Stephen Bargeron is a CFP® with 29 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He also has a background with Kovack Securities, Inc. since 2014. Outside of his advisory role, he is involved in fixed insurance sales and manages property focused on hay, timber, and wildlife management as president of MCF Operating LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, utilizing a diversified investment approach primarily through mutual funds and ETFs.

Burns Lowry Jr. is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His previous roles include positions at Easterly Securities, John Hancock Funds, and James Alpha Advisors. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, employing a valuation-based investment approach focused on bottom-up equity analysis and opportunistic multi-asset strategies. The firm manages a diverse set of vehicles including mutual funds and private partnerships and maintains a high client-to-advisor ratio.

Steven Cross is a financial advisor with Lifemark Securities Corp. in Marietta, GA, holding a Series 63 designation and bringing 39 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. and has been an independent insurance agent since 1985, specializing in life, health, disability income, and long-term care insurance. 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 various managed account programs and emphasizes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Hugh Singletary IV is an advisor with Wealthcare Advisory Partners LLC based in Marietta, GA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at LPL Financial, Trinity Wealth Securities, and Florida Financial Advisors. 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 employs a goals-based financial advising discipline using proprietary quantitative metrics and integrates passive and active investment strategies.

Ella Young is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2023 and has prior experience in the hospitality and education sectors. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and utilizes LPL platform programs and technology to deliver advisory services to a high client load.

Kevin Murphy is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2014. He holds the Series 66 designation and is based in Alpharetta, GA. Outside of his advisory role, he is associated with North Georgia Wealth Advisors, a financial services and fixed insurance business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and combines in-house management with third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Steven Bell is a Series 65-licensed advisor with Wealthcare Advisory Partners LLC in Marietta, GA, where he has worked since 2020. He has three years of industry experience and previously operated a Fitness Together franchise for 13 years. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative investments through a goals-based planning approach supported by proprietary technology.

Shari Santell is a financial advisor at Henssler Financial with 22 years of industry experience. She holds a Series 63 designation and has worked at Citco-Quaker Fund Distributors since 2003 and Henssler G W & Associates Ltd since 2002. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow focused investment process known as the “Ten Year Rule” and offers services including financial planning, portfolio management, and sub-advisory relationships.

Jason Kehler is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AE Wealth Management, Madison Avenue Securities, and Principal Securities. Outside of financial services, Jason works as a stuntman in TV shows and movies through his long-term involvement with the Screen Actors Guild and is also the owner of Kingdom Boardroom, a business coaching and speaking venture. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm employs a primarily discretionary approach using proprietary models, third-party managers, and a blend of ETFs, mutual funds, and individual securities to serve a diverse client base including high-net-worth individuals.

David Eissman is a financial advisor at Sound Income Strategies, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he serves as president of Eissman Wealth Management, overseeing the sales and service of fixed and index annuities, life insurance, and long-term care. Sound Income Strategies is a fee-based investment adviser serving individuals, high net worth clients, corporations, pension plans, and other registered advisors through asset management, financial planning, and co-/sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios with a combination of fundamental and technical analysis.

Travis Mckenzie is a financial advisor at Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Henssler Financial since 2013 and has been associated with Alps Distributors, Inc. since 2014. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a "Ten Year Rule" investment approach focused on cash-flow analysis and quality equity allocation, and it offers a range of services from financial planning to portfolio management and sub-advisory relationships.

Byron Preuss is a financial advisor with Howard Capital Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Howard Capital Management since 2009. Outside of his advisory role, he is engaged as a plan writer for asset allocation and serves as an outside sales agent for the firm’s advisory money management programs. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies across client accounts and manages both mutual funds and ETFs while offering web-based retirement planning tools and private wealth services.

Burwell Geiger is a financial advisor at Arkadios Wealth Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EPG Wealth Management, Arkadios Capital, ACG Wealth, and Triad Advisors. Outside of advisory work, he is also a life and long-term care insurance agent. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services, offering advisor-managed accounts, third-party money manager access, and comprehensive financial planning supported by an internal portfolio team.

James Williams is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Park Avenue Securities and Guardian Life Insurance Co of America. Outside of finance, Williams leads fitness classes as an instructor at CrossFit South Atlanta and narrates and produces audiobooks through Williams Audio. 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 employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, and operates through a multi-affiliate platform offering discretionary portfolio management and consulting services.

Howard Dingle is a financial advisor at Compound Planning, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Claraphi Advisory Network, LLC, and Centaurus Financial Inc. Outside of advising, he owns a small business consulting and tax preparation firm and is involved in life insurance and annuity sales. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm focuses on customized, risk-based investment strategies using low-cost ETFs, direct indexing, and alternative approaches, supported by technology partnerships and a fiduciary process.

Melanie Wells is a CFP® professional at Henssler Financial with four years of industry experience. She has been with Henssler Financial since 2011. Henssler Financial serves a diverse client base including individual investors, pension plans, registered mutual funds, and municipal entities. The firm employs a cash-flow based “Ten Year Rule” for fixed-income allocation and uses proprietary quality screens and model portfolios for equity investments, offering comprehensive financial planning and portfolio management services.

David Stearns is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Sound Income Strategies, LLC since 2016 and has operated The Stearns Agency since 2006. Outside of his advisory role, he serves as Vice Chairperson for Watkinsville First Baptist Church. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets across a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes a customized investment approach with a focus on fixed-income analysis and equity review, offering a range of services from asset management to insurance planning.

John Hardin is a financial advisor at Stephens with five years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2021, following prior roles at The Capital Corp, Venture South, and Orangetheory Fitness. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of investment strategies and delivers advice through various sponsored programs and committees, combining bottom-up security selection with top-down fixed-income management.

Matthew West is a CFP® professional at Kestra Private Wealth Services, LLC with 30 years of industry experience. Prior to joining Kestra in 2022, he held roles at Bank of America and Merrill. Outside of his advisory work, he is the managing partner of Canton Wealth Partners, an insurance business. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving individual and institutional clients, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, and supports specialized offerings such as annuity subaccount and 529 plan services.

William Daniel is a CFP® with three years of industry experience, currently serving as a financial advisor at Alera Investment Advisors, LLC. Prior to this, he held roles at several firms including Keller Williams Realty First Atlanta as a real estate agent and Arista Advisory Group, LLC. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates its advisory services with insurance and pension consulting platforms.