Adrian Vassallo is a financial advisor at Forvis Mazars Wealth Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked previously at Dixon Hughes Goodman Wealth Advisors LLC and Dixon Hughes Goodman LLP. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with a range of services including financial planning, investment management, and retirement plan consulting. The firm manages approximately $12 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Brian Frey is a CFP® with 15 years of experience in financial advising, currently with SignatureFD, LLC since 2018. His prior roles include positions at JOYN Advisors, Inc., Minnesota Life Insurance Company, and Gv Financial Advisors. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, and charitable organizations, offering wealth management, retirement plan services, and consulting. The firm employs discretionary portfolio management with a range of investment vehicles and maintains affiliations with an accounting firm and private investment funds.

Stacey Ewing is a CFA® charterholder with 18 years of experience in the financial industry. She has been with ZWJ Investment Counsel Inc since 2002. The firm manages approximately $3.86 billion in client assets and serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. ZWJ’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through fundamental and financial analysis.

Alexander Gambrell is a financial advisor at Nicholas Hoffman & Company, LLC with 21 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Nicholas Hoffman & Company offers financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs a range of investment vehicles and uses both discretionary and non-discretionary advisory approaches, including performance-based fee arrangements for certain private funds.

Evan Carter is a CFP® professional with 11 years of industry experience, currently serving at SignatureFD, LLC since 2019. He previously worked at Atlanta Capital Group from 2015 to 2019. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors by providing discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies using a range of investment vehicles and also manages affiliated private funds and serves as a sub-adviser to private credit strategies.

David Millican IV is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and 66 licenses and bringing 29 years of industry experience. His career includes roles at Arkap Markets, LLC, Arkadios Capital, LLC, Acg Wealth, Inc., LPL Financial, and Wells Fargo Advisors. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party solutions.

Jeffrey Buck is a CFA® charterholder with 10 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2021 and previously was employed at Diversified Trust Co for six years. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, implementing them through various investment vehicles and occasionally using performance-based fee arrangements for certain private funds.

Paul Pilcher is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously spent six years at MFS Fund Distributors, Inc. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various managed accounts and model portfolios, employing a combination of fundamental, technical, and cyclical investment analysis.

Justin Farmer is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Exit Wealth Advisors and as a self-employed media professional. Outside of advising, he is involved in Savannah Distilling in an advisory role and holds a majority share in the company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment solutions using a variety of management programs and combines fundamental, technical, and cyclical investment analyses.

Valerie Edwards is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has been affiliated with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2010. In addition to her advisory role, she is an insurance agent specializing in life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Mitchell Gentry is a CFA® charterholder with six years of industry experience. He is currently with Equity Investment Corporation, where he has worked since 2023. His prior experience includes roles at Reagan Securities, Inc. and Jefferies LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs a fundamental, absolute value investment process across various equity strategies and serves several unique client types such as insurance companies and government entities.

Isabel Berbert is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. She worked at UBS Financial Services Inc. from 2014 to 2018 before joining SignatureFD. Isabel is a non-active partner in Sandhills Development Company, a partnership that owns an industrial park in West Columbia, SC. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Michael Belote is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Raymond James & Associates. He is also managing director of two financial advisory firms, DJRCSM, LLC and Bell Toes FI, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans and discretionary account management supported by an internal portfolio team. The firm employs a mix of fundamental, technical, and cyclical analysis and integrates a network of advisory entities with affiliated broker-dealer services and in-house portfolio management.

William Nelson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 66 designation and 21 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2018, he worked at Raymond James & Associates from 2013 to 2018. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering investment and wealth management through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with its internal portfolio team and employs a combination of fundamental, technical, and cyclical analysis to develop customized investment strategies.

Clayton Jackson is a CFA® charterholder based in Atlanta, GA, with 37 years of industry experience. He has been with ZWJ Investment Counsel Inc since 1984. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base that includes individuals and institutions such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes tailored portfolios using fundamental and financial analysis across equities, fixed income, and balanced strategies, and also offers consulting services including manager reporting and private placement recommendations.

Patrick Connolly is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include work with Arkadios Capital, Afterburner Inc, and a short tenure at Top Dawg Moving. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies that incorporate fundamental, technical, and cyclical analysis.

Douglas Liptak is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with SignatureFD, LLC since 2000. Based in Atlanta, GA, he focuses on wealth management within a multi-team firm environment. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing ongoing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Spencer Borchelt is a CFP® with four years of industry experience, currently serving at SignatureFD, LLC. His prior roles include positions at Goldman Sachs & CO. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors with discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies utilizing various investment vehicles and conducts due diligence on managers and pooled funds.

William Miller is a financial advisor at ZWJ Investment Counsel Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co., LLC and the United States House of Representatives. He also spent two years at Northwestern University Kellogg School of Management. ZWJ Investment Counsel manages approximately $3.86 billion in client assets, serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm offers investment counseling and discretionary portfolio management with a focus on equity, fixed income, and balanced portfolios tailored to each client’s needs.

Suzanne Presley is a financial advisor with Gladstone Wealth Partners, holding a Series 65 credential and two years of industry experience. She previously worked at Cetera Advisors, LLC, and Pyke & Associates, PC, where she is also a practicing attorney and owner. Outside of advising, she owns DocuClub, LLC, a document portal service for health care directives and related personal information. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored by representatives and supported by platform-level due diligence.