Michael Mcfarland is a financial advisor with Stonex Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at StoneX Securities Inc., Ameriprise Advisor Services, Inc., and Raymond James & Associates. He is also involved in several business ventures, including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which focus on financial advisory and tax preparation services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses various platforms and investment solutions, including proprietary models and third-party money managers, to implement strategies tailored to client needs.

Chad Edwards is a financial advisor at BIP Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Prehmus Financial Partners. Edwards is also involved in fixed insurance sales through various product providers. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to private-market securities and private pooled investment vehicles.

Ross Lloyd is a financial advisor at One Capital Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-Cref Individual & Institutional Services, LLC for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

Scott Levy is a financial advisor at BIP Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. Outside of his advisory work, Levy serves as a trustee for PD Ministries, an independent Christian ministry in the Atlanta area. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations that include mutual funds, ETFs, fixed income, and options-based covered-call strategies, and it also offers private-market investment opportunities for qualified investors.

Michael Chisick is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an advisor at One Capital Management, LLC and previously worked at TIAA and TIAA-CREF. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, typically constructing globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Gabriela Cossio is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Merit in 2026, she worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC from 2023 to 2026. She has also been involved in education roles at Barrington High School. 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 through centrally managed model portfolios and offers a variety of account arrangements supported by an internal investment management team and third-party sub-advisers.

Lisa Disney is a financial advisor with Wealthcare Advisory Partners LLC in Alpharetta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Wealthcare Advisory Partners since 2015 and has also been affiliated with LPL Financial since 2013. Outside of her advisory role, she provides pet sitting services for clients when they are out of town. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based, evidence-driven advisory approach.

Brad Cast is a financial advisor with Merit Financial Advisors, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Outside of his advisory work, he serves as a board member of The Winestock Foundation, Inc., which focuses on educational funding. Merit Financial Group is a multi-team SEC-registered firm that serves individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with customizable model portfolios and combines internal management with third-party sub-advisers.

Natalie Quinn is a CFP® professional with five years of experience in the financial services industry. She has worked at Elevation Point Wealth Partners, LLC since 2026, and previously held roles at UBS Financial Services, Inc and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs strategic and tactical asset allocation across various investment vehicles and offers technology-enabled services, including alternatives and preferred-provider arrangements.

Kay Mayhue is a CFP® professional with 26 years of industry experience, currently serving at Merit Financial Advisors. Her prior roles include positions at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, and LPL Financial, among others. She also provides administrative support to Stone Creek Capital Management. 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 emphasizes long-term, diversified asset allocation using centrally managed model portfolios overseen by an internal investment team and committee, and it offers a range of account types along with both proprietary and third-party investment solutions.

Charles Staton is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Gibbs Financial Group, Atlanta Athletic Club, Sawtraxx Manufacturing, and Smokejack BBQ. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a mix of analytical approaches to portfolio allocation and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Katherine Grier is a CFP® professional with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at HLM Financial Group and Mainsail CPAs. 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 utilizes a long-term, diversified asset allocation approach managed through a combination of internal teams and third-party sub-advisers, offering both discretionary and non-discretionary account options.

Matthew Losanno is a financial advisor with Csenge Advisory Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with seven years of industry experience. He has worked at firms including Cinder Wealth Advisors, Vaikus Advisory Group, and Primerica Advisors, and previously held a position at Dell Technologies. Outside of his advisory roles, he owns and operates North GA Business Coach, a business coaching service focused on helping owners improve the value of their companies. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, constructing portfolios primarily with mutual funds and ETFs tailored to individual client goals.

Justin Stanfill is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Walser Wealth Management and Prudential Insurance Company of America. In addition to his role at Gradient Advisors, he is co-owner and Investment Advisor Representative at Cerrito & Stanfill Wealth Management in Canton, GA. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a non-discretionary model with third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Jared Osborne is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF and Bank of America. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Ebony Robinson is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked previously at United Bank, The Leaders Group, Inc., Midwood Financial Services, Inc., and Bluerock Capital Markets, LLC. Outside of her advisory role, she consults small business owners on human resources and employee relations through 100 Consulting LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs. The firm emphasizes strategic and tactical asset allocation, including the use of mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays.

Coleton Staton is a financial advisor at Howard Capital Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Howard Capital Management since 2020. His prior work includes roles at John Hancock, MassMutual, and the Atlanta Braves. Howard Capital Management serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering portfolio management, private wealth services, and retirement tools. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to guide investment decisions.

Jill Crawford is a CFP® and holds a Series 65 license, with 23 years of experience in the financial services industry. She has worked at Consilium Associates since 2015 and previously spent 12 years at Ronald Blue & Co., LLC. 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 emphasizes long-term, diversified asset allocation with a combination of internally managed portfolios and third-party managers, supporting both discretionary and non-discretionary account arrangements.

Jeffery Forrestall is a financial advisor with International Assets Investment Management, LLC. He holds a Series 63 designation and has five years of industry experience. Forrestall has worked at firms including Global Assets Advisory, LLC, International Assets Advisory, LLC, LPL Financial, and INVEST Financial Corp. He is also the president and managing partner of Forrestall CPAs, a CPA firm he has led since 1994. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and offers access to third-party money managers, wrap programs, and standalone financial planning.

Robert Yu is a CFP® with 13 years of industry experience and is currently with Apollon Wealth Management, LLC. He has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Yu is licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing varied investment tools including ESG models, direct indexing, and generative AI.