Gareth Jones is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Rosefinch Investment Advisors, Brite Advisors USA, and deVere USA. Based in Atlanta, GA, he joined Beacon Global Advisor Network in 2026. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using various investment vehicles and provides specialized pension-transfer services for U.K. expatriates.

Chad Williams is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he owns a venue that hosts weddings and social events. 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 supported by patented technology and behavioral economics, offering both passive and active investment strategies alongside comprehensive portfolio and retirement plan management.

Kristin Curcio is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 credential and has been with Capital Investment Advisors since 2016. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm uses a centralized portfolio approach with ETF-based model portfolios and tailored allocations, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.

Darragh Gallagher is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. His career includes roles at Financial Services Network Ltd, Skybound Wealth Management, and Holborn Assets. He also has a longstanding involvement with Expat Financial Services and an independent mortgage solution business. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management and financial planning with a focus on U.K. expatriate pension transfers, utilizing various investment vehicles and third-party managed models.

Keith Greenwald is a financial advisor with Aprio Wealth Management, LLC in Atlanta, Georgia, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Aprio and its affiliated entities since 2013, including roles at Aprio Advisory Group and Aprio Risk Management. Outside of his advisory work, Greenwald serves as vice president and secretary of Bullseye Training Club, a firearms safety and training company. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios that align with clients’ objectives, risk tolerance, and time horizon, utilizing a range of investment strategies including asset allocation, sub-advisory arrangements, and options-based strategies.

Michael Rowe is a financial advisor at Howard Capital Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Absolute Capital Management and Northern Lights Distributors, LLC. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of tools and services including participant-focused web programs, private wealth services, and management of mutual funds and ETFs.

David Cross is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Advisory Services Network since 2016. He previously worked at Calton & Associates, Inc. for one year. Outside of his advisory role, he is an independent insurance agent specializing in the sales and service of annuities, life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing various securities and asset allocation strategies.

William Finnie is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is also the owner of a separate business entity registered under his name. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers portfolio management, financial planning, and ERISA plan advisory services, with a distinctive operational model that integrates affiliated financial entities and supports insurance-linked account management.

Andrew Lubben is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has worked at Merit Financial Advisors since 2015 and previously spent 12 years at Ronald Blue & Co., 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 emphasizes long-term, diversified asset allocation managed through a combination of internal teams and third-party sub-advisers, offering both discretionary and non-discretionary account options.

Jeffery Schade is a financial advisor with Madison Avenue Securities, LLC, based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. Schade teaches financial planning classes through the Heartland Institute of Financial Education and is involved in marketing educational classes under The Retirement Playbook Series. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and financial planning services through its network of investment adviser representatives.

Curtis Turner III is a financial advisor with Lifemark Securities Corp. in Canton, GA, holding a ChFC® designation and Series 63 license. He has 49 years of industry experience, including prior roles at Foresters Equity Services, Inc. and a long tenure as president of Executive Ideas, Inc., where he serves as an independent insurance agent. He is also a volunteer board member of the Cadence Homeowners Association. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various portfolio management programs and tailored, suitability-driven advice.

Craig Anderson is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Charles Schwab, and Allegiance Retirement Solutions. Anderson is also licensed as an independent insurance agent, providing insurance advice in addition to his advisory work. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial wellness programs through a network of representatives using a long-term, diversified investment approach supported by internal and third-party managers.

James Lewis Jr. is a CFP® with 12 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2013. He previously worked at Wela Strategies, Inc. and Wela Strategies, LLC. Outside of his advisory work, he produces content for Retire Southern Company, a lifestyle brand and podcast focused on Southern culture including food, fishing, and music. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a structured, ETF-based approach, supplemented by in-house tax and estate planning specialists and a range of specialized consulting and private investment services.

Lisa Evans is a financial advisor with Kovack Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at Kovack Securities Inc., Resource Horizons Group LLC, Equitable Advisors, and Woodbury Financial Services. Outside of advising, she serves on the finance committee at Pine Crest Baptist Church of Forsyth County. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, utilizing an Envestnet-supported workflow and a combination of internally created models and third-party managers to implement and monitor client portfolios.

Steven Meyer is a financial advisor at Howard Capital Management, LLC in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. He has been with Howard Capital Management since 2018, including its earlier iteration, and previously worked briefly at Edward Jones in 2017. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios primarily using its own mutual funds and ETFs, offering discretionary portfolio management and private wealth services among other investment solutions.

Tara Shannon is a Series 65 licensed advisor with Wealthcare Advisory Partners LLC, based in Alpharetta, GA. She has been with Wealthcare Advisory Partners since 2025 and has a decade of experience at Owenby Jones Wealth Management. 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 supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.

Jaynell Talaber is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining IFG Advisory in 2017, Talaber was with Wells Fargo Clearing for one year. 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 investment approaches and third-party managers to tailor portfolios to client objectives and offers services such as discretionary portfolio management, retirement plan consulting, and real estate-related planning.

Jeffrey Keane is a financial advisor at Capital Investment Advisors, LLC with 4 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at PRUCO Securities, LLC. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, employing a centralized, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, and provides specialized services including pension consulting and executive compensation analysis.

Derek Illston is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and serves as Chief Operations Officer at Stearns Retirement Group, where he manages daily firm operations. In addition to his advisory role, he is involved in property and casualty insurance sales as well as real estate referrals and sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.

William Divers is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Pinnacle Bank since 2021 and has been associated with IFG Advisory and LPL Financial LLC since 2019. Outside of his advisory role, he serves as a junior varsity and varsity assistant baseball coach at Athens Academy. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and managers, and offers portfolio management, retirement plan consulting, and wrap-fee programs tailored to client objectives.