Kristin Curcio is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 credential and has been with Capital Investment Advisors since 2016. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm uses a centralized portfolio approach with ETF-based model portfolios and tailored allocations, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.

Darragh Gallagher is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. His career includes roles at Financial Services Network Ltd, Skybound Wealth Management, and Holborn Assets. He also has a longstanding involvement with Expat Financial Services and an independent mortgage solution business. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management and financial planning with a focus on U.K. expatriate pension transfers, utilizing various investment vehicles and third-party managed models.

Keith Greenwald is a financial advisor with Aprio Wealth Management, LLC in Atlanta, Georgia, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Aprio and its affiliated entities since 2013, including roles at Aprio Advisory Group and Aprio Risk Management. Outside of his advisory work, Greenwald serves as vice president and secretary of Bullseye Training Club, a firearms safety and training company. 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 tailored portfolios that align with clients’ objectives, risk tolerance, and time horizon, utilizing a range of investment strategies including asset allocation, sub-advisory arrangements, and options-based strategies.

Michael Rowe is a financial advisor at Howard Capital Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Absolute Capital Management and Northern Lights Distributors, LLC. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of tools and services including participant-focused web programs, private wealth services, and management of mutual funds and ETFs.

David Cross is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Advisory Services Network since 2016. He previously worked at Calton & Associates, Inc. for one year. Outside of his advisory role, he is an independent insurance agent specializing in the sales and service of annuities, life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to 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, investment consulting, and retirement plan consulting, utilizing various securities and asset allocation strategies.

Barton Gadlage is a CFP® with 26 years of experience in the financial industry. He has been with Synovus Securities, Inc. since 2001. Outside of his advisory role, he serves as a board member for Team Doctors Preferred Access, a family-founded concierge medical service. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes the Envestnet platform to provide portfolio management tailored to client risk tolerance and offers access to alternative investments and educational services for ERISA plans.

Kim Martin is a financial advisor at Apollon Wealth Management, LLC with 31 years of industry experience. She holds a Series 63 designation and has worked at firms including Raymond James & Associates, Deutsche Bank Securities Inc., and Oppenheimer. Kim is also the Chief Administrative Officer for Adi Dassler International Family Office, a business affiliated with Apollon Wealth Management. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, and various institutional clients, offering financial planning, portfolio management, and consulting services through a combination of centrally managed strategies and locally managed portfolios.

Andrew Lubben is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has worked at Merit Financial Advisors since 2015 and previously spent 12 years at Ronald Blue & Co., LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through a combination of internal teams and third-party sub-advisers, offering both discretionary and non-discretionary account options.

Jeffery Schade is a financial advisor with Madison Avenue Securities, LLC, based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. Schade teaches financial planning classes through the Heartland Institute of Financial Education and is involved in marketing educational classes under The Retirement Playbook Series. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and financial planning services through its network of investment adviser representatives.

Craig Anderson is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Charles Schwab, and Allegiance Retirement Solutions. Anderson is also licensed as an independent insurance agent, providing insurance advice in addition to his advisory work. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial wellness programs through a network of representatives using a long-term, diversified investment approach supported by internal and third-party managers.

Roman Shlyakhetko is a CFP® with three years of industry experience, currently serving as a financial advisor at Henssler Financial. His prior experience includes roles at Financial Navigators Inc., Odyssey Personal Financial Advisors, CETERA Financial Specialists LLC, Cannon Financial Strategists, and Narwhal Capital Management. Henssler Financial serves individual clients ranging from non-high-net-worth to high-net-worth, as well as institutional clients including pension plans and municipal entities. The firm offers comprehensive financial planning and portfolio management services, employing a cash-flow driven investment process known as the “Ten Year Rule” combined with proprietary quality screens and model portfolios.

James Lewis Jr. is a CFP® with 12 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2013. He previously worked at Wela Strategies, Inc. and Wela Strategies, LLC. Outside of his advisory work, he produces content for Retire Southern Company, a lifestyle brand and podcast focused on Southern culture including food, fishing, and music. 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 through a structured, ETF-based approach, supplemented by in-house tax and estate planning specialists and a range of specialized consulting and private investment services.

Joseph D'urso is a financial advisor with Exodus Wealth, LLC, holding Series 66 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fortune Financial Services, Prosperity Wealth Management Inc., Parkland Securities, and LPL Financial among others. He is actively registered with Prosperity Wealth Management, working there full time. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio management using a range of investment strategies and maintains ongoing due diligence on third-party managers.

Lisa Evans is a financial advisor with Kovack Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at Kovack Securities Inc., Resource Horizons Group LLC, Equitable Advisors, and Woodbury Financial Services. Outside of advising, she serves on the finance committee at Pine Crest Baptist Church of Forsyth County. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, utilizing an Envestnet-supported workflow and a combination of internally created models and third-party managers to implement and monitor client portfolios.

Richard Raby is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has been with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services across various managed account programs. The firm uses a risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

Adam Ledbetter is a CFP® professional with 19 years of industry experience, currently serving at Henssler Financial since 2001. He holds a Series 63 license and is based in Kennesaw, GA. Outside his advisory role, he is an independent distributor for Herbalife Ltd., focusing on weight management and nutritional products. Henssler Financial is a multi-team registered investment adviser serving individuals, high-net-worth households, other advisers, pension plans, and institutional clients. The firm employs a cash-flow driven investment approach known as the “Ten Year Rule,” combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods, and offers customizable model portfolios along with automated rebalancing and tax-loss harvesting.

Steven Meyer is a financial advisor at Howard Capital Management, LLC in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. He has been with Howard Capital Management since 2018, including its earlier iteration, and previously worked briefly at Edward Jones in 2017. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios primarily using its own mutual funds and ETFs, offering discretionary portfolio management and private wealth services among other investment solutions.

Tara Shannon is a Series 65 licensed advisor with Wealthcare Advisory Partners LLC, based in Alpharetta, GA. She has been with Wealthcare Advisory Partners since 2025 and has a decade of experience at Owenby Jones Wealth Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.

Jaynell Talaber is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining IFG Advisory in 2017, Talaber was with Wells Fargo Clearing for one year. 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 investment approaches and third-party managers to tailor portfolios to client objectives and offers services such as discretionary portfolio management, retirement plan consulting, and real estate-related planning.

Jeffrey Keane is a financial advisor at Capital Investment Advisors, LLC with 4 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at PRUCO Securities, LLC. 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, employing a centralized, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, and provides specialized services including pension consulting and executive compensation analysis.