Steven Wisnewski is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Cape Investment Advisory since 2017, alongside roles at Cape Securities Inc. and various insurance carriers through W & R Insurance Agencies. 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 operates a multi-office network with approximately 40 advisors managing about $402 million in regulatory assets and offers tailored portfolio construction through a flexible model that incorporates fundamental, technical, and macroeconomic analysis.

Eric Edwards is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has 12 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, CUNA Brokerage Services, and M&T Securities. Outside of his advisory work, he serves as a benefits adviser for government employee associations and also provides insurance and annuity advisory services through TrueChoice Financial. Cape Investment Advisory offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach tailored to client goals using fundamental, technical, and macroeconomic analysis.

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 at Cape Investment Advisory, Inc. in McDonough, Georgia, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Nexus EcoServices, Harbin Engineering, and Carlson Environmental Consultants. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process grounded in clients’ financial goals and risk tolerance, supported by optimization software and regular portfolio reviews.

Stephen Enochs is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Aura Asset Management, Inc. and Aura Financial Services, Inc. Enochs also serves as president of his own firm, S. Enochs Investments LLC. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and access to third-party and affiliated asset managers for individuals, businesses, retirement plans, trusts, and other entities. The firm uses a process based on clients’ financial objectives and risk tolerance, implementing portfolios through in-house portfolio managers, sub-managers, or recommended third-party managers with regular reviews.

Deryck Gryne is a financial advisor at Ally Invest Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Regions Bank, Cetera, and TIAA-CREF. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering both automated and advisor-delivered investment services. The firm uses model portfolios based on Modern Portfolio Theory and serves a large client base with a focus on retail and high-net-worth individuals.

Emmett Beard Jr. is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at DAM2019, LLC dba DERBEND ASSET MANAGEMENT for over two decades before joining Waverly Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

James Mothorpe is a CFP® professional with 30 years of experience, currently serving at Capital Investment Advisory Services, LLC. He has been with Capital Investment Group, Inc. since 2009. Outside of his advisory role, Mothorpe is active in his community as a volunteer ambassador for the Fayette County Chamber of Commerce and serves as treasurer of the Rotary Club of Peachtree City. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients. The firm offers customized investment solutions, including separately managed accounts and access to third-party asset managers, with portfolios tailored to client objectives, time horizons, and risk tolerances.

Brian Chustz is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience and a Series 66 credential. He has worked at Edward Jones and Purshe Kaplan Sterling Investments and is a partner at The Chustz Law Firm, where he provides legal services. He serves on the Board of Governors for Club Corp and on the Fayette County Chamber of Commerce Board. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients, offering discretionary and non-discretionary portfolio management that integrates traditional and alternative investment strategies. The firm also provides financial planning, retirement plan consulting, and multi-family office services.

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 Jr. is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to his advisory roles, he is CEO of Strictly Business Legacy, LLC, a consulting firm advising small businesses on major medical plans and property and casualty insurance, and serves as a board member of the National Association of Health Underwriters local chapter in South Atlanta. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that begins with personal client discussions and employs asset allocation informed by historical data and optimization tools.

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.

Pamela Middleton is a financial advisor with Capital Analysts, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and previously worked at Banks, Jackson & Middleton Inc. Pamela also provides income tax preparation services and manages an insurance business. Additionally, she serves as an executor and trustee, and is a guardian to a family member. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

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 financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management Inc. since 2020 and previously at CRI Securities, LLC, Securian Financial Services Inc., and Minnesota Life. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. Advisors construct diversified portfolios using a range of investment vehicles and have access to both internal portfolio management and independent managers.

John Redfearn III is a financial advisor with Cape Investment Advisory, Inc. He holds the CFP® and ChFC® designations and has 30 years of industry experience. In addition to his advisory role, he serves as an adjunct faculty member teaching undergraduate business courses at Central Texas College. Cape Investment Advisory, Inc. serves individual and institutional clients, including high-net-worth individuals, businesses, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, utilizing a process that incorporates client-specific financial goals, historical risk/return data, and optimization software.

Thomas King is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and seven years of industry experience. He has worked with Auctum Wealth Management since 2019 and held roles at AUCTUM CAPITAL, Spalding Amusement, and Financial Architects of the Low Country. Mr. King is also independently licensed as an insurance agent and may sell insurance products to clients. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis along with various investment strategies, often utilizing third-party sub-adviser platforms and tailored portfolio management approaches.