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.

Peter Lynch is a financial advisor at Henssler Financial in Kennesaw, GA, with 24 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at ALPS Distributors, Inc. from 2016 to 2019. Lynch has been with Henssler Financial since 2016. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, automated rebalancing, and tax-loss harvesting, supported by affiliated accounting, legal, and real estate services.

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.

Kimberly Woody is a financial advisor at GLOBALT Investments with 12 years of industry experience. She holds a Series 65 designation and has been associated with GLOBALT Investments and its predecessor entities since 1997. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Conrad Levesque is a CFP® professional with eight years of industry experience, currently advising at Savvy. He has worked with multiple firms, including C2P Capital Advisory Group and Alison Wealth Management. Outside of his advisory role, he owns Delvr Wealth, LLC, where he provides tax preparation and planning services. Savvy offers investment and financial planning services to individuals, trusts, businesses, and charitable organizations, using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing. The firm incorporates third-party fintech tools and sub-adviser strategies, along with in-house tax preparation and estate-planning support.

Blake Dixon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and three years of industry experience. He previously worked at firms including Gibbs Wealth Management, AE Wealth Management, and NuVenture Financial Group. Outside of advisory services, he provides insurance sales and assists clients with non-legal estate planning administrative support through a separate business. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a variety of analytical approaches and uses model portfolios with an asymmetric rebalancing strategy, supported by a broad network of affiliated offices and third-party sub-advisers.

Robert Reece is a financial advisor at Crawford Investment Counsel Inc with nine years of industry experience. He holds a Series 65 designation and has been with Crawford Investment Counsel in various capacities since 2016. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers distinct strategies across equity and fixed-income mandates.

Evan Ward is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been involved with Impact Partnership Wealth since 2022. Outside of his advisory role, Ward serves as president and insurance agent at Atlas Retirement LLC, where he is involved in the sale of various insurance products. 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 offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

John Snavely is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Crawford Investment Counsel Inc since 2012. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and municipalities. The firm follows a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities and manages portfolios primarily on a discretionary basis.

Jarrett Hindrew is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding CFP® and ChFC® designations and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. He also volunteers as a mentor for aspiring CFP professionals with the CFP Board. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs guided by client risk profiles and offers access to alternative investments and outside money managers.

Sarah Clifton is a financial advisor at Henssler Financial with Series 65 credentials and one year of industry experience. Her prior roles include work with the United States Senate for Senator Ted Budd and the Senate Republican Conference, as well as positions in media and advisory firms. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach called the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, automated ETF strategies, and sub-advisory services.

Jennifer Thomas is a CFP® professional with 36 years of industry experience. She has worked at Henssler Asset Management since 1998 and is also associated with G.W. Henssler & Associates, Ltd. where she manages the planning and implementation department focused on client relationships. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach and offers comprehensive financial planning, discretionary and non-discretionary portfolio management, as well as automated ETF strategies and sub-advisory services.

Thomas Buehler is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2005. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, registered investment companies, pension plans, trusts, and municipal entities. The firm uses a bottom-up, value-oriented investment approach emphasizing dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies tailored to client needs.

Aaron Dixon is a financial advisor with Impact Partnership Wealth, LLC in Marietta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at State Farm VP Management Corp. and Steve Cannon Insurance Agency. Outside of advisory work, he owns and operates North Mountain Capital, LLC, an equipment rental business. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion in assets. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a network of about 90 advisors and multiple affiliated service providers.

Rebecca Barnett is a financial advisor at 49 Financial based in Atlanta, GA, holding a Series 65 credential. She has no prior industry experience but has worked in education and youth performance organizations for several years. Barnett is currently involved with the Oconee Youth School of Performance and the University of Georgia. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm uses a disciplined, long-term diversified asset allocation strategy based on Modern Portfolio Theory and employs proprietary and platform model portfolios.

James Mckenzie is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at CREATIVE Financial Group and Synovus Financial Corporation. 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 structured portfolio management approach on the Envestnet platform, combining discretionary and non-discretionary programs guided by client risk assessments.