Thomas Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with FAPA Financial Services since 2015 and has been self-employed since 2011. FAPA Financial Services serves individual clients, including high-net-worth households, providing discretionary portfolio management, financial planning through MoneyGuidePro, and retirement plan advisory services. The firm’s investment approach focuses on long-term asset allocation and diversified portfolios primarily composed of passive mutual funds and ETFs, with advisory relationships tailored to client objectives and risk tolerance.

David Simmons is a financial advisor at QM Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including the QM Alpha Fund, US 50 Fund, KD&D Partners, Capital Research Advisors, and Ceros Financial Services. He is also the owner of Simmons Financial LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and private pooled vehicles. The firm offers discretionary and non-discretionary management using a combination of quantitative, fundamental, technical, cyclical, and modern portfolio theory methods, and serves as adviser and general partner to a private hedge fund.

Andrew Toering is a CFP® with 19 years of industry experience, currently serving at QM Advisors LLC since 2019. His prior roles include positions at LPL Financial and United Community Banks, Inc. He holds the Series 66 designation. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, and acts as adviser to a private hedge fund. The firm employs a variety of analytic methods and offers both discretionary and non-discretionary management across multiple asset classes.

Jerry Purvis is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and one year of industry experience. He also works with Melton and Company and has a long-term career at GEICO Insurance Company as an Injury Claims Examiner. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to support its investment strategies.

Joshua Edmonds is a financial advisor at QM Advisors LLC with four years of industry experience. He holds a Series 65 designation and has been managing Area Medical LLC, a medical device sales and service company, since 2005. Edmonds has worked at Edmonds Capital LLC since 2021 and joined QM Advisors in 2023. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm offers discretionary portfolio management and fiduciary retirement plan services, employing a range of analytic methods and managing both separately managed accounts and a private hedge fund.

William Archibald is a financial advisor at MariPau Wealth Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Edelman Financial Engines, Charles Schwab, Aprio Wealth Management, and Taverik Capital. Outside of advisory work, he is listed as a director of a family-run construction business in New Mexico. MariPau Wealth Management provides investment advisory and financial planning services to individuals, corporations, and business entities. The firm manages discretionary portfolios using a range of investment vehicles and offers additional services such as financial planning, consulting, and educational seminars.

John De Ment is a CFP® with seven years of industry experience, currently serving at QM Advisors LLC. He has worked at QM Advisors LLC since 2019, with prior roles at Gradient Advisors LLC and ownership of JP DeMent & Co., where he provides financial planning and insurance services, including teaching classes related to annuities and insurance. QM Advisors LLC offers investment advisory and financial planning services to individuals, corporations, and retirement plans, managing discretionary and non-discretionary portfolios using a range of analytic methods. The firm also serves as adviser and general partner to a private hedge fund, the QM Alpha Fund LP, and plans to register as a Commodity Pool Operator to facilitate commodity futures trading.

Darren Heil is a financial advisor with QM Advisors LLC in Peachtree City, GA, holding Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at AM Alpha Fund, LP, KD&D Partners, LLC, US 50 Fund, Ceros Financial Services Inc., and Capital Research Advisors LLC. Outside of his advisory work, he owns 1776 Capital LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a mix of analytical methods and manages accounts through documented investment policies, including operating a private hedge fund and managing pooled investment vehicles.

Jonathan Melton is a financial advisor at MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and with two years of industry experience. He is also president of Melton and Company Risk Management and Financial Services Firm, LLC, where he has provided licensed life insurance and annuity services since 2020. Prior to this, he operated Jmelton Insurance Agency for over two decades. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm coordinates advice through a network of affiliates and third-party managers, utilizing multiple platforms and technology to support client asset management.

Dawn Bond is a financial advisor with Amerity Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at Blacktower Financial Management, Beacon Global Advisor Network, and Commonwealth Financial Network. She is also involved with Amerity Financial, where she performs insurance agent activities. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, high-net-worth households, businesses, plan sponsors, and trusts. The firm manages approximately $339 million in assets and offers services including asset management, financial planning, retirement consulting, and specialized UK pension transfer and management.

Christopher Torres Gilbes is a financial advisor at William Joseph Capital Management, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining William Joseph Capital Management in 2024, he worked for over a decade at Christopher R. Torres, CPA. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm manages approximately $469 million in discretionary assets and utilizes both proprietary and third-party sub-advisors to tailor client portfolios.

Francois Bigot is a CFP® and Series 66-licensed advisor with 16 years of industry experience. He has worked at Investor FAN since 2026 and previously held roles at Edward Jones and Cape Securities / Financial Concierge Concepts. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm uses a comprehensive investment approach that incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and macroeconomic analysis, managing over $427 million in discretionary assets as of the end of 2024.

David O'dell is an advisor at QM Advisors LLC with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include work at Tradestation Securities, Inc. and entrepreneurial activities with !QCL Solutions LLC. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a variety of analytical methods and manages both separately managed accounts and pooled investment vehicles, including a private hedge fund.

Martin Smith is a financial advisor at WealthCare Financial Group, Inc. in Peachtree City, GA, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial LLC and Kovack Advisors. Smith is also an owner and agent of an insurance agency affiliated with his firm. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm manages approximately $28.2 million for about 130 clients through a six-advisor team, utilizing a “Structured Investing” approach focused on diversified, customized portfolios and long-term strategies.

Kelly Larson is an Investment Advisor Representative at ELE Advisory Services, Inc. with two years of industry experience. Prior to joining ELE Advisory Services, Larson held roles at several related entities, including ELE Wealth Solutions, Financial Wealth Solutions, and 1st Consumer Insurance Agency, where Larson is also a general agent involved in life and health insurance products. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning, employing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Harold Gay is a financial advisor with QM Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing Services and Edward Jones before joining QM Advisors in 2020. Outside of his advisory role, he serves on the Board of Trustees and Annual Support Committee of the Whitfield Healthcare Foundation and is involved with the Dalton Organization of Churches-United for People. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and acts as adviser to a private hedge fund, employing a variety of analytic methods and investment strategies.

Duncan Sullivan is a CFP® professional affiliated with MariPau Wealth Management LLC in Peachtree City, GA, with six years of experience in financial services. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked with Youth For Understanding and Clarke County Schools. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates and third-party managers, emphasizing custody of client assets at Fidelity and offering specialized platforms for managing employer retirement accounts.

John Anderson is a financial advisor at Modern Capital Advisors, LLC with 38 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 65. His prior work includes roles at Liberty Partners Capital Management LLC and Massachusetts Mutual Life Insurance Company. Anderson is also active as an insurance agent with Liberty Partners Insurance Services and The Annuity & Life Source Inc. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm emphasizes strategic asset allocation through a core-and-satellite approach using passive index funds supplemented by active managers or third-party strategists.

Nancy Lanier is a financial advisor with Synovus Securities, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked for Hull Barrett, P.C. for over two decades. Outside of her advisory work, Lanier serves as a trustee on the board of Augusta Preparatory Day School, participating in the school's annual fund and oversight activities. Synovus Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm uses a risk-tolerance approach to portfolio management and maintains affiliations that provide access to banking and trust services.

Nathan Ellyson is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Derbend Asset Management for three years and Dogwood Auto Works, Inc. for seven years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.