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.

Kim Martin is a financial advisor with Apollon Wealth Management, LLC, holding a Series 63 designation and 31 years of industry experience. Prior to joining Apollon, Kim worked at Raymond James & Associates from 2016 to 2020 and has been associated with J Alden Associates, Inc since 2020. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, nonprofit organizations, and pooled vehicles. The firm combines centrally managed investment strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles, incorporating various asset classes and tax-managed solutions.

Curtis Turner III is a financial advisor with Lifemark Securities Corp. in Canton, GA, holding a ChFC® designation and Series 63 license. He has 49 years of industry experience, including prior roles at Foresters Equity Services, Inc. and a long tenure as president of Executive Ideas, Inc., where he serves as an independent insurance agent. He is also a volunteer board member of the Cadence Homeowners Association. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various portfolio management programs and tailored, suitability-driven advice.

Roman Shlyakhetko is a CFP® with three years of industry experience, currently serving as a financial advisor at Henssler Financial. His prior experience includes roles at Financial Navigators Inc., Odyssey Personal Financial Advisors, CETERA Financial Specialists LLC, Cannon Financial Strategists, and Narwhal Capital Management. Henssler Financial serves individual clients ranging from non-high-net-worth to high-net-worth, as well as institutional clients including pension plans and municipal entities. The firm offers comprehensive financial planning and portfolio management services, employing a cash-flow driven investment process known as the “Ten Year Rule” combined with proprietary quality screens and model portfolios.

Joseph D'urso is a financial advisor with Exodus Wealth, LLC in Marietta, GA, holding Series 65 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Fortune Financial Services, Prosperity Wealth Management, and Parkland Securities. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a variety of investment strategies and instruments and conducts regular portfolio reviews and due diligence on third-party managers.

Adam Ledbetter is a CFP® professional with 19 years of industry experience, currently serving at Henssler Financial since 2001. He holds a Series 63 license and is based in Kennesaw, GA. Outside his advisory role, he is an independent distributor for Herbalife Ltd., focusing on weight management and nutritional products. Henssler Financial is a multi-team registered investment adviser serving individuals, high-net-worth households, other advisers, pension plans, and institutional clients. The firm employs a cash-flow driven investment approach known as the “Ten Year Rule,” combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods, and offers customizable model portfolios along with automated rebalancing and tax-loss harvesting.

Derek Illston is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and serves as Chief Operations Officer at Stearns Retirement Group, where he manages daily firm operations. In addition to his advisory role, he is involved in property and casualty insurance sales as well as real estate referrals and sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.

Albert Otto is a financial advisor at Verity Asset Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verity since 2018. Otto is a managing member and book author at OneFiduciary Group, LLC, and serves as a founding board member and chairman of the nominating committee at the Center for Board Certified Fiduciaries, where he leads weekly candidate interviews and helps develop curriculum. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focusing on tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Robert Omohundro is a CFP® with 32 years of industry experience, currently serving at Alexander Capital Wealth Management LLC since 2020. He has prior experience with Centaurus Financial Inc. and holds the Series 63 designation. Outside of his advisory role, he is involved in consulting on senior, divorce, and tax planning through All Bridge Consulting LLC and supports a creative arts 3D animation company founded by his daughter. Alexander Capital Wealth Management LLC provides portfolio management primarily to individual and high-net-worth clients via discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside documented due diligence, managing approximately $212.1 million in discretionary assets.

Leslie Apseloff is a financial advisor at B.B. Graham & Company, Inc. with a Series 66 designation and no prior industry experience. Leslie has held roles at several firms, including Planning Works, DLC, Reston Equity Group, Anchorage Capital Group, Ernst & Young, and PricewaterhouseCoopers. Leslie is a partner at Planning Works, LTD. LLC, an investment services firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary account management with regular reviews and access to third-party managers.

Amanda Standard is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Kintra Wealth, LLC and has held positions at Commonwealth Financial Network, Tupler Financial, Hightower Advisors, and several other firms. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering comprehensive wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and integrates planning with investment management to optimize tax efficiency and portfolio construction.

Stephanie Van Dyke is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Jeffrey W Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management models and integrates technology and operational outsourcing into its service approach.

Michael Eldredge is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He has worked at Alexander Capital since 2020 and at Centaurus Financial Inc. since 2015. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients, offering capital markets and M&A advisory work. The firm employs a top-down investment approach that blends proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Matthew Parker is a financial advisor at Arete Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Synovus Securities Inc. and CREATIVE Financial Group. Outside of his advisory role, he is an associate at HILL & HILL FINANCIAL LLC in Woodstock, GA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Eileen Fannon is a financial advisor with Kovack Advisors, Inc. in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. She has been with Kovack Advisors since 2015 and Kovack Securities Inc. since 2014. Outside of her advisory role, she serves as a minister officiating marriages and manages an accounting and tax services business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers third-party asset manager recommendations, and provides financial planning and retirement account management services.

Jillian Stearns is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Sound Income Strategies, she was associated with Stearns Retirement Group and has experience at PricewaterhouseCoopers and the Deloitte Center for Ethical Leadership. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets and serving a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA plan services.

Edward Beckerman is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 35 years of industry experience. His career includes nearly three decades at Metlife Securities Inc., followed by roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services before joining International Assets Advisory in 2019. He is also the owner and president of Beckerman & Associates, LLC, a life and health insurance brokerage. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party money managers, emphasizing long-term strategies across various asset classes.

Alyson Kountz is a Series 65 licensed financial advisor with Henssler Financial in Kennesaw, GA, where she has worked since 2021. She has two years of industry experience and previously held roles at Kennesaw State University and Maurice's. Henssler Financial serves a diverse client base including individual investors and institutional clients, offering financial planning, portfolio management, and pension advice. The firm’s investment approach uses cash-flow analysis to align fixed-income holdings with liquidity needs and allocates assets to equities based on proprietary quality screens and model portfolios.

Michael Cunningham is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Foundations in 2025, he worked at Your Wealth Advisors, Gradient Securities, Strategic Retirement Solutions, and Bankers Life Securities. Outside of his advisory role, he is involved in insurance sales and provides non-legal estate planning administrative services through Your Wealth Advisors. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, offering financial planning and portfolio management through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in its investment process.