David Short is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Co and Waddell & Reed. Outside of advising, he is the sole owner of Aster Hawthorn LLC and sells life, disability, and long-term care insurance through Ash Brokerage. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.

Alan Lane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2025. His prior roles include positions at Tidal Creek Capital Advisors, LPL Financial, Arvest Wealth Management, and several other firms. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, and also acts as adviser to multiple registered investment companies.

Heath Siebel is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held roles at The Land Group Title Company, the Cincinnati Reds, Cellular Sales, and operated DiOrios Pizza and Pub for seven years. He also works as a fixed insurance agent. 49 Financial serves a diverse client base 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 employs a disciplined, long-term diversified investment approach using model portfolios and third-party managers, managing approximately $1.4 billion across multiple advisory teams.

Carol Warren is a financial advisor with Synovus Securities, Inc. in Atlanta, GA. She holds a Series 63 designation and has 24 years of industry experience, including 25 years with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through discretionary and non-discretionary programs on the Envestnet platform. The firm provides access to a range of managed accounts, financial planning, and alternative investments.

Jimmy Hagy is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC in Atlanta, GA, and has nine years of industry experience. He has been with Foundations Investment Advisors since 2017 and also operates as an independent insurance agent, providing insurance, annuity solutions, and non-legal estate planning administrative services. Hagy previously worked at Southbay Church for three years. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing a mix of fundamental, technical, and cyclical analysis and employing model portfolios with an asymmetric rebalancing approach.

Nicholas Franks is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Liberty Mutual Insurance and the City of Roswell, GA. Outside of his advisory work, he provides financial review and budgeting support to retirement communities as a contractor for Serving Seniors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with tailored advice delivered through a large network of affiliated offices and representatives.

David Bockel Jr. is a CFP® with 23 years of industry experience, currently serving at Crawford Investment Counsel Inc since 2022. His prior roles include positions at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, and Caldwell & Orkin, Inc. Crawford Investment Counsel provides discretionary portfolio management and financial planning for a diverse range of clients, including individuals, institutions, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, managing distinct portfolios through continuous, typically discretionary, portfolio management.

Blake Floyd is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Kestra Advisory and Foresters Financial Services. He also works with Strive Financial Solutions, where he advises clients on financial planning strategies and asset allocation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans based on client risk profiles using a combination of fundamental, technical, and cyclical analysis across various managed account solutions.

Ivan Magalit is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Merrill and Thrivent Financial. Outside of his advisory role, he is the co-founder of The A.U.T Initiative, a nonprofit focused on improving access to mental health services for marginalized communities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and investment services.

Ronald Skopek is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he is the owner and president of Summit Financial Services, Inc., focusing on retail sales of securities, and also leads a fixed insurance business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to construct and manage portfolios.

Marc Slavny is a financial advisor at Concorde Asset Management, LLC with credentials including Series 63 and Series 65 and over nine years of experience in the industry. His prior roles include positions at Alexander Capital, L.P., Capital Square Realty Advisors, Centaurus Financial INC., and Cetera Investment Advisers. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm constructs personalized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategies across multiple platforms, and offers ERISA retirement-plan advisory services and variable annuity separate account management.

Richard Trabue is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at firms including AE Medicare Solutions and Blue Monarch Financial. Outside of his advisory role, he owns an online retail business, RITR Art and Clothing Company, where he designs custom art and fashion products, and he is an author of financial education books. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion across a network of approximately 89 advisors. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a broad affiliated-entity ecosystem and third-party operational platforms.

William Leftwich is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1994. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays, managing approximately $2.81 billion in assets.

Scott Ruth Jr. is a Series 65-licensed financial advisor at 49 Financial in Atlanta, GA, with less than one year of industry experience. Prior to joining 49 Financial, he held positions at S.L. Nusbaum RE and spent several years in education, including roles at the University of Georgia and Collegiate School. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and manages approximately $1.4 billion through proprietary and platform model portfolios.

Alexander Garrett is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Regimen Wealth LLC, and Bank of America. Garrett is also affiliated with First Citizens Bank. SVB Wealth serves a diverse client base, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and provides both discretionary and non-discretionary services, with a focus on thorough due diligence and customized portfolio solutions.

Katrina Falke is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and having 40 years of industry experience. Her prior work includes nearly three decades at INVEST Financial Corp, as well as roles at LPL Financial and Fortis Group Advisors. She is also the owner of Denali Wealth Management and engages in writing fixed insurance policies. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Branson Nelson is a financial advisor with Henssler Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Henssler Financial, he worked at Janney Montgomery Scott LLC and has experience outside finance, including roles at Papa John's Pizza and political involvement with the Democratic Party of Georgia. 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 using fixed income and high-quality equities, offering customized model portfolios, automated strategies, and institutional investment management.

David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Andrew Shuford is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at LPL Financial, &Partners, LLC, Wells Fargo Clearing, and Fisher Investments, as well as an academic background from the University of Georgia. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates proprietary software and behavioral economics, using both passive and active investment strategies supported by quantitative and fundamental analysis.

Caitlin Howerton is a CFP® professional with four years of industry experience. She is currently with Earned Wealth Advisors, LLC and has previously worked at Archer Investment Management, Facet Wealth, and SmartPath. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified investment approach informed by third-party consultants and an internal committee.