James Vann is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding a Series 63 designation and over 32 years of industry experience. He has been with Kovack Advisors since 2015 and is also affiliated with Kovak Securities, Inc. Outside of his advisory role, Vann operates under the DBA LBS Wealth Advisors and is involved in selling fixed insurance products. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Brady Watkins is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 designation and one year of industry experience. He also owns and edits a pickleball publication through 1,000 Generations LLC. Watkins holds prior roles including work with Leveraged Wealth Management, where he was involved in insurance sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and employing a range of model portfolio and direct asset management strategies.

Aaron Vincent is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Impact Partnership Wealth, LLC. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Outside of advising, he is involved in financial education as an instructor with the American Retirement Institute. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a multi-strategy investment approach combining third-party models, adviser-managed portfolios, and direct indexing with tactical overlays.

Jefferson Olney is a financial advisor at Kingswood Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Dempsey Lord Smith, LLC and Synovus Bank. Outside of finance, he is a contract musician and has ownership in a brewery as well as involvement in renting audio equipment. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with third-party managers and an operational model that supports insurance-linked account management.

William Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at LPL Financial since 2022 and over a decade at MassMutual Financial Group. Outside of his advisory work, he is involved in selling non-variable insurance products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Victor Banks is a financial advisor at Integrity Advisory Solutions with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Nationwide Investment Services Corporation and Capital Investment Advisory Services, LLC. Outside of his advisory role, he is also engaged as an insurance agent selling fixed insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing fundamental and technical analysis alongside multiple asset-allocation frameworks.

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.

Patrick Smith Jr. is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management, LLC. In addition to his financial advisory role, Smith operates The Smith Law Firm, P.C., where he serves as an estate planning attorney. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, and offers both discretionary trading and financial planning services.

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.

Tayvon Jackson is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Edward Jones and MarketGuard, and he is involved in several business ventures such as authoring investment books, operating a publishing company, and owning a semi-professional basketball team. Jackson also serves as a director of the Tayvon Cares Foundation, a nonprofit charitable organization. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, implementing strategies across multiple platforms and allowing advisors flexibility in fee setting and model management.

Michael Griffin is a CFP® with eight years of industry experience, currently serving at Henssler Financial in Kennesaw, GA. He has been with Henssler Financial since 2007. 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-driven investment approach known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and automated ETF solutions.

Gregory Sutton is a financial advisor at Henssler Financial with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at North Highland and E*TRADE Securities. Henssler Financial is a multi-team registered investment adviser serving individual clients, investment advisers, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” investment approach, combining fixed-income securities for near-term liquidity and high-quality equities for long-term assets, along with model portfolios, automated rebalancing, and tax-loss harvesting.

Saverio Paglioni is a financial advisor with JFS Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at JFS Wealth Advisors since 2021 and previously spent 16 years with Integer Wealth Advisors Group LLC. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with portfolio management through its Lifetime Planning Continuum® and employs Modern Portfolio Theory via an internal Investment Committee to guide investment decisions.

Giuliana Barbagelata is a CFP® professional with eight years of experience at Henssler Financial and one year at Ameriprise. She has been with Henssler Financial since 2018. 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 employs a cash-flow based investment approach known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships.

Stephen Tuckwood is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds the Series 65 designation. His prior experience includes positions at Goldman Sachs and United Capital Financial Advisers, LLC. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a centralized portfolio management model overseen by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Edward Nolan is a Series 65-licensed advisor with nine years of industry experience, currently serving at Impact Partnership Wealth, LLC since 2021. He previously worked at Retirement Wealth Advisors and Formulafolio Investments, LLC. Outside of his advisory role, he is Vice President of Sales at The Impact Partnership, LLC, where he focuses on sales strategies for independent life insurance agents. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management through a wrap-fee platform.

Peter Lynch is a financial advisor at Henssler Financial in Kennesaw, GA, with 24 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at ALPS Distributors, Inc. from 2016 to 2019. Lynch has been with Henssler Financial since 2016. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, automated rebalancing, and tax-loss harvesting, supported by affiliated accounting, legal, and real estate services.

Blake Dixon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and three years of industry experience. He previously worked at firms including Gibbs Wealth Management, AE Wealth Management, and NuVenture Financial Group. Outside of advisory services, he provides insurance sales and assists clients with non-legal estate planning administrative support through a separate business. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a variety of analytical approaches and uses model portfolios with an asymmetric rebalancing strategy, supported by a broad network of affiliated offices and third-party sub-advisers.

Evan Ward is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been involved with Impact Partnership Wealth since 2022. Outside of his advisory role, Ward serves as president and insurance agent at Atlas Retirement LLC, where he is involved in the sale of various insurance products. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Sarah Clifton is a financial advisor at Henssler Financial with Series 65 credentials and one year of industry experience. Her prior roles include work with the United States Senate for Senator Ted Budd and the Senate Republican Conference, as well as positions in media and advisory firms. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach called the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, automated ETF strategies, and sub-advisory services.