Jimmy Hagy is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC in Atlanta, GA, and has nine years of industry experience. He has been with Foundations Investment Advisors since 2017 and also operates as an independent insurance agent, providing insurance, annuity solutions, and non-legal estate planning administrative services. Hagy previously worked at Southbay Church for three years. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing a mix of fundamental, technical, and cyclical analysis and employing model portfolios with an asymmetric rebalancing approach.

David Bockel Jr. is a CFP® with 24 years of industry experience currently with Crawford Investment Counsel Inc. He joined Crawford in 2022 after prior roles at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, and Caldwell & Orkin, Inc. 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, offering multiple distinct portfolio strategies and acting as adviser to several mutual funds.

Blake Floyd is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Kestra Advisory and Foresters Financial Services. He also works with Strive Financial Solutions, where he advises clients on financial planning strategies and asset allocation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans based on client risk profiles using a combination of fundamental, technical, and cyclical analysis across various managed account solutions.

Ivan Magalit is a financial advisor with United Brokerage Services, Inc. He holds the Series 66 designation and has eight years of industry experience. Magalit previously worked at Merrill and Bank of America before joining United Brokerage Services. He is also the co-founder of The A.U.T Initiative, a nonprofit focused on improving access to mental health services for marginalized communities. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers multiple managed account programs and emphasizes strategic and tactical asset allocation, use of various investment vehicles, third-party research, and tax-aware strategies.

Steven Tussi is a financial advisor at Valley Wealth Managers, Inc. based in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Hallmark Capital Management, Inc. since 2003. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional clients and high-net-worth individuals through a multi-advisor team. The firm provides discretionary portfolio management, financial planning, and various wrap fee programs, employing a client-specific, risk-quantified investment process that uses proprietary valuation analysis and committee-managed model portfolios.

William Leftwich is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1994. 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 ETF-based strategies with tactical overlays, managing approximately $2.81 billion in assets.

Scott Ruth Jr. is a Series 65-credentialed advisor at 49 Financial in Atlanta, GA, with one year of industry experience. His prior work includes roles at S.L. Nusbaum RE and the University of Georgia. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation and behavioral coaching. The firm maintains a multi-team structure with a range of services including fractional family office offerings for high-net-worth clients.

Alexander Garrett is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Regimen Wealth LLC, and Bank of America. Garrett is also affiliated with First Citizens Bank. SVB Wealth serves a diverse client base, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and provides both discretionary and non-discretionary services, with a focus on thorough due diligence and customized portfolio solutions.

Christopher Wilson is a financial advisor at LCP Institutional, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with 26 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Atlanta Consulting Group Advisors, Northern Lights Distributors, and Russell Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients, including retirement plans and trusts. The firm uses a research-driven approach to manage multi-asset portfolios and offers services such as discretionary and non-discretionary account management, institutional consulting, and ERISA-related plan fiduciary support.

Zachary Rosequist is a CFP® with seven years of industry experience currently affiliated with MissionSquare Retirement in Atlanta, GA. He has held prior roles at Wealth Enhancement Group, Hightower Advisors, Charles Schwab and Co., Inc., TD Ameritrade, and several other financial institutions. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure and integrated affiliate services.

David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. 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 focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Andrew Shuford is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Fisher Investments, Wells Fargo Clearing, and &Partners, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide investment strategies.

Caitlin Howerton is a CFP® professional with four years of industry experience. She is currently with Earned Wealth Advisors, LLC and has previously worked at Archer Investment Management, Facet Wealth, and SmartPath. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified investment approach informed by third-party consultants and an internal committee.

Sydney Cobb is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, a pickleball brand based in Australia. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach that integrates fundamental, cyclical, technical, and behavioral analysis.

Michael Kipniss is a financial advisor at 49 Financial with the ChFC® designation and over 41 years of industry experience. He has worked at Oakwood Capital Securities, Inc. and 49 Financial since 2026 and spent 15 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach centered on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

William Reynolds II is a financial advisor at Equity Investment Corporation in Atlanta, GA, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at SunTrust Bank from 2011 to 2018. Equity Investment Corporation offers discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs a fundamental, absolute value approach across various equity strategies and serves a broad range of clients through scalable advisory delivery and sub-advisory roles.

Louise Monti is a financial advisor with OnePoint BFG Wealth Partners in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, LPL Financial, and Private Advisor Group. She serves on the finance council of St. Lawrence Catholic Church, assisting with the parish’s financial affairs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most client assets managed on a discretionary basis.

Brian Ragen is a financial advisor at Concorde Asset Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Concorde Asset Management and Concorde Investment Services since 2018 and previously worked at Triad Advisors, Inc. from 2012 to 2018. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists while offering ERISA retirement-plan advisory services and acting as an overlay manager with discretionary trading and allocation responsibilities.

Brittany Hagy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. She has also been affiliated with Allon Planning Partners since 2020, where she owns and operates an independent insurance agency providing insurance and annuity solutions as well as non-legal estate planning administrative services. Prior to her current roles, she worked at Malia Financial Group from 2015 to 2020. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a variety of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority to its advisers.

Robert Gustafson is a financial advisor with Realta Investment Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Realta in 2019, he worked at Raymond James Financial and operated Gustafson Financial Services. He is also involved with Hoganas Wealth Advisors. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm focuses on individualized advice, utilizing diversified asset allocation strategies and a combination of in-house and third-party portfolio management.