Travis Mckenzie is a financial advisor at Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Henssler Financial since 2013 and has been associated with Alps Distributors, Inc. since 2014. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a "Ten Year Rule" investment approach focused on cash-flow analysis and quality equity allocation, and it offers a range of services from financial planning to portfolio management and sub-advisory relationships.

Burwell Geiger is a financial advisor at Arkadios Wealth Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EPG Wealth Management, Arkadios Capital, ACG Wealth, and Triad Advisors. Outside of advisory work, he is also a life and long-term care insurance agent. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services, offering advisor-managed accounts, third-party money manager access, and comprehensive financial planning supported by an internal portfolio team.

Howard Dingle is a financial advisor at Compound Planning, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Claraphi Advisory Network, LLC, and Centaurus Financial Inc. Outside of advising, he owns a small business consulting and tax preparation firm and is involved in life insurance and annuity sales. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm focuses on customized, risk-based investment strategies using low-cost ETFs, direct indexing, and alternative approaches, supported by technology partnerships and a fiduciary process.

Melanie Wells is a CFP® professional at Henssler Financial with four years of industry experience. She has been with Henssler Financial since 2011. Henssler Financial serves a diverse client base including individual investors, pension plans, registered mutual funds, and municipal entities. The firm employs a cash-flow based “Ten Year Rule” for fixed-income allocation and uses proprietary quality screens and model portfolios for equity investments, offering comprehensive financial planning and portfolio management services.

Noah De Broux is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. He has prior roles with Edgar Arana and ESI of Tennessee and is also the owner of DeBroux Agency LLC, an insurance services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and combining fundamental, technical, and cyclical analysis in portfolio management.

Patrick Kendrick is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 credential with two years of industry experience. He has been with G W Henssler & Associates LTD since 2019 in various capacities. Henssler Financial is a multi-team registered investment adviser serving individual clients, including high-net-worth households, as well as other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach, utilizing fixed-income securities for near-term liquidity and selecting high-quality equities through a quantitative and qualitative process.

Andrew Windham is a financial advisor at Wealthcare Advisory Partners LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Wealthcare Advisory Partners since 2019. In addition to his advisory role, Windham owns and operates the College Planning Institute, providing consulting services to college-bound students and families, and is also involved with the Georgia Prep Sports Network as director of broadcasting. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and offering access to a broad range of investment options including alternatives and private placements.

Ya Ting Yang is a CFP® with two years of industry experience, currently serving as a financial advisor at Henssler Financial since 2026. Prior to joining Henssler, she worked at Ernst & Young and held positions at Sugarloaf Wealth Management and Creative Financial Group. Her background also includes a year of extended travel and various roles outside the financial sector. Henssler Financial is a multi-team registered investment adviser that serves individual clients, including high-net-worth households, as well as other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach and offers customized model portfolios, automated rebalancing, and tax-loss harvesting.

Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Charles Reeves is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and over nine years of industry experience. He has previously worked at USAA Trust Services and Charles Schwab & Co., Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations but does not exercise discretionary trading authority.

Trevor Fandrich is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Wells Fargo Clearing, Wells Fargo Bank, Trevor Real Estate LLC, the State of Wisconsin, and the UPS Store. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach centers on integrated financial plans and managed account solutions that emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

Robert Mason is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines, where he has been employed since 1999. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies, including model-based and options-driven approaches, and incorporates technology to manage held-away employer retirement accounts.

David Young is a financial advisor with Money Concepts Capital Corp in Kennesaw, GA, holding a Series 66 designation and 11 years of industry experience. His prior experience includes six years at Edward Jones and a 20-year tenure with the Army National Guard. Outside of his advisory role, he serves as a director for the Georgia Military Institute Alumni Association and is involved in teaching and coaching through Untamed Media Group. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Patricia Mack is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with SunTrust entities, including SunTrust Advisory Services and SunTrust Investment Services, since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation analysis, fiduciary support, and a manager-selection program, leveraging a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jill Pivato is a CFP®, ChFC®, and Series 65-licensed financial advisor with 19 years of industry experience. She currently works at Creative Planning and previously held roles at Allworth Financial, L.P. and Retirement Advisors of America. Jill is also a Certified Divorce Financial Analyst and provides financial analysis and mediation services for divorcing couples through her separate business, Parting Ways Financial Solutions, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages roughly $295.6 billion in client assets and uses a financial-planning-led investment approach that emphasizes low-cost indexing and long-term strategies, supported by a range of specialized services and affiliated professional resources.

Dylan Williams is a financial advisor at Allworth Financial, L.P. in Kennesaw, GA, holding a Series 65 designation with two years of industry experience. He worked at Allworth Financial since 2023 and previously was employed at Young Harris College from 2019 to 2023. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies and technology solutions while managing discretionary and non-discretionary asset management and comprehensive financial planning services.

Brian Adams is a financial advisor with Money Concepts Capital Corp, holding a Series 63 designation and 22 years of industry experience. His prior experience includes roles at Masterplan Retirement Consultants and Fricks and Associates, Inc., each for five years. He has been with Money Concepts Advisory Services since 2019. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and employs model-driven, asset-allocation approaches with both discretionary and non-discretionary programs.

B Mackie is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Mariner Wealth Advisors, The Mather Group, Felton & Peel Wealth Management, and Henssler Financial. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies, including defined-outcome ETFs and options-based overlays, and is notable for its private investment vehicle ownership and specialized industry divisions.

Nooshin Mckinney is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at BNY Mellon Securities Corporation, BNY Mellon, Bank of America, and Merrill. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory and financial planning services, offering both discretionary and non-discretionary portfolio management solutions.

William Crawford is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Empower, he worked at PNC and J.P. Morgan in various capacities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated model links its advice to recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.