Jeffrey Mcclenning is a CFP® professional with 21 years of experience in financial advising. He has been with The Strategic Financial Alliance, Inc. since 2005. Outside of his advisory role, he umpires youth baseball games in Gwinnett County, GA, and is a partner in a financial services and fixed insurance marketing entity. The Strategic Financial Alliance serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and consulting services, employing customized strategies through co-advisory relationships and third-party asset managers.

Ti Juana Stuart is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 65 and Series 63 licenses. She has six years of industry experience and has worked with Mutual Of Omaha Investor Services since 2019. In addition to her advisory role, she is an insurance agent specializing in life, health, and annuities, and she also works as an accountant. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates through platforms like Envestnet and integrates broker-dealer and insurance distribution services within the Mutual of Omaha group.

Jackson Favors is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual and Gibbs Financial Group. He has also been involved with Community Concierge Service outside of the financial industry. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Donald Rice Jr. is a financial advisor at Alphastar Capital Management with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Solomon API, Retirement Wealth Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of investment advisory, he is president of Synergy Financial Partners, a fixed insurance and annuity sales business, and serves as a regional director for America's Health Team, which focuses on health insurance sales. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical portfolio management approaches, including model portfolios and third-party technology, and maintains a broad client base with approximately $2.5 billion in assets under management.

Reno Borgognoni is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at HD Vest Advisory Services and Hd Vest Investment Securities, and he has operated his own CPA practice since 1988. Outside of advising, Borgognoni serves as a director and officer for a homeowners association and a local Knights of Columbus council, and acts as a fractional CFO for a professional services firm. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers both comprehensive financial assessments and model-based portfolio strategies, with a focus on diversified allocations across equities, fixed income, mutual funds, ETFs, and options.

Cassandra Stiff is a financial advisor with BCG Securities, Inc. and holds Series 63 and Series 65 designations. She has 24 years of industry experience with prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of her advisory work, she serves on education-focused nonprofit boards including the Kennesaw Business Association and the Douglas County School System Foundation, and participates as an adviser on the Her Money Her Choice podcast, which provides financial education for women. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches across various investment strategies.

Brady Nance is a financial advisor at One Capital Management, LLC with 24 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 65 and Series 66 licenses. Prior to joining One Capital Management in 2026, he spent 23 years with TIAA-CREF. One Capital Management manages approximately $8.5 billion for a range of clients including high-net-worth individuals, pension plans, and trusts. The firm focuses on customized, globally balanced portfolios using active large-cap equity management alongside ETFs and fixed income to manage risk and pursue after-tax returns.

Eric Scoggins is a CFP® with 13 years of industry experience, currently serving as an advisor at First Advisors National, LLC since 2015. He also owns and operates ETS Financial Insurance Services, providing insurance and annuities in Hoschton, GA. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on selecting and monitoring third-party money managers while supplementing with fundamental analysis of individual securities. The firm offers investment management, retirement plan consulting, and uses the Pontera platform for retirement savings aggregation when clients opt in.

David Dodson is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently associated with International Assets Investment Management, LLC and Global Assets Advisory, LLC, and has previously held positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Morgan Stanley. Dodson is also the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and corporations through a nationwide network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, often utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Scarlott Cagle is a CFP® professional with 21 years of experience in financial advising. She has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.

Emile Babin is a CFP® and Series 63 licensed advisor with five years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience at Eagle Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Additionally, he operates Babin & Associates, LLC, an insurance business he has owned since 1998. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by a combination of analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Barry Dow is a financial advisor at Arkadios Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms, including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as president of Innovative Collectibles, a business focused on buying and selling coins and collectibles, and also leads Oaktree Consulting, a marketing company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment planning using a variety of management approaches and incorporates fundamental, technical, and cyclical investment analysis methods.

James Diffly is a financial advisor with BFC Planning, Inc. in Cumming, GA, holding a Series 63 license and bringing 41 years of industry experience. He has worked with BFC Planning and Berthel, Fisher & Company Financial Services since 2016 and previously managed investment and commodities trading through Trendline Trading & Investments, LLC. Outside of finance, Diffly is a certified baseball and softball umpire for Georgia high schools. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management, delivering advice through a network of independent investment adviser representatives who utilize a range of program structures and investment strategies.

Alan Sabo is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he has worked as an Uber driver. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of platforms, including discretionary and non-discretionary management, model solutions, and third-party arrangements.

Blair Enfield is a financial advisor with Balefire, LLC, holding the CFP® designation and Series 65 and Series 63 licenses, with 18 years of industry experience. His prior roles include positions at Portsmouth Financial Services, Vaikus Advisory Group, Pfs Investments Inc, Primerica Financial Services, and involvement with Made Media Network, LLC and Made Holdings, LLC. He is also a licensed insurance agent in Georgia, Tennessee, and Florida. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with ongoing discretionary portfolio management, leveraging a multi-advisor platform managing approximately $2 billion in regulatory assets.

Brendan Keelan is a CFA® charterholder with eight years of industry experience. He is currently an advisor at NewEdge Wealth and has held prior roles at Roswell Housing Authority, Keelan Capital L.L.C., Edge Capital Group, LLC, and Edge Advisors. He serves on the board of the Roswell Housing Authority, which oversees affordable and public housing in Roswell, GA. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a range of strategies including proprietary investment solutions and alternative exposures.

Ricky Howard is a Series 65-licensed advisor at RFG Advisory, LLC with one year of industry experience. He has worked concurrently with Black Oak Asset Management and Silver Oak Securities, Inc., and serves as a part-time public school teacher for Forsyth County Schools. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and acts as sub-adviser to the Bluemonte family of ETFs.

Angel Vega is a CFP® with four years of industry experience, currently advising at Facet. Prior to joining Facet, he worked at Brightside Financial, Kestra Advisory Services, Morgan Stanley, Personal Capital, NYLIFE Securities, New York Life Insurance Company, Northwestern Mutual, and Money Concepts Capital Corp. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs.

Richard Havard is a financial advisor at Cyndeo Wealth Partners with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cyndeo Wealth Partners in 2022, he worked at Bank of America and Merrill for over a decade each. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm creates customized portfolios through its own models or by allocating to third-party managers and operates a private pooled investment vehicle available to accredited investors.

Kurt Arseneau is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Quility Financial Advisors, AE Wealth Management, and Wealth Watch Advisors. Outside of his advisory role, he is involved in insurance services through Arseneau Advisor Group, LLC, and owns businesses providing Medicare supplement insurance and tax preparation services. Prosperity Capital Advisors is an SEC-registered enterprise advisor serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other registered investment advisors. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers managed accounts, retirement plan services, and turnkey asset management programs.