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.

Robert Yu is a CFP® with 13 years of industry experience and is currently with Apollon Wealth Management, LLC. He has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Yu is licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing varied investment tools including ESG models, direct indexing, and generative AI.

Noah Williams is a CFP® professional with experience beginning in 2023 and currently works at Apollon Wealth Management, LLC. His background includes roles in various organizations such as First Coast Service Options and HomePro, Inc., as well as service in the U.S. Navy. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering a range of financial planning and portfolio management services that combine centrally managed strategies with locally managed portfolios and utilize advanced technology tools, including generative AI.

Andrew Prehmus is a financial advisor with BIP Wealth, LLC in Norcross, GA, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at Strategic Blueprint, LLC, and The Strategic Financial Alliance, Inc. Outside of his advisory work, he is a partner in Prehmus Financial Partners, which offers financial services and fixed insurance advice. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations and offers private-market securities to qualified investors, distinguishing itself through adviser roles to private pooled vehicles and affiliated sponsor activities.

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.

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.

Jeffrey Mcclenning is a CFP® professional with 21 years of experience in financial advising. He has been with The Strategic Financial Alliance, Inc. since 2005. Outside of his advisory role, he umpires youth baseball games in Gwinnett County, GA, and is a partner in a financial services and fixed insurance marketing entity. The Strategic Financial Alliance serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and consulting services, employing customized strategies through co-advisory relationships and third-party asset managers.

Ti Juana Harvey is a financial advisor at Mutual Of Omaha Investor Services, Inc. with six years of industry experience. She holds the ChFC® designation as well as Series 65 and Series 63 licenses. Her prior experience includes roles at Community Loans of America and Mutual of Omaha Insurance Company. In addition to her advisory work, she is also an accountant and works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning and managed account programs. The firm operates through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer, and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

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.

Scarlott Cagle is a CFP® professional with 21 years of experience in financial advising. She has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.

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.

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 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.

Kenneth Albert is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2004. He previously worked at Keystone Advisory Group, Inc. and Sicor Securities Inc. Outside of his advisory role, he is an author of the book *Finding the Right Fit, the Ultimate Guide to College* and operates an independent insurance agency. Calton & Associates is a multi-team registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers using a combination of analytical approaches, including fundamental and technical analysis.

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.