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.

James Macaulay is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fisher Investments, E*TRADE Securities, Raymond James & Associates, and Mass Mutual. Outside of investment advisory roles, he also works as a delivery driver for Door Dash. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network model supported by affiliated business lines and training.

Aleksander Searcy is a financial advisor with Impact Partnership Wealth, LLC in Marietta, GA, holding Series 65 and Series 66 credentials and five years of industry experience. His prior roles include positions at Voya Financial Advisors and Vincent Financial Group. Outside of advisory work, he is involved in managing a vacation rental property through Avia Hospitality. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of advisors. The firm offers a range of portfolio management solutions and financial planning services, utilizing both firm-managed and advisor-managed investment models.

Brandon Melick is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PwC for six years before joining Howard Capital Management in 2021. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and manages both proprietary mutual funds and ETFs while supporting retirement plan participants through various web-based tools and programs.

Jeffrey Peller is a CFP® and PFS™ with 19 years of experience in financial advising. He is currently with Savvy and previously worked at Cherry Bekaert Wealth Management LLC and SignatureFD, LLC. Outside of his advisory roles, he owns 4Real Growth Partners, LLC, where he engages in non-financial writing and content creation. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based strategies with tailored solutions such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

Clayton Norman is a CFP® with eight years of experience at Henssler Financial and a total of five years in the financial industry. Before joining Henssler Financial in 2018, he worked at Vallen Distributions and The Money Advisor Group. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, automated rebalancing, and tax-loss harvesting, supported by a network of affiliated accounting, real estate, and law firms.

Andrew Barag is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2018. His prior experience includes roles at Capital Bank and Trust Company, Capital Guardian Trust Company, Morgan Stanley, and Waddell & Reed. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning, discretionary portfolio management, and specialized services such as family-office style solutions, pension consulting, executive compensation analysis, and access to private investments.

David Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Acworth, GA, holding Series 63 and Series 66 designations and having 34 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he operates KAP Financial Solutions and is involved in fixed insurance sales through various carriers. 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 uses both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

Frank Lyles III is a financial advisor at 49 Financial based in Atlanta, GA. He holds a Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he worked at QTS and T5 Data Centers, and has experience at Auburn University and Holy Innocents' Episcopal School. 49 Financial serves a diverse clientele, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm provides financial planning, advanced planning, retirement-plan consulting, and both discretionary and non-discretionary investment management, with an investment approach grounded in Modern Portfolio Theory and emphasizing long-term diversified asset allocation.

Elizabeth White is a CFP® with 17 years of experience in the financial services industry. She has worked at Bank of America and Merrill Lynch for 16 years before joining OpenArc Corporate Advisory, LLC in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and utilizes an investment process that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Randy Pirkle is a financial advisor at Crawford Investment Counsel Inc with 51 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers a range of distinct equity and fixed-income strategies.

Troy Roberson is a CFP® with 16 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He previously worked at Resource Horizons Investment Advisory, Inc. from 2012 to 2014. Outside of his advisory role, Roberson is involved as an executive officer with the Marine Corps Aviation Association in Atlanta and serves as secretary for West Cherokee Church of Christ. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using both internally created models and third-party managers.

Boris Kuzmin is a CFA® charterholder with seven years of industry experience. He has been with Crawford Investment Counsel Inc in Atlanta, GA since 2004. 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, focusing on dividend-paying, higher-quality equities and diversified fixed-income strategies.

Daniel Marshall is a CFP® professional with 25 years of industry experience. He currently serves at OpenArc Corporate Advisory, LLC, having previously worked at Bank of America and Merrill Pierce, Fenner & Smith Inc. His background includes extensive experience in wealth management and financial advisory roles. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs an investment approach that integrates institutional research, manager due diligence, and diversified implementation across public and private markets.