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.

Jay Gardner is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to his current role, he worked in the food service industry, including positions at Inspire Brands and Arby's Restaurant Group, and was involved with ARC Burger LLC. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and specialized in-house planning resources, along with access to private investment solutions and formal pension consulting services.

Amber Veronique is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Beacon Global Advisor Network in 2025, she worked at Leo Wealth, LLC and Private Capital Limited, as well as serving at The American International University in London. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using a mix of third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with specialized pension-transfer services for U.K. nationals.

Melissa Hallmark is a CFP® and Series 65-licensed advisor with 18 years of industry experience. She currently works at Apollon Wealth Management, LLC and was previously with United Capital Financial Advisers, LLC for 11 years. Hallmark is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed models with locally managed portfolios tailored through an Investment Committee and due diligence processes.

Everett Wilkerson is a CFP® professional with 23 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2019. His prior experience includes seven years at TD Ameritrade. Wilkerson also works as an instructor at the University of Georgia, a role he has held since 2019. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, and pension consulting services. The firm employs a centralized investment platform combining standardized asset-allocation models and ETF-based portfolios, supported by specialized in-house estate and tax planning professionals.

Edward Deane is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Chase Buchanan, Brite Advisors, and Hoxton Capital Management. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored investment solutions using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Fredrick Dawson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James Financial Services and Carson Advisory Group. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis and offers portfolio management, financial planning, and retirement plan consulting services.

Nicholas Palmer is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Peregrine & Black and Attivo Group. He has been with Beacon Global Advisor Network since 2023. Beacon Global Advisor Network provides investment advisory and planning services to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, through a network of approximately 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.

Jack Camille is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation. He has been in the industry since 2015, previously working at deVere & Partners Switzerland SA and Harrison Brook Ltd. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of about 60 independent advisors, managing approximately $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on clients including U.K. expatriates and employs a variety of investment strategies and institutional custodians.

Kirk Wilkerson is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merit since 2015. Outside of advisory work, he is involved as a partner and general partner in real estate development and management ventures. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by an investment committee and centralized management.

James Kish is a financial advisor at GLOBALT Investments in Atlanta, GA, holding a Series 63 designation with 25 years of industry experience. He has been with GLOBALT and its predecessor entities since 2017. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other financial advisors. The firm employs a team-based approach combining quantitative, technical, and fundamental analysis, utilizing ETFs as primary investment vehicles and offering specialized strategies such as state tax-free fixed income.

Lewis Walker is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, Walker is involved in consulting and coaching through Life Transitions Advisors, LLC, focusing on training and exit planning for closely held businesses, and serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports multiple portfolio programs and third-party manager platforms, delivering services through both in-house management and co-advisory or solicitor arrangements.

Grace Lopez Williams is a financial advisor at Kovack Advisors, Inc. with 12 years of industry experience. She holds the PFS™ designation and Series 63 license. Her prior roles include positions at Avantax Advisory Services and OneAmerica Securities. Williams is also CEO of GW Group Financial Services LLC and Grace M. Williams CPA PC, and serves on the boards of Trabajo Legal USA LLC and Ace Loans. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

Roger Baloucoune is a financial advisor with Advisory Services Network, LLC, holding a Series 63 designation and 22 years of industry experience. He has been with Advisory Services Network since 2011. Outside of his advisory role, he is involved in tax preparation through Intelliplan Advisors and serves as an owner and officer of Intelliplan, Corp., a service corporation for tax purposes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across a variety of investment types.

Bryan Rea is a CFP® professional associated with Capital Investment Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He has worked with the firm since 2010 and has held roles at HYB Partners and Wela Strategies, Inc. Outside of his advisory work, no additional business activities are noted. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized, structured investment platform with standardized asset-allocation models and actively managed sleeves, supplemented by specialized in-house financial planning resources and access to private investment solutions.

James Loving is a CFA® charterholder with 10 years of industry experience. He currently works at Aprio Wealth Management, LLC and previously spent a decade at A. Montag & Associates, Inc. He is based in Atlanta, GA. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs diversified portfolio management techniques and offers access to sub-advised strategies, options-based portfolios, and private investments.

Stephen Tuckwood is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds the Series 65 designation. His prior experience includes positions at Goldman Sachs and United Capital Financial Advisers, LLC. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a centralized portfolio management model overseen by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Landon Powell is a CFP®-certified financial advisor with three years of industry experience, currently with IFG Advisory, LLC in Atlanta, GA. His prior experience includes roles at Cannon Financial Strategists, Inc. and LPL Financial. Powell serves as an advisory board member for North Georgia Truss Systems, a for-profit business outside of the investment industry. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, utilizing sub-advisors and third-party models to tailor strategies to client objectives.

Erick Murray Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining IFG Advisory, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of advisory work, he has experience in electrical contracting through Murray Electric Inc. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis with multiple management strategies and services.