Matthew Lankford is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior firms include Cambridge Investment Research and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm emphasizes long-term, diversified asset allocation managed through centralized sleeves and model portfolios, supported by an internal investment team and third-party sub-advisers.

Rick Kent is a CFP® professional at Merit Financial Advisors with 29 years of industry experience. His career includes roles at LPL Financial and Purshe Kaplan Sterling Investments, among others. Outside of his advisory work, he is the owner of TJF Open Seas LLC, a holding company for a boat. 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 focuses on long-term, diversified asset allocation through centrally managed model portfolios, with oversight by an internal investment team and committee, and utilizes both proprietary and third-party managers.

Richard Havard is a financial advisor at Cyndeo Wealth Partners with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cyndeo Wealth Partners in 2022, he worked at Bank of America and Merrill for over a decade each. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm creates customized portfolios through its own models or by allocating to third-party managers and operates a private pooled investment vehicle available to accredited investors.

Joseph Yi is a financial advisor at Aegis Capital Corp. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Equity Services, Inc., Apogee Financial Partners, and Mass Mutual Investors Services. Yi is also involved in providing term life insurance services through a Lincoln Term Life Insurance app. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing discretionary and non-discretionary account options with a focus on individual and corporate business.

Kurt Arseneau is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Quility Financial Advisors, AE Wealth Management, and Wealth Watch Advisors. Outside of his advisory role, he is involved in insurance services through Arseneau Advisor Group, LLC, and owns businesses providing Medicare supplement insurance and tax preparation services. Prosperity Capital Advisors is an SEC-registered enterprise advisor serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other registered investment advisors. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers managed accounts, retirement plan services, and turnkey asset management programs.

Hayden Gerwien is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He has held positions at Howard Capital Management since 2018 and previously worked at Bank of America and Merrill in 2017–2018. Gerwien holds the Series 66 designation. Howard Capital Management serves a diverse client base, including individuals, trusts, charitable organizations, and institutions, offering discretionary portfolio management and other advisory services. The firm employs proprietary tactical indicators and model portfolios, including its own mutual funds and ETFs, with client engagements managed through a primary investment professional.

Graham Thomas is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Howard Capital Management, he worked in various roles across hospitality, data processing, and sports media. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including retirement plan support tools, private wealth services, and management of mutual funds and ETFs.

Ryan Dohallow is a CFP® with 21 years of industry experience, currently affiliated with Synovus Securities, Inc. He previously spent 15 years with OSAIC in various roles. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and access to alternative investments through the Envestnet platform.

Charlotte Legrand Allen is a financial advisor at RiverFront Investment Group, LLC with five years of industry experience. She holds a Series 66 designation and has worked in various roles at RiverFront Investment Group and ALPS Distributors, Inc. Allen serves as a Regional Director for RiverFront’s South Central region. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and risk management across global fixed income and equities, implementing strategies through various model delivery platforms and custom portfolio solutions.

Iain Brackstone is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Southpark Capital and Kalos Management. He is also a member of Alternative Risk Strategies, LLC, where he provides consulting services related to private placement variable insurance contracts. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions, utilizing advisor-managed accounts, third-party money managers, and an internal portfolio team to implement diversified strategies across asset classes.

Dylan Paul is a financial advisor at Van Clemens Wealth Management, LLC in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Encyclon Capital, Yale Angels, and Raymond James & Associates. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with customized investment advisory and financial planning services. The firm utilizes a variety of investment strategies, including modern portfolio theory and third-party managers, to tailor portfolios according to clients’ objectives and risk tolerance.

Chrissy Lee is a financial advisor with Merit Financial Advisors and holds a Series 66 designation. She has 18 years of industry experience, with prior roles at Purshe Kaplan Sterling Investments, LPL Financial, and Kalos Financial. In addition to her advisory work, Lee is the COO of MFG Employment Services, LLC, an entity that employs Merit employees. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation, using centrally managed portfolios overseen by an internal investment management team, and supports both discretionary and non-discretionary accounts.

Scott Emerson is a financial advisor at Elevation Point Wealth Partners, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Bank of America N.A., and Merrill. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm uses a combination of strategic and tactical asset allocation across various investment vehicles, including proprietary model series and third-party strategies.

Joseph Latour is a financial advisor at Sowell Management with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Sowell since 2016. Prior to that, he was with CONCERT Wealth Management, Inc. and Symetra Investment Service, Inc. Latour is also an owner and agent involved in the sales and service of fixed and immediate annuities, as well as various insurance products including life, health, disability, and Medicare-related plans. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm offers a range of investment strategies including strategic and tactical allocation, individual equity selection, and model portfolios, and supports its network of independent advisers with trading, compliance, technology, and back-office services.

Matthew Kennedy is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Jefferies Investment Advisers LLC since 2023 and has worked at Jefferies LLC since 2015. Outside of his advisory role, he serves as a board member for the Metropolitan Ballet Theater, assisting with fundraising and organizational planning. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse range of clients, including individuals, trusts, and charitable organizations. The firm employs a collaborative, goal-oriented planning process using third-party software and scenario analysis, while maintaining a fiduciary role separate from implementation and brokerage services.

Kenneth Albert is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2004. He previously worked at Keystone Advisory Group, Inc. and Sicor Securities Inc. Outside of his advisory role, he is an author of the book *Finding the Right Fit, the Ultimate Guide to College* and operates an independent insurance agency. Calton & Associates is a multi-team registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers using a combination of analytical approaches, including fundamental and technical analysis.

Paul Busino is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Berthel Fisher since 2005. Outside of advising, he serves on board positions for local condominium associations and is involved in business consulting, mortgage lending, and insurance activities. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 investment adviser representatives.

Brett Baker is a financial advisor at Sound Income Strategies, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., and TVA Community Credit Union. In addition to his advisory role, he is involved in fixed insurance sales and client acquisition at Stearns Retirement Group. Sound Income Strategies manages approximately $4 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers a range of services including discretionary asset management, financial planning, and sub-advisory relationships.

Steven Pluhar is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes long tenure at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services tightly with Empower’s recordkeeping and administrative platforms.

Samantha Mayfield is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Transamerica Retirement Advisors, LLC. Her prior roles include positions at Voya Investments and Cambridge Investment Research, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary portfolio models and third-party expertise to provide tailored asset allocation and retirement guidance to a large client base.