Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has been involved with Westover Group since 2004. Outside of advising, he is an adjunct professor at Georgia State University teaching retirement and ERISA classes and serves as CFO for a food truck venture specializing in Venetian pasta. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs and third-party money managers, using risk-tolerance assessments to guide asset allocation and discretionary management.

Jonathan Duggan is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at several firms including American Trust Retirement Services and TRG Advisors, Inc. prior to his current role. Intellicents Investment Solutions Inc. serves retirement plan sponsors, account administrators, individual clients, and institutions with services including retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies and integrates with affiliated benefits and insurance companies.

Laura Sithens is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Her prior roles include positions at LPL Financial LLC and PFM Capital Management LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed model portfolios and combines internal management with third-party sub-advisers to offer customized investment solutions.

Cindi Porter Rowe is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Madison Avenue Securities, LLC and has previously worked at Integrated Financial Planning Services, Alleron Investment Advisors, and Dempsey Lord Smith, LLC. Outside of her advisory role, she serves as president and financial planner at TeamWarc, Inc., where she provides financial planning and insurance services. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and provides portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining Kestra in 2022. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and specialized offerings, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

Wesley Heinrichs is a CFP® with ten years of industry experience, currently serving as an advisor at Alexander Capital Wealth Management LLC. His prior roles include positions at IFG Advisory, LLC and Bay Financial Advisors, Inc., among others. He is also the sole owner of Wesley Heinrichs, LLC, a business entity established for tax and investment purposes. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients and issuers for capital markets and M&A advisory work. The firm employs a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Brian Martin is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. His work history includes positions at PKS Investments, LPL Financial, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, A.G. Edwards & Sons, and Ameriprise. In addition to his advisory role, he is licensed as an independent insurance agent, providing insurance advice as part of his services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios, while supporting both discretionary and non-discretionary accounts, and employs a range of internal and third-party investment management resources.

Carrie Wilson is a financial advisor at IFG Advisory, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services and Raymond James Financial before joining IFG Advisory in 2017. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment approaches and third-party managers to tailor portfolios to client objectives and also manages held-away assets such as 401(k)s and 529 plans.

Jacqueline Hewett is a CFP® with 32 years of industry experience. She is affiliated with IFG Advisory, LLC since 2014 and has also worked with LPL Financial and Independent Insurance since 1997. Hewett operates as an independent insurance agent through Wealth Horizon, Inc. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and a range of investment instruments, employing sub-advisors and third-party managers to tailor strategies that align with client objectives.

Michael Parsons is a CFA® charterholder with 18 years of industry experience. He is currently with Capital Investment Advisors, LLC, where he has worked for four years. His prior experience includes roles at RBC Capital Markets, UBS Financial Services, and Lehman Brothers Inc. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach combined with integrated financial planning and access to specialized services, including family-office style offerings and pension consulting.

Edward Orell is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms, including Bulletproof Financial, PRES Financial, Appreciation Financial, and Orell Financial, Inc. He also has a background as a self-employed advisor dating back to 1996. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to manage portfolios actively and providing specialized services such as family-office and special-needs planning.

Justyn Grady is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, with three years of industry experience. He holds the Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management using a structured, ETF-based approach tailored to clients’ risk tolerance and goals, supported by in-house specialists in tax and estate planning.

Laura Tedball is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 66 registrations and with 20 years of industry experience. She has worked at Advisory Services Network and Mainstay Capital Markets Consultants since 2014, following prior positions at Resource Horizons Investment Advisory and Wellstone Securities. Advisory Services Network supports individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a flexible approach tailored to clients’ objectives and risk tolerances.

Brian Allen II is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at MIO Partners, Inc. and Cannon Financial Strategists, Inc. Outside of his advisory role, Allen assists in organizing tennis leagues in the Athens, GA area as a contractor for UTR Sports. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolio management emphasizing asset allocation and long-term purchasing-power preservation, employing a variety of strategies including options and private investments.

Matthew Roberts is a financial advisor at Arkadios Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of Arkadios, he is a managing partner at Monarch Capital Advisors. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through internally managed accounts, model portfolios, and third-party managers.

Robert Kalaman is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Level Four Advisory Services, where he has been employed for three years. His prior roles include positions at Bank of Montreal, Bank of America, Columbia Management Advisors, and Fleet Investment Advisors. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of wrap platforms and sub-advisors.

Jeffrey Mcclenning is a CFP® professional with 21 years of experience in financial advising. He has been with The Strategic Financial Alliance, Inc. since 2005. Outside of his advisory role, he umpires youth baseball games in Gwinnett County, GA, and is a partner in a financial services and fixed insurance marketing entity. The Strategic Financial Alliance serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and consulting services, employing customized strategies through co-advisory relationships and third-party asset managers.

Robert Fezza is a CFP® with 24 years of experience in the financial industry. He is currently with Forum Financial Management, LP and has previously worked at Purshe Kaplan Sterling Investments, Odyssey Personal Financial Advisors, and Cetera. Outside of his advisory role, he serves as an independent insurance agent and co-owns a real estate holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Nicholas Yeomans is a CFP® and Series 66-licensed financial advisor with 23 years of industry experience. He is currently with Merit Financial Advisors and previously spent over a decade at Sagepoint Financial, as well as running Yeomans Consulting Group, Inc. Outside of his advisory work, Yeomans serves as an elder at North Metro Church. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through both internal teams and third-party sub-advisers, offering a range of account arrangements and financial wellness programs.

James Colbourne is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PKS Investments, LPL Financial, Stephens, Morgan Stanley, and Citigroup Global Markets. 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 offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, emphasizing long-term, diversified asset allocation through a combination of internal management, third-party managers, and customizable model portfolios.