Jared Osborne is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF and Bank of America. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Ebony Robinson is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at United Bank, The Leaders Group, Inc., Midwood Financial Services, Inc., and Bluerock Capital Markets, LLC. Outside of her advisory role, she consults for small business owners on employee relations and human resources through 100 Consulting LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, uses mutual funds, ETFs, and separately managed accounts, and typically offers advice on a non-discretionary basis while allowing clients or selected managers discretionary authority where authorized.

Coleton Staton is a financial advisor at Howard Capital Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at John Hancock Distributors LLC, John Hancock, MassMutual, and the Atlanta Braves. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, corporations, and other investment advisers. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs, and provides discretionary portfolio management, private wealth services, and retirement tools.

Patrick Hinchey is a CFP® professional with 28 years of experience in the financial services industry. He has been with IFG Advisory, LLC since 2015 and has held roles at LPL Financial, Robins, Eskew, Smith & Jordan Financial Services, and Hinchey & Associates Financial Services. Outside of his advisory work, he is the owner and president of Bald Face Productions, a company focused on promoting a local band. IFG Advisory, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and offers access to multiple investment management strategies.

Jill Crawford is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently practicing at Merit Financial Advisors. She has been with Consilium Associates since 2015. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services including asset management, financial planning, and retirement plan advice, utilizing a long-term, diversified investment approach supported by a dedicated Investment Management team.

Jeffery Forrestall is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and five years of industry experience. He has worked at firms including Global Assets Advisory, LLC and LPL Financial, and has been president and managing partner of Forrestall CPAs, a CPA firm, since 1994. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party managers and wrap programs.

Voselyn Williams Barnes is a financial advisor with Concurrent Investment Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Morgan Stanley and GV Financial Advisors, Inc. She is also associated with Crownmark Wealth Advisors as a portfolio associate and provides insurance advice through Fixed Insurance. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and select securities, managing approximately $15.7 billion in assets across a multi-office platform.

Nicholas Rios is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at IFG Advisory and its affiliated entities since 2013 and has been associated with LPL Financial during this period. In addition to his advisory role, Rios is involved in insurance sales, offering life, health, Medicare supplement, and long-term care policies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and manages assets both in-house and through third-party arrangements.

Brenden Urban is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Capital Investment Advisors, LLC and has prior experience at Wells Fargo Clearing Services, Invesco, Fidelity Investments, Merrill, and Raymond James. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house estate and tax planning resources.

Ashlie Dague is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Strategic Wealth Designers, Tel Aviv University, Grade Power Learning, Darktrace, and New York University. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, typically implemented on a discretionary basis.

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.

Robert Yu is a CFP® professional with 12 years of experience in financial advising, currently with Apollon Wealth Management, LLC. He previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of advising, he is licensed to sell life, health, and annuity insurance products. Apollon Wealth Management is a multi-team SEC-registered advisory firm serving a diverse client base, including individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a wide range of investment options, including ESG models and sub-advisory services across various asset classes.

Brian Cantel is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Berthel Fisher since 2006 and previously at BFC Planning, Inc. from 2016 to 2018. Cantel is also involved with the Rotary Club of South Hall as a director organizing service projects and social outings and serves as a sales representative for rare gold and silver coins. Berthel Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm provides a range of asset management solutions through multiple platforms and allows advisors to construct portfolios using various securities and strategies.

Mark Thompson is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and bringing 23 years of industry experience. He has worked with several firms, including EPG Wealth Management LLC and ACG Wealth, Inc. Outside of his advisory work, Thompson serves as president of Authentic Financial, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of platforms, including advisor-managed accounts and third-party money managers. The firm utilizes an internal portfolio team for strategy and trade execution and offers comprehensive financial planning and retirement consulting.

Matthew Reiner is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Capital Investment Advisors, LLC since 2010 and has held roles in various related consulting and investment enterprises. Outside of advisory work, Matthew is an author of two books and serves as President of The FutureProof Advisor, a thought leadership venture focused on content creation for the advisor community. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset allocation models and offers access to private investment solutions alongside specialized in-house planning resources.

Edward Gibbs is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Visionary Wealth Management and owns several businesses, including Gibbs Marketing Inc. and SJM Real Estate Holdings, which are primarily established for tax and expense purposes. Gibbs Financial Group, where he serves as president, involves his insurance sales activities and occupies most of his professional time. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model management strategies. The firm emphasizes a mix of analytical approaches and offers educational seminars alongside its investment advisory services.

Michael Holcomb Jr. is a financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. He holds a Series 66 designation and has worked at LPL Financial and SignatureFD. Outside of finance, he owns Holcomb Lawn Care and Odd Jobs, a local business. 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 using patented Wealthcare software and incorporates both passive and active investment strategies within an evidence-based framework.

Matthew Snellings is a financial advisor at Advisory Services Network with three years of industry experience. He holds a Series 65 designation and has previously worked at Pierson Wealth Management, Raymond James & Associates, and Capstone Financial. He is also a licensed insurance agent involved in life, health, disability, and long-term care insurance sales. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of strategies that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He previously worked at UBS Financial Services, Inc. and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies that include tactical asset allocation and use various investment vehicles such as mutual funds, ETFs, and private-market opportunities.

Alex Cockerill is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Beacon Global Advisor Network, LLC and Paratus Wealth Ltd., and previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International LTD. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.