Wes Moss, CERTIFIED FINANCIAL PLANNER®, is Managing Partner and Chief Investment Strategist at Capital Investment Advisors, a fee-only SEC-registered investment adviser with over $9 billion* in assets under management. A dedicated financial educator, Moss has spent his career helping Americans retire sooner and happier through his research driven Retire Sooner Method. Moss is the author of several books, including What the Happiest Retirees Know, and host of the long-running Money Matters radio show and the Retire Sooner podcast. A regular Forbes contributor and frequently quoted media source, Moss lives in Atlanta, where he leads a team committed to helping families find purpose and financial security in retirement. *As of 6/4/2026. Registration with the SEC does not imply a certain level of skill or training.