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 with MariPau Wealth Management LLC, holding a Series 65 designation and three years of industry experience. He is also president of Melton and Company Risk Management and Financial Services Firm, LLC, where he has been involved since 2020, specializing in insurance and investment advisory services. Prior to that, he led Jmelton Insurance Agency for over two decades. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, consulting, and educational seminars, managing accounts on a fiduciary basis with a range of investment strategies and a network of advisory affiliates.

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.

David O’dell is an advisor with QM Advisors LLC, holding Series 63 and Series 65 designations. He has professional experience dating back to 2006, including roles at Tradestation Securities, Inc. and operating !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 uses a blend of analytical methods to manage discretionary portfolios and operates both separately managed accounts and pooled vehicles, including a private hedge fund.

Martin Smith is a financial advisor at WealthCare Financial Group, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, Kovack Advisors, and Equitable Advisors. Smith is also the owner and agent of an insurance agency affiliated with Wealthcare Financial Group. Wealthcare Financial Group serves individuals, families, business owners, non-profit organizations, and retirement plan sponsors, offering financial planning, portfolio management, pension consulting, and rollover guidance. The firm employs a structured investing approach focused on diversification, customization, and long-term strategies through both hybrid model portfolios and standalone planning engagements.

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 Series 65. His career includes roles at Liberty Partners Capital Management LLC, Mass Mutual Investors Services, and First Command Advisory Services. Outside of advising, he is 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, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using core passive investments supplemented by active managers and third-party strategists, supporting client relationships through comprehensive planning and ongoing portfolio oversight.

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.

Lisa Wilson is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 66 designations and has 21 years of industry experience. Her career includes roles at Synovus Securities and Synovus Bank, with a recent affiliation at Pinnacle Bank beginning in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk tolerance and due diligence processes.

Dave James is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. His career includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, Fidelity Bank, and BB&T Investments and Bank. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a variety of portfolio management programs on the Envestnet platform and access to alternative investments.

Felicia Victoria is a financial advisor at Synovus Securities, Inc. with 22 years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities since 2014, including roles at Synovus Bank and, most recently, Pinnacle Bank starting in 2026. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both investment advisory and brokerage services. The firm uses the Envestnet platform for portfolio management, combining discretionary and non-discretionary programs guided by client risk assessments and due diligence processes.

Harold Slade is a Series 66-registered financial advisor with 19 years of industry experience. He has worked at Synovus Securities, Inc. since 2018 and has prior experience with SunTrust Advisory Services and Truist Investment Services. Slade is currently based in Newnan, GA and joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients such as banks, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers investment advisory and brokerage services, utilizing a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Robert Burkholder is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Root Financial Partners and previously was with Pandowealh, LLC, H-Wave, Orangetheory, and Rapid Sports Performance. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Megan Hendrick is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and over 12 years of industry experience. She previously worked at Derbend Asset Management and Edward Jones. Waverly Advisors is a multi-team registered investment adviser serving 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 financial planning and multi-family office services.

Erika Chambliss is a financial advisor at Synovus Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Synovus Securities and Synovus Bank since 2019, as well as Nationwide prior to that. Since 2026, she has been affiliated with Pinnacle Bank. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform, and provides access to alternative investments and educational services for ERISA plans.

Adrienne Medlin is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at BB&T Securities, SunTrust Advisory Services, and Synovus Bank. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs on the Envestnet platform, and offers access to alternative investments and educational services for ERISA plans.

Zachary Winchester is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having worked previously at Bank of America and Merrill. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs guided by client risk tolerance and conducts due diligence on investment managers.