Jonathan Duggan is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at several firms including American Trust Retirement Services and TRG Advisors, Inc. prior to his current role. Intellicents Investment Solutions Inc. serves retirement plan sponsors, account administrators, individual clients, and institutions with services including retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies and integrates with affiliated benefits and insurance companies.

Laura Sithens is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including PKS Investments, LPL Financial LLC, ACG Wealth Inc., and PFM Capital Management LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 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 customizable strategies.

Cindi Porter Rowe is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Madison Avenue Securities, LLC and has previously worked at Integrated Financial Planning Services, Alleron Investment Advisors, and Dempsey Lord Smith, LLC. Outside of her advisory role, she serves as president and financial planner at TeamWarc, Inc., where she provides financial planning and insurance services. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and provides portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining Kestra in 2022. 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 a broad range of investment products and specialized offerings, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

Wesley Heinrichs is a CFP® with 10 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. His prior experience includes roles at IFG Advisory, LLC, Bay Financial Advisors, Inc., and LPL Financial, LLC. Heinrichs also operates Wesley Heinrichs LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that combines proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Brian Martin is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Martin also acts as an independent insurance agent, providing insurance advice tailored to client needs. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

Carrie Wilson is a financial advisor at IFG Advisory, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services and Raymond James Financial before joining IFG Advisory in 2017. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment approaches and third-party managers to tailor portfolios to client objectives and also manages held-away assets such as 401(k)s and 529 plans.

Jacqueline Hewett is a CFP® with 32 years of industry experience. She is affiliated with IFG Advisory, LLC since 2014 and has also worked with LPL Financial and Independent Insurance since 1997. Hewett operates as an independent insurance agent through Wealth Horizon, Inc. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and a range of investment instruments, employing sub-advisors and third-party managers to tailor strategies that align with client objectives.

Michael Parsons is a CFA® charterholder and holds a Series 66 license, with 18 years of industry experience. He currently works at Capital Investment Advisors, LLC, where he has been since 2022, following 11 years at RBC Capital Markets. Parsons has a passive ownership interest in Seven Talents, LLC, a private placement vehicle. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning specialists and access to various private investment solutions.

Edward Orell is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms, including Bulletproof Financial, PRES Financial, Appreciation Financial, and Orell Financial, Inc. He also has a background as a self-employed advisor dating back to 1996. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to manage portfolios actively and providing specialized services such as family-office and special-needs planning.

Justyn Grady is a financial advisor at Capital Investment Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Beacon Pointe Advisors, LLC, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized, structured investment platform with standardized asset-allocation models and actively managed components, supported by specialized in-house resources for estate and tax planning.

Laura Tedball is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 66 registrations and with 20 years of industry experience. She has worked at Advisory Services Network and Mainstay Capital Markets Consultants since 2014, following prior positions at Resource Horizons Investment Advisory and Wellstone Securities. Advisory Services Network supports individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a flexible approach tailored to clients’ objectives and risk tolerances.

Brian Allen II is a CFP® and Series 65 licensed advisor at Aprio Wealth Management, LLC with five years of industry experience. Prior to joining Aprio in 2026, he worked at MIO Partners, Inc. and Cannon Financial Strategists, Inc. Outside of finance, he contracts with UTR Sports to help organize tennis leagues in the Athens, GA area. 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 both long- and short-term trading strategies, while also offering portfolio management, financial planning, and plan sponsor consulting.

Matthew Roberts is a financial advisor at Arkadios Wealth Advisors with 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. Roberts is also a managing partner at Monarch Capital Advisors, an investment-related firm based in Atlanta. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans through various account types and combines multiple analytical methods, incorporating client restrictions and alternative assets as part of its portfolio management approach.

John Mills III is a financial advisor at Royal Fund Management, LLC in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses with 13 years of industry experience. He has worked at Royal Fund Management and High Street Asset Management since 2013 and has prior experience at Redhawk Wealth Advisors and Mass Mutual Investors Services. Outside of his advisory work, he is the owner and director of Tax Centers of Georgia, a tax preparation and planning business, and is involved in sales for IRA Distribution Solutions. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerances and manages portfolios through written Investment Policy Statements, offering both discretionary and held-away account services.

Robert Kalaman is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Level Four Advisory Services, where he has been employed for three years. His prior roles include positions at Bank of Montreal, Bank of America, Columbia Management Advisors, and Fleet Investment Advisors. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of wrap platforms and sub-advisors.

Jeffrey Mcclenning is a CFP® professional with 21 years of experience in financial advising. He has been with The Strategic Financial Alliance, Inc. since 2005. Outside of his advisory role, he umpires youth baseball games in Gwinnett County, GA, and is a partner in a financial services and fixed insurance marketing entity. The Strategic Financial Alliance serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and consulting services, employing customized strategies through co-advisory relationships and third-party asset managers.

Robert Fezza is a CFP® with 24 years of experience in the financial industry. He is currently with Forum Financial Management, LP and has previously worked at Purshe Kaplan Sterling Investments, Odyssey Personal Financial Advisors, and Cetera. Outside of his advisory role, he serves as an independent insurance agent and co-owns a real estate holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Nicholas Yeomans is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2026. He previously worked at Sagepoint Financial, Inc. for 13 years and led Yeomans Consulting Group, Inc. for over two decades. Yeomans is an elder at North Metro Church, where he provides spiritual direction and accountability to leadership. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach that combines centrally managed portfolios with customizable strategies overseen by an internal Investment Management team.

James Colbourne is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merit Financial Advisors since 2015, with prior experience at LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and an Investment Committee.