Jackson Favors is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual and Gibbs Financial Group. He has also been involved with Community Concierge Service outside of the financial industry. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Edwin Rodriguez is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. He previously worked at Purshe Kaplan Sterling, MML Investors Services, LLC, MassMutual Life Insurance Co, and Woodbury Financial Services, Inc. Outside of his advisory role, Rodriguez is also licensed as an insurance broker, focusing on life, disability, and long-term care insurance. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal team and committee, and supports both discretionary and non-discretionary accounts, with a notable model that integrates insurance, brokerage, and affiliated services.

Peter Smith is a financial advisor at Gibbs Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Morgan Stanley, J.P. Morgan Securities, and Bankoh Investment Services. Outside of advisory roles, he serves as vice president of a homeowners association in Honolulu, HI. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

Kramer Shiflett is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Howard Capital Management since 2018. Prior to joining Howard Capital, he spent two years at Bank of America and Merrill. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, to manage discretionary portfolios and provide various investment advisory services.

Ernest Tannis is a financial advisor with Level Four Advisory Services, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior work includes roles at NMS Capital Advisors, Cabot Lodge Securities, IFS Securities, and AutoBizBrokers. Outside of financial advising, he serves on the board of a homeowners association and operates a driving school and a blockchain validator business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through model portfolios and various platform arrangements.

Brady Nance is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at One Capital Management, LLC since 2026 and previously spent over two decades at TIAA and Tiaa-CREF from 2002 to 2025. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for a diverse client base, including individuals, pension plans, trusts, and corporations. The firm constructs customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Joseph Guidish is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Charles Schwab, and Green Vista Capital. He has been affiliated with the University of Miami since 2020. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and a combination of internal and third-party portfolio management resources.

Brendan Hunt is a financial advisor with Kestra Private Wealth Services, LLC holding a Series 66 designation. He has been in the industry since 2023, with experience at firms including Canton Wealth Partners and Chatham Capital Management. Before entering the financial sector, he attended Mercer University and held various roles outside the industry, including positions at Lifetime Fitness and Elite Hoops Basketball. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a wide range of investment products and specialized programs, while supporting advisors with institutional and operational resources such as an affiliated trust company and third-party manager platforms.

David Dodson is a financial advisor with International Assets Investment Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. His prior work includes roles at JPMorgan Chase Bank NA, Morgan Stanley, Merrill, and Truist Investment Services. He is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to a broad client base including individuals, high-net-worth clients, retirement plans, and corporations. The firm offers customized, long-term portfolio management using a variety of investment vehicles and works through a national network of independent advisers.

Emile Babin is a CFP® and Series 63 licensed advisor with five years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience at Eagle Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Additionally, he operates Babin & Associates, LLC, an insurance business he has owned since 1998. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by a combination of analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

John Busey is a financial advisor at LifeMark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeMark since 2017. Prior to that, he worked at INVEST Financial Corp for 12 years and has operated as an independent insurance agent since 2005. Outside of his advisory work, he serves as president of Saeg, Inc., an S-corporation used to manage income and expenses. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a variety of managed account programs and tailors advice through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Jeremy Hermida is a Series 65-licensed financial advisor with BIP Wealth, LLC, based in Alpharetta, GA. He has been with BIP Wealth since 2024 and has one year of industry experience. Prior to joining BIP Wealth, he was not employed in the financial industry. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, pooled investment vehicles, and private funds, with a focus on tailored asset allocations and private-market securities for qualified investors.

Hugh Stallworth is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Retirement Wealth Advisors before joining Virtue Capital Management in 2020. Outside of advisory services, Stallworth is also the owner and agent of Insurance Brokerage Services, DBA Retirement Design Solutions, where he is involved in annuity and life insurance sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model providing portfolio management, financial planning, and sub-advisory services.

Barry Dow is a financial advisor at Arkadios Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms, including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as president of Innovative Collectibles, a business focused on buying and selling coins and collectibles, and also leads Oaktree Consulting, a marketing company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment planning using a variety of management approaches and incorporates fundamental, technical, and cyclical investment analysis methods.

Frank Beedle II is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sound Income Strategies since 2020 and at Stearns Retirement Group since 2013. His activities include the sale of Medicare Supplement and Long Term Care insurance policies. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services including family-office and special-needs planning.

Chase Murray is a financial advisor at BIP Wealth, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Salesforce, FullStory, the Pittsburgh Pirates, and Georgia Institute of Technology. BIP Wealth, LLC serves individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations including mutual funds, ETFs, fixed income, and options-based strategies, as well as private-market securities for qualified investors.

Patrice Cobb is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds the Series 66 designation and has worked at firms including PKS Investments, LPL Financial, RBC Capital Markets, and oXYGen Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, and retirement plan consulting, using a long-term, diversified investment approach with both internal and third-party portfolio management.

Bruce Gordon is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Invest Financial Corporation, and Dasher And Padgett Financial Advisors. Outside of his advisory work, Gordon serves as a pastor at Antioch Baptist Church. Merit Financial Group is a multi-team advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm uses a long-term, diversified asset allocation approach with centrally managed portfolios and offers both discretionary and non-discretionary account services through a network of investment adviser representatives.

James Diffly is a financial advisor with BFC Planning, Inc. in Cumming, GA, holding a Series 63 license and bringing 41 years of industry experience. He has worked with BFC Planning and Berthel, Fisher & Company Financial Services since 2016 and previously managed investment and commodities trading through Trendline Trading & Investments, LLC. Outside of finance, Diffly is a certified baseball and softball umpire for Georgia high schools. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management, delivering advice through a network of independent investment adviser representatives who utilize a range of program structures and investment strategies.

Deborah Dougherty is a financial advisor at Merit Financial Advisors with Series 63 and Series 65 licenses and three years of industry experience. She previously held positions at Purshe Kaplan Sterling Investments, LPL Financial, and IVNEST Financial Corporation. Outside of her advisory role, Dougherty serves as President/CEO of the Benevolent and Protective Order of Elks lodge in Albany, GA, and is a member of the Move Christian Church finance committee. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation with customizable portfolios overseen by an internal investment team and committee, and it offers both discretionary and non-discretionary account options.