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.

Frank Lyles III is a Series 65-licensed advisor at 49 Financial with one year of industry experience. His prior roles include positions at QTS and T5 Data Centers, as well as work at Auburn University and Holy Innocents' Episcopal School. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term asset allocation strategy based on a derivative of Modern Portfolio Theory.

Randy Pirkle is a financial advisor at Crawford Investment Counsel Inc with 51 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers a range of distinct equity and fixed-income strategies.

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.

Boris Kuzmin is a CFA® charterholder with six years of industry experience, currently serving at Crawford Investment Counsel Inc in Atlanta, GA. He has been with Crawford Investment Counsel since 2004, totaling 22 years at the firm in various capacities. Crawford Investment Counsel provides discretionary portfolio management and financial planning services to a diverse client base that includes individuals, registered investment companies, pension plans, trusts, and institutional clients. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying, higher-quality equities and credit-focused fixed-income strategies, and it acts as adviser to multiple mutual funds and institutional entities.

William Roach is a financial advisor with GLOBALT Investments in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1991. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, banks, and other advisers. The firm employs a combination of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays.

Jack Stulack is a Series 65 licensed financial advisor with 1 year of industry experience, currently with 49 Financial in Atlanta, GA. Prior to joining 49 Financial, he worked at Caring Transitions and held other roles including fixed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and family office services. The firm employs a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios, with a focus on model-based strategies supported by third-party managers.

Tanner Horstmeyer is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has four years of industry experience, including roles at Allon Planning Partners and Foundations Investment Advisors. His background also includes experience outside finance in positions at Golf Headquarters and Ruth's Chris, as well as community involvement with Youth With A Mission. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored investment advice through model portfolios and discretionary or non-discretionary authority.

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.

Julia Ellisor is a financial advisor at Madison Partners with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill, OpenArc Corporate Advisory, LLC, Equitable Advisors, AXA Advisors LLC, and Gateway Mortgage Group LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

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.

Mitchell Roper is a financial advisor at 49 Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is a licensed fixed insurance agent writing fixed insurance business. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, using a disciplined, long-term asset allocation approach with proprietary and platform model portfolios.

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.

Bo Ruei Chen is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 credential and has worked in roles including insurance agent at The Maverick Insurance, LLC, and vice president of practice development at The Impact Partnership. Chen’s activities include recruiting advisors and selling insurance. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework.

Chad Williams is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he owns a venue that hosts weddings and social events. 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 supported by patented technology and behavioral economics, offering both passive and active investment strategies alongside comprehensive portfolio and retirement plan management.