Speakers

Wes Moss is a CERTIFIED FINANCIAL PLANNER™, managing partner, and chief investment strategist at Capital Investment Advisors, an Atlanta-based RIA with $6.5+ Billion in assets under management. Additionally, Moss is the host of the nationally-recognized podcast Retire Sooner and the longtime host of Money Matters, a weekly call-in financial show on 95.5 WSB — Atlanta’s News and Talk. Moss also appears weekly on The Clark Howard Podcast, one of the country’s top financial podcasts. Moss is the author of four books, including best-sellers You Can Retire Sooner Than You Think and What the Happiest Retirees Know. Moss’ latest book, The Retire Sooner Method, is set to be published in Spring pf 2026. Since 2024, Moss has served as a contributor to Forbes, covering investing and financial planning. Barron’s has named Moss as one of America’s Top 1,200 Financial Advisors every year since 2014, and he’s been on the Barron’s Top 100 Independent Advisors list yearly since 2016. Moss’ mission is to help people retire sooner and happier than they ever thought possible by offering objective, plain-speaking advice. For more about Wes, visit wesmoss.com.

Drew is a husband, father, and retired U.S. Army Special Forces Master Sergeant. He’s also a teacher, mentor, and coach who co-founded The Donovan & Bank Foundation, a nonprofit dedicated to helping Special Operations servicemembers and their families transition into post-service life with clarity, purpose, and balance.

Through his work at D&B, Drew travels to Special Operations units around the world, leading seminars and helping military families craft thoughtful plans for their next chapter, a chapter rooted in peace, contentment, and well-being.

He’s also a gifted personal finance instructor, speaking weekly to military audiences across the U.S., and he brings a deep blend of heart and expertise to every room he walks into. Drew is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Military Qualified Financial Planner®.

Originally from Michigan, he and his wife now proudly call North Carolina home, where they’re active in their church and community and are raising their four children.