Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.

Scott Mc Dowall is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with CapSouth Partners, Inc., now operating as CapSouth Wealth Management, since 2015. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a long-term, fundamentally driven investment approach supplemented by tactical strategies and partnerships with select sub-managers.

Robert Williams Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Hiawassee, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Capital Investment Group, Inc. since 2010 and has been associated with National Life Insurance of Vermont and National Financial Services Group since 2003. Outside of his advisory role, Williams is a CPA who provides accounting and tax preparation services and serves on the advisory board of United Community Bank. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs a personalized investment process using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

James Huhn is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with multiple firms including IAMS Wealth Management, Brookstone Wealth Advisors, and SIGMA Financial Corporation. Outside of his advisory role, he is president of Wellness Technologies Group, a company involved in the sales of nutritional and technology products. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a blend of fundamental, technical, and cyclical analysis and employs model portfolios alongside discretionary or non-discretionary authority, with access to various sub-advisers and custodians.

Terry White is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked with firms including Blue Duck Wealth Management and Transamerica Financial Advisors. Outside of his advisory role, he is the organizer and principal agent of IMPACT WealthBuilder, LLC, which provides financial education workshops and planning for families and small business owners focused on life insurance and fixed index annuities. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and sub-advisory support, employing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

Victoria Lindsey is a financial advisor at Private Advisor Group, LLC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked previously at Independent Financial Partners and LPL Financial LLC. Lindsey is also involved in fixed insurance sales as an insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary advisory model, utilizing various investment strategies and technology platforms, and provides access to third-party managers and proprietary programs.

Kenneth Dunlap is a financial advisor at VOYA Financial Advisors, Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with VOYA since 2014. In addition to his advisory role, Dunlap operates an independent insurance agency focused on fixed insurance sales. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and various investment programs, primarily providing advice through non-discretionary, recommendation-based relationships.

Kris Pahl is a Series 66 credentialed financial advisor with 20 years of experience, currently practicing at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Mr. Pahl serves as an elder at All Saints Lutheran Church, assisting with spiritual support and church services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm integrates planning and managed-account services under a consolidated billing option, serving clients through a large network of financial advisors.

Andrew Backer is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Hiawassee, GA. He has seven years of industry experience, including roles at Edward Jones since 2019 and earlier positions such as running Backer Pressure Washing Services and working at JOMCO. He was also involved with the All South Wrestling Officials Association for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages over $1 trillion in assets and offers a variety of advisory and investment solutions through a nationwide network of financial advisors.

Zackery Jones is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his advisory role, he worked in various positions including at Cracker Barrel and Blue Ridge Marina Boat Dock Bar & Grill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices.

John Pirie 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 Ingles Markets Inc. for seven years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Oleg Malyshev is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Acorn Management Partners from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Elijah Eatherly is a financial professional at Cetera with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Concourse Financial Group Securities Inc. Outside of his financial advisory role, he serves as an ambassador for the Blairsville Union County Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program structures.

Edward Biers is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 35 years of industry experience. He has been with Cetera and its affiliated entities since 2016, previously working at Summit Financial Group Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Jacob Meredith is a financial advisor with LPL Financial in Hiawassee, GA. He holds a Series 66 designation and has two years of industry experience, including prior roles at United Community Bank and WinShape Camps. Meredith’s background also includes work related to the Georgia Institute of Technology, Georgia Theatre Company, and Habersham Central High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging a network of over 22,800 advisors and various technology tools to support investment strategies.

James Brown III is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. In addition to his advisory role, he serves in the United States Army Reserve, holding positions including Executive Officer, Detachment Commander for a psychological operations unit, and Officer for a Selective Service unit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Phillip Kesler is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with LPL Financial. His career includes roles at South State Bank since 2018 and LPL Financial since 2011, as well as prior experience with Uvest Financial Services Group and UBS Financial Services. He also has experience in trust and investment services through his involvement with Park Sterling Bank's trust department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolios, supported by various operational tools and a large network of advisors.

Scott Carter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Cetera since 2025 and previously spent over two decades with Concourse Financial Group Securities Inc. In addition to his advisory role, Carter is president and co-owner of Scott Carter Enterprises Inc. and Carter Insurance and Investments, where he oversees insurance sales and services. He also serves as a partner and board member of Carter Williams LLC, which focuses on insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a multi-manager platform with extensive program and custodial choices.

Jodi Sullivan is a financial advisor with Edward Jones in Hayesville, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Mark Stevens is a financial advisor with LPL Financial in Blairsville, GA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked with Stevens Wealth Strategies and LPL Financial since 2011 and previously with Securities America Advisors and Veravest Investment Advisors. Stevens is also involved in fixed insurance sales and senior transitions and move management through affiliated business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, employing various portfolio strategies and operational tools.

Robert Anderson III is a financial advisor at Raymond James Financial with 33 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and operated Anderson Financial Services from 2010 to 2020. He is licensed with Series 63 and Series 65 credentials. Outside of advisory services, he owns Tordust LLC, a support company focused on tax reporting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Edwards is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of financial topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and asset management services.

Robert Moore Jr. is a financial advisor with LPL Financial in Blairsville, GA, holding Series 63 and Series 66 licenses, and has 23 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Edward Jones. Additionally, he serves as the Mayor of Blairsville, Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational technology to support client solutions.

Whitney Burch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation and United Community Advisor Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Christie Standish is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017, following a year at Branch Banking and Trust Company. Outside of her advisory role, she is an owner of a powder coating business in Murphy, NC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Deanna Edwards is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.