Daniel Keeney is a financial advisor at IFG Advisory, LLC with six years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Invesco and LPL Financial. Keeney also provides administrative support to IFG Advisory, dedicating full time to this role. IFG Advisory serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers a range of investment advisory and financial planning services, utilizing sub-advisors and third-party managers to tailor portfolios according to client goals.

Hugh Bishop Jr. is a Series 65 credentialed advisor at Alphastar Capital Management with one year of industry experience. His prior work includes roles at BAB Group, LLC, BJM Employer, Inc., and Brumlow and Company. Alphastar Capital Management serves individual clients, corporate and business clients, and retirement plans with discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and advisor-directed models, utilizing various investment vehicles and technology tools.

Jason Mcgilvery is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes model portfolio management guided by various analytical approaches and offers educational seminars and co-branded services.

Dylan Dennis is a Series 65-licensed financial advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2025 and has a background that includes four years at Auburn University and six years at Pinecrest Academy. BIP Wealth is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a variety of investment vehicles and provides private-market investment opportunities for qualified investors.

James Russell is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Allegiance Financial Group, LPL Financial, and PKS Investments. Outside of his advisory role, he is an equal partner in a real estate development company, JL3, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while offering customization options through various platforms.

Gary Martin is a CFA® charterholder with 23 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2009. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, typically implementing them through mutual funds, ETFs, separate account managers, and selected private investments, while also serving as lead investment sub-advisor to an affiliated lower-middle-market private equity fund.

Parker Dixon is a financial advisor at SignatureFD, LLC in Atlanta, GA, holding a Series 65 credential. He has four years of industry experience, including prior roles at Citizens National Bank and time spent at Mississippi College and Mississippi State University. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies and operates several specialized business lines, including an AI-enabled platform for marketing private placement life insurance.

Matthew Barber is a CFP® and CFA® with 11 years of industry experience. He has been with SignatureFD, LLC since 2013 and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Jessica Farr is a financial advisor at IFG Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at CitiBank for nine years. Farr also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

Kay Wilson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, BT Wealth Management, UBS Financial Services, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. She is also involved with Corbet Capital Advisors in an investment-related capacity. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Matthew Gladbach is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Advisory Services Network. His prior roles include positions at Donaldson Capital Management, TD Ameritrade, and Scottrade. He also acts as a FINRA arbitrator on an as-selected basis. Advisory Services Network supports individuals, families, corporations, and retirement plans through a network of independent advisors, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies across various asset classes and manages approximately $8.6 billion in client assets.

Ross Hughes is a CFP® professional with 12 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2022. His prior roles include positions at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including unique services such as advising private pooled vehicles and managing covered-call SMA strategies.

Andrew Guthrie is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. He has been in the industry since 2026, with prior experience that includes roles at Stearns Retirement Group and involvement with community organizations such as Georgia 4-H. Sound Income Strategies manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, supported by a scalable advisor network and specialized family-office style services.

Thomas Martin is a CFA® charterholder with 19 years of industry experience. He has been with GLOBALT Investments since 2014. GLOBALT Investments LLC manages discretionary portfolios, separately managed accounts, and model portfolios for a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Bernard Atkins is a financial advisor at First Advisors National, LLC in Atlanta, GA, with 13 years of industry experience. He holds Series 65 and Series 66 designations and has worked at First Advisors National since 2018, following nine years at First American National Investment Advisors and six years at Equitable Advisors. First Advisors National serves primarily individual clients, including ERISA plan participants, by providing investment management, asset allocation advice, and retirement plan consulting. The firm utilizes third-party money managers as part of client strategies and employs tactical and strategic asset allocation methodologies with discretionary account management.

Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. 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’s investment approach integrates fundamental, technical, and cyclical analysis and employs a range of management strategies, including in-house management and third-party managers.

Matthew Hand is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He is currently with BIP Wealth, LLC and has previously worked at firms including CapFinancial Securities LLC, Cetera Advisors, and Charles Schwab. Hand is based in Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, employing tailored asset allocations and offering private-market securities to qualified investors.

Debra Disimone is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Crawford Investment Counsel since 2003. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

William Stark Jr. is a financial advisor at Howard Capital Management, LLC with seven years of industry experience. He has worked at Howard Capital Management since 2018 and previously spent a year at Maverick and Mavern Consulting and four years at the University of Georgia. He holds a Series 65 designation. Howard Capital Management serves a diverse client base including individual and institutional investors, trusts, and charitable organizations. The firm uses proprietary tactical indicators and model portfolios, often implemented through its own mutual funds and ETFs, to provide discretionary portfolio management and private wealth services.