Kelly Gallimore is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 65 designation and 14 years of industry experience. She has been with Merit Financial Advisors and Consilium Associates since 2015. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

David Randall is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at UBS Financial Services, Bank of America, N.A., and Merrill. Outside of his advisory role, he provides baseball instruction to young clients through his business, David Randall Baseball Lessons. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities with a model portfolio approach that incorporates tactical asset allocation and third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Tyler Huck is a financial advisor with Prosperity Capital Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Oxygen Financial. Outside of advisory work, he provides tax planning and Medicare solutions through Vickery Tax and Accounting and Vickery Medicare Solutions. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as discretionary investment management, financial planning, and separately managed accounts.

Ryan Ledden is a CFP® professional with 14 years of industry experience, currently serving at RFG Advisory, LLC. His prior roles include positions at Silver Oak Securities Inc and Resource Horizons Investment Advisory, Inc. Outside of his advisory duties, he coaches travel baseball and serves on the board of a nonprofit ministry. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various model strategies and alternative investments.

Ralph Brooks Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 15 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Hugh Bishop Jr. is a Series 65 credentialed advisor at Alphastar Capital Management with one year of industry experience. His prior work includes roles at BAB Group, LLC, BJM Employer, Inc., and Brumlow and Company. Alphastar Capital Management serves individual clients, corporate and business clients, and retirement plans with discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and advisor-directed models, utilizing various investment vehicles and technology tools.

Jason Mcgilvery is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes model portfolio management guided by various analytical approaches and offers educational seminars and co-branded services.

James Russell is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Allegiance Financial Group, LPL Financial, and PKS Investments. Outside of his advisory role, he is an equal partner in a real estate development company, JL3, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while offering customization options through various platforms.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

William Stark Jr. is a financial advisor at Howard Capital Management, LLC with seven years of industry experience. He has worked at Howard Capital Management since 2018 and previously spent a year at Maverick and Mavern Consulting and four years at the University of Georgia. He holds a Series 65 designation. Howard Capital Management serves a diverse client base including individual and institutional investors, trusts, and charitable organizations. The firm uses proprietary tactical indicators and model portfolios, often implemented through its own mutual funds and ETFs, to provide discretionary portfolio management and private wealth services.

Daniel Harmeyer is a CFP® with 31 years of experience in the financial services industry. He currently works at Simplicity Wealth and Retirement Income Specialists, LLC and has held prior roles at firms including Fisher Investments and Valic Financial Advisors, Inc. He is also the owner of Retirement Income Solutions, LLC, a business focused on life insurance and annuities. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers customizable model portfolios with ongoing monitoring, utilizing technology and operational support for advisers alongside its managed account platform.

William Porter Jr. is a ChFC® and Series 66-licensed financial advisor with 50 years of industry experience. He has been with Madison Avenue Securities, LLC since 2017 and previously worked at Dempsey Lord Smith, LLC and Integrated Financial Planning Services. Outside of his advisory work, he produces and records podcasts for the public. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Thomas Dowd is a financial advisor at BakerAvenue with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Crawford Investment Counsel, Fisher Investments, Strategic Advisors Inc, and Fidelity Brokerage Services. He has been with BakerAvenue since 2026. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research to manage risk and meet client objectives.

Jonathan Owenby is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealthcare Advisory Partners since 2015, also affiliated with LPL Financial since 2013. Outside of his advisory work, he is involved with several business entities related to investment and insurance services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach that incorporates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside quantitative metrics and fundamental analysis.

Heather Douglass is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Outside of her advisory work, she serves as Vice President of the Holman Place Subdivision Homeowners Association, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and an Investment Committee.

Brandon Melick is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PwC for six years before joining Howard Capital Management in 2021. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and manages both proprietary mutual funds and ETFs while supporting retirement plan participants through various web-based tools and programs.

Jeffrey Peller is a CFP® and PFS™ with 19 years of experience in financial advising. He is currently with Savvy and previously worked at Cherry Bekaert Wealth Management LLC and SignatureFD, LLC. Outside of his advisory roles, he owns 4Real Growth Partners, LLC, where he engages in non-financial writing and content creation. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based strategies with tailored solutions such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

William Brumlow is a Series 65-licensed financial advisor with AlphaStar Capital Management, bringing one year of industry experience. Prior to joining AlphaStar, he held roles at BJM Group/Internet Accountant, Brumlow and Company PC, and Ricoh Americas. Outside of his advisory work, he is a partner at The Bab Group, LLC, and co-owns a coffee vending machine business, Bean Crushers Coffee. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes firm-designed and advisor-directed model portfolios employing strategic and tactical approaches, and manages approximately $2.5 billion in assets across over 8,400 client relationships.

Adam Smith is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Kalos Capital. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Autumn Mower is a financial advisor at RFG Advisory, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Black Oak and Silver Oak Securities since 2021. In addition to her advisory roles, she is involved with Myriad Genetics, where she has been since 2013. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a combination of actively managed and passive strategies, alternative investments, and comprehensive portfolio management services.