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.

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.

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.

David Fields is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Waverly Advisors, LLC, where he has worked since 2023, following a 25-year tenure at Gwynn Management Company. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a mix of traditional equity, fixed-income, alternative, and private-markets strategies and offers financial planning, retirement plan consulting, and multi-family office services.

Noah De Broux is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. He has prior roles with Edgar Arana and ESI of Tennessee and is also the owner of DeBroux Agency LLC, an insurance services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and combining fundamental, technical, and cyclical analysis in portfolio management.

Patrick Kendrick is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 credential with two years of industry experience. He has been with G W Henssler & Associates LTD since 2019 in various capacities. Henssler Financial is a multi-team registered investment adviser serving individual clients, including high-net-worth households, as well as other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach, utilizing fixed-income securities for near-term liquidity and selecting high-quality equities through a quantitative and qualitative process.

Veronica Fulton is a CFA® charterholder with seven years at GLOBALT Investments and two years of industry experience. Her prior roles include positions at GreenSky, KPMG, and the Georgia Institute of Technology. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other advisers, utilizing a team-based approach with quantitative, technical, and fundamental analysis. The firm focuses on portfolio management through separately managed accounts, wrap fee programs, and model portfolios, employing ETFs as primary implementation vehicles.

Curry Pajcic Jr. is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. He previously worked with Brant Hickey, where he assists in creating structured annuities for personal injury settlements involving minors and incompetent adults. 49 Financial serves a diverse client base including individuals, families, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term approach to diversified asset allocation with model-based strategies supported by proprietary and third-party portfolios.

Ronald Womack II is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he serves as president of Highland Path Financial Group, LLC, where he is involved in the sales and service of investment and insurance products. 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 plans, charitable organizations, and governmental entities, employing both internally created models and third-party managers to construct and monitor investment portfolios.

Andrew Windham is a financial advisor at Wealthcare Advisory Partners LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Wealthcare Advisory Partners since 2019. In addition to his advisory role, Windham owns and operates the College Planning Institute, providing consulting services to college-bound students and families, and is also involved with the Georgia Prep Sports Network as director of broadcasting. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and offering access to a broad range of investment options including alternatives and private placements.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.

Ya Ting Yang is a CFP® with two years of industry experience, currently serving as a financial advisor at Henssler Financial since 2026. Prior to joining Henssler, she worked at Ernst & Young and held positions at Sugarloaf Wealth Management and Creative Financial Group. Her background also includes a year of extended travel and various roles outside the financial sector. Henssler Financial is a multi-team registered investment adviser that serves individual clients, including high-net-worth households, as well as other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach and offers customized model portfolios, automated rebalancing, and tax-loss harvesting.

Ellen Rapier is a financial advisor with Kovack Advisors, Inc. in Marietta, GA, holding a Series 66 designation and 19 years of industry experience. She has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of her advisory role, Rapier serves as treasurer for the nonprofit Charis Circle and is active as a musician involved in live performances and songwriting. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Ross Wyatt is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Mass Mutual Investors Services, Piedmont Wealth Partners, and operates Wyatt Financial Group. Outside of advisory work, he is involved in individual life and health insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, and third-party manager access. The firm’s integrated operating model includes a dedicated portfolio team that supports advisors with diverse investment strategies and portfolio management services.

Darlene Van Beek is a Series 66-licensed financial advisor with 12 years of experience, currently serving at Money Concepts Capital Corp since 2014. She owns Van Beek Advisors, LLC, a non-investment related business, and serves as a board member of the East Cobb Business Association. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion across about 14,700 clients.

Alyce Phinney is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has prior experience at Triad Hybrid Solutions, Argent Bridge Advisors, and Neiman Marcus. Outside of her advisory role, she is involved in divorce education as a speaker and educator and operates a pet sitting business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor portfolios.

Michael Shoemaker is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Bankers Life and its affiliated entities since 2005. In addition to his advisory role, Shoemaker works as a unit sales manager and insurance agent, focusing on insurance sales and recruiting within the firm. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Richard Kidwell is a CFP® with 21 years of industry experience, currently serving as a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA. His prior experience includes roles at BB&T and its affiliated entities from 2010 to 2020 before joining First Citizens in 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a client-centered process led by investment advisor representatives that incorporates fundamental, quantitative, and technical analyses to manage portfolios across various asset classes.

Todd Schoonover is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2014. Schoonover serves as a board member of the NAIFA Georgia Chapter. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Max Rabin is a Series 66-licensed financial advisor with Principal Financial Services in Atlanta, GA, with one year of industry experience. He has previously been associated with firms including Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of finance, he has experience working in the hospitality sector, including roles at Mazzy's Sports Bar and Grill and Outback Steakhouse. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.