Allen White is a Series 66 licensed financial advisor at Equity Investment Corp with 13 years of industry experience. He previously worked at Raymond James & Associates, Inc. for seven years, as well as Great Lakes Advisors, LLC and Wintrust Investments, LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private clients, using a fundamental absolute value investment process focused on All‑Cap, Large‑Cap, and Mid‑Cap value strategies alongside an ESG variant. The firm serves a variety of client types including high-net-worth individuals, trusts, retirement plans, corporate entities, and several institutional clients such as insurance companies and government entities.

Kira Dennis is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Piedmont Wealth Partners, Mass Mutual Life Insurance, and Grant Thornton, LLP. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and utilizes fundamental, technical, and cyclical analysis in its investment approach.

Charles Burns is a financial advisor at Ashton Thomas Private Wealth with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Pinnacle Peak Private Client Group and Insight Benefit Counselors. Burns is also president of CRB Financial Inc., a tax entity for independent contracting activities unrelated to investment management. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model that emphasizes access to third-party managers and a range of investment strategies, including mutual funds, ETFs, and specialist managers.

John Crawford III is a financial advisor at Crawford Investment Counsel Inc with 23 years of industry experience. He has been with Crawford Investment Counsel since 1980, serving the firm for over four decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies implemented by a diverse investment team.

Christopher Spires is a financial advisor with Perigon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Lakeview Capital Partners, Sterne Agee Financial Services, and Lakeview Capital Management. He is also dually registered with Purshe Kaplan Sterling Investments, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs, and maintains institutional relationships with multiple custodial platforms.

Dennis Mckinney is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Investment Corporation since 2016. He also has experience with Foreside Funds Distributors LLC and JFB Holdings Corp. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Cheryl Lavette is a financial advisor with GLOBALT Investments in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary investment management to a diverse client base including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment approach overseen by an Investment Policy Committee, utilizing quantitative, technical, and fundamental analysis primarily through innovatETF asset-allocation strategies with ETFs as key implementation vehicles.

Aaron Jeffries is a financial advisor at Nicholas Hoffman & Company, LLC with nine years of industry experience. He previously worked at SunTrust Investment Services and was self-employed before joining his current firm. Nicholas Hoffman & Company provides 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 offers both discretionary and non-discretionary advisory relationships and is notable for its role as lead investment sub-advisor to an affiliated lower-middle-market private equity fund and for using performance-based fee arrangements in certain private funds.

Nirvanna Silva Novelo is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Nicholas Hoffman & Company, LLC since 2022. 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 customized Financial Profiles and Investment Plans implemented through a range of investment vehicles and is notable for its use of performance-based fee arrangements and its role as lead investment sub-advisor to an affiliated private equity fund.

Jonathan Christiansen is a CFA® charterholder and Series 63 licensed financial advisor with Crawford Investment Counsel Inc in Atlanta, GA. He has six years of industry experience, all with Crawford Investment Counsel since 2013. Crawford Investment Counsel 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 with a focus on income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Kendall Matrisian is affiliated with SEIA and holds a Series 66 designation. Although Matrisian has no industry experience listed, their background includes roles at several firms and organizations, including Cambridge Investment Research, The Ameriflex Group, and The University of Alabama. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining strategic asset allocation and tactical adjustments overseen by an internal Investment Committee.

Matthew Kinser is a financial advisor at 49 Financial based in Atlanta, GA. He holds a Series 65 designation and joined 49 Financial in 2026. Prior to entering the financial industry, he has experience from roles in education spanning several years. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services. The firm employs a disciplined, long-term, diversified asset allocation approach using proprietary and platform model portfolios, mutual funds, ETFs, and selected third-party managers.

Travis Mitchell is a financial advisor at Avantax Planning Partners, Inc. with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Cetera firms and First Allied Securities, among others. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes tax-intelligent strategies and manages assets primarily through firm-designed allocation models overseen by an investment advisory committee.

Thomas Stapleton is a financial advisor at Van Clemens Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Collective Wealth Partners and Principal Life Insurance Company. Stapleton is also the founder of Power of Your Money, LLC, a financial literacy education program where he serves as an author and speaker. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using both discretionary and non-discretionary approaches and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Benjamin Boyd is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Crawford Investment Counsel Inc since 2018, with prior roles at Metasys Technologies Inc. and Invesco. Boyd is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and credit-diversified fixed-income strategies.

Sean Newman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and two years of industry experience. He previously worked at Sagicor Group Jamaica and Invesco before joining Jefferies in 2023. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process that includes goal definition, financial analysis, and periodic reviews, utilizing third-party software and Monte Carlo simulations to support planning outcomes.

Geoffrey Delong is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2008. 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.

Gary Fullam is a CFA® charterholder with 22 years of industry experience. He has been with GLOBALT Investments since 1990, including its predecessor entities, and serves as part of a multi-advisor team in Atlanta, GA. 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 innovative ETF strategies with tactical overlays developed alongside Ned Davis Research.

Kelly Bowling is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Blackridge in 2021, Kelly worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, Kelly is involved in the marketing, sales, and service of life insurance, health insurance, fixed annuities, and Medicare insurance through a separate insurance agency. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing vendor analytics and due diligence on approved sub-managers, with access to third-party money managers and model portfolios.

Abigail Horton is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 designation and has prior work experience in both accounting and country club management. Abigail is involved with 25 Giving, a nonprofit referral service that helps organizations develop charitable plans for donors. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers comprehensive financial planning, investment management, consulting, and tiered fractional family office services, emphasizing disciplined, long-term diversified asset allocation through model portfolios and third-party managers.