Zachary Montgomery is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked in various capacities within the Bankers Life companies since 2017, including insurance sales and agency management, where he oversees hiring and training of agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to provide customized investment strategies tailored to clients’ goals and risk tolerances.

Robert Wiswell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Morgan Stanley and Wells Fargo Clearing. He operates a registered investment advisory business under the name Wiswell Wealth Management through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm’s investment approach integrates client goals and risk tolerances with multiple strategies and third-party managers, supported by proprietary and external technology platforms.

Richard Flippo Jr. is a financial advisor with Sanctuary Advisors, LLC who holds the Series 66 designation and has seven years of industry experience. He previously worked at UBS Financial Services from 2018 to 2025 and held various positions in the medical sector prior to that. Outside of his advisory role, he operates his own investment advisory business and manages administrative consulting engagements. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting services, utilizing a range of investment approaches and acting as a fiduciary when advisory agreements are in place.

Jack Potzauf is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has one year of industry experience, having worked previously in primary education and at the University of South Carolina. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Adam Dunham is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent six years at Scottrade. Janney Montgomery Scott 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 charitable organizations, providing brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Kimberly Quick is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously served in the United States Marine Corps with the Marine Cryptologic Support Battalion and 1st Radio Battalion from 2014 to 2021. Before joining Empower in 2022, she held various roles at First Command companies during 2021 and early 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns with services delivered through point-in-time financial plans and optional managed account solutions.

John Mccollum is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has longstanding roles with The Guardian Life Insurance Company and Peachtree Planning Corporation. Outside of his primary roles, he is involved in selling insurance products beyond Guardian offerings. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and programs.

Betty Kendra is a financial advisor with Eagle Strategies (NY Life) in Martinez, GA, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Eagle Strategies since 2014 and also serves as Vice President, Secretary, and Treasurer of Kendra Financial Group, LLC, which manages office overhead expenses and offers insurance and annuity products. Kendra is additionally appointed as an insurance broker with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Donna Carr is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Fifth Third Securities since 2002 and with Fifth Third Bank since 1999. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Maryann Barrett is a financial advisor with Janney Montgomery Scott in Aiken, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Janney Montgomery Scott since 2012. Outside of her advisory role, she participates in several volunteer activities at Our Lady of the Valley Catholic Church, including serving as a Eucharistic Minister and coordinating charitable gift efforts. 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 wide range of clients, including individuals, families, trusts, corporations, and municipalities, offering brokerage, financial planning, and advisory services through a mix of in-house and third-party portfolio management.

Hubert Cooke III is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 44 years of industry experience. He has been associated with Peachtree Planning Corporation, Park Avenue Securities, and Guardian Life Insurance Company since 2001. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, providing various proprietary and third-party investment programs along with financial planning and consulting solutions.

George Claussen III is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at SunTrust Advisory Services and SunTrust Investment Services over the past 15 years. Claussen serves as a board member of the Georgia State Golf Foundation, where he participates in the scholarship review process. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and uses AI-enabled research tools to support investment decisions.

Edward Williams is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Independent Financial Partners since 2012 and previously spent nine years with LPL Financial. Outside of his advisory work, he serves as a trustee for a family trust and operates a consulting sole proprietorship focused on reviewing materials and writing opinion reports. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable capability in retirement-plan advisory and pension consulting.

Jessica Bost is a CFP® accredited financial advisor with six years of industry experience, currently with AE Wealth Management, LLC. She has previously worked at Alpha Architect, LLC, Lake Avenue Financial LLC, and Guardian Life Insurance Co of America. In addition to her advisory role, she is involved in insurance sales and services through WG Financial Group. 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 and various analytical strategies, managing approximately $49.8 billion for over 127,000 clients.

Jason Ross is a CFP® with 22 years of industry experience, currently with Truist Advisory Services. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies and incorporates AI-enabled tools in research, supporting manager selection and ongoing portfolio oversight.

Charles Mahaffey is a CFP® professional with 13 years of industry experience, currently serving at Valic Financial Advisors since 2018. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he holds leadership roles in his community, including serving as a deacon at First Presbyterian Church in Augusta and as a board member of the Fellowship of Christian Athletes in Richmond County. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet UMA models for portfolio construction and supports a large client base through its network of over 1,200 advisors.

Tammy Jones is a financial advisor at &PARTNERS with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and related affiliates for 16 years. Outside of her advisory role, Tammy serves as a notary public for the state of South Carolina. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of services such as investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and reviews.

Jennifer Feraldi is a financial advisor at &PARTNERS with 16 years of industry experience. She previously worked at Wells Fargo Advisors and its related entities for 13 years. Outside of her advisory role, she serves as a notary public in South Carolina. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutional clients, and retirement plans. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Wesley Sullivan is a ChFC® with 11 years of experience in the financial services industry. He is currently with CWM, LLC, where he has worked for eight years, and has prior experience with firms including Strategic Financial Management, LLC and Cetera Advisor Networks. Outside of his advisory role, he manages Wesley C. Sullivan, LLC, serving as an advisor and strategist, and is involved in real estate through Fitzgerald and Sullivan Real Estate, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Scott Fitzgerald Jr. is a CFP® professional with 24 years of industry experience. He is currently with CWM, LLC, where he has worked since 2018. His prior roles include positions at Cetera Advisor Networks, Pinnacle Insurance and Financial Services, and Strategic Financial Management. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes and the Golden Harvest Food Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs a discretionary management approach utilizing model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, portfolio management, and retirement-plan solutions.