Richard Stradtman is a financial advisor at FEFA Financial with five years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and Fefa Asset Management, LLC. Prior to his advisory career, he was involved with Mediterraneo Concepts Inc for nine years. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Daniel Meehan is a financial advisor at Global Investment Advisory with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His previous roles include positions at Kalos Capital and Arkadios Capital. Outside of his advisory work, he has worked as a delivery driver on weekends as an independent contractor. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and financial advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages a diverse range of investment instruments, serving both high-net-worth and other clients.

Danny Strain is a financial advisor with Global Investment Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Elite Wealth Management Group, Cape Securities Inc, and Paradigm Financial Group. Outside of advisory services, he is involved in fixed insurance sales as an agent appointed directly with several insurers. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and financial advisory firms. The firm employs a tactical asset allocation strategy combined with fundamental analysis, managing a diverse range of investment instruments and offering sub‑advisory services through a Turnkey Asset Management Program.

David Bell is a financial advisor with Cape Investment Advisory, Inc. based in Monroe, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cape Investment Advisory and its affiliated entities since 2017, with prior experience at Legend Equities Corporation from 2005 to 2017. Outside of his advisory role, he serves as a Regional Client Manager for ACCG Retirement Services, assisting with enrollment and servicing of governmental retirement plans in Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and operates a multi-office network that emphasizes tailored asset allocation and portfolio construction using fundamental, technical, and macroeconomic analysis.

Samuel Phillips Jr. is a financial advisor at Cape Investment Advisory, Inc. with 33 years of industry experience. He holds the ChFC® designation and licenses Series 63 and Series 65. His prior work includes roles at American Global Wealth Management, Cape Securities, Inc., and Retirement & Wealth Strategies. Phillips serves as a director on the board of Phoenix Pass, a nonprofit providing advocacy and intervention life training for homeless mothers. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and access to various asset managers for individuals, businesses, and qualified plans. The firm develops asset allocation plans through personalized discussions and uses a combination of internal portfolio managers, sub-managers, and third-party asset managers with regular portfolio reviews.

Houston Freeman is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Global Wealth Management and Cape Securities Inc. He also has a longstanding position at Hargrave & Freeman, P.C. Cape Investment Advisory, Inc. serves a broad client base including individuals, businesses, and various retirement and trust entities. The firm offers portfolio management, financial planning, and access to third‑party and affiliated asset managers, using a process based on client objectives and risk tolerance supported by historical data and optimization software.

Steven Wisnewski is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Cape Investment Advisory since 2017, alongside roles at Cape Securities Inc. and various insurance carriers through W & R Insurance Agencies. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately 40 advisors managing about $402 million in regulatory assets and offers tailored portfolio construction through a flexible model that incorporates fundamental, technical, and macroeconomic analysis.

Matthew Latta is a financial advisor at IAMS Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with IAMS Wealth Management since 2018 and is also involved with Annuity Client Solutions as an annuity sales and insurance agent. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Victor Giustina is a financial advisor at Saxony Capital Management, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Fullerton Group and Transamerica Financial Advisors. Outside of advisory roles, he is involved in wholesaling securities products through Piedmont Capital Distributors. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with a range of investment approaches including discretionary asset management, third-party manager due diligence, and a variety of trading strategies.

Eric Edwards is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has 12 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, CUNA Brokerage Services, and M&T Securities. Outside of his advisory work, he serves as a benefits adviser for government employee associations and also provides insurance and annuity advisory services through TrueChoice Financial. Cape Investment Advisory offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach tailored to client goals using fundamental, technical, and macroeconomic analysis.

Jack Russell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated entity, Capital Investment Group, Inc., since 2016. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, utilizing an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.

Robert Dahl is a financial advisor at Gradient Securities, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Investment Services Inc and Prime Financial Strategies, LLC. Outside of his advisory role, he operates an Amazon store under Ultra Homes, LLC. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently employs third-party managers in its investment approach.

Jacob Wedincamp is a financial advisor with Cape Investment Advisory, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Cape Investment Advisory in 2025, he worked at Nexus EcoServices, Harbin Engineering, and Carlson Environmental Consultants. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm provides discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that incorporates client objectives and risk tolerance with historical data and optimization software.

Stephen Enochs is a financial advisor with Cape Investment Advisory, Inc. He holds Series 65 and Series 63 licenses and has 33 years of industry experience. He has worked at Cape Investment Advisory since 2009 and has been with American Global Wealth Management since 2026. Enochs is also president of his own investment-related business, S. Enochs Investments LLC. Cape Investment Advisory serves individuals, businesses, qualified plans, IRAs, trusts, and other entities by providing portfolio management, financial planning, and access to third-party asset managers. The firm’s approach includes establishing client objectives and risk tolerance through personal discussions and implementing asset allocation plans informed by historical data and optimization software.

Elwyn Brown is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Berthel Fisher since 2011. Outside of his advisory role, he owns Brown Wealth Management, a financial planning business in Atlanta. Berthel Fisher & Company provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and institutional investors. The firm offers both wrap and non-wrap asset management across multiple platforms and supports diverse portfolio construction strategies through approximately 100 independent investment adviser representatives.

Karen Turner is a financial advisor at Cape Investment Advisory, Inc. with 15 years of industry experience. She holds the CFP® and ChFC® designations. Her career includes roles at Cape Investment Advisory since 2016 and American Global Wealth Management, Inc. since 2023. Cape Investment Advisory serves individuals, businesses, and various retirement and trust entities, offering discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm’s approach involves personalized assessments and asset allocation plans supported by historical data and optimization software, with portfolio management by internal advisors, sub-managers, or third-party managers.

John Breard is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is currently with Alera Investment Advisors, LLC and has previously worked at Valic Financial Advisors, JB Capital, LLC, and Arista Advisory Group, LLC. Outside of his advisory role, he is a licensed insurance agent affiliated with JN Financial, LLC, where he may recommend insurance and annuity products. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Grayson Miller is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Waterloo Capital, where he has worked since 2026. His prior experience includes positions at Oxford Financial Group, Goldman Sachs & Co. LLC, and UBS Financial Services. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm emphasizes customized, long-term investment strategies supported by fundamental analysis and offers a broad range of investment tools alongside comprehensive financial planning and consulting.

James Walker is a financial advisor at Cape Investment Advisory, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Global Wealth Management and New York Life Insurance Co. Outside of his advisory role, Walker is the CEO of Strictly Business Legacy, LLC, a consulting firm focused on small business medical and property-casualty insurance, and serves as a board member of the National Association of Health Underwriters’ South Atlanta chapter. He is also active as a real estate agent with Village Premier Collection Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm employs a network of advisors who tailor portfolio construction to client goals using various analytical methods and offers multiple service delivery models, including wrap programs and third-party asset managers.

Patrick Thomas is a financial advisor with Fortis Capital Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at MPWM Advisory Solutions, Cardea Capital Advisors, and Lindner Capital Advisors. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a combination of discretionary management, advisor-specific investment styles, and model portfolios, incorporating passive, active, tactical, and ESG-oriented strategies.