Tyler Knapp is a CFP® professional with six years of industry experience, currently serving as an advisor at Merit Financial Advisors in Alpharetta, GA. His prior experience includes roles at Purshe Kaplan Sterling Investments, Morgan Stanley, and The Vanguard Group, among others. He holds Series 63 and Series 65 licenses and provides both investment and fixed insurance advice. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios managed through centrally overseen models and customized by advisors.

Michael Love is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates and Ten Cent Investments 5. Beacon Global Advisor Network, LLC provides investment advisory and planning services 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, with a focus on tailored portfolios using mutual funds, ETFs, individual equities, and fixed income.

Jeffrey Jones is a CFP® professional with 28 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2015. He has also worked with LPL Financial since 2013. Outside of his advisory roles, Jones is a silent investor in a family-owned e-commerce coffee distributorship. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term portfolios.

Alan Sabo is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he has worked as an Uber driver. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of platforms, including discretionary and non-discretionary management, model solutions, and third-party arrangements.

Timothy Eckel is a financial advisor with Blackridge Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Dempsey Lord Smith, Arete Wealth Advisors, Center Street Advisors, and Bales & Eckel Financial Group. Eckel is also president of the Rural Electric Planning Group, a nonprofit investment-related organization. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a model-based portfolio management approach delivered through an online platform and offers access to third-party money managers and estate-planning support.

Blair Enfield is a financial advisor with Balefire, LLC, holding the CFP® designation and Series 65 and Series 63 licenses, with 18 years of industry experience. His prior roles include positions at Portsmouth Financial Services, Vaikus Advisory Group, Pfs Investments Inc, Primerica Financial Services, and involvement with Made Media Network, LLC and Made Holdings, LLC. He is also a licensed insurance agent in Georgia, Tennessee, and Florida. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with ongoing discretionary portfolio management, leveraging a multi-advisor platform managing approximately $2 billion in regulatory assets.

Brendan Keelan is a CFA® charterholder with eight years of industry experience. He is currently an advisor at NewEdge Wealth and has held prior roles at Roswell Housing Authority, Keelan Capital L.L.C., Edge Capital Group, LLC, and Edge Advisors. He serves on the board of the Roswell Housing Authority, which oversees affordable and public housing in Roswell, GA. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a range of strategies including proprietary investment solutions and alternative exposures.

Kevin Murphy is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2014. He holds the Series 66 designation and is based in Alpharetta, GA. Outside of his advisory role, he is associated with North Georgia Wealth Advisors, a financial services and fixed insurance business. 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 operates multiple portfolio programs and combines in-house management with third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Joseph Powell is a financial advisor at Core Planning with a Series 65 designation. He has been with Core Planning since 2026 and has prior experience at Bubble Rock Advisors, Windham Brannon PC, Brady Ware, and Schell & Hogan. Core Planning provides fee-only financial planning, ongoing wealth management, and portfolio management primarily for individual and high-net-worth clients. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Benjamin Subasic is a financial advisor at IFG Advisory, LLC with Series 66 registration and no prior industry experience. His background includes positions outside the financial sector, such as roles at Mary Mac's Tea Room and Southern Soccer Academy. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, and coordinates held-away assets to align with clients’ objectives.

Simon Burton is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and over 12 years of industry experience. He has worked at Raymond James since 2014 and is currently affiliated with both Beacon Global Advisor Network and Peregrine & Black. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, serving both non-high-net-worth and high-net-worth individuals.

Davi Kutner is a CFP® with 22 years of industry experience, currently serving at Aprio Wealth Management, LLC since 2015. He has held multiple roles within the Aprio organization, including positions at Aprio Risk Management, LLC and Aprio Advisory Group. Outside of his advisory work, Kutner serves on the Board of Trustees for the Atlanta Jewish Academy and is a committee member of the Endowment Committee at Hillels of Georgia. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, technical analysis, and a variety of trading strategies, coordinating closely with affiliated CPA professionals while maintaining distinct advisory and accounting services.

Paul Flamini is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has also been associated with Loadstone Group, Ltd. outside of his advisory role. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of independent advisors and manages approximately $397 million in client assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailoring portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Jaylon Ellison is a CFP® professional with 23 years of experience in the financial industry. He has worked at Advisory Services Network since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Atlanta, GA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerances, utilizing a variety of investment strategies and flexible engagement models.

Temp Davis IV is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and over 24 years of industry experience. He has been with IFG Advisory since 2015 and has prior experience at LPL Financial and HINCEY & ASSOCIATES Financial Services. Davis teaches continuing education courses on Social Security, Medicare, retirement planning, and financial planning at Clayton State University and the University of West Georgia. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies and analytical approaches, utilizing sub-advisors and third-party managers, and offers both discretionary and non-discretionary portfolio management along with specialized real estate planning services.

Michael Curran Jr. is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He has worked at Advocacy Wealth Management, LLC since 2022 and has been with Advisory Services Network, LLC since 2016. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

James Cook Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His career includes roles at Capital Investment Group, Inc., Equity Services, Inc., and National Life of Vermont. In addition to advisory work, he is an insurance agent selling risk management products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, foundations, and charitable institutions. The firm offers tailored investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing the majority of its assets on a discretionary basis.

Jonathan Willis is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 credential and four years of industry experience. He has worked with Hoxton Capital Management USA and FZE, where he provides advisory services including financial planning and retirement strategies primarily for UK clients through Future Start Independent Financial Planning. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts, with a focus on customized portfolios using various managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and coordinates with U.K. trustees and platforms to meet regulatory requirements.

Amy Rubin is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Ms. Rubin has worked at Carlyle Wealth Planning, Inc. and The Strategic Financial Alliance since 2016. Outside her advisory work, she is president of Rubin Financial Services, managing commissions and business expenses, and she also refers clients to a Medicare insurance agency for complex Medicare questions. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers portfolio management, third-party manager selection, financial planning, and advisory services, employing customized strategies through co-advisory relationships and use of diversified investment products.

William Tucker is a financial advisor with Sequent Planning, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Catalyst Wealth Management, Retirement Wealth Advisors, Inc., and Asset Management Strategies Inc. He is also the owner of The Woodville Group, LLC, where he sells life insurance, long-term care, and annuity products. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of independent advisors. The firm employs a structured risk framework, diversified investment exposures, and tax-aware strategies, and provides clients with ongoing investment communications and detailed operational disclosures.