Jackson Figiel is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Mutual of America Financial Group, Jasper Engines & Transmissions, and Villanova University. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm uses a centralized investment platform with standardized asset-allocation models and specialized in-house planning resources, providing access to private investment solutions and formal pension consulting capabilities.

Owen Malcolm is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at Apollon Wealth Management, LLC and previously spent 11 years at United Capital Financial Advisers, LLC. He serves on the Investment Committee of the Presbyterian Church in America Foundation, advising on the organization’s strategic direction. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed models with locally managed portfolios and employing a range of investment strategies including ESG models and direct indexing.

Halie Gray is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and bringing six years of industry experience. She has worked with IFG Advisory and LPL Financial, with overlapping roles spanning from 2015 to the present. Outside of her advisory work, she is involved with HVH Financial LLC, focusing on non-variable insurance products. IFG Advisory, LLC serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various investment strategies and third-party models to tailor portfolios to client objectives.

Andrew Crane is a financial advisor at The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, with 19 years of industry experience. He holds the Series 66 designation and has been with The Strategic Financial Alliance since 2007. Outside of his advisory role, he is a partner and manager of GENX Financial Inc., a business involved in marketing financial services and fixed insurance under the name Capital Insight Group. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and referral to third-party managers. The firm operates multiple portfolio programs and employs a combination of in-house management and co-advisory arrangements, serving a diverse client base including high-net-worth individuals.

John Meagher is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. He is also a Life Brokerage Director at National Insurance Brokers. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations through a nationwide network of Investment Adviser Representatives.

Brandon Hodge is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Asset Preservation Advisors, he held roles at Wild Dunes Resort, Forest Lake Club, and educational institutions including the University of South Carolina, University of Idaho, and St. Joseph's Catholic School. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary advisory services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income strategy emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.

Wesley Turner is a financial advisor at Concurrent Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and UCFA, a Goldman Sachs Company. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm builds customized portfolios using ETFs, mutual funds, and other securities, generally following a long-term investment approach with opportunistic rebalancing and trading.

Jack Russell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated entity, Capital Investment Group, Inc., since 2016. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, utilizing an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.

Isobo Amaso is a CFP® professional with two years of industry experience, currently serving at SignatureFD, LLC. Prior to joining SignatureFD, Amaso worked at Deerfield Financial Advisors and held positions at Target Corporation, World Wide Technology, and Saint Louis University. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering discretionary wealth management, financial planning, consulting, and retirement plan management services. The firm employs diversified, long-term asset allocation strategies utilizing ETFs, mutual funds, individual securities, third-party managers, and private investment funds.

Feleatha Hyde is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Wealthcare Advisory Partners since 2015 and is also affiliated with LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures.

Audrey Haney is a CFP® professional at SignatureFD, LLC with six years of industry experience. She previously worked at Trademark Capital Management and held a position at the University of Georgia. SignatureFD serves a diverse clientele including individuals, business entities, trusts, and charitable organizations. The firm employs diversified, long-term asset allocation strategies and offers discretionary wealth management, consulting, retirement plan management, and advisory services for private investment funds.

Emilie Hill is a Chartered Financial Analyst (CFA®) with nine years of industry experience. She has been with ZWJ Investment Counsel Inc in Atlanta since 2014. ZWJ Investment Counsel provides discretionary investment management and financial planning services to a range of individual and institutional clients, including pension plans, trusts, charitable organizations, and corporations. The firm’s investment approach is based on tailored portfolios across equities, fixed income, and balanced strategies, supported by fundamental and financial analysis and documented investment policy statements.

Sean Foote is a financial advisor at Concurrent Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2014 to 2025 before joining Concurrent and Purshe Kaplan Sterling in 2025. Outside of finance, he is involved in music publishing and production through his ownership of S Foote Music Publishing and Nexx Wave Music LLC, and serves on the Board of Directors for the SUNY New Paltz Foundation. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Christopher Godfrey is a CFA® charterholder and Series 63 licensee based in Atlanta, GA, with five years of industry experience. He has worked at Headwaters Capital Management, LLC since 2020 and previously at Invesco US from 2013 to 2019. Headwaters Capital Management is a single-advisor, discretionary investment adviser serving individuals, high-net-worth individuals, family offices, foundations, trusts, and business entities. The firm uses fundamental equity analysis to build concentrated portfolios of small- and mid-cap stocks and ETFs, focusing on long-term holdings and maintaining high market exposure.

Robert Warnock III is a financial advisor with Arkadios Wealth Advisors in Dunwoody, GA. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Arkadios, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also a managing partner at Monarch Capital Advisors, where he assists with wealth management and client investment decisions. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs an integrated operating model with an in-house portfolio team, offering discretionary management and a range of investment strategies.

Jamie Gentry is a CFP® professional with 16 years of experience, currently serving at SignatureFD, LLC. He has been with SignatureFD since 2000. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis, using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Katherine Healy is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with IFG Advisory since 2013 and concurrently affiliated with LPL Financial since 2012. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs diverse analytical approaches and utilizes sub-advisors and third-party managers to implement tailored portfolios, offering a range of services including portfolio management, retirement plan consulting, and wrap-fee programs.

Jennifer Keegan is a financial advisor at Merit Financial Advisors with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Van Pappas is a CFP® professional with 25 years of industry experience, currently serving as an advisor at IFG Advisory, LLC. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory work, he holds board member positions with the Chamblee Charter High School Blue and Gold Foundation and the Elaine Clark Center, and has a partial ownership role in Physician Captive Services, a third-party administrator. 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 utilizes a range of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios while also offering services such as retirement plan consulting and real-estate-related planning.

Joseph Soto is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at J.P. Morgan Securities, SunTrust Investment Services, and Kingsview Partners LLC. Kingsview Wealth Management serves individuals, retirement plans, trusts, foundations, and corporate entities by providing wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm offers a range of services including retirement plan consulting and access to third-party managers and alternative investments.