Jaylon Ellison is a CFP® professional with 23 years of industry experience currently serving at Advisory Services Network since 2020. His prior experience includes roles at Wells Fargo Clearing and Merrill, where he worked for four and eight years respectively. 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, employing various securities and third-party managers to align with clients’ objectives and risk tolerances.

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 in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at Advocacy Wealth Management, Wells Fargo Advisors, and Wells Fargo Clearing. Advisory Services Network supports a large network of independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of advisory and financial planning services. The firm employs diverse investment strategies tailored to client objectives and risk tolerances, offering flexible engagement models and access to third-party managers.

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.

Andy Sukhai is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banks Jackson & Middleton and Lincoln Investment since 2017, as well as VOYA Financial Advisors from 2014 to 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Creston Maxey is a CFP® professional with nine years of industry experience, currently affiliated with IFG Advisory, LLC in Atlanta, GA. His prior work includes roles at Lloyd Advisory Services, LLC and The Lloyd Group, Inc., and he is also connected with Highland Trust Partners. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs various management strategies, including in-house and third-party managers, to align clients’ assets with their objectives.

Daniel Arnstein is a financial advisor at Howard Capital Management, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior experience in various roles across education and service industries. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, and provides discretionary portfolio management and other advisory services.

Eric Nyquist is a financial advisor at Howard Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Northern Lights Distributors and Davey Tree Experts. Howard Capital Management serves a diverse client base encompassing individuals, institutions, trusts, and charitable organizations. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to provide discretionary portfolio management and related services.

Robert Warnock IV is a Series 66-credentialed advisor at Arkadios Wealth Advisors with one year of industry experience. Prior to joining Arkadios, he spent four years at the University of Alabama and fourteen years with the Vestavia Hills School System. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account types and employs a combination of fundamental, technical, and cyclical investment analysis.

Byron Preuss is a financial advisor with Howard Capital Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Howard Capital Management since 2009. Outside of his advisory role, he is engaged as a plan writer for asset allocation and serves as an outside sales agent for the firm’s advisory money management programs. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies across client accounts and manages both mutual funds and ETFs while offering web-based retirement planning tools and private wealth services.

Joe Patrick is a financial advisor with Advisory Services Network, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Fidelity Investments. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Perry Williams is a financial advisor with Capital Analysts based in Dunwoody, GA, holding a Series 63 designation and 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999 and has additional experience with Novacare Occupational Health Services. Williams is also the owner and president of Williams & Williams Financial Services, Inc., a business used for tax and accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

David Vogel is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has worked at several firms including Virtue Capital Management and Brookstone Capital Management, and he is also principal of Vogel Retirement Solutions, where he is involved in fixed insurance sales. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach featuring ETFs, mutual funds, and individual securities, and offers advisory services as well as a managed account platform (TAMP) with various model portfolios and additional features such as tax optimization and independent manager due diligence.

Gary Alpert is a CFP® professional with 26 years of industry experience, currently serving at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and acts as a non-public arbitrator with FINRA. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Aaqib Anwar is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. His work history includes roles at Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, and RGI Finance. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing asset management, financial planning, retirement consulting, and dedicated pension-advice services for U.K. expatriates. The firm customizes portfolios using a variety of managed models, mutual funds, ETFs, equities, and fixed income, often managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Caden Palmer is a financial advisor at Howard Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northern Lights Distributors, LLC, E*TRADE Securities, LLC, and Howard Capital Management, Inc. prior to his current role. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and mutual fund and ETF advisory. The firm’s investment process uses proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Christopher Facka is a CFP® certificant with 25 years of experience in financial advisory. He is currently with Level Four Advisory Services and has held prior roles at SunTrust Advisory Services, Genspring Family Offices, Wells Fargo Clearing, and A. G. Edwards & Sons. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services through model portfolios, wrap platforms, and third-party sub-advisors.