Robert Williams Jr.

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.

Terry White is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. He holds a Series 65 credential and has worked previously at Blue Duck Wealth Management and Transamerica Financial Advisors, Inc. White is also the owner and principal agent of IMPACT WealthBuilder, LLC, which provides workshop-based financial education focused on family and business protection as well as wealth accumulation through permanent cash value life and fixed index annuity planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs quantitative optimization and proprietary models to implement strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, and offers services including discretionary portfolio management, financial planning, and ERISA consulting.

Matthew Bradshaw is a financial advisor with Credit Union Investment Services in Hayesville, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has previously worked at FR Owen & Associates and Gwn Securities Inc. Bradshaw also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers who offer recommendations while clients retain final decision-making authority.

Michael Moore is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advisory Services Network, LLC, Precision Capital Management, and his own Moore's Wealth Management. Outside of his advisory role, Moore consults financial advisors on practice management and marketing through his consulting firm and coaching activities. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets for a diverse client base, offering discretionary and non-discretionary portfolio management across various account types. The firm employs proprietary and third-party investment strategies tailored to client objectives, with portfolios spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Victoria Lindsey is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her career includes roles at LPL Financial since 2009 and Independent Financial Partners from 2016 to 2019. Lindsey also has experience as a fixed insurance sales agent. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of investment strategies and supporting held-away account management through technology partnerships.