David Mcbride is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 2011, where he is part of a five-advisor team. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as pension plans and government entities. Marco Investment Management provides discretionary portfolio management using a combination of fundamental and technical analysis across multiple strategies, including equity and fixed income, and is notable for its management of assets within wrap fee programs.

Mark Lloyd Sr. is a Series 65-licensed financial advisor with 17 years of industry experience. He is principal at The Lloyd Advisory Group and has been involved with The Lloyd Group, Inc. since 1995. Outside of his advisory role, he owns a marketing company that provides public speaking on financial industry training and education. The Lloyd Advisory Group offers discretionary investment management and financial planning primarily for individual clients and personal trusts. The firm employs a three-bucket investment approach focusing on growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

William Gilmore II is a CFP® with 23 years of industry experience, currently serving at FCIG Wealth Management, LLC since 2024. Prior to that, he worked at Cambridge Investment Research and The Investment Center from 2015 to 2024. Outside of financial advising, he is president of an independent insurance agency, First Casualty Insurance Agency, Inc. FCIG Wealth Management LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary asset management and financial planning. The firm uses sub-advisors to implement tailored investment strategies across various asset types and provides ongoing financial planning and account reviews.

Zachary Morris is a CFP® with 14 years of industry experience and is currently with Paces Ferry Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at tru Independence Asset Management, LLC and J.P. Morgan Securities LLC. Paces Ferry Wealth Advisors manages approximately $430 million across a range of individual, high-net-worth, trust, estate, charitable, and institutional clients. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies, offering discretionary and non-discretionary advisory services tailored to diverse client needs.

Kaitlin Theobald is a CFP® professional with eight years of experience at Sherrill & Hutchins Financial Advisory Inc in Atlanta, GA. She has been with the firm since 2014, working within a team of six advisors. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm tailors portfolios according to client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs, supplemented by third-party consulting and held-away account management.

Jennifer Stewart is a CFP® and Series 66 certified advisor with Longview Wealth Management in Atlanta, GA, where she has worked since 2007. She has 21 years of industry experience, including 15 years at Cambridge Investment Research. Stewart serves on several education-related boards and committees, including the Morgan County Foundation for Excellence in Public Education and the Georgia State School Superintendent Parent Advisory Council. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension plans, and corporate clients. The firm provides comprehensive financial planning, asset management, divorce consulting, and third-party manager programs, employing a range of investment strategies that include mutual funds, ETFs, stocks, and bonds.

Christine Kopin is a Series 66-licensed financial advisor at Power Wealth Management with four years of industry experience. She previously worked at Morgan Stanley and E*TRADE in various roles. Outside of finance, she engages in freelance fashion, portrait, and bridal illustration. Power Wealth Management serves individuals, estates, and trusts by providing holistic wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $430 million in discretionary assets through a team of seven advisors and offers educational workshops and retirement-plan consulting.

Joseph Clark is a financial advisor at Adapt Wealth Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. Prior to his financial services career, he held various roles in fitness and athletic organizations, including BodyFitz Personal Training and the University of Georgia Athletic Association. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm offers personalized financial planning and investment management with a focus on fundamental analysis and long-term strategies, employing a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Kevin Ferguson is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Purshe Kaplan Sterling Investments and AXA Advisors, LLC before joining Ferguson Shapiro LLC, where he serves as a principal. Outside of his advisory role, he manages a separate entity for business expense and payroll administration and acts as an agent for fixed and traditional insurance products. Ferguson Shapiro LLC is a team-based SEC-registered investment adviser managing approximately $415 million for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm provides discretionary and non-discretionary portfolio management, written financial planning, and fee-based variable annuity advisory services, combining in-house strategies with third-party money managers and model execution platforms.

David Ragland is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with IRC Wealth, LLC since 2014 and is also associated with Investors Research Corporation. Ragland serves as CEO of IRC Wealth, where he provides financial planning and outsourced CFO services. IRC Wealth serves individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporates technical and fundamental research, and utilizes option-writing and commodity trading strategies through a distinct CTA affiliation.

Robert Jamison Jr. is a financial advisor with Jamison Private Wealth Management, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Jamison Private Wealth Management since 2006. Outside of his advisory role, Jamison serves as the mayor of Milton, Georgia, a position to which he was elected in 2021. Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm develops individualized investment plans emphasizing common stocks, supplemented by mutual funds, ETFs, and select fixed-income instruments, and also offers in-house tax preparation services through CPA-qualified staff.

Benjamin Esser is a financial advisor at Inlight Wealth with 25 years of industry experience. He has held positions at Morgan Stanley Smith Barney and Citigroup Global Markets prior to joining Inlight Wealth in 2017. Esser holds Series 63 and Series 65 licenses. Inlight Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm develops tailored financial profiles and investment plans, employing strategies that include separately managed accounts, mutual funds, ETFs, and individual securities, and uses derivatives and options strategies in client portfolios.

Mark Beaver is a CFP® with 23 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has been with Benedict Financial Advisors since 2001 and has worked with LPL Financial, LLC since 2003. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, employing a combination of fundamental, technical, and cyclical analysis across a range of investment strategies.

James Morris is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He has been with The Lloyd Advisory Group since 2009 and previously worked at JB Financial Advisors, Inc. from 2008 to 2019. Morris is also an insurance agent involved in the sale of insurance products through The Lloyd Group, Inc. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm utilizes a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, and relies on third-party model portfolios and money managers accessed via AE Wealth Management’s platform.

Thomas Windom is a financial advisor at Capitalwize, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ethos Financial Planning LLC, Cambridge Investment Research Advisors Inc., and Ohio National Financial Services. Outside of financial advising, he has operated a sports performance business. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers various advisory engagements, including one-time and extended planning programs, and conducts group educational seminars and an alumni program, while commonly utilizing third-party managers for portfolio management.

Charles Shiver is a financial advisor at Arkos Global Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Rubicon Global prior to joining Arkos. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis alongside internal and external research to build diversified portfolios, serving both retail and high-net-worth clients.

Jack Miller is a Series 65-registered financial advisor at Jamison Private Wealth Management, Inc. with two years of industry experience. His prior roles include positions at Homrich Berg Wealth Management and Crossroads Strategy Group LLC, as well as a teaching role at the University of Georgia. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes individualized investment plans focusing on common stocks, mutual funds, ETFs, and select fixed-income instruments, and features in-house tax preparation services provided by CPA-qualified staff.

Myles Jerdan is an advisor at Craft Wealth Services in Atlanta, GA. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Premier Financial Consulting Services, Inc. from 2016 to the present and Craft Asset Management since 2026. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management and standalone plans with a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm employs tactical allocation and options strategies and customizes advisory relationships through interviews and questionnaires, providing discretionary account management with continuous monitoring and at least annual reviews.

George Hiller is a CFP® with 26 years of industry experience and has been with George M. Hiller Companies, LLC since 1985. He holds the Series 63 designation and is based in Atlanta, GA. Outside of advisory work, firm management includes licensed attorney and real estate broker credentials. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for around 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation, diversification, and a preference for long-term equity exposure through various investment strategies.

Patrick Ungashick is a financial advisor at Persium Advisors, LLC in Atlanta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Persium Advisors since 2004. Outside of his advisory role, he is involved in self-publishing several books and owns businesses that develop exit planning tools and provide merger and acquisition advisory services for family and founder-owner companies. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets, employing a fundamental analysis approach and hands-on plan governance support.