, and consulting services. Prior to joining Kovack Advisors, he worked at Advisory Services Network, LLC and operated his own CPA practice. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure implemented mainly through mutual funds and ETFs, while also recommending third-party managers and offering financial planning and retirement account aggregation services.

Trent Arnold is a financial advisor at Archer Investment Corporation with 12 years of industry experience. He holds a Series 65 designation and has been with Archer since 2013. In addition to his advisory role, Arnold owns and manages a CPA firm that provides accounting and tax services. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, offering customized portfolio management and model-based strategies primarily through separately managed accounts and proprietary mutual funds.

Ray Lewis is a financial advisor with Kovack Advisors, Inc. in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2014. Outside of his advisory role, he is the managing partner of Ray Lewis & Family Holdings LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs while also recommending third-party managers and offering financial planning and account aggregation services.

Charles Butler is a financial advisor at Kingsview Wealth Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed investment strategies, offering a range of instruments and access to alternative investments through various platforms.

Matthew Black is a financial advisor with Secure Asset Management, L.L.C., holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at AlphaStar Capital Management, LLC and Hornor, Townsend & Kent, LLC. He is also an insurance agent with Prosperity Retirement Group, LLC, where he provides insurance sales and service including life insurance products. Secure Asset Management, LLC specializes in personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services for retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis and focuses on client-specific investment policies without maintaining traditional corporate client relationships.

Virginia Gray is a Series 66-registered financial advisor with 18 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at Fehrman Investment Group and Raymond James Financial. Outside of her advisory role, she holds an associate position at Fehrman Investment Group performing general administrative duties. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized, primarily long-term investment approach that includes ETFs, mutual funds, and other asset classes.

Haley Culp is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Janney, she worked at The Smith Group and has experience in media with roles at WFXG Fox 54 and Aiken Standard. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.