Aaron Das is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2020 before joining Kingsview Partners in 2020. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals—including high-net-worth clients—retirement plans, registered investment companies, endowments, trusts, and state or municipal entities. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

Paul Salamon Jr. is a financial advisor at Brookwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, he is involved with Empowered-Home, a venture active since 2021. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains relationships with third-party managers and platforms, overseeing approximately $1.25 billion in assets under management as of the end of 2025.

Matthew Losanno is a financial advisor with Csenge Advisory Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with seven years of industry experience. He has worked at firms including Cinder Wealth Advisors, Vaikus Advisory Group, and Primerica Advisors, and previously held a position at Dell Technologies. Outside of his advisory roles, he owns and operates North GA Business Coach, a business coaching service focused on helping owners improve the value of their companies. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, constructing portfolios primarily with mutual funds and ETFs tailored to individual client goals.

Jeffery Forrestall is a financial advisor with International Assets Investment Management, LLC. He holds a Series 63 designation and has five years of industry experience. Forrestall has worked at firms including Global Assets Advisory, LLC, International Assets Advisory, LLC, LPL Financial, and INVEST Financial Corp. He is also the president and managing partner of Forrestall CPAs, a CPA firm he has led since 1994. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and offers access to third-party money managers, wrap programs, and standalone financial planning.

Brian Cantel is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Berthel Fisher since 2006 and previously at BFC Planning, Inc. from 2016 to 2018. Cantel is also involved with the Rotary Club of South Hall as a director organizing service projects and social outings and serves as a sales representative for rare gold and silver coins. Berthel Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm provides a range of asset management solutions through multiple platforms and allows advisors to construct portfolios using various securities and strategies.

Larry Hales is a financial advisor at Advisor Share Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Gradient Advisors LLC and Wealth Watch Advisors. Outside of his advisory role, he is the owner of Life Concepts, Inc., where he has been involved in insurance sales since 1992. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

George Nickels is a financial advisor with First Advisors National, LLC, holding Series 65 and Series 66 credentials and four years of industry experience. His prior work includes roles at E.T.S. Wealth Management and Edward Jones. In addition to his advisory work, he is an insurance agent with ETS Financial, providing insurance and annuity services. First Advisors National offers investment management, asset allocation advice, and retirement plan consulting primarily to individual clients. The firm focuses on evaluating and monitoring third-party money managers and uses both tactical and strategic asset allocation methodologies in managing discretionary portfolios.

Lyndsay Kim is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Triad Advisors, Inc. and currently serves at both Alera Investment Advisors and OSAIC. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term investment orientation.

Zachary Gerrells is a financial advisor with Blackridge Asset Management, LLC and holds a Series 66 designation. He has three years of industry experience and has worked at firms including Peak Brokerage Services and Cambridge Investment Research. He is also the owner of Gerrells CPA, LLC, a tax services business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management and access to various investment strategies, utilizing a model-based approach supported by affiliated platform providers.

Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Eric Scoggins is a financial advisor with First Advisors National, LLC, holding CFP® and ChFC® designations and 14 years of industry experience. He has worked at First Advisors National since 2015 and has also been involved with ETS Financial Services since 1997, where he owns and operates an insurance and annuities business. Additionally, Scoggins worked at Fusion Capital Management from 2013 to 2017. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers and combines tactical and strategic asset allocation with fundamental analysis to manage discretionary portfolios.

David Dodson is a financial advisor with International Assets Investment Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. His prior work includes roles at JPMorgan Chase Bank NA, Morgan Stanley, Merrill, and Truist Investment Services. He is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to a broad client base including individuals, high-net-worth clients, retirement plans, and corporations. The firm offers customized, long-term portfolio management using a variety of investment vehicles and works through a national network of independent advisers.

Hugh Stallworth is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Retirement Wealth Advisors before joining Virtue Capital Management in 2020. Outside of advisory services, Stallworth is also the owner and agent of Insurance Brokerage Services, DBA Retirement Design Solutions, where he is involved in annuity and life insurance sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model providing portfolio management, financial planning, and sub-advisory services.

Timothy Eckel is a financial advisor at Blackridge Asset Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Dempsey Lord Smith, Arete Wealth Advisors, Center Street Advisors, Center Street Securities, and his own firm, Bales & Eckel Financial Group. Eckel serves as president of the Rural Electric Planning Group, a nonprofit organization related to securities and insurance business for EMC/utilities providers. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms, employing a range of investment strategies including asset allocation, rebalancing, and diversification.

Timothy Bush is a financial advisor at Tucker Asset Management LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Tucker Asset Management since 2017. Outside of advisory work, he owns and manages a tree farm and serves on the board of the Donalsonville/Seminole County Chamber of Commerce. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory through a team of independent investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers access to alternative investments, including private and non-liquid opportunities.

James Cook Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His career includes roles at Capital Investment Group, Inc., Equity Services, Inc., and National Life of Vermont. In addition to advisory work, he is an insurance agent selling risk management products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, foundations, and charitable institutions. The firm offers tailored investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing the majority of its assets on a discretionary basis.

Timothy Duffy is a financial advisor with Capital Analysts in Dawsonville, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Legend Equities Corporation for 16 years before joining Lincoln Investment, where he has been for the past nine years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and advisory services through a nationwide network of independent representatives and firm-managed programs, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Joseph Latour is a financial advisor at Sowell Management with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Sowell since 2016. Prior to that, he was with CONCERT Wealth Management, Inc. and Symetra Investment Service, Inc. Latour is also an owner and agent involved in the sales and service of fixed and immediate annuities, as well as various insurance products including life, health, disability, and Medicare-related plans. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm offers a range of investment strategies including strategic and tactical allocation, individual equity selection, and model portfolios, and supports its network of independent advisers with trading, compliance, technology, and back-office services.

Ryan Farrell is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Empower, he worked in various roles including positions at Bishop O'Connell High School, St Louis Catholic Church, and the Augustine Institute. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base relative to its advisor headcount.

Michael Collins is a CFP® professional with 17 years of industry experience, currently serving at Bankers Life Advisory Services, Inc. since 2016. His background includes work with affiliated entities such as Bankers Life Securities and Bankers Life & Casualty. He also works as an insurance agent and utilizes life insurance products for legacy planning with high-net-worth clients. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers both wrap and non-wrap investment programs.