Donald Rice Jr. is a financial advisor at Alphastar Capital Management with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Solomon API, Retirement Wealth Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of investment advisory, he is president of Synergy Financial Partners, a fixed insurance and annuity sales business, and serves as a regional director for America's Health Team, which focuses on health insurance sales. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical portfolio management approaches, including model portfolios and third-party technology, and maintains a broad client base 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 credentials and 24 years of industry experience. His prior roles include positions at HD Vest Advisory Services and Hd Vest Investment Securities, and he has operated his own CPA practice since 1988. Outside of advising, Borgognoni serves as a director and officer for a homeowners association and a local Knights of Columbus council, and acts as a fractional CFO for a professional services firm. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers both comprehensive financial assessments and model-based portfolio strategies, with a focus on diversified allocations across equities, fixed income, mutual funds, ETFs, and options.

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 CFP® with 13 years of industry experience, currently serving as an advisor at First Advisors National, LLC since 2015. He also owns and operates ETS Financial Insurance Services, providing insurance and annuities in Hoschton, GA. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on selecting and monitoring third-party money managers while supplementing with fundamental analysis of individual securities. The firm offers investment management, retirement plan consulting, and uses the Pontera platform for retirement savings aggregation when clients opt in.

David Dodson is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently associated with International Assets Investment Management, LLC and Global Assets Advisory, LLC, and has previously held positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Morgan Stanley. Dodson is also the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and corporations through a nationwide network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, often utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

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.

Alexandra Wilson is a CFP® professional at Facet with six years of industry experience. She has worked at Facet Wealth since 2020 and previously held roles at SmartPath Advisors, SmartPath Financial, and 8 Degrees Financial Wellness. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through its Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, with a focus on fixed subscription fees rather than percentage-of-AUM charges.

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. Prior to joining Facet, he worked at Brightside Financial, Kestra Advisory Services, Morgan Stanley, Personal Capital, NYLIFE Securities, New York Life Insurance Company, Northwestern Mutual, and Money Concepts Capital Corp. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs.

Richard Havard is a financial advisor at Cyndeo Wealth Partners with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cyndeo Wealth Partners in 2022, he worked at Bank of America and Merrill for over a decade each. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm creates customized portfolios through its own models or by allocating to third-party managers and operates a private pooled investment vehicle available to accredited investors.

Cuong Vu is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and zero years of industry experience. He previously worked at USAA and KPMG and currently serves as CEO of Diamond Care Management LLC, a home healthcare business. Vu is also an insurance agent for Medicare and ACA products through AgencyFI Consortium. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management using proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis.

Patrick Moore is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with OneSeven and has held prior roles at MGO One Seven LLC, Tavco Financial Advisory, The Tavenner Company, and First Heartland Capital Inc. In addition to his advisory work, Moore serves as president of Ironclad Business & Tax Advisors, a tax and business advisory firm. OneSeven provides a range of investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

Kenneth Albert is a CFP® with 31 years of industry experience, currently serving at Calton & Associates, Inc. since 2004 and also working with Keystone Advisory Group, Inc. since 2018. He is an author of the book "Finding the Right Fit, the Ultimate Guide to College" and owns an independent insurance agency focused on fixed, life, and health insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing tailored investment recommendations and multiple program structures including firm-managed wrap programs and third-party managed accounts.

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 ChFC® credentialed financial advisor with 17 years of industry experience. He has been with Kovack Advisors, Inc. since 2014. Outside of his advisory role, he is involved in revenue reclamation services for medical facilities, working with medical center CFOs on billing and insurance claims. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, with additional options including individual equities, fixed income, derivatives, and alternative investments.

Jason Pope is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked with firms including Primerica Financial Services, WFGIA, Transamerica Financial Advisors, Inc., and Transamerica Investors Securities, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach incorporates proprietary portfolio construction and ongoing oversight from Morningstar Investment Management and focuses on asset allocation, contribution guidance, and retirement planning.

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.

Shawn Maloney is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Retire Wise, LLC, Financial & Tax Architects, LLC, Alfa Insurance, and Nice Actimize. He is the author of the book "The Priority of Retirement" and is involved in financial literacy education through associations such as the Association of Financial Consultants and the Association of Financial Educators. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical approaches and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Adam Hextell is a financial advisor with Fifth Third Securities, Inc. based in Duluth, GA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Fifth Third in 2020, he worked at The Prudential Insurance Company of America and Foresters Financial Services. Outside of his advisory role, he has been involved with Hextell Properties LLC since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jeremy Winters is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley, E*TRADE Securities LLC, Valic Financial Advisors, and JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.