Scott Brown is a financial advisor at Henssler Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henssler Financial since 2014, where he serves as Senior Consultant-Retirement Services, providing investment advisory services to the firm’s 401(k) clients. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering comprehensive financial planning, portfolio management, and pension advice. The firm’s investment approach uses a cash-flow-based “Ten Year Rule” to align fixed-income holdings with liquidity needs and invests remaining assets in quality equities or funds guided by proprietary screens and model portfolios.

Roman Shlyakhetko is a CFP® with three years of industry experience, currently serving as a financial advisor at Henssler Financial. His prior experience includes roles at Financial Navigators Inc., Odyssey Personal Financial Advisors, CETERA Financial Specialists LLC, Cannon Financial Strategists, and Narwhal Capital Management. Henssler Financial serves individual clients ranging from non-high-net-worth to high-net-worth, as well as institutional clients including pension plans and municipal entities. The firm offers comprehensive financial planning and portfolio management services, employing a cash-flow driven investment process known as the “Ten Year Rule” combined with proprietary quality screens and model portfolios.

Adam Ledbetter is a CFP® professional with 19 years of industry experience, currently serving at Henssler Financial since 2001. He holds a Series 63 license and is based in Kennesaw, GA. Outside his advisory role, he is an independent distributor for Herbalife Ltd., focusing on weight management and nutritional products. Henssler Financial is a multi-team registered investment adviser serving individuals, high-net-worth households, other advisers, pension plans, and institutional clients. The firm employs a cash-flow driven investment approach known as the “Ten Year Rule,” combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods, and offers customizable model portfolios along with automated rebalancing and tax-loss harvesting.

Alyson Kountz is a Series 65 licensed financial advisor with Henssler Financial in Kennesaw, GA, where she has worked since 2021. She has two years of industry experience and previously held roles at Kennesaw State University and Maurice's. Henssler Financial serves a diverse client base including individual investors and institutional clients, offering financial planning, portfolio management, and pension advice. The firm’s investment approach uses cash-flow analysis to align fixed-income holdings with liquidity needs and allocates assets to equities based on proprietary quality screens and model portfolios.

James Vann is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding a Series 63 designation and over 32 years of industry experience. He has been with Kovack Advisors since 2015 and is also affiliated with Kovak Securities, Inc. Outside of his advisory role, Vann operates under the DBA LBS Wealth Advisors and is involved in selling fixed insurance products. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Michael Griffin is a CFP® with eight years of industry experience, currently serving at Henssler Financial in Kennesaw, GA. He has been with Henssler Financial since 2007. Henssler Financial serves a diverse client base, including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment approach known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and automated ETF solutions.

Gregory Sutton is a financial advisor at Henssler Financial with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at North Highland and E*TRADE Securities. Henssler Financial is a multi-team registered investment adviser serving individual clients, investment advisers, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” investment approach, combining fixed-income securities for near-term liquidity and high-quality equities for long-term assets, along with model portfolios, automated rebalancing, and tax-loss harvesting.

Saverio Paglioni is a financial advisor with JFS Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at JFS Wealth Advisors since 2021 and previously spent 16 years with Integer Wealth Advisors Group LLC. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with portfolio management through its Lifetime Planning Continuum® and employs Modern Portfolio Theory via an internal Investment Committee to guide investment decisions.

Giuliana Barbagelata is a CFP® professional with eight years of experience at Henssler Financial and one year at Ameriprise. She has been with Henssler Financial since 2018. Henssler Financial serves individual clients ranging from non-high-net-worth to high-net-worth, as well as institutional clients including pension plans and municipal entities. The firm employs a cash-flow based investment approach known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships.

Peter Lynch is a financial advisor at Henssler Financial in Kennesaw, GA, with 24 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at ALPS Distributors, Inc. from 2016 to 2019. Lynch has been with Henssler Financial since 2016. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, automated rebalancing, and tax-loss harvesting, supported by affiliated accounting, legal, and real estate services.

Blake Dixon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and three years of industry experience. He previously worked at firms including Gibbs Wealth Management, AE Wealth Management, and NuVenture Financial Group. Outside of advisory services, he provides insurance sales and assists clients with non-legal estate planning administrative support through a separate business. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a variety of analytical approaches and uses model portfolios with an asymmetric rebalancing strategy, supported by a broad network of affiliated offices and third-party sub-advisers.

Sarah Clifton is a financial advisor at Henssler Financial with Series 65 credentials and one year of industry experience. Her prior roles include work with the United States Senate for Senator Ted Budd and the Senate Republican Conference, as well as positions in media and advisory firms. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach called the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, automated ETF strategies, and sub-advisory services.

Jennifer Thomas is a CFP® professional with 36 years of industry experience. She has worked at Henssler Asset Management since 1998 and is also associated with G.W. Henssler & Associates, Ltd. where she manages the planning and implementation department focused on client relationships. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach and offers comprehensive financial planning, discretionary and non-discretionary portfolio management, as well as automated ETF strategies and sub-advisory services.

Nicholas Franks is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Liberty Mutual Insurance and the City of Roswell, GA. Outside of his advisory work, he provides financial review and budgeting support to retirement communities as a contractor for Serving Seniors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with tailored advice delivered through a large network of affiliated offices and representatives.

Marc Slavny is a financial advisor at Concorde Asset Management, LLC with credentials including Series 63 and Series 65 and over nine years of experience in the industry. His prior roles include positions at Alexander Capital, L.P., Capital Square Realty Advisors, Centaurus Financial INC., and Cetera Investment Advisers. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm constructs personalized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategies across multiple platforms, and offers ERISA retirement-plan advisory services and variable annuity separate account management.

Branson Nelson is a financial advisor with Henssler Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Henssler Financial, he worked at Janney Montgomery Scott LLC and has experience outside finance, including roles at Papa John's Pizza and political involvement with the Democratic Party of Georgia. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach using fixed income and high-quality equities, offering customized model portfolios, automated strategies, and institutional investment management.

Isaac Dixon is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Holistiplan and Beckett & Associates Investment Services, Inc. Outside of finance, he has worked with Baddies Burgers and was involved with the Athens Rock Lobsters baseball team. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach that combines fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

Thomas Daniel is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 66 designation with 13 years of industry experience. He has been with Henssler Financial since 2015. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach, balancing fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening, and offers customized model portfolios, automated rebalancing, and tax-loss harvesting.

Morgan Geiger is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Arkadios Wealth Advisors since 2024, following four years at East Paces Group and four years at ACG Wealth INC. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment solutions through various managed accounts and third-party managers, employing a combination of fundamental, technical, and cyclical analysis.

Donald Barker is a financial advisor at Henssler Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Henssler Financial since 2006. Outside of his advisory role, he serves as a motorcycle patrol officer with the City of Austell Police Department. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, as well as services including portfolio management, automated ETF strategies, and sub-advisory support.