Joseph Aloisio is a financial advisor with Kovack Advisors, Inc. who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Kovack Advisors since 2015 and has worked with Security Mutual Life Insurance Co. since 1973. Outside of his advisory role, Aloisio is involved in life insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, and also offers financial planning, third-party manager recommendations, and account aggregation services.

Charles Miller Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo and Morgan Stanley. Outside of his advisory work, he is a 50% owner of CMSW Farms, LLC, where he oversees farm operations. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base, including individuals, charitable organizations, and institutional clients. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across a wide range of asset classes.

Amy Grammer is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2013. She also holds a Series 66 license and has been affiliated with LPL Financial during the same period. Outside of her advisory work, she is CEO and publisher of Beavers Media, LLC, a publishing business, and CEO of Lauren's Freeze Dried Treats, LLC, which sells freeze-dried products at farmers markets. Additionally, she serves as a board member of the Whitfield Healthcare Foundation. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Charles Miller III is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. He has one year of industry experience, including prior roles at Wells Fargo Advisors and Americold Logistics. Outside of his advisory work, he is a partner at ChuckTini, LLC, a brand based in Woodstock, GA, where he oversees brand and design. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base ranging from non-high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party money managers, utilizing a range of investment vehicles tailored to client objectives.

Emmett Law is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at UBS Financial Services and Suntrust Robinson Humphrey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Kayla Fortanel is a financial advisor with Principal Financial Services, holding a Series 66 designation and five years of industry experience. She previously worked at Ameriprise and holds board roles including Treasurer of the Chattanooga Medical Group Management Association and board member of The Hope House. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mitchell Oliver is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds the Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2012. Outside of his advisory role, he is involved in a business that buys and sells heavy equipment through OT Track Movement LLC. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, nonprofits, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active asset allocation and the use of multiple custodians and sub-advisors.

James Fitch is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining Benjamin F. Edwards in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Jamie Upton is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist and its predecessor entities since 2014. Outside of his advisory role, he is an independent consultant for Scentsy, representing products to family and friends. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Hayley Bennett is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. She previously worked at Truist Bank for 14 years before joining Truist Investment Services in 2023. Outside of her advisory role, she owns a small photography business and serves as Treasurer for the Kiwanis Club of Calhoun/Gordon County. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Matthew Oliver is a financial advisor at Stratos Wealth Partners, Ltd with 12 years of industry experience. He holds a Series 66 designation and has been with Stratos Wealth Partners since 2013, having previously worked at LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

William Beard is a Series 66-registered financial advisor at Merrill with seven years of industry experience. His prior roles include positions at Bank of America, SunTrust Bank, and Consumer Direct Services. Outside of finance, he has been involved with Consumer Direct Care, assisting individuals with physical, mental, learning, and emotional challenges in the community. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates.

Blake Womack is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 credential and four years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and has prior experience in various roles across different industries, including healthcare and transportation. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored recommendations, primarily for clients with Ameriprise-managed accounts.

Keith Ware is a financial advisor with Edward Jones in Trenton, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Cari Weaver is a financial advisor with Edward Jones in Ringgold, GA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in dental offices and at Remington College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Isaac Lacle is a financial advisor with Commonwealth Financial Network based in Dalton, GA. He holds the Series 66 designation and began his career in financial services in 2024 following several years in full-time education. His prior roles include work as an independent contractor and at Laughter & Associates Financial Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs and support services, including wealth management and retirement plan consulting. The firm offers various investment solutions and operates as a platform provider delivering operations, trading, technology, compliance, and practice-management support.

Travis Taylor is a financial advisor at OSAIC with three years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and BDL Advisors. Outside of his advisory work, he is an independent author of fictional literature, selling his books through various online platforms. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Hope Dangelo is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corporation, BDL Advisors, and operated her own consulting business. Outside of her advisory role, she is a notary public and is involved with Browne, Draper & Land LLC, providing financial planning services. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers a range of investment programs and combines technology-driven asset allocation tools with access to multiple custodial platforms and third-party managers.

Joel Theis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Truist Advisory Services, Truist Investment Services, and BB&T-affiliated firms. Outside of his advisory work, he is a partner at JZD Wellness LLC, where he teaches martial arts and yoga classes. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and municipal governments. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.