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® professional with 25 years of industry experience, currently serving as a wealth advisor at Level Four Advisory Services since 2018. His prior experience includes roles at SunTrust Advisory Services, Genspring Family Offices, Wells Fargo Clearing, and A.G. Edwards & Sons. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client strategies through model portfolios, wrap platforms, and unaffiliated sub-advisors.

Ricky Howard is an advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has worked in investment management roles since 2024, including positions at Black Oak Asset Management and Silver Oak Securities. In addition to his advisory work, he is a part-time public school teacher with Forsyth County Schools. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management leveraging model strategies, third-party platforms, and serves as a sub-adviser to multiple ETFs, while providing access to alternative investments and retirement technology solutions.

David Stearns is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Sound Income Strategies, LLC since 2016 and has operated The Stearns Agency since 2006. Outside of his advisory role, he serves as Vice Chairperson for Watkinsville First Baptist Church. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets across a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes a customized investment approach with a focus on fixed-income analysis and equity review, offering a range of services from asset management to insurance planning.

Ian Edwards is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Austen Morris Associates and Carrick Wealth. Outside of his advisory role, he oversees a residential property management business based in South Africa. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and a specialized pension-transfer service for U.K. expatriates, employing a mix of third-party managed models, mutual funds, ETFs, and individual securities.

Christopher Griffin is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Blacktower Financial Management and deVere Acuma. Griffin is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering services such as asset management, financial planning, and retirement consulting. The firm specializes in customized portfolios that often involve discretionary management via unified managed account platforms and has a formal pension-transfer service tailored for U.K. expatriates.

Matthew West is a CFP® professional at Kestra Private Wealth Services, LLC with 30 years of industry experience. Prior to joining Kestra in 2022, he held roles at Bank of America and Merrill. Outside of his advisory work, he is the managing partner of Canton Wealth Partners, an insurance business. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving individual and institutional clients, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, and supports specialized offerings such as annuity subaccount and 529 plan services.

Matthew Lankford is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He previously worked at Cambridge Investment Research Inc. for 10 years and has also been associated with Purshe Kaplan Sterling Investments and LPL Financial. 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 focuses on long-term, diversified portfolios managed through centrally developed models and offers services including asset management, financial planning, and retirement plan advice.

Suzanne Durbin is a ChFC® credentialed financial advisor at Level Four Advisory Services with 30 years of industry experience. She has held roles at several firms, including Gv Financial Advisors, Inc., Minnesota Life Insurance Company, and Altera Advisors, LLC. Outside of her advisory work, she serves on the board of the nonprofit Creative Community Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers comprehensive financial planning, asset management, and fiduciary services, utilizing model portfolios and a range of third-party platforms and sub-advisors.

Charles Anglin is a CFP® and CFA® with 15 years of experience in the financial industry. He currently works at Advisory Services Network and previously held roles at Pierson Wealth Management, Arcus Capital Partners, Cahaba Wealth Management, Raymond James & Associates, and Morgan Keegan & Company. Outside of advising, he owns and operates Anglin Partners, a service company for business income and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services with flexible engagement models and utilizes a large platform of advisors managing over $10 billion in assets.

Rick Kent is a CFP® professional with 28 years of industry experience, currently serving at Merit Financial Advisors in Alpharetta, GA. He has worked at firms including LPL Financial, Lifestyle Planning Solutions, Purshe Kaplan Sterling Investments, and MFG Securities. Outside of his advisory role, he is CEO and owner of Mentoro Group, LLC, a holding company, and also owns a holding company for a boat. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, overseen by an internal Investment Management team and committee, while allowing advisors to tailor portfolios on various platforms.

Benjamin Ezrine is a CFP® professional with 17 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2023. Prior to this, he spent 11 years at E*TRADE Capital Management, LLC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and offers specialized in-house estate and tax planning resources alongside access to private investment solutions and pension consulting services.

Noah Shorr is a financial advisor at IFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked at IFG Advisory, LPL Financial, and Strong Gaddy Lee Wealth Management since 2022. Prior to his advisory career, he worked in education at the University of North Georgia and Veritas Classical Schools, and he maintained a small business in lawn care for seven years. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with client goals.

Richard Havard is a financial advisor at Cyndeo Wealth Partners with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cyndeo Wealth Partners in 2022, he worked at Bank of America and Merrill for over a decade each. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm creates customized portfolios through its own models or by allocating to third-party managers and operates a private pooled investment vehicle available to accredited investors.

Ryan Pope is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2017. He previously worked at Raymond James Financial Services Advisors Inc. and Harmon Financial Advisors, Inc. Outside of advising, he was involved in rental real estate from 2014 to 2018. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, tax preparation, and trust-related services.

Maxwell Mowrer is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Oxford Retirement Advisors and Madison Avenue Securities since 2024. 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 portfolio management, financial planning, and pension consulting through a variety of account platforms and investment strategies.

Darrin Bearden is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Core Cap Investments, Ameritas Investment Corp., and Capital Choice Financial Services. Bearden is a founding partner of Clear Blue Wealth and its associated insurance agency, where he is involved in insurance sales alongside his advisory work. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multi-faceted investment process combining fundamental, technical, and cyclical analysis and offers services ranging from portfolio management to retirement plan consulting.

Joseph Yi is a financial advisor at Aegis Capital Corp. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Equity Services, Inc., Apogee Financial Partners, and Mass Mutual Investors Services. Yi is also involved in providing term life insurance services through a Lincoln Term Life Insurance app. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing discretionary and non-discretionary account options with a focus on individual and corporate business.