Liliya Gubceac is a financial advisor with Summit Wealth Group, holding Series 65 and Series 66 credentials and 19 years of industry experience. She has worked with Summit Wealth Group and Commonwealth Financial Network since 2006 in various capacities. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, standalone financial planning, family office and wealth planning, and retirement plan advisory, using customized target allocations and a range of analytical approaches including asset allocation and direct indexing.

Jeffrey Falke is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LPL Financial, Fortis Group Advisors, and Invest Financial Corporation. He serves as secretary of the advisory board for Atlantic Care Center, a nonprofit charity organization. Kingswood Wealth Advisors provides investment advisory and consulting services to a diverse client base, including individuals, corporations, pension plans, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to clients’ objectives and risk tolerance while offering services such as portfolio management, financial planning, and fiduciary plan advisory.

Joshua Moody is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including Center Street Advisors, Inc., Center Street Securities, Inc., and Arete Wealth Advisors, LLC. He is also the owner and financial advisor at Pathway Financial Management, a business offering insurance-related products. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, and charitable clients. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored investment solutions through a large enterprise platform.

Rodney Martin is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Transamerica Premier Insurance Company and operates as an independent insurance agent through his own business, Blue Suit Advisors, LLC. He is also the owner of Senior Retirement Services, LLC. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a variety of investment strategies, including strategic asset allocation models and options-enhanced strategies.

Deborah Dorman is a financial advisor with Equity Services, Inc. and National Financial Services Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Equity Services since 2013. Outside of her advisory role, Deborah provides pet care services, including feeding and walking animals and cleaning stalls. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and manages a substantial amount of both discretionary and non-discretionary client assets.

Eva Hooper is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 credential and has worked with firms including Avantax Investment Services, J.P. Morgan Securities, and Nylife Securities. Outside of her advisory role, she is involved in farming and ranching, selling livestock, timber, and produce, and operates a room rental in her home. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm provides access to a multi-manager platform with diverse investment options and manages over $256 billion in assets.

Robert Cheek is a financial advisor with Edward Jones in Hartwell, GA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Georgia and the Franklin County Board of Education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

John Osley is a CFP®-certified financial advisor with Edward Jones in Hartwell, GA, where he has worked since 2016. He has 10 years of industry experience. Outside of advising, he is involved in residential rentals through ownership and management of rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Robert Davis is a financial advisor at Advocacy Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management and Armís Advisers LLC. Outside of advisory services, he serves as an agent for Forge Consulting LLC, an insurance agency affiliated with his firm. Advocacy Wealth Management, LLC is a multi-team firm that provides wealth management services.