Laura Sithens is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Her prior roles include positions at LPL Financial LLC and PFM Capital Management LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed model portfolios and combines internal management with third-party sub-advisers to offer customized investment solutions.

Cindi Porter Rowe is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Madison Avenue Securities, LLC and has previously worked at Integrated Financial Planning Services, Alleron Investment Advisors, and Dempsey Lord Smith, LLC. Outside of her advisory role, she serves as president and financial planner at TeamWarc, Inc., where she provides financial planning and insurance services. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and provides portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining Kestra in 2022. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and specialized offerings, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

Brandon Barfield is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations. Barfield is co-founder and Regional Director of Doctors Without Quarters, LLC, an organization that helps recent graduates manage student loan debt, where he contributes to operations and delivers loan repayment presentations nationwide. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using both strategic and tactical investment approaches, alongside a range of specialized services including model portfolios, discretionary programs, and third-party manager recommendations.

Wesley Heinrichs is a CFP® with ten years of industry experience, currently serving as an advisor at Alexander Capital Wealth Management LLC. His prior roles include positions at IFG Advisory, LLC and Bay Financial Advisors, Inc., among others. He is also the sole owner of Wesley Heinrichs, LLC, a business entity established for tax and investment purposes. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients and issuers for capital markets and M&A advisory work. The firm employs a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Brian Martin is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. His work history includes positions at PKS Investments, LPL Financial, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, A.G. Edwards & Sons, and Ameriprise. In addition to his advisory role, he is licensed as an independent insurance agent, providing insurance advice as part of his services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios, while supporting both discretionary and non-discretionary accounts, and employs a range of internal and third-party investment management resources.

Edward Orell is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms, including Bulletproof Financial, PRES Financial, Appreciation Financial, and Orell Financial, Inc. He also has a background as a self-employed advisor dating back to 1996. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to manage portfolios actively and providing specialized services such as family-office and special-needs planning.

Jeffrey Mcclenning is a CFP® professional with 21 years of experience in financial advising. He has been with The Strategic Financial Alliance, Inc. since 2005. Outside of his advisory role, he umpires youth baseball games in Gwinnett County, GA, and is a partner in a financial services and fixed insurance marketing entity. The Strategic Financial Alliance serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and consulting services, employing customized strategies through co-advisory relationships and third-party asset managers.

Richard Critelli is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Fifth Third Bank, Fifth Third Securities, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Edward Jones. Jaffe Tilchin Investment Partners serves both individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors.

Robert Fezza is a CFP® with 24 years of experience in the financial industry. He is currently with Forum Financial Management, LP and has previously worked at Purshe Kaplan Sterling Investments, Odyssey Personal Financial Advisors, and Cetera. Outside of his advisory role, he serves as an independent insurance agent and co-owns a real estate holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Nicholas Yeomans is a CFP® and Series 66-licensed financial advisor with 23 years of industry experience. He is currently with Merit Financial Advisors and previously spent over a decade at Sagepoint Financial, as well as running Yeomans Consulting Group, Inc. Outside of his advisory work, Yeomans serves as an elder at North Metro Church. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through both internal teams and third-party sub-advisers, offering a range of account arrangements and financial wellness programs.

James Colbourne is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PKS Investments, LPL Financial, Stephens, Morgan Stanley, and Citigroup Global Markets. 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 offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, emphasizing long-term, diversified asset allocation through a combination of internal management, third-party managers, and customizable model portfolios.

Jackson Favors is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual and Gibbs Financial Group. He has also been involved with Community Concierge Service outside of the financial industry. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Donald Rice Jr. is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Solomon API, LP and Retirement Wealth Advisors, Inc. In addition to his advisory role, he serves as president of Synergy Financial Partners, focusing on fixed insurance and annuity sales, and is a regional director for America's Health Team, which offers health insurance products. AlphaStar Capital Management provides discretionary investment management, financial planning, and plan participant account management to individuals, businesses, and retirement plans. The firm employs a mix of strategic and tactical investment approaches through model portfolios and third-party technology, serving over 8,400 clients with approximately $2.5 billion in assets under management.

Mitchell Ray is a financial advisor with CL Wealth Management LLC in Canton, GA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at CL Wealth Management since 2011 and has additional roles with SRA Advisors and Mitch Ray Title Services, where he conducts title research and analysis. Outside of his advisory work, he owns an independent insurance agency focusing on fixed insurance products. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies to client objectives through fundamental and technical analysis and managing a substantial portion of assets on a non-discretionary basis.

Edwin Rodriguez is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. He previously worked at Purshe Kaplan Sterling, MML Investors Services, LLC, MassMutual Life Insurance Co, and Woodbury Financial Services, Inc. Outside of his advisory role, Rodriguez is also licensed as an insurance broker, focusing on life, disability, and long-term care insurance. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal team and committee, and supports both discretionary and non-discretionary accounts, with a notable model that integrates insurance, brokerage, and affiliated services.

Glen Barber is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked previously at Cape Securities Inc and Barber Lackey Financial Group, where he continues involvement through fixed insurance sales and financial planning. Barber is also a member of the Berry College Planned Giving Counsel, providing advice on planned gifts to the college. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm combines project-based financial planning with ongoing asset management, offering a range of services including discretionary portfolio management and retirement-plan fiduciary services.

John Drawdy Jr. is a financial advisor at Financial Gravity Family Office Services, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services. Outside of his advisory role, he is a CPA and owner of Paragon Accounting & Tax Solutions, providing tax and accounting services. Financial Gravity Family Office Services offers tailored financial planning, investment management, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

Cheryl Mc Guire 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 has prior experience at several firms including Securities America Advisors and Osaic FS. Outside her advisory role, she is involved in related financial services activities through The Oak Tree Group and Alliance Wealth Advisors. 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 broad client base including individuals, pension plans, charitable organizations, and municipal clients, offering portfolio management, financial planning, and sub-advisory services using a combination of internal models and third-party managers.

Peter Smith is a financial advisor at Gibbs Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Morgan Stanley, J.P. Morgan Securities, and Bankoh Investment Services. Outside of advisory roles, he serves as vice president of a homeowners association in Honolulu, HI. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.