Gary Glover is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Concorde Asset Management and Concorde Investment Services since 2016. Outside of his advisory role, he serves as local service chair and foundation chair for Rotary International, organizing community events and managing grant writing and volunteer efforts. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

Arlene Alexander is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm customizes portfolios using a combination of proprietary models, third-party managers, and a TAMP platform, investing across various asset classes while also providing business advisory services for middle-market owners.

Brian Cranford is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team that manages discretionary model portfolios and uses a proprietary mutual-fund screening process, offering both discretionary and non-discretionary portfolio management options.

David Belotte is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 63 designation and 23 years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments, Inc, Rockefeller Financial LLC, and Triad Advisors, Inc. Belotte is dually registered as an investment advisor representative with Thrivent Advisor Network and a registered representative with Purshe Kaplan Sterling Investments. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, emphasizing customized asset allocations with diversified mutual funds and ETFs alongside individual equities and alternative investments.

David Morris is a financial advisor with StoneX Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2013. Outside of his advisory role, he serves as a director managing insurance operations at GrandView Risk Management and directs GrandView Strategic Partners, which offers investment products and services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through a mix of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, utilizing various platforms for portfolio implementation and ongoing oversight.

Markell Bryant is a CFP® and Series 66 license holder with 10 years of industry experience. He currently works at RFG Advisory, LLC and previously spent a decade at Edward Jones. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including alternative investments and annuity management.

Dante Mcdowell is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated firm, Capital Investment Group, Inc., since 2009. Mcdowell serves on the Board of Directors for the Boys & Girls Clubs of DeKalb County, where he assists with operations and fundraising efforts. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of solutions including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, with a client-focused approach that incorporates multiple analytical methods and ongoing portfolio review.

John Faure is a financial advisor at Wealth Watch Advisors, INC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including World Financial Group, Inc., Transamerica Financial Advisors, Inc., and KCG Americas LLC. In addition to his advisory role, Mr. Faure is an independent agent selling fixed life and annuity insurance products. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily through approved sub-advisors and SAM programs, utilizing mutual funds, ETFs, and select option strategies.

Justin Jones is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth and related entities since 2017. Outside of advising, he serves as president and volunteer for the Mountain View High School Baseball Booster Club, supporting team activities and fundraising efforts. Simplicity Wealth serves a diverse client base including individuals, retirement plans, and institutional investors. The firm offers a range of advisory services and employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with a managed account platform for advisers.

Carlos Ingram is a financial advisor at Brookwood Investment Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Redwood Private Wealth, Cornerstone Advisors LLC, and Silver Oak Securities Inc. His career spans multiple roles across wealth management and financial advisory firms. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment 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.

Darnel James is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at firms including Voya Investment Management and Wells Fargo Advisors. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining proprietary models with third-party methodology. The firm is part of the Principal Financial Group family, providing access to affiliated products and integrated resources.

Matthew Goodwin is a financial advisor at Strategic Blueprint, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Peachtree Capital Tax and Advisory and Peachtree Capital Corporation. In addition to advising, he is also involved in fixed insurance sales, including life, disability, and long-term care insurance. Strategic Blueprint, LLC serves individuals, pension plans, trusts, charitable organizations, and businesses through a network of independent advisors. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement consulting, and a subscription advisory program with an emphasis on client education and alternative investments.

Michael Mcfarland is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with StoneX Advisors since 2016, also working with StoneX Securities since 2008. In addition to his advisory role, he is involved in several business ventures including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which provide financial advisory and tax planning services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and an in-house private client group, utilizing multiple platforms and third-party managers for portfolio implementation and oversight.

Andre Parker is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds a Series 65 credential and has worked previously with firms including Transamerica Financial Advisors and World Financial Group. Outside of advisory work, he is involved in several entrepreneurial ventures including marketing, coaching, and the music and entertainment business. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes algorithmic research and quantitative methods to manage model-based investment strategies aligned with client risk profiles and objectives.

Richard Carnes is a financial advisor at Capital Analysts with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment and Legend Equities Corporation prior to joining Capital Analysts. Carnes serves as treasurer of the Oconee Bass Club, a local fishing organization. Capital Analysts provides portfolio management and advisory services to a diverse client base, including individual investors, retirement plans, trusts, foundations, and corporate clients. The firm employs an in-house investment management team and offers both discretionary and non-discretionary solutions, with access to third-party managers and customized portfolios.

Shannon Stallworth is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Retirement Wealth Advisors before joining Virtue Capital Management in 2020. Stallworth is also an agent and owner at RDS Partner Inc, DBA Retirement Design Solutions, where she is involved in annuity and life insurance sales. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified ERISA plans with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of tactical, strategic, and quantitative strategies tailored to clients’ objectives and risk tolerances.

William Beckett is a CFP® and ChFC® with 11 years of industry experience. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2017 and had a brief tenure at E*TRADE Securities LLC in 2016. Outside of his advisory role, he occasionally assists with recordkeeping for a small, non-investment-related business, Evolution Pets, LLC, which he is a partner in with his wife. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, integrating advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Donald Rice Jr. is a financial advisor at Alphastar Capital Management with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Solomon API, Retirement Wealth Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of investment advisory, he is president of Synergy Financial Partners, a fixed insurance and annuity sales business, and serves as a regional director for America's Health Team, which focuses on health insurance sales. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical portfolio management approaches, including model portfolios and third-party technology, and maintains a broad client base with approximately $2.5 billion in assets under management.