Daniel Dubay is a CFP® professional with 18 years of industry experience, currently serving at SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing principal of Paradise Pointe Partners, LLC, a family real estate holding company. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and it is vertically integrated with an affiliated accounting firm and private investment funds.

Kade Scott is a financial advisor at SignatureFD, LLC with a Series 65 designation and two years of industry experience. He previously worked at Blue Mile and has a background that includes roles outside the financial sector at Georgia Southern University and McAllister's Deli. SignatureFD serves a range of clients including individuals, business entities, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm utilizes diversified, long-term asset allocation strategies and operates several specialized business lines such as AutographFD, an AI-enabled platform for private placement life insurance.

Melissa Doughty is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds the Series 66 and Series 65 designations and has worked at ICMA Retirement Corporation and Victoria's Secret since 2006. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Cameron Simonds is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA. He holds a Series 66 designation and has 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2013. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized investment plans using mutual funds, ETFs, separate account managers, and selected private investments, and manages both individual and pooled portfolios with performance-based fee arrangements for certain private funds.

Lloyd Flood is a CFA® charterholder and Series 65 licensed advisor with eight years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2017 and previously spent 22 years with ING/Voya. Mr. Flood volunteers on the First Presbyterian Atlanta Investment Management Committee, contributing to portfolio strategy and manager oversight. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals— including high-net-worth families— as well as trusts, foundations, private funds, and estates. The firm develops individualized financial profiles and investment plans, employing a variety of investment vehicles and offering performance-based fee arrangements for certain private funds.

Gary Martin is a CFA® charterholder with 23 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2009. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, typically implementing them through mutual funds, ETFs, separate account managers, and selected private investments, while also serving as lead investment sub-advisor to an affiliated lower-middle-market private equity fund.

Parker Dixon is a financial advisor at SignatureFD, LLC in Atlanta, GA, holding a Series 65 credential. He has four years of industry experience, including prior roles at Citizens National Bank and time spent at Mississippi College and Mississippi State University. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies and operates several specialized business lines, including an AI-enabled platform for marketing private placement life insurance.

Matthew Barber is a CFP® and CFA® with 11 years of industry experience. He has been with SignatureFD, LLC since 2013 and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Bernard Atkins is a financial advisor at First Advisors National, LLC in Atlanta, GA, with 13 years of industry experience. He holds Series 65 and Series 66 designations and has worked at First Advisors National since 2018, following nine years at First American National Investment Advisors and six years at Equitable Advisors. First Advisors National serves primarily individual clients, including ERISA plan participants, by providing investment management, asset allocation advice, and retirement plan consulting. The firm utilizes third-party money managers as part of client strategies and employs tactical and strategic asset allocation methodologies with discretionary account management.

Andre Williams is a financial advisor with CL Wealth Management LLC in Atlanta, GA, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at both CL Wealth Management since 2012 and Cabot Lodge Securities since 2013. Outside of his advisory work, Williams serves as Vice Chair on the board of the Morris Brown College Foundation, where he participates in finance, development, and directors committees. CL Wealth Management LLC provides portfolio advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs both discretionary and non-discretionary management strategies, utilizing fundamental and technical analysis, model portfolios, options, mutual funds, and ETFs, and maintains affiliations with multiple related entities and firms.

William Bruner is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Equity Investment Corporation since 2016 and previously spent 18 years at JFB Holdings Corp. He serves as a co-trustee of the Mary B. Schwab Grantor Trust, managing personal expenditures and investments held in trust. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Matthew Latta is a financial advisor at IAMS Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with IAMS Wealth Management since 2018 and is also involved with Annuity Client Solutions as an annuity sales and insurance agent. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Charles Abney is a CFA® charterholder with 21 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 1993. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach emphasizes tailored written investment policy statements, fundamental and financial analysis, and a mix of long- and short-term holdings, serving a diverse client base that includes institutional relationships uncommon among multi-team firms.

Victor Giustina is a financial advisor at Saxony Capital Management, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Fullerton Group and Transamerica Financial Advisors. Outside of advisory roles, he is involved in wholesaling securities products through Piedmont Capital Distributors. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with a range of investment approaches including discretionary asset management, third-party manager due diligence, and a variety of trading strategies.

Clara Parris is a CFP® professional with seven years of experience in financial advising, currently serving at SignatureFD, LLC since 2015. Based in Atlanta, GA, she has worked exclusively with SignatureFD throughout her career. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management services, retirement plan management, and consulting. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Caitlin Hochstetler is a CFP® credentialed financial advisor with 12 years of industry experience. She has worked at SignatureFD, LLC since 2017 and was previously with The AYCO Company, L.P./Mercer Allied for six years. Hochstetler is based in Atlanta, GA. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private funds and alternative investment platforms.

David Fisher is a CFP®, CFA®, and Series 65 credentialed advisor with 23 years of industry experience. He has been with SignatureFD, LLC since 2000. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers affiliated private investment funds for qualified clients.

Adis Mehic is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at SignatureFD, LLC since 2025 and previously spent 10 years at Mercer Global Advisors. SignatureFD serves a diverse client base including individuals, business entities, trusts, and charitable organizations, offering discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private funds while also operating an AI-enabled platform focused on private placement life insurance.

Victoria Santini is a CFP® professional affiliated with SignatureFD, LLC in Atlanta, GA. She has been with SignatureFD in various roles since 2017 and has prior experience at Stewardship Financial Advisors, LLC and Charles Schwab. Santini also worked in university housing and administrative positions at the University of Georgia. SignatureFD serves a wide range of clients including high-net-worth individuals, business entities, trusts, and charitable organizations, providing wealth management, retirement plan management, and consulting services. The firm employs discretionary portfolio management with mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Jack Russell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated entity, Capital Investment Group, Inc., since 2016. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, utilizing an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.