Saverio Paglioni

Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

Joe Richardson is a CFP® professional with 19 years of experience, operating as the sole advisor at Strategic Capital Planning, Inc. in Kennesaw, GA since 2006. He also has a long-standing role with the Cobb County School District beginning in 2001. Outside of financial advising, he provides accounting services and oversees the accounting department for Planters Rural Telephone Cooperative. Strategic Capital Planning, Inc. offers personalized financial planning, 401(k) consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses mutual fund–based strategies with a focus on passive funds and delivers portfolio management mainly on a non-discretionary basis with regular client involvement.

Jeremiah Beguesse is a financial advisor at Berone Capital LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Alexander Capital, Centaurus Financial, Bank of America, and Merrill Lynch. Berone Capital provides discretionary investment supervisory and portfolio management services to a select group of individual and institutional clients. The firm employs a flexible, opportunity-driven investment approach combining global macro and event-driven ideas with fundamental, technical, and sentiment analysis across multiple asset classes.

Andrew Hamm is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Summit Private Wealth, LLC since 2019. His prior experience includes roles at Kurt Mattson, Northwestern Mutual Investment Services LLC, and Wells Fargo. Summit Private Wealth, LLC provides investment advisory and financial planning services to individuals and institutional clients, managing approximately $11.8 million in assets across about 20 client relationships. The firm creates personalized investment policies and uses fundamental, technical, and cyclical analysis to construct diversified portfolios, with accounts reviewed at least annually or as needed.

Robert Valenti is the sole advisor at Archangel Investment Management in Woodstock, GA, with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Archangel (formerly Fiducia Capital Management) since 2015. In addition to his advisory role, Valenti is the owner and president of Sierra Victor Management & Consulting, LLC, which provides management consulting and project management services unrelated to investment activities. Archangel Investment Management offers discretionary, fee-based investment management primarily for individual clients, using both fundamental and technical analysis to build diversified portfolios across various asset classes. The firm employs a range of investment vehicles and typically manages accounts on a discretionary basis with ongoing monitoring and rebalancing.

Lawrence Mcdonald is the principal of Tricord Investment Advisors, Inc. in Kennesaw, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tricord since 2005. In addition to his advisory role, he owns and operates L-J Financial Associates, Inc., offering health insurance, life insurance, and employee benefit services. Tricord Investment Advisors provides discretionary portfolio management and consultation services to individuals, high-net-worth clients, and businesses. The firm employs a combination of charting, fundamental and technical analysis, and uses customized equity baskets and model portfolios to implement dynamic asset-allocation strategies.