Andrew Guthrie is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. He has been in the industry since 2026, with prior experience that includes roles at Stearns Retirement Group and involvement with community organizations such as Georgia 4-H. Sound Income Strategies manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, supported by a scalable advisor network and specialized family-office style services.

Mark Schulte is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Gradient Advisors since 2024 and previously spent nine years with DYCHE Wealth Management, Inc., while also owning and operating Powell & Schulte, Inc. since 1992. Schulte is involved in financial planning and advisory services through his ownership of Schulte Wealth Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model that combines fundamental, technical, and cyclical portfolio analysis.

William Lako is a CFP® professional with 27 years of industry experience, currently serving at Henssler Financial in Kennesaw, GA. He has been associated with Henssler Asset Management, LLC since 1998 and G.W. Henssler & Associates Ltd since 1995. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-based investment approach known as the “Ten Year Rule” and offers services ranging from financial planning to discretionary portfolio management and sub-advisory relationships.

Robert Battin is a financial advisor with Nations Financial Group, Inc. in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Summit Financial Group Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he is an owner of a commercial property business in Silverdale, WA. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach involves proprietary model portfolios combined with outside manager options, allowing advisors to tailor strategies based on client objectives and risk tolerance.

Miles Magyar is a CFP® professional with experience at Henssler Financial since 2024 and previously at Truist Bank from 2016 to 2024. He is based in Kennesaw, GA. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering services such as financial planning, portfolio management, and pension advice. The firm’s investment approach is centered on a cash-flow based “Ten Year Rule” and integrates proprietary quality screens, separate account managers, and automated asset management solutions.

Stephen Siders is a CFP® with 25 years of industry experience, currently serving at Forum Financial Management, LP. His prior experience includes long tenures at Odyssey Personal Financial Advisors, LLC and Cetera. He serves as Secretary and a board member of the Rotary Club of North Fulton. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Rachel Baker is a financial advisor with Arete Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at Center Street Advisors, Inc. and Hill and Hill Financial, where she is a co-owner of an interior/exterior home painting business called Blessed Transformations. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it incorporates third-party sub-advisers and a thorough due-diligence process in its investment approach.

Paige Cunningham is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Your Wealth Advisors and Strategic Retirement Solutions LLC. Additionally, she is a co-owner of Cunningham Group LLC, a family holding company involved in real estate and other business entities. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Adam Stadalius is a CFP® professional with nine years at Henssler Financial and four years of industry experience overall. Before joining Henssler Financial in 2017, he worked for five years at Capital Transportation Solutions. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients. The firm employs a cash-flow based “Ten Year Rule” investment process and offers services such as financial planning, portfolio management, pension advice, and automated ETF-based solutions.

James Macaulay is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fisher Investments, E*TRADE Securities, Raymond James & Associates, and Mass Mutual. Outside of investment advisory roles, he also works as a delivery driver for Door Dash. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network model supported by affiliated business lines and training.

Aleksander Searcy is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Voya Financial Advisors and Vincent Financial Group. Outside of advisory roles, he manages a vacation rental property in Marietta, GA. Impact Partnership Wealth, LLC serves individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA 3(21)/3(38) retirement plan services. The firm manages approximately $2.96 billion through a network of about 89 advisers and utilizes a range of investment strategies including firm-managed models, third-party strategists, and advisor-managed models.

Clayton Norman is a CFP® with eight years of experience at Henssler Financial and a total of five years in the financial industry. Before joining Henssler Financial in 2018, he worked at Vallen Distributions and The Money Advisor Group. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, automated rebalancing, and tax-loss harvesting, supported by a network of affiliated accounting, real estate, and law firms.

David Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Acworth, GA, holding Series 63 and Series 66 designations and having 34 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he operates KAP Financial Solutions and is involved in fixed insurance sales through various carriers. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm uses both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

Troy Roberson is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Kovack Advisors, Inc. since 2015 and Kovack Securities Inc. since 2014. Outside of his advisory role, he serves as an executive officer for the Marine Corps Aviation Association in Atlanta and acts as secretary/agent for the West Cherokee Church of Christ in Canton, GA. He is also involved with Q Connect Corporation, which provides emergency logistical support following natural disasters. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser that serves a wide range of clients, including individuals, corporations, pension plans, and banking institutions. The firm offers diversified asset management primarily through mutual funds and ETFs, along with third-party manager recommendations, financial planning, and held-away retirement account management.

Steven Beckerman is a financial advisor with International Assets Investment Management, LLC. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current advisory role, he worked for Rooms To Go and UPS. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party money managers or wrap programs in its strategies.

Tucker Davis is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA. He holds a Series 65 designation and has experience in both the financial services and mortgage industries, including prior roles at LPL Financial, Raymond James & Associates, and Movement Mortgage. 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 financial advising approach that integrates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside proprietary quantitative metrics.

John Meagher is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. He is also a Life Brokerage Director at National Insurance Brokers. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations through a nationwide network of Investment Adviser Representatives.

James Meaders is a financial advisor at First Heartland Consultants, Inc. with 38 years of industry experience. He holds the Series 63 designation and has worked previously at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory role, he owns and operates Meaders Financial Group, which markets insurance and financial services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Bradley Malia is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has 11 years of industry experience, working since 2015 with both Foundations Investment Advisors and his own Malia Financial Group. In addition to advisory services, he operates as an independent insurance agent. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis in their investment approach.

Scott Brown is a financial advisor at Henssler Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henssler Financial since 2014, where he serves as Senior Consultant-Retirement Services, providing investment advisory services to the firm’s 401(k) clients. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering comprehensive financial planning, portfolio management, and pension advice. The firm’s investment approach uses a cash-flow-based “Ten Year Rule” to align fixed-income holdings with liquidity needs and invests remaining assets in quality equities or funds guided by proprietary screens and model portfolios.