Randall Yeomans is a financial advisor at Merit Financial Advisors with 42 years of industry experience. He has held roles at Sagepoint Financial, Inc. and previously operated Yeomans Consulting Group, Inc., where he offered financial and estate planning services and taught adult education classes on taxes, estate planning, and retirement planning. Yeomans is also involved in developing personal development coaching focused on lifestyle, health, and wellness. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios managed through centrally overseen models and customized advisor strategies.

Stephanie Feaser is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 18 years before joining her current firm in 2026. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets and serving a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, and corporations. The firm emphasizes model portfolios with tactical asset allocation across various investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Brian Boles is a financial advisor at Howard Capital Management, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LoneStarOne Financial Strategies and involvement with golf and social clubs such as Red Feather Golf & Social Club and Mountain Brook Golf Club. He has also worked in various educational institutions from 2016 to 2025. Outside of financial advising, he is involved in non-variable insurance sales and has service roles with golf and social clubs. Howard Capital Management serves a diverse clientele including individual and institutional investors and offers discretionary portfolio management, private wealth services, and advisory arrangements. The firm’s investment approach incorporates proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs.

Joshua Vaughan is a CFP® with nine years of industry experience and is currently an advisor at Mission Wealth Management, LP. His prior roles include positions at Homrich Berg, the Detroit Lions, Bank of America, and Merrill. Outside of his advisory work, Vaughan engages in public speaking and motivational talks and provides private football training for athletes, drawing on his background as a former professional athlete. Mission Wealth Management is an SEC-registered, multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers a tiered service model that includes financial planning, portfolio management, and consulting.

Brooke Mcleod is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. Her prior roles include positions at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., CETERA Advisor Networks LLC, United Capital Financial Advisors, and Girard Securities, Inc. Outside of her advisory work, she is involved with Lumature Wealth Partners, LLC as a relationship manager. Concurrent Investment Advisors operates at an enterprise level with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement services, employing a long-term investment approach with customized portfolios that may include ETFs, mutual funds, individual securities, and alternative investments.

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.

Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.

Charles Davidson Jr. is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, and Suntrust Private Wealth. He serves as Treasurer for the Holy Innocents Touchdown Club, a nonprofit booster organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Kirk Wilkerson is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merit since 2015. Outside of advisory work, he is involved as a partner and general partner in real estate development and management ventures. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by an investment committee and centralized management.

Nicholas Moon is a financial advisor at Merit Financial Advisors in Alpharetta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Lifestyle Planning Solutions, LPL Financial, and Merit Financial Advisors since 2016. 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, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.

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.

Lauren Lewis is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Oppenheimer, Morgan Stanley, and E*TRADE. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Mikhail Harmon is a financial advisor with BIP Wealth, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior experience includes roles at Raymond James Financial Services, Inc., Harmon Financial Advisors, and a partial ownership interest in a gym. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations, manages both discretionary and non-discretionary accounts, and provides advisory services to private pooled vehicles and institutional clients.

Erin Jones is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., Ameriprise Financial Services, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, serving over 13,000 clients with approximately $15.7 billion in assets under management.

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.

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.

Gabriela Cossio is a Series 66-licensed financial advisor at Merit Financial Advisors with two years of industry experience. She previously worked at JPMorgan Chase Bank, NA, and JPMorgan Securities LLC. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients from 66 offices. The firm manages approximately $23.9 billion in assets and offers wealth management, financial planning, retirement plan advice, and educational workshops. Their investment approach uses long-term, diversified portfolios overseen by an internal team, allowing advisors to customize models and manage accounts with both discretionary and non-discretionary authority.