Tripp Mullen III is a CFP® professional with 28 years of industry experience. He has been with IFG Advisory, LLC since 2017 and has prior experience at SunTrust Advisory Services and Suntrust Investment Services. He is based in Atlanta, GA. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and offers portfolio management, standalone planning, and consulting services, with an emphasis on tailored strategies and regular portfolio reviews.

Chase Turner is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The American College of Greece. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through ETF-based model portfolios and specialized services such as family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.

Brady Nance is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at One Capital Management, LLC since 2026 and previously spent over two decades at TIAA and Tiaa-CREF from 2002 to 2025. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for a diverse client base, including individuals, pension plans, trusts, and corporations. The firm constructs customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Joseph Guidish is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Charles Schwab, and Green Vista Capital. He has been affiliated with the University of Miami since 2020. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and a combination of internal and third-party portfolio management resources.

Brendan Hunt is a financial advisor with Kestra Private Wealth Services, LLC holding a Series 66 designation. He has been in the industry since 2023, with experience at firms including Canton Wealth Partners and Chatham Capital Management. Before entering the financial sector, he attended Mercer University and held various roles outside the industry, including positions at Lifetime Fitness and Elite Hoops Basketball. 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 access to a wide range of investment products and specialized programs, while supporting advisors with institutional and operational resources such as an affiliated trust company and third-party manager platforms.

Simeon Wallis is a CFA® charterholder and Series 63 licensee with six years at Aprio Wealth Management, LLC and a total of seven years of industry experience, including prior work at Valor Bridges Partners. He is based in Atlanta, GA. Wallis founded The Wallis Advisory Group in 2012, though the entity is not currently active. Aprio Wealth Management, LLC provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, employing diverse strategies and ongoing account monitoring as part of its integrated approach within the broader Aprio group.

Cheryl Lavette is a financial advisor with GLOBALT Investments in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary investment management to a diverse client base including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment approach overseen by an Investment Policy Committee, utilizing quantitative, technical, and fundamental analysis primarily through innovatETF asset-allocation strategies with ETFs as key implementation vehicles.

David Dodson is a financial advisor with International Assets Investment Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. His prior work includes roles at JPMorgan Chase Bank NA, Morgan Stanley, Merrill, and Truist Investment Services. He is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to a broad client base including individuals, high-net-worth clients, retirement plans, and corporations. The firm offers customized, long-term portfolio management using a variety of investment vehicles and works through a national network of independent advisers.

James Arnold is a financial advisor at IFG Advisory, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Morgan Stanley. Outside of finance, Arnold produces and releases music on streaming platforms. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and tools, including third-party managers and held-away assets, to align portfolios with client objectives.

Robert Day is a financial advisor at IFG Advisory, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with IFG Advisory, LPL Financial, and Madison Financial Inc. since 2007. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with clients' financial goals.

Franklin Cochran is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of advisory work, he is involved in insurance sales and consulting through Level Four Insurance and Veracor, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios, wrap platforms, and sub-advisors.

John Doverspike Jr. is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include seven years at Ronald Blue Trust and two years at Ronald Blue & Co., along with two years at the Georgia Center for Opportunity. 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 and discretionary portfolio management, using a structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers, supported by in-house tax and estate planning strategists.

Andere Casanova Fuente is a CFA® charterholder affiliated with Beacon Global Advisor Network, LLC and has four years of industry experience. Prior to joining the firm, she worked at Cameron James, Ltd., the Central Bank of Spain, and Dubai World. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, and maintains a specialized advisory capability for U.K. expatriates.

James Cooper Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Packerland in 2019, he worked at COUNTRY FINANCIAL from 2012 to 2019. Outside of advisory work, he is involved with Foundation Financial, LLC, which focuses on life insurance and property and casualty sales. Packerland Brokerage Services serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and employs due diligence and periodic monitoring of third-party managers.

Emile Babin is a CFP® and Series 63 licensed advisor with five years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience at Eagle Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Additionally, he operates Babin & Associates, LLC, an insurance business he has owned since 1998. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by a combination of analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Thomas Villalobos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equity Services Inc and National Life Group, as well as diverse experiences outside finance such as working at Bath & Body Works and involvement with educational institutions. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm uses third-party software to generate written financial plans that advisors review and present, supporting a technology-assisted service model with a high client-to-advisor ratio.

David Paulukaitis is a financial advisor with Advisory Services Network, holding a Series 65 designation and 17 years of industry experience. He has been with Advisory Services Network since 2007 and also owns and consults for Mainstay Capital Markets Consultants, Inc. since 2005. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of over 250 independent investment adviser representatives. The firm offers a range of advisory services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

John Busey is a financial advisor at LifeMark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeMark since 2017. Prior to that, he worked at INVEST Financial Corp for 12 years and has operated as an independent insurance agent since 2005. Outside of his advisory work, he serves as president of Saeg, Inc., an S-corporation used to manage income and expenses. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a variety of managed account programs and tailors advice through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Jeremy Hermida is a Series 65-licensed financial advisor with BIP Wealth, LLC, based in Alpharetta, GA. He has been with BIP Wealth since 2024 and has one year of industry experience. Prior to joining BIP Wealth, he was not employed in the financial industry. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, pooled investment vehicles, and private funds, with a focus on tailored asset allocations and private-market securities for qualified investors.

Scott Barnas is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA. He holds the CFP® and ChFC® designations and has 28 years of industry experience. His prior firms include Mass Mutual Investors Services, METLIFE SECURITIES Inc, Morgan Stanley, and Citigroup Global Markets. 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 asset allocation and long-term purchasing-power preservation through tailored portfolios and employs specialist sub-advisers for certain strategies.