David Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Acworth, GA, holding Series 63 and Series 66 designations and having 34 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he operates KAP Financial Solutions and is involved in fixed insurance sales through various carriers. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm uses both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

Melanie Rodrigue is a CFP® with 20 years of experience in the financial services industry. She is currently with IFG Advisory, LLC and has previously worked at Wealth Science Advisors LLC, Northwestern Mutual Investment Services LLC, Jim Exley, and Northwestern Mutual Investment Management. Outside of finance, she is the owner of Melanie Sue Fisher Fine Art, where she studies, practices, and sells oil paintings. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

William Roach is a financial advisor with GLOBALT Investments in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1991. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, banks, and other advisers. The firm employs a combination of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays.

William Brumlow is a Series 65-licensed financial advisor with AlphaStar Capital Management, bringing one year of industry experience. Prior to joining AlphaStar, he held roles at BJM Group/Internet Accountant, Brumlow and Company PC, and Ricoh Americas. Outside of his advisory work, he is a partner at The Bab Group, LLC, and co-owns a coffee vending machine business, Bean Crushers Coffee. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes firm-designed and advisor-directed model portfolios employing strategic and tactical approaches, and manages approximately $2.5 billion in assets across over 8,400 client relationships.

Adam Smith is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds a Series 66 credential and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Kalos Capital. 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 investment approach using centrally managed model portfolios and offers services ranging from asset management to financial planning and employee financial-wellness programs.

Autumn Mower is a financial advisor at RFG Advisory, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Black Oak and Silver Oak Securities, Inc. She also has a long-term association with Myriad Genetics. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments through a multi-team platform.

Jackson Figiel is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Villanova University, Jasper Engines & Transmissions, and Mutual of America Financial Group. Capital Investment Advisors is a multi-team investment adviser that serves individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, ETF-based model portfolio approach tailored to clients’ risk tolerance and goals, alongside specialized services including family-office style solutions, pension consulting, executive compensation analysis, and private investment access.

Owen Malcolm is a CFP® with 23 years of industry experience. He is currently with Apollon Wealth Management, LLC and previously worked at United Capital Financial Advisers, LLC and Sanders Financial Management, Inc. He serves on the Investment Committee of the Presbyterian Church in America Foundation. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices, serving individuals, families, trusts, businesses, and institutional clients with a combination of centrally managed strategies and locally managed portfolios.

Halie Gray is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and bringing six years of industry experience. She has worked with IFG Advisory and LPL Financial, with overlapping roles spanning from 2015 to the present. Outside of her advisory work, she is involved with HVH Financial LLC, focusing on non-variable insurance products. IFG Advisory, LLC serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various investment strategies and third-party models to tailor portfolios to client objectives.

Andrew Crane is a financial advisor at The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, with 19 years of industry experience. He holds the Series 66 designation and has been with The Strategic Financial Alliance since 2007. Outside of his advisory role, he is a partner and manager of GENX Financial Inc., a business involved in marketing financial services and fixed insurance under the name Capital Insight Group. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and referral to third-party managers. The firm operates multiple portfolio programs and employs a combination of in-house management and co-advisory arrangements, serving a diverse client base including high-net-worth individuals.

Nathanael Sidor is a financial advisor at John Hancock Personal Financial Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he supervises the revenue cycle team for D4C Dental Brands, managing insurance claims related to orthodontic dentistry. John Hancock Personal Financial Services provides financial planning, consultative services, and an Emergency Savings program to individuals, trusts, estates, non-profits, and businesses. The firm uses technology-assisted tools to deliver broadly framed written recommendations, serving a large client base through a scaled, multi-team model.

Tucker Davis is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA. He holds a Series 65 designation and has experience in both the financial services and mortgage industries, including prior roles at LPL Financial, Raymond James & Associates, and Movement Mortgage. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside proprietary quantitative metrics.

John Meagher is a financial advisor with Kovack Advisors, Inc. in Roswell, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has four years of industry experience and currently works at Kovack Advisors after previously working at Kovack Securities and National Insurance Brokers. He serves as the Life Brokerage Director at National Insurance Brokers, a fixed insurance agency. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and sub-advisory services through an Envestnet-supported workflow incorporating both internal and third-party investment models.

James Meaders is a financial advisor at First Heartland Consultants, Inc. with 38 years of industry experience. He holds the Series 63 designation and has worked previously at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory role, he owns and operates Meaders Financial Group, which markets insurance and financial services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Albert Martinez is a Series 65-licensed financial advisor at Core Planning with one year of industry experience. He has been affiliated with The Mika Group, Inc. since 2011. Core Planning is a multi-team firm that provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients. The firm offers both discretionary and non-discretionary account management, employing third-party model portfolios and rule-based rebalancing tools to tailor investment strategies to client objectives and risk tolerance.

Feleatha Hyde is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Wealthcare Advisory Partners since 2015 and is also affiliated with LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures.

Robert Warnock III is a Series 66-licensed financial advisor with 25 years of industry experience. He currently works at Arkadios Wealth Advisors and Arkadios Capital, having joined in 2022, and previously held positions at Wells Fargo Clearing, Truist Investment Services, and Morgan Keegan & Company. Warnock is also the managing partner at Monarch Capital Advisors, where he assists with daily operations and client wealth management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment solutions. The firm employs a variety of portfolio management strategies, including internally supported accounts and third-party managers, with an investment approach that integrates fundamental, technical, and cyclical analysis.

Katherine Healy is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with IFG Advisory since 2013 and concurrently affiliated with LPL Financial since 2012. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs diverse analytical approaches and utilizes sub-advisors and third-party managers to implement tailored portfolios, offering a range of services including portfolio management, retirement plan consulting, and wrap-fee programs.

Jennifer Keegan is a Series 66-licensed financial advisor with Merit Financial Advisors in Alpharetta, GA, bringing 13 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Lifestyle Planning Solutions, LLC, LPL Financial, and Professional Compliance Assistance, Inc. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors—including high-net-worth clients—retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach managed by an internal team, offering both discretionary and non-discretionary account arrangements alongside a variety of account options and third-party manager relationships.

Van Pappas is a CFP® professional with 25 years of industry experience, currently serving as an advisor at IFG Advisory, LLC. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory work, he holds board member positions with the Chamblee Charter High School Blue and Gold Foundation and the Elaine Clark Center, and has a partial ownership role in Physician Captive Services, a third-party administrator. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios while also offering services such as retirement plan consulting and real-estate-related planning.