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.

Orlow Walstad III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. He previously worked at BT Wealth Management, LLC for seven years. Walstad is a board member of Walstad Investment Counsel, assisting his aunt with the business during periods of incapacitation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including non-high-net-worth and high-net-worth individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and multi-family office services.

Tarpley Herlihy is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked with Southwestern Advantage and the University of Georgia. Herlihy is also a licensed insurance agent. 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 approach through model portfolios and oversight of third-party managers.

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.

Clifton Borders is a financial advisor at 49 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Borders is also licensed as a fixed insurance agent. 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 investment approach based on Modern Portfolio Theory with a focus on model portfolios and oversight of sub-advisers.

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.

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.

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.

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 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.

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.

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.