Gary Alpert is a CFP® professional with 26 years of industry experience, currently serving at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and acts as a non-public arbitrator with FINRA. 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 employs a multifaceted investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Joseph Copeland is a financial advisor at The Strategic Financial Alliance, Inc. based in Atlanta, GA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Timbrel Capital, LLC and Johnson Outdoors. 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 employs both in-house and third-party asset managers to implement client strategies, serving a diverse client base with a range of investment programs.

Caden Palmer is a financial advisor at Howard Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northern Lights Distributors, LLC, E*TRADE Securities, LLC, and Howard Capital Management, Inc. prior to his current role. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and mutual fund and ETF advisory. The firm’s investment process uses proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Christopher Facka is a CFP® certificant with 25 years of experience in financial advisory. He is currently with Level Four Advisory Services and has held prior roles at SunTrust Advisory Services, Genspring Family Offices, Wells Fargo Clearing, and A. G. Edwards & Sons. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services through model portfolios, wrap platforms, and third-party sub-advisors.

Matthew Lankford is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior firms include Cambridge Investment Research and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm emphasizes long-term, diversified asset allocation managed through centralized sleeves and model portfolios, supported by an internal investment team and third-party sub-advisers.

Angel Vega is a CFP® with four years of industry experience, currently advising at Facet. He has worked at several firms including Morgan Stanley and Brightside Financial. Vega attended Mercer University and has experience spanning financial planning and advisory roles across multiple organizations. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform. The firm serves a broad range of individual clients and uses technology-driven, model-based asset allocations with a flat subscription fee structure rather than percentage-of-assets fees.

Suzanne Durbin is a financial advisor with Level Four Advisory Services in Atlanta, GA, holding the ChFC® designation and securities licenses Series 63, 65, and 66. She has 30 years of industry experience, including a 25-year tenure at Securian Financial Services and Minnesota Life Insurance Company. In addition to her advisory role, Durbin serves on the board of a nonprofit organization, Creative Community Services, and works as a business solutions consultant through Level Four Business Solutions, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a blend of in-house and third-party management platforms.

Deaderick Jones is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 27 years of industry experience. He previously worked at FSC Securities Corporation for 20 years and most recently at OSAIC for one year. Jones serves as a non-compensated board member for the Decatur Alumni Chapter of Kappa Alpha Psi Fraternity, Inc. The Strategic Financial Alliance serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized investment strategies through portfolio management, third-party manager selection, financial planning, and advisory services.

Charles Anglin is a CFP® and CFA® with 15 years of experience in the financial industry. He currently works at Advisory Services Network and previously held roles at Pierson Wealth Management, Arcus Capital Partners, Cahaba Wealth Management, Raymond James & Associates, and Morgan Keegan & Company. Outside of advising, he owns and operates Anglin Partners, a service company for business income and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services with flexible engagement models and utilizes a large platform of advisors managing over $10 billion in assets.

Rick Kent is a CFP® professional at Merit Financial Advisors with 29 years of industry experience. His career includes roles at LPL Financial and Purshe Kaplan Sterling Investments, among others. Outside of his advisory work, he is the owner of TJF Open Seas LLC, a holding company for a boat. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation through centrally managed model portfolios, with oversight by an internal investment team and committee, and utilizes both proprietary and third-party managers.

Noah Shorr is a financial advisor at IFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked at IFG Advisory, LPL Financial, and Strong Gaddy Lee Wealth Management since 2022. Prior to his advisory career, he worked in education at the University of North Georgia and Veritas Classical Schools, and he maintained a small business in lawn care for seven years. 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 manages held-away assets to align with client goals.

Richard Havard is a financial advisor at Cyndeo Wealth Partners with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cyndeo Wealth Partners in 2022, he worked at Bank of America and Merrill for over a decade each. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm creates customized portfolios through its own models or by allocating to third-party managers and operates a private pooled investment vehicle available to accredited investors.

Maxwell Mowrer is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Oxford Retirement Advisors and Madison Avenue Securities since 2024. 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 portfolio management, financial planning, and pension consulting through a variety of account platforms and investment strategies.

Darrin Bearden is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Core Cap Investments, Ameritas Investment Corp., and Capital Choice Financial Services. Bearden is a founding partner of Clear Blue Wealth and its associated insurance agency, where he is involved in insurance sales alongside his advisory work. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multi-faceted investment process combining fundamental, technical, and cyclical analysis and offers services ranging from portfolio management to retirement plan consulting.

Joseph Yi is a financial advisor at Aegis Capital Corp. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Equity Services, Inc., Apogee Financial Partners, and Mass Mutual Investors Services. Yi is also involved in providing term life insurance services through a Lincoln Term Life Insurance app. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing discretionary and non-discretionary account options with a focus on individual and corporate business.

Hayden Gerwien is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He has held positions at Howard Capital Management since 2018 and previously worked at Bank of America and Merrill in 2017–2018. Gerwien holds the Series 66 designation. Howard Capital Management serves a diverse client base, including individuals, trusts, charitable organizations, and institutions, offering discretionary portfolio management and other advisory services. The firm employs proprietary tactical indicators and model portfolios, including its own mutual funds and ETFs, with client engagements managed through a primary investment professional.

Cuong Vu is a Series 65-licensed financial advisor with one year of experience, currently with Encompass More Asset Management LLC. Prior to joining Encompass More, he worked at USAA and KPMG. Outside of financial advising, he serves as CEO of Diamond Care Management LLC, a home healthcare business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm combines proprietary and third-party models using a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset exposures.

Graham Thomas is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Howard Capital Management, he worked in various roles across hospitality, data processing, and sports media. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including retirement plan support tools, private wealth services, and management of mutual funds and ETFs.

Gregory Hanft is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Brightworth LLC and Mass Mutual Investors Services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, along with a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.

Ryan Dohallow is a CFP® with 21 years of industry experience, currently affiliated with Synovus Securities, Inc. He previously spent 15 years with OSAIC in various roles. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and access to alternative investments through the Envestnet platform.