Rodney Nock

Russell Beasley is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Financial Designs since 2017. In addition to his advisory role, Beasley teaches math at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing options.

Jeffrey Falke is a financial advisor at Kingswood Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealthcare Advisory Partners, LPL Financial, and Invest Financial Corporation. Outside of his 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 individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing discretionary and non-discretionary portfolio management and consulting services.

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Deborah Dorman is a financial advisor at Equity Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equity Services and National Financial Services Group since 2013. Outside of her advisory work, she provides pet sitting services, caring for horses and other animals. Equity Services, Inc. serves a range of clients including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm combines advisory services with broker-dealer product distribution and utilizes proprietary and third-party investment platforms to deliver both discretionary and non-discretionary portfolio management.

Brigid Jones Mook is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. She holds Series 63 and Series 66 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management and retirement plan services.

Donavan Layton is a financial advisor with Edward Jones in Lavonia, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages Layton Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.