Erin Randolph is a financial advisor at Bailard, Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Bailard and its affiliates since 2009. Randolph serves as secretary of Bailard, Inc. and holds additional secretarial roles with Bailard Real Estate Investment Trust, Inc. and BB&K Holdings, Inc. Bailard provides wealth management and asset management services to individual and institutional clients, emphasizing multi-asset diversification through a combination of quantitative models, fundamental research, and qualitative judgment. The firm manages affiliated pooled vehicles and serves as a sub-adviser to mutual funds, offering a range of financial planning and discretionary portfolio management strategies.

Andrew Jarrett is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 license and has previously worked with Stearns Retirement Group and as an independent life insurance agent. His background also includes teaching positions at Social Circle High School and Walton County Schools. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity fundamental and technical review, alongside a scalable advisor network and specialized family-office style services.

Saverio Paglioni is a financial advisor with JFS Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at JFS Wealth Advisors since 2021 and previously spent 16 years with Integer Wealth Advisors Group LLC. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with portfolio management through its Lifetime Planning Continuum® and employs Modern Portfolio Theory via an internal Investment Committee to guide investment decisions.

Mark Binder is a financial advisor with One Capital Management, LLC in Alpharetta, GA, holding a CFP® designation and Series 63 and Series 66 licenses. He has 30 years of industry experience, including 12 years at TIAA-CREF prior to joining One Capital Management in 2026. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, utilizing a globally balanced and customized investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Carlos Polanco Rojas is a financial advisor at Howard Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Howard Capital Management since 2019. Prior to joining the firm, he worked at Georgia State University. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including participant tools, private wealth services, and management of proprietary mutual funds and ETFs.

Yesenia Burgos is a financial advisor at Principal Advised Services with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of her advisory role, she coaches youth volleyball at A5 Volleyball Club in Alpharetta, Georgia. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, utilizing a combination of third-party tools and proprietary models, and benefits from its integration within the Principal Financial Group family.

Blake Dixon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and three years of industry experience. He previously worked at firms including Gibbs Wealth Management, AE Wealth Management, and NuVenture Financial Group. Outside of advisory services, he provides insurance sales and assists clients with non-legal estate planning administrative support through a separate business. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a variety of analytical approaches and uses model portfolios with an asymmetric rebalancing strategy, supported by a broad network of affiliated offices and third-party sub-advisers.

Ross Lloyd is a financial advisor at One Capital Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-Cref Individual & Institutional Services, LLC for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

Michael Chisick is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an advisor at One Capital Management, LLC and previously worked at TIAA and TIAA-CREF. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, typically constructing globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Natalie Quinn is a CFP® professional with five years of industry experience. She is currently an advisor at Elevation Point Wealth Partners, LLC, having previously worked at UBS Financial Services and Northwestern Mutual Wealth Management. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities with an investment approach focused on model portfolios, tactical asset allocation, and integration of insurance distribution and annuity servicing.

Justin Stanfill is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Walser Wealth Management and Prudential Insurance Company of America. In addition to his role at Gradient Advisors, he is co-owner and Investment Advisor Representative at Cerrito & Stanfill Wealth Management in Canton, GA. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a non-discretionary model with third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Jared Osborne is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF and Bank of America. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Coleton Staton is a financial advisor at Howard Capital Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at John Hancock Distributors LLC, John Hancock, MassMutual, and the Atlanta Braves. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, corporations, and other investment advisers. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs, and provides discretionary portfolio management, private wealth services, and retirement tools.

Nicholas Franks is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Liberty Mutual Insurance and the City of Roswell, GA. Outside of his advisory work, he provides financial review and budgeting support to retirement communities as a contractor for Serving Seniors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with tailored advice delivered through a large network of affiliated offices and representatives.

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He previously worked at UBS Financial Services, Inc. and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies that include tactical asset allocation and use various investment vehicles such as mutual funds, ETFs, and private-market opportunities.

Brent Blair is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds a Series 66 license and has worked at MassMutual Investors Services and related entities for 12 years before joining Barrett Capital Advisory and RFG Advisory in 2022. He serves as a board member for Smart Eye Technology, Inc., a technology start-up. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses both actively managed and passive investment strategies, direct indexing, and tax-aware approaches, offering portfolio management, financial planning, and alternative investment solutions.

James Malatos is a CFP® professional with 14 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC and has previously worked at UBS Financial Services, Bank of America, N.A., and Merrill. He serves as a Pro Bono Director for the Financial Planning Association of Georgia. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, corporations, and other entities. The firm employs a model portfolio approach featuring tactical asset allocation and incorporates third-party managers, while also integrating insurance distribution and annuity servicing within its advisory services.

Glenn Keen is a CFP® with 40 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2003. He also owns and operates KEEN & COMPANY, an accounting and tax preparation practice for small businesses and individuals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers through multiple portfolio programs and a subscription-style wealth planning service.

Zachary Stout is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Howard Capital Management since 2017, including previous roles at Beaumont Capital Management, LLC and Beaumont Financial Partners, LLC. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers, offering discretionary portfolio management and other investment services. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Daniel Kistler is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Dempsey Lord Smith, LLC. He is also the owner of a business in the insurance, benefits, and human resources sector. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions using a blend of fundamental, technical, and cyclical analysis, with a range of portfolio management options including internally managed accounts, model portfolios, and third-party managers.