Andre Parker is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and nine years of industry experience. He has worked at several firms including Transamerica Financial Advisors and World Financial Group. Outside of advising, Mr. Parker is involved in multiple entrepreneurial ventures such as marketing, coaching, and the music and entertainment industry, where he serves as CEO of Askim Music & Entertainment Group LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, integrating proprietary research and execution capabilities through its ownership of AdvisorGuide, LLC.

Richard Carnes is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he serves as treasurer for the Oconee Bass Club, a local fishing organization. Capital Analysts serves both retail and institutional clients, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management through its in-house team with non-discretionary services via advisors and third parties, offering tax-aware and rebalancing options.

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.

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.

Shannon Stallworth is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Retirement Wealth Advisors from 2016 to 2020. She is also the owner and agent of RDS Partner Inc, doing business as Retirement Design Solutions, where she 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 offers a range of services including portfolio management, financial planning, and sub-advisory support, utilizing tactical, strategic, and dynamic investment approaches within a multi-team model.

William Beckett is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2017. Outside of his advisory work, he is a partner in a small family business, Evolution Pets, LLC, where he occasionally assists with recordkeeping. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a range of third-party money managers and platforms, including Envestnet and Pershing, to deliver tailored investment solutions.

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.

Cindi Porter Rowe is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Madison Avenue Securities, LLC and has previously worked at Integrated Financial Planning Services, Alleron Investment Advisors, and Dempsey Lord Smith, LLC. Outside of her advisory role, she serves as president and financial planner at TeamWarc, Inc., where she provides financial planning and insurance services. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and provides portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Donald Rice Jr. is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Solomon API, LP and Retirement Wealth Advisors, Inc. In addition to his advisory role, he serves as president of Synergy Financial Partners, focusing on fixed insurance and annuity sales, and is a regional director for America's Health Team, which offers health insurance products. AlphaStar Capital Management provides discretionary investment management, financial planning, and plan participant account management to individuals, businesses, and retirement plans. The firm employs a mix of strategic and tactical investment approaches through model portfolios and third-party technology, serving over 8,400 clients with approximately $2.5 billion in assets under management.

Reno Borgognoni is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Archer since 2018 and previously held roles at HD Vest Advisory Services and Hd Vest Investment Securities. Outside of his advisory work, he serves as a fractional CFO for MD & E Clarity and holds leadership positions in local organizations, including as Vice President-Treasurer of a homeowners association and advocate overseeing legal and risk management for a Knights of Columbus council. Archer Investment Corporation provides investment management primarily to individual clients across a range of wealth levels through separately managed accounts and proprietary mutual funds. The firm employs diversified investment strategies and serves a network of accountants and CPAs in a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.

Cassandra Stiff is a financial advisor with BCG Securities, Inc. and holds Series 63 and Series 65 designations. She has 24 years of industry experience with prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of her advisory work, she serves on education-focused nonprofit boards including the Kennesaw Business Association and the Douglas County School System Foundation, and participates as an adviser on the Her Money Her Choice podcast, which provides financial education for women. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches across various investment strategies.

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.

Barry Dow is a financial advisor at Arkadios Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms, including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as president of Innovative Collectibles, a business focused on buying and selling coins and collectibles, and also leads Oaktree Consulting, a marketing company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment planning using a variety of management approaches and incorporates fundamental, technical, and cyclical investment analysis methods.

Alan Sabo is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he has worked as an Uber driver. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of platforms, including discretionary and non-discretionary management, model solutions, and third-party arrangements.

Angel Vega is a CFP® with four years of industry experience, currently advising at Facet. He has worked at several firms including Morgan Stanley and Brightside Financial. Vega attended Mercer University and has experience spanning financial planning and advisory roles across multiple organizations. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform. The firm serves a broad range of individual clients and uses technology-driven, model-based asset allocations with a flat subscription fee structure rather than percentage-of-assets fees.

Cuong Vu is a Series 65-licensed financial advisor with one year of experience, currently with Encompass More Asset Management LLC. Prior to joining Encompass More, he worked at USAA and KPMG. Outside of financial advising, he serves as CEO of Diamond Care Management LLC, a home healthcare business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm combines proprietary and third-party models using a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset exposures.

Patrick Moore is a CFP® professional with 11 years of industry experience, currently serving at OneSeven. His prior roles include positions at Ironclad Wealth Management and First Heartland Capital Inc. Outside of advisory work, he is president of Ironclad Business & Tax Advisors, a tax and business advisory firm. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with investment advisory and financial planning. The firm uses diversified portfolios primarily focused on long-term strategies, employs due diligence, and offers both discretionary and non-discretionary arrangements.

Paul Busino is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Berthel Fisher since 2005. Outside of advising, he serves on board positions for local condominium associations and is involved in business consulting, mortgage lending, and insurance activities. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 investment adviser representatives.

William Rumble is a financial advisor at Kovack Advisors, Inc. with 18 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Kovack Advisors in 2014, he worked at Advisory Services Network and Thrivent Investment Management. Outside of his advisory role, he manages a family farm and is involved in a medical revenue reclamation business. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets, serving individuals, institutions, and government clients. The firm offers portfolio management, financial planning, and sub-advisory services, utilizing both internally created models and third-party managers to construct and monitor client portfolios.