Durema Bacchus is a CFP®-certified financial advisor with nine years of industry experience, currently with Kovack Advisors, Inc. She has worked at Kovack Securities, Inc. since 2016 and has been associated with Summit Financial Services, Inc. since 2011. Outside of advisory roles, she is the organizer of Summit Financial Planning LLC, a separate business entity. 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 with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and platforms.

Cheryl Lavette is a financial advisor with GLOBALT Investments in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary investment management to a diverse client base including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment approach overseen by an Investment Policy Committee, utilizing quantitative, technical, and fundamental analysis primarily through innovatETF asset-allocation strategies with ETFs as key implementation vehicles.

James Cooper Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Packerland in 2019, he worked at COUNTRY FINANCIAL from 2012 to 2019. Outside of advisory work, he is involved with Foundation Financial, LLC, which focuses on life insurance and property and casualty sales. Packerland Brokerage Services serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and employs due diligence and periodic monitoring of third-party managers.

Jonathan Christiansen is a CFA® charterholder and Series 63 licensed financial advisor with Crawford Investment Counsel Inc in Atlanta, GA. He has six years of industry experience, all with Crawford Investment Counsel since 2013. Crawford Investment Counsel 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 with a focus on income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Matthew Kinser is a financial advisor at 49 Financial based in Atlanta, GA. He holds a Series 65 designation and joined 49 Financial in 2026. Prior to entering the financial industry, he has experience from roles in education spanning several years. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services. The firm employs a disciplined, long-term, diversified asset allocation approach using proprietary and platform model portfolios, mutual funds, ETFs, and selected third-party managers.

John Dunn is a CFP® with 32 years of industry experience, currently serving at The Strategic Financial Alliance, Inc. since 2003. He holds Series 63 and Series 65 licenses and is based in Woodstock, GA. Outside of his advisory role, Dunn is a board member of Procom Sales, Inc., a data transfer sales company. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports third-party manager platforms, implementing client strategies through both in-house management and co-advisory arrangements.

Michael Coelho is a CFP® professional with nine years of experience in the financial industry. He is currently with Henssler Financial and previously worked at American Financial Advisors, LLC and Charles Schwab & Co. He holds the Series 66 designation. Henssler Financial is a multi-team registered investment adviser serving individual clients, including high-net-worth households, other investment advisers, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” for investment allocation, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods.

Thomas Stapleton is a financial advisor at Van Clemens Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Collective Wealth Partners and Principal Life Insurance Company. Stapleton is also the founder of Power of Your Money, LLC, a financial literacy education program where he serves as an author and speaker. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using both discretionary and non-discretionary approaches and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Benjamin Boyd is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Crawford Investment Counsel Inc since 2018, with prior roles at Metasys Technologies Inc. and Invesco. Boyd is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and credit-diversified fixed-income strategies.

Sean Newman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and two years of industry experience. He previously worked at Sagicor Group Jamaica and Invesco before joining Jefferies in 2023. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process that includes goal definition, financial analysis, and periodic reviews, utilizing third-party software and Monte Carlo simulations to support planning outcomes.

Geoffrey Delong is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2008. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies.

Gary Fullam is a CFA® charterholder with 22 years of industry experience. He has been with GLOBALT Investments since 1990, including its predecessor entities, and serves as part of a multi-advisor team in Atlanta, GA. 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 innovative ETF strategies with tactical overlays developed alongside Ned Davis Research.

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.

Abigail Horton is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 designation and has prior work experience in both accounting and country club management. Abigail is involved with 25 Giving, a nonprofit referral service that helps organizations develop charitable plans for donors. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers comprehensive financial planning, investment management, consulting, and tiered fractional family office services, emphasizing disciplined, long-term diversified asset allocation through model portfolios and third-party managers.

Jonathan Morgan is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Crawford Investment Counsel since 2006. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios through various strategies including dividend-focused equity and fixed income offerings.

Matthew Johnson is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding a Series 66 designation and two years of experience at Synovus following prior roles at Ameriprise Financial. His background includes five years in full-time education before entering the financial services industry. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services across multiple programs and utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform.

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.

Kathline Lerebours is a CFP® professional with 13 years of experience in financial advising. She is currently with Facet and has previously worked at firms including Concentric Private Wealth, Commonwealth Financial Network, TIAA, Longwave Financial, and JSA Sustainable Wealth Management. Facet Wealth provides subscription-based financial planning and discretionary investment management to a wide range of individual clients, utilizing technology-driven processes and model-based asset allocations focused on exchange-traded funds. The firm’s approach includes integration across multiple advisors and offers services such as tax-optimized portfolio implementation and comprehensive financial planning without percentage-of-assets fees.

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.