Adrian Vassallo is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. His career includes roles at Dixon Hughes Goodman LLP and its affiliated wealth advisory firms from 2005 to 2024. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s investment approach emphasizes customized asset allocation and combines active and passive strategies, with integrated tax and accounting services provided by its parent firm.

Pamela Middleton is a ChFC® with 43 years of industry experience, currently serving at Capital Analysts. She has worked at Lincoln Investment Planning, Inc. for 30 years and previously at Banks, Jackson & Middleton Inc. She is also involved in income tax preparation and owns an insurance and financial services business. Additionally, she acts as an executor and trustee for a family estate and serves as guardian for her grandson. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm utilizes both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.

Kimberly Woody is a financial advisor at GLOBALT Investments with 12 years of industry experience. She holds a Series 65 designation and has been associated with GLOBALT Investments and its predecessor entities since 1997. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Conrad Levesque is a CFP®-designated financial advisor with nine years of industry experience, currently practicing at Savvy. He previously worked at multiple firms including Delvr Wealth, LLC, Alison Wealth Management, and C2P Capital Advisory Group. Outside of advising, he owns Delvr Wealth, LLC, through which he provides tax preparation and planning services. Savvy offers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware strategies, integrating third-party fintech tools and specialized sub-adviser strategies.

Robert Reece is a financial advisor at Crawford Investment Counsel Inc with nine years of industry experience. He holds a Series 65 designation and has been with Crawford Investment Counsel in various capacities since 2016. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers distinct strategies across equity and fixed-income mandates.

John Snavely is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Crawford Investment Counsel Inc since 2012. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and municipalities. The firm follows a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities and manages portfolios primarily on a discretionary basis.

Alexander Gambrell is a financial advisor at Nicholas Hoffman & Company, LLC with 21 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Nicholas Hoffman & Company offers financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs a range of investment vehicles and uses both discretionary and non-discretionary advisory approaches, including performance-based fee arrangements for certain private funds.

Jarrett Hindrew is a CFP® and ChFC® with 21 years of experience in the financial services industry. He is currently with Synovus Securities, Inc., where he has worked since 2017, following prior roles at Wells Fargo and J.P. Morgan Securities. Hindrew volunteers as a mentor for the CFP Board, providing advice and support to aspiring CFP professionals. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers both advisory and brokerage services, utilizing a combination of discretionary and non-discretionary portfolio management programs guided by client risk tolerance.

Jeffrey Buck is a CFA® charterholder with 10 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2021 and previously was employed at Diversified Trust Co for six years. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, implementing them through various investment vehicles and occasionally using performance-based fee arrangements for certain private funds.

Mark Hoffman is a Series 65-licensed financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He previously worked at Lanier Asset Management, LLC for 17 years. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a combination of third-party managers, proprietary models, and technology integrations to implement client-specific investment strategies.

Thomas Buehler is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2005. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, registered investment companies, pension plans, trusts, and municipal entities. The firm uses a bottom-up, value-oriented investment approach emphasizing dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies tailored to client needs.

Rebecca Barnett is a financial advisor at 49 Financial with a Series 65 credential and no prior industry experience. Her background includes roles at Barrett Properties, Oconee Youth School of Performance, the University of Georgia, Rhythm Dance Center, and Walton High School. She has been involved in educational and performance organizations for several years. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using mutual funds and ETFs, supported by an Investment Committee and client behavioral coaching.

James Mckenzie is a CFP® and CFA® charterholder with three years of industry experience. He is currently affiliated with Synovus Securities, Inc. and CREATIVE Financial Group. His background includes roles at Synovus Financial Corporation and teaching positions at Mercer University and St. Pius X Catholic School. Synovus Securities, Inc. serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering both advisory and brokerage services with a variety of managed account programs and financial planning options.

Mary Clare Breyel is a financial advisor at NewEdge Wealth with three years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior across a range of strategies and alternative exposures.

David Short is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Co and Waddell & Reed. Outside of advising, he is the sole owner of Aster Hawthorn LLC and sells life, disability, and long-term care insurance through Ash Brokerage. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.

Valerie Edwards is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Valerie has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2010. She is also licensed as an insurance agent, focusing on life, health, and fixed annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through platform relationships with Envestnet and Pershing.

Alan Lane is a CFP® with 10 years of industry experience currently advising at Crawford Investment Counsel Inc. He has worked at several firms including Tidal Creek Capital Advisors, LPL Financial, and Arvest Wealth Management. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach with emphasis on dividend-paying equities and credit-focused fixed income strategies.

Heath Siebel is a financial advisor at 49 Financial with Series 65 credentials and one year of industry experience. His prior work includes roles at The Land Group Title Company, Cincinnati Reds, Cellular Sales, and co-ownership of DiOrios Pizza and Pub. Siebel is also a licensed fixed insurance agent. 49 Financial serves a range of individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.

Mitchell Gentry is a CFA® charterholder with six years of industry experience. He is currently with Equity Investment Corporation, where he has worked since 2023. His prior experience includes roles at Reagan Securities, Inc. and Jefferies LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs a fundamental, absolute value investment process across various equity strategies and serves several unique client types such as insurance companies and government entities.

Carol Warren is a financial advisor with Synovus Securities, Inc. in Atlanta, GA. She holds a Series 63 designation and has 24 years of industry experience, including 25 years with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through discretionary and non-discretionary programs on the Envestnet platform. The firm provides access to a range of managed accounts, financial planning, and alternative investments.