Kurt Arseneau is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Quility Financial Advisors, AE Wealth Management, and Wealth Watch Advisors. Outside of his advisory role, he is involved in insurance services through Arseneau Advisor Group, LLC, and owns businesses providing Medicare supplement insurance and tax preparation services. Prosperity Capital Advisors is an SEC-registered enterprise advisor serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other registered investment advisors. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers managed accounts, retirement plan services, and turnkey asset management programs.

Hayden Gerwien is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He has held positions at Howard Capital Management since 2018 and previously worked at Bank of America and Merrill in 2017–2018. Gerwien holds the Series 66 designation. Howard Capital Management serves a diverse client base, including individuals, trusts, charitable organizations, and institutions, offering discretionary portfolio management and other advisory services. The firm employs proprietary tactical indicators and model portfolios, including its own mutual funds and ETFs, with client engagements managed through a primary investment professional.

Cuong Vu is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and zero years of industry experience. He previously worked at USAA and KPMG and currently serves as CEO of Diamond Care Management LLC, a home healthcare business. Vu is also an insurance agent for Medicare and ACA products through AgencyFI Consortium. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management using proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis.

Johnnie Brooks III is a financial advisor with Packerland Brokerage Services, Inc. in Holly Springs, GA. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Country Financial and JP Morgan securities and banking divisions. Brooks is also a member of Foundation Financial, LLC, where he is involved in property and casualty, life insurance, and annuity sales. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and manages $1.358 billion in assets. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers via a range of advisory programs.

Jason Moore is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Avantax Investment Services, Legacy Capital Advisors, LPL Financial, and Putnam Investment Management. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs both internally developed and third-party model portfolios, utilizes a range of investment analysis techniques, and offers access to private placements for accredited investors.

Franklin Chambers III is a financial advisor at Main Street Financial Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley Smith Barney LLC. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individual securities, tailoring portfolios to clients’ objectives and risk profiles.

Graham Thomas is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Howard Capital Management, he worked in various roles across hospitality, data processing, and sports media. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including retirement plan support tools, private wealth services, and management of mutual funds and ETFs.

Joshua Williams is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at Blacktower Financial Management (US) LLC and W1 Investment Group. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Ryan Dohallow is a CFP® with 21 years of industry experience, currently affiliated with Synovus Securities, Inc. He previously spent 15 years with OSAIC in various roles. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and access to alternative investments through the Envestnet platform.

Veronica Fulton is a CFA® charterholder with seven years at GLOBALT Investments and two years of industry experience. Her prior roles include positions at GreenSky, KPMG, and the Georgia Institute of Technology. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other advisers, utilizing a team-based approach with quantitative, technical, and fundamental analysis. The firm focuses on portfolio management through separately managed accounts, wrap fee programs, and model portfolios, employing ETFs as primary implementation vehicles.

Charlotte Legrand Allen is a financial advisor at RiverFront Investment Group, LLC with five years of industry experience. She holds a Series 66 designation and has worked in various roles at RiverFront Investment Group and ALPS Distributors, Inc. Allen serves as a Regional Director for RiverFront’s South Central region. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and risk management across global fixed income and equities, implementing strategies through various model delivery platforms and custom portfolio solutions.

Iain Brackstone is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Southpark Capital and Kalos Management. He is also a member of Alternative Risk Strategies, LLC, where he provides consulting services related to private placement variable insurance contracts. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions, utilizing advisor-managed accounts, third-party money managers, and an internal portfolio team to implement diversified strategies across asset classes.

R. Mark Smith is a financial advisor with IFG Advisory, LLC, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2014 and has operated R.M. Smith & Associates, Inc. since 2003. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs analytical investment approaches and a variety of instruments, using sub-advisors and third-party managers to tailor portfolios to client goals, and offers specialized real estate planning services alongside traditional financial solutions.

Gregory Patton is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He has worked at LPL Financial since 2018 and is also affiliated with IFG Advisory, LLC, where he provides investment advisory services through independent registered investment advisor firms. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, including model portfolios and third-party asset management, delivered through a large network of investment adviser representatives.

Jonathan Laws is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Blacktower Financial Management (US) LLC and PwC. Laws also serves as an independent financial advisor for Cameron James Ltd., a firm based in Cyprus. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management and financial planning with a focus on U.K. expatriates. The firm provides customized portfolios primarily managed on a discretionary basis and features a formal pension-transfer capability for U.K. nationals.

Dylan Paul is a financial advisor at Van Clemens Wealth Management, LLC in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Encyclon Capital, Yale Angels, and Raymond James & Associates. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with customized investment advisory and financial planning services. The firm utilizes a variety of investment strategies, including modern portfolio theory and third-party managers, to tailor portfolios according to clients’ objectives and risk tolerance.

Chrissy Lee is a financial advisor at Merit Financial Advisors with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Kalos Financial, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of advising, Lee serves as COO for several Merit-related entities, including Merit Employment Services, MFG Securities LLC, and Merit Agency. 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 customizable sleeves, overseen by a central Investment Management team and an Investment Committee.

Kirk Schlenke is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at LPL Financial, Equity Services, Inc., and National Financial Services Group. Schlenke is also licensed in real estate brokerage in Georgia. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, utilizing a combination of in-house management, sub-advisors, and third-party managers.

James Mack is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Synovus Securities Inc. and CREATIVE Financial Group. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, and offers specialized resources in estate and tax planning alongside access to private investment solutions and pension consulting services.

Patrick Moore is a CFP® professional with 11 years of industry experience, currently serving at OneSeven. His prior roles include positions at Ironclad Wealth Management and First Heartland Capital Inc. Outside of advisory work, he is president of Ironclad Business & Tax Advisors, a tax and business advisory firm. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with investment advisory and financial planning. The firm uses diversified portfolios primarily focused on long-term strategies, employs due diligence, and offers both discretionary and non-discretionary arrangements.