Sophia Drager is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Goldman Sachs and Elwood & Goetz Wealth Advisory. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and invests across a broad range of asset classes, including ESG models and Direct Indexing with tax management overlays.

Connor Miller is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Capital Investment Advisors in various capacities since 2015. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm utilizes a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

Stephen Welch is a financial advisor with Concurrent Investment Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Wealth Management. Outside of advising, Welch is involved in organizing industry summit events through the National Association of Plan Advisors and serves as CEO of technology and real estate-related businesses. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term, opportunistic investment approach.

Bruce Leffingwell is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Level Four Advisory Services in 2021, he worked at SunTrust Bank for 15 years. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or appointed sub-advisers.

Tracey Trapani is a financial advisor at Elevation Point Wealth Partners, LLC with 27 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Elevation Point Wealth Partners in 2024. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, employing a model portfolio approach that includes tactical asset allocation and third-party manager integration, along with advisory services that incorporate insurance and annuity solutions.

Cathleen Stevens is a CFP® with over 33 years of industry experience. She has worked at IHT Wealth Management LLC since 2019 and has been associated with LPL Financial since 2011. Stevens is also involved in non-variable insurance sales, including disability, life, and long-term care insurance. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and tailored portfolio strategies to meet clients’ investment objectives.

John Faure Jr. is a financial advisor at Wealth Watch Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wealth Watch Advisors in 2021, he worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. from 2018 to 2021, and at KCG Americas LLC from 2011 to 2017. In addition to his advisory work, Mr. Faure is involved in the sale of fixed life and annuity insurance products as an independent agent for various insurance companies. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, along with financial planning and consulting services. Its investment approach combines quantitative, qualitative, and technical methods and includes a range of strategies and approved alternative private placements for accredited investors.

Kelly Lee is a CFP® with 22 years of experience in the financial industry. She is currently with IFG Advisory, LLC, where she has worked since 2017, and has prior experience at LPL Financial and Wells Fargo Advisors. Kelly is involved with Strong, Gaddy, Lee Wealth Management Group, an independent investment advisory business. 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 approaches and manages portfolios using sub-advisors and third-party models, also offering specialized services such as real estate planning and retirement plan consulting.

Mitchell Reiner is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Benjamin Technology, Inc., Benjamin, LLC, and Altera Private Access, LLC. Outside of his advisory work, he has interests in consulting through MARE Group, LLC and MAM Group, LLC, and oversees governance and strategy at a restaurant advisory firm. Capital Investment Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including pension and profit-sharing plans. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions along with pension consulting services and a family office division.

Justin Jones is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 credential and previously worked at 3-Mentors/GamePlan Financial from 2013 to 2017. Outside of advising, he serves as President of the Mountain View High School Baseball Booster Club, where he leads fundraising and community promotion efforts. Simplicity Wealth serves a wide range of clients including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, providing both advisory and technology services to other advisers through a managed account platform.

Randall Yeomans is a financial advisor at Merit Financial Advisors with 42 years of industry experience. He has held roles at Sagepoint Financial, Inc. and previously operated Yeomans Consulting Group, Inc., where he offered financial and estate planning services and taught adult education classes on taxes, estate planning, and retirement planning. Yeomans is also involved in developing personal development coaching focused on lifestyle, health, and wellness. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios managed through centrally overseen models and customized advisor strategies.

Jae Lee is a financial advisor at Concorde Asset Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Triad Advisors, Inc. Outside of his advisory role, he is involved with Concorde Holdings, Inc., a holding company for affiliated broker-dealer and registered investment advisor entities. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build tailored portfolios and provides ERISA retirement-plan advisory services as part of its offerings.

Stephanie Feaser is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 18 years before joining her current firm in 2026. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets and serving a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, and corporations. The firm emphasizes model portfolios with tactical asset allocation across various investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Andrew Murphy is a financial advisor at Main Street Financial Solutions, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Main Street Financial Solutions since 2016. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investment platforms while providing comprehensive financial planning and retirement plan consulting.

Brian Boles is a financial advisor at Howard Capital Management, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LoneStarOne Financial Strategies and involvement with golf and social clubs such as Red Feather Golf & Social Club and Mountain Brook Golf Club. He has also worked in various educational institutions from 2016 to 2025. Outside of financial advising, he is involved in non-variable insurance sales and has service roles with golf and social clubs. Howard Capital Management serves a diverse clientele including individual and institutional investors and offers discretionary portfolio management, private wealth services, and advisory arrangements. The firm’s investment approach incorporates proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs.

Joshua Vaughan is a CFP® with nine years of industry experience and is currently an advisor at Mission Wealth Management, LP. His prior roles include positions at Homrich Berg, the Detroit Lions, Bank of America, and Merrill. Outside of his advisory work, Vaughan engages in public speaking and motivational talks and provides private football training for athletes, drawing on his background as a former professional athlete. Mission Wealth Management is an SEC-registered, multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers a tiered service model that includes financial planning, portfolio management, and consulting.

Brooke Mcleod is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. Her prior roles include positions at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., CETERA Advisor Networks LLC, United Capital Financial Advisors, and Girard Securities, Inc. Outside of her advisory work, she is involved with Lumature Wealth Partners, LLC as a relationship manager. Concurrent Investment Advisors operates at an enterprise level with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement services, employing a long-term investment approach with customized portfolios that may include ETFs, mutual funds, individual securities, and alternative investments.

Jacob Burleson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, he worked at Kautex Textron from 2014 to 2018. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, employing diversified portfolios and a range of strategies including independent managers, private placements, and optional ESG integration.

Erin Randolph is a financial advisor at Bailard, Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Bailard and its affiliates since 2009. Randolph serves as secretary of Bailard, Inc. and holds additional secretarial roles with Bailard Real Estate Investment Trust, Inc. and BB&K Holdings, Inc. Bailard provides wealth management and asset management services to individual and institutional clients, emphasizing multi-asset diversification through a combination of quantitative models, fundamental research, and qualitative judgment. The firm manages affiliated pooled vehicles and serves as a sub-adviser to mutual funds, offering a range of financial planning and discretionary portfolio management strategies.

Andrew Jarrett is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 license and has previously worked with Stearns Retirement Group and as an independent life insurance agent. His background also includes teaching positions at Social Circle High School and Walton County Schools. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity fundamental and technical review, alongside a scalable advisor network and specialized family-office style services.