James Vann is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Resource Horizons Investment Advisory, Resource Horizons Group, and Mass Mutual Investors Services. In addition to his advisory work, he operates under the DBA LBS Wealth Advisors to conduct securities business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and sub-advisory services using a combination of proprietary models and third-party managers.

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.

Clifton Borders is a financial advisor at 49 Financial with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities, Inc. Borders is also licensed as an agent for fixed insurance products. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term asset allocation strategy combining fundamental, cyclical, technical, and behavioral analysis, and provides tiered fractional family office services.

Molly Kittrell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2014. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and municipalities. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, higher-quality equities and credit-focused fixed income 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.

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.

Patrick Smith Jr. is a financial advisor at Impact Partnership Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2024, following five years at AE Wealth Management, LLC. In addition to his financial advisory roles, he is the owner and attorney of The Smith Law Firm, P.C., a law practice specializing in estate planning. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a large team of advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of strategies and collaborating with multiple affiliated entities and service providers.

Milton Williams is a financial advisor at Crawford Investment Counsel Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Crawford Investment Counsel since 1994. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Tayvon Jackson is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Edward Jones and MarketGuard. Outside his advisory role, he is the CEO of a semi-professional basketball team and serves as a director of a nonprofit foundation. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, using a combination of firm-managed and third-party investment strategies.

James Kish is a financial advisor at GLOBALT Investments in Atlanta, GA, holding a Series 63 designation with 25 years of industry experience. He has been with GLOBALT and its predecessor entities since 2017. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other financial advisors. The firm employs a team-based approach combining quantitative, technical, and fundamental analysis, utilizing ETFs as primary investment vehicles and offering specialized strategies such as state tax-free fixed income.

Nancy Thrasher is a CFP® with 44 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2001 and has also operated a business providing bookkeeping and tax preparation services. Additionally, she maintains an active real estate license. Synovus Securities serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs and access to alternative investments.

Paul Izlar is a financial advisor at NewEdge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Keelan Capital and Forte. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Drake Craig is a CFA® charterholder with 21 years of industry experience, currently serving at GLOBALT Investments since 2018. He is also president of DC Property Holdings, a real estate investment company. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment process utilizing quantitative, technical, and fundamental analysis, primarily implementing strategies through ETFs and focusing on portfolio management and model provision.

Christopher Brooks is a CFP® with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2025. His prior experience includes roles at Tobias Financial Advisors, Equitable Advisors, Northwestern Mutual Investment Services, Y Group Companies, and positions at Vanderbilt University and Texas Christian University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and also operates affiliated businesses including a state-chartered trust company and a tax and accounting practice.

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.

Jeffrey Nash is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Flagship Financial. Outside of his advisory role, he provides notary services and is involved in wills and trusts through a separate business activity. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through third-party money managers and investment advisor representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analyses.

Marc Sydnor is a financial advisor at GLOBALT Investments in Atlanta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GLOBALT Investments LLC since 2017, including its successor entity since 2021, with prior roles at Avec Capital LLC and XT Capital Partners, LLC. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, institutions, and charitable organizations. The firm employs a team-based investment process that integrates quantitative, technical, and fundamental analysis, primarily utilizing ETFs within a variety of separately managed accounts and model portfolio platforms.

Denise Noelle Halle' Lunsway is a Series 65-licensed advisor at Crawford Investment Counsel Inc with three years of industry experience. She has been with Crawford Investment Counsel since 2017 and previously worked at Willis Towers Watson from 2016 to 2017. Crawford Investment Counsel provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focusing on dividend-paying equities and credit diversification within its fixed-income strategies.

Adonis Roberson is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked across several Principal affiliates since 2022 and held prior roles at Amazon, GoHealth, and Wells Fargo. His current responsibilities include providing one-on-one investment advice to retirement plan participants at Principal Advised Services and a sales role at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary models and third-party tools within the Principal Financial Group family.