Robert Galloway is a financial advisor at CapSouth Wealth Management in Covington, GA. He holds a Series 65 designation and has recently begun his career in the industry, joining CapSouth Partners in 2025 after a year at Claris Financial Advisors. Prior to entering financial services, his work experience includes roles at Texas Roadhouse and the University of Georgia. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and offers a range of strategies combining fundamental analysis with long-term portfolio management, supported by a multidisciplinary team that includes a CPA and an attorney.

Melissa Doughty is a financial advisor with Missionsquare Retirement, holding Series 65 and Series 66 credentials and 21 years of industry experience. She has worked at ICMA Retirement Corporation and Victoria's Secret since 2006. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Arlene Alexander is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm customizes portfolios using a combination of proprietary models, third-party managers, and a TAMP platform, investing across various asset classes while also providing business advisory services for middle-market owners.

Deryck Gryne is a financial advisor at Ally Invest Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Regions Bank, Cetera, and TIAA-CREF. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering both automated and advisor-delivered investment services. The firm uses model portfolios based on Modern Portfolio Theory and serves a large client base with a focus on retail and high-net-worth individuals.

Dante Mcdowell is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated firm, Capital Investment Group, Inc., since 2009. Mcdowell serves on the Board of Directors for the Boys & Girls Clubs of DeKalb County, where he assists with operations and fundraising efforts. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of solutions including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, with a client-focused approach that incorporates multiple analytical methods and ongoing portfolio review.

Carlos Ingram is a financial advisor at Brookwood Investment Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Redwood Private Wealth, Cornerstone Advisors LLC, and Silver Oak Securities Inc. His career spans multiple roles across wealth management and financial advisory firms. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Darnel James is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at firms including Voya Investment Management and Wells Fargo Advisors. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining proprietary models with third-party methodology. The firm is part of the Principal Financial Group family, providing access to affiliated products and integrated resources.

Andre Parker is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds a Series 65 credential and has worked previously with firms including Transamerica Financial Advisors and World Financial Group. Outside of advisory work, he is involved in several entrepreneurial ventures including marketing, coaching, and the music and entertainment business. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes algorithmic research and quantitative methods to manage model-based investment strategies aligned with client risk profiles and objectives.

William Beckett is a CFP® and ChFC® with 11 years of industry experience. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2017 and had a brief tenure at E*TRADE Securities LLC in 2016. Outside of his advisory role, he occasionally assists with recordkeeping for a small, non-investment-related business, Evolution Pets, LLC, which he is a partner in with his wife. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, integrating advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Courtney Ingram is a financial advisor at Brookwood Investment Group with a Series 65 designation and one year of industry experience. Prior to joining Brookwood, Ingram held roles at Cornerstone Advisors LLC, Advisor Share Wealth Management, and Fiscal Wisdom Wealth Management, LLC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Scarlott Cagle is a CFP® professional with 21 years of experience in financial advising. She has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.

Angel Vega is a CFP® with four years of industry experience, currently advising at Facet. Prior to joining Facet, he worked at Brightside Financial, Kestra Advisory Services, Morgan Stanley, Personal Capital, NYLIFE Securities, New York Life Insurance Company, Northwestern Mutual, and Money Concepts Capital Corp. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs.

Rufus Hunley III is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and six years of industry experience. He has worked at Path Financial LLC and ARP Advisors, LLC, and maintains roles outside of finance including a position with Delta Airlines and as an independent insurance agent. He also has longstanding involvement with Advanced Retirement Planning, LLC and Paramount Hospitality. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation.

Timothy Martin is a financial advisor with Eagle Strategies (NY Life) based in Tucker, GA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Mahoney Financial Organization, LLC, and leading his own firms, Tim Martin Wealth Strategies, LLC and Timothy Martin & Associates Wealth Strategies. He serves as President of the DeKalb Library Foundation and holds board roles with the Decatur Rotary Club and Oxford College of Emory University Alumni Board. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis.

Miranda Stetson is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Her work history includes roles at Truist Advisory Services Inc., Truist Investment Services Inc., TRUIST Bank, and SunTrust Bank dating back to 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and an Investment Advisory Group for oversight in manager selection and portfolio reviews.

Marvin Gayle is a Series 66-licensed advisor with 13 years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked previously at Guardian Life Insurance Company. Outside of his advisory role, Marvin provides photography, graphic, and web design services through MNG Designs and also works as a rideshare driver. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies using proprietary and third-party model portfolios and supports various account-level services, including securities-based lending and tax-harvesting.

Michael Robertson is a CFP® with 29 years of industry experience, currently affiliated with SPC and Sigma Financial Corporation since 2003. He serves as treasurer and board member of My Vision for Refugees, a nonprofit organization based in Woodstock, GA. Additionally, he is involved with Robertson Financial Group, offering accounting, tax, and planning services, as well as Robertson Financial Services, Inc. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with a range of discretionary and nondiscretionary options.

Adam Billups is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Primerica Advisors and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment strategies.

Jellana Anderson is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at related Truist entities and predecessor firms since 2016. Outside of her advisory role, she operates an in-home dog daycare, boarding, and grooming service in Tucker, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Maxine Allen is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Outside of finance, she owns M.ASHA DESIGNS LLC, a business focused on creating and selling handmade textured art. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies aligned with clients' goals and risk tolerances.