Liliya Gubceac is a financial advisor with Summit Wealth Group who holds Series 65 and Series 66 licenses and has 19 years of industry experience. Her career includes over a decade at Commonwealth Financial Network and an extended tenure with Summit Wealth Group. 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 customizes investment strategies based on client-specific financial profiles and employs a variety of analytical approaches, often implementing solutions through third-party money managers and sub-advised models.

Jeffrey Falke is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, Fortis Group Advisors, LLC, and Invest Financial Corporation. Outside of advisory work, he serves as Secretary of the Advisory Board for Atlantic Care Center, a nonprofit charity. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture platform with customized investment strategies, often utilizing third-party managers, and is notable for its integration with affiliated financial entities and insurance-linked account management.

Joshua Moody is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Creativeone Wealth, LLC and has held prior roles at Arete Wealth Advisors, LLC, Center Street Advisors, Inc., and Center Street Securities, Inc. In addition to his advisory work, Moody is the owner of Pathway Financial Management, where he provides investment and insurance-related products. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment methods including ETFs, mutual funds, and options strategies.

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 with Cetera, holding a Series 66 designation and 11 years of industry experience. She has previously worked at J.P. Morgan Securities and Avantax Investment Services. Outside of her advisory role, she is involved in farming and ranching, selling livestock and related products, and also works as an independent delivery driver and manages a room rental business. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment strategies.

Robert Cheek is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at the University of Georgia for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.