Michael Runager is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at UBS Financial Services and Credit Suisse Securities (USA) LLC. Outside of finance, he owns and manages two transportation-related sole proprietorships, Southway Solutions and Final Mile Solutions. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, using a mix of discretionary and non-discretionary portfolio management strategies, including the Elevation Point Managed Volatility and Summit model series.

Peter Coleman Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of his advisory work, he has involvement in real estate rental activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis, and manages both in-house and third-party investment strategies.

John Dunn is a CFP® with 32 years of industry experience, currently serving at The Strategic Financial Alliance, Inc. since 2003. He holds Series 63 and Series 65 licenses and is based in Woodstock, GA. Outside of his advisory role, Dunn is a board member of Procom Sales, Inc., a data transfer sales company. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports third-party manager platforms, implementing client strategies through both in-house management and co-advisory arrangements.

William Westenberger is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Prime Capital Investment Advisors LLC and Longer Financial. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives, risk tolerance, and time horizon, utilizing a variety of investment strategies including stocks, bonds, mutual funds, ETFs, and derivatives.

Barry Dow is a financial advisor at Arkadios Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms, including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as president of Innovative Collectibles, a business focused on buying and selling coins and collectibles, and also leads Oaktree Consulting, a marketing company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment planning using a variety of management approaches and incorporates fundamental, technical, and cyclical investment analysis methods.

Frank Beedle II is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sound Income Strategies since 2020 and at Stearns Retirement Group since 2013. His activities include the sale of Medicare Supplement and Long Term Care insurance policies. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services including family-office and special-needs planning.

Justin Burgess is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with IFG Advisory and LPL Financial since 2017 and previously worked with Waddell & Reed, Inc. and various insurance carriers. Burgess is also licensed as a life, disability, and long-term care insurance agent. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Chase Gunter is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and has previously worked at IFG Advisory, LLC d/b/a Appalachian Wealth Management, Wealth Plan Financial, United Bank, and LAD Logistics. Outside of his advisory work, he is involved with CG3 Properties, LLC, a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Gary Fullam is a CFA® charterholder with 22 years of industry experience. He has been with GLOBALT Investments since 1990, including its predecessor entities, and serves as part of a multi-advisor team in Atlanta, GA. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and innovative ETF strategies with tactical overlays developed alongside Ned Davis Research.

Kelly Bowling is a financial advisor at Blackridge Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, Bowling is involved in the marketing, sales, and service of life insurance, health insurance, fixed annuities, and Medicare insurance through his insurance agency in Atlanta. 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 offers tailored portfolio management with access to model portfolios, third-party managers, and estate-planning referrals, operating a network structure that includes affiliated broker-dealers and platform managers.

Chase Murray is a financial advisor at BIP Wealth, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Salesforce, FullStory, the Pittsburgh Pirates, and Georgia Institute of Technology. BIP Wealth, LLC serves individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations including mutual funds, ETFs, fixed income, and options-based strategies, as well as private-market securities for qualified investors.

Stephen Crocker is a financial advisor at Advisory Services Network with 23 years of industry experience. He holds the Series 66 designation and has worked at Advisory Services Network since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. 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.

John Lutz is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at Apex Pensions, Hand Securities, Inc., and CUNA Mutual Group. Outside of his advisory work, he has been affiliated with American Top Team since 2023. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on asset allocation and long-term purchasing power preservation using a variety of investment vehicles, and it offers integrated tax, accounting, and plan administration support through its affiliated firms.

Mitchell Rossi is a financial advisor at Capital Investment Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Invesco and Voya Investment Management. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios and third-party managers, supported by in-house tax and estate planning specialists.

Patrice Cobb is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds the Series 66 designation and has worked at firms including PKS Investments, LPL Financial, RBC Capital Markets, and oXYGen Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, and retirement plan consulting, using a long-term, diversified investment approach with both internal and third-party portfolio management.

Rafael Tanobe Rondino is a CFP® with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior roles include positions at Wela Strategies, Inc., Maverick Trading, and University of Alabama at Birmingham. He also has experience with tennis academies, including the Universal Tennis Academy and Birmingham Tennis Academy. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, and institutional clients. The firm employs a centralized, ETF-based portfolio approach combined with integrated financial planning and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.

Wesley Moss is a CFP® professional at Capital Investment Advisors, LLC with 27 years of industry experience. His career includes roles at UBS Financial Services, Prudential Equity Group, and a long tenure at Capital Investment Advisors since 2010. He is also a host of the Money Matters radio show and an author of retirement-related books. Additionally, he is involved in media through Atlanta Media Company, LLC, and holds a passive interest in a media consulting firm. 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 with specialized services such as family-office style support and pension consulting, using a structured ETF-based portfolio approach tailored to client needs.

Bruce Gordon is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Invest Financial Corporation, and Dasher And Padgett Financial Advisors. Outside of his advisory work, Gordon serves as a pastor at Antioch Baptist Church. Merit Financial Group is a multi-team advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm uses a long-term, diversified asset allocation approach with centrally managed portfolios and offers both discretionary and non-discretionary account services through a network of investment adviser representatives.

James Diffly is a financial advisor with BFC Planning, Inc. in Cumming, GA, holding a Series 63 license and bringing 41 years of industry experience. He has worked with BFC Planning and Berthel, Fisher & Company Financial Services since 2016 and previously managed investment and commodities trading through Trendline Trading & Investments, LLC. Outside of finance, Diffly is a certified baseball and softball umpire for Georgia high schools. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management, delivering advice through a network of independent investment adviser representatives who utilize a range of program structures and investment strategies.

Deborah Dougherty is a financial advisor at Merit Financial Advisors with Series 63 and Series 65 licenses and three years of industry experience. She previously held positions at Purshe Kaplan Sterling Investments, LPL Financial, and IVNEST Financial Corporation. Outside of her advisory role, Dougherty serves as President/CEO of the Benevolent and Protective Order of Elks lodge in Albany, GA, and is a member of the Move Christian Church finance committee. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation with customizable portfolios overseen by an internal investment team and committee, and it offers both discretionary and non-discretionary account options.