Clifford Wang is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Main Street Financial Solutions in 2024, he worked at City National Bank and RBC Capital Markets. Wang serves on the Alumni Advisory Board for the Johns Hopkins Carey Business School and is a member of the External Advisory Board for the Georgia Institute of Technology’s School of Civil and Environmental Engineering. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, emphasizing mutual funds and low-cost ETFs while accommodating actively managed funds and alternative investments.

Brian Hershberger is a CFP® and CFA® with 22 years of industry experience. He currently works at Waverly Advisors, LLC and previously spent 24 years at Omni Wealth Advisors, LLC. Outside of investment advising, he owns a tax planning and preparation business where he provides tax return preparation and consulting. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients, including high net worth individuals and retirement plans. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and multi-family office services.

Miles Magyar is a CFP® professional with experience at Henssler Financial since 2024 and previously at Truist Bank from 2016 to 2024. He is based in Kennesaw, GA. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering services such as financial planning, portfolio management, and pension advice. The firm’s investment approach is centered on a cash-flow based “Ten Year Rule” and integrates proprietary quality screens, separate account managers, and automated asset management solutions.

Matthew Miller Jr. is a financial advisor at Aprio Wealth Management, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked with firms including Invesco, Rollins Financial, Mercer Global Advisors, and Empower Advisory Group. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolio management focused on asset allocation and long-term purchasing-power preservation, utilizing a range of strategies including stocks, bonds, mutual funds, ETFs, and derivatives.

Robert Butler is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Pinnacle Bank since 2021 and has been affiliated with IFG Advisory since 2019, alongside roles at Highland Trust Partners and LPL Financial since 2015. Butler also operates RBButler LLC, a business entity for tax and investment purposes separate from his advisory work. 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 and financial planning services, employing a combination of fundamental, technical, and cyclical analysis, and manages held-away assets to align with clients’ objectives.

William Mcdaniel is a CFA® charterholder and financial advisor at Waverly Advisors, LLC with eight years of industry experience. He previously worked at BT Wealth Management, LLC for seven years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and high net worth clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning, retirement consulting, and multi-family office services.

Thomas Dowd is a financial advisor with BakerAvenue who holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Crawford Investment Counsel, Fisher Investments, Strategic Advisors Inc, and Fidelity Brokerage Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, family office services, and tax and estate planning support. The firm employs a range of investment strategies that blend quantitative, fundamental, and tactical approaches, and it emphasizes ongoing client communications through regular performance reports and newsletters.

Stephen Siders is a CFP®-designated financial advisor at Forum Financial Management, LP with 26 years of industry experience. He has worked at Forum Financial Management since 2025 and previously spent over 16 years with Odyssey Personal Financial Advisors and Cetera. He serves as Secretary and a board member of the Rotary Club of North Fulton. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan advisory services, employing model asset-allocation portfolios based on Modern Portfolio Theory and utilizing institutional mutual funds, ETFs, and separately managed accounts.

Eric Lind is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. Prior to joining Beacon Global Advisor Network in 2022, he worked at deVere & Partners Switzerland SA starting in 2021 and took a personal leave from 2010 to 2021. 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, utilizing a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Phillip Abshier II is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Synovus Securities since 2001. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm uses a blend of discretionary and non-discretionary portfolio management programs on the Envestnet platform, applying due diligence for manager selection and asset allocation.

Rachel Baker is a financial advisor with Arete Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. She has previously worked at Center Street Advisors, Inc. and currently has a co-ownership role in an interior and exterior home painting business, Blessed Transformations. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of discretionary portfolio management, proprietary model allocations, and third-party sub-advisers, offering a comprehensive approach to wealth management and retirement planning.

Mark Cross Jr. is a financial advisor with LPL Financial and IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with both firms since 2015. Outside of his advisory work, he is involved with Oliver Creek Kennels LLC, a business related to land holdings. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates customized advisory solutions alongside brokerage services.

Jeffrey Cordell is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with IFG Advisory and affiliated with LPL Financial since 2016. Outside of his advisory role, he is involved with City Creamery. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and utilizes sub-advisors, third-party models, and managers to tailor portfolios to client objectives.

Jonathan Owenby is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealthcare Advisory Partners since 2015, also affiliated with LPL Financial since 2013. Outside of his advisory work, he is involved with several business entities related to investment and insurance services. 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 advising approach that incorporates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside quantitative metrics and fundamental analysis.

Jairus Buchanan is a CFA® charterholder with eight years of industry experience. He has been with GLOBALT Investments and Synovus Trust Company since 2019. His prior experience includes roles at Invictus Capital Investors, Invictus Capital Partners, and Herndon Capital Management. GLOBALT Investments provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategic allocations with tactical overlays developed in partnership with Ned Davis Research.

Jeffrey Rhineheart is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at SunTrust Bank spanning 30 years. His other business activities include serving as a New Business Development Officer at First Citizens Asset Management and as an Institutional Consultant at SVB Wealth, focusing on retirement plans, foundations, and endowments. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios across various implementation frameworks using both quantitative and qualitative criteria.

Heather Douglass is a financial advisor at Merit Financial Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as Vice President of the Holman Place Subdivision Homeowners Association, a charitable nonprofit organization. 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 emphasizes long-term, diversified asset allocation using centrally managed model portfolios and supports both discretionary and non-discretionary account arrangements.

Henry (Hank) Cleare is a CFP® with 25 years of experience in the financial industry. He is currently with IFG Advisory, LLC and has prior experience at LPL Financial and Financial Strategies Group, Inc. Cleare is based in Atlanta, GA. 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 and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Adam Stadalius is a CFP® professional with nine years at Henssler Financial and four years of industry experience overall. Before joining Henssler Financial in 2017, he worked for five years at Capital Transportation Solutions. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients. The firm employs a cash-flow based “Ten Year Rule” investment process and offers services such as financial planning, portfolio management, pension advice, and automated ETF-based solutions.

John Crawford is a CFA® charterholder and Series 63 licensee with two years of industry experience. He has been with Crawford Investment Counsel Inc since 2025, following roles at Truist Securities, Inc. Outside of finance, he has worked at Jackson Hole Mountain Resort. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying companies and credit diversification across its equity and fixed-income strategies.