Sean Foote is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Wealth Management and Private Bank. Outside of advisory work, he owns music publishing and production ventures and serves on the board of the SUNY New Paltz Foundation, where he contributes to investment oversight. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services, utilizing primarily long-term portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Scott Brown is a financial advisor at Henssler Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henssler Financial since 2014, where he serves as Senior Consultant-Retirement Services, providing investment advisory services to the firm’s 401(k) clients. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering comprehensive financial planning, portfolio management, and pension advice. The firm’s investment approach uses a cash-flow-based “Ten Year Rule” to align fixed-income holdings with liquidity needs and invests remaining assets in quality equities or funds guided by proprietary screens and model portfolios.

Robert Warnock III is a financial advisor with Arkadios Wealth Advisors in Dunwoody, GA. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Arkadios, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also a managing partner at Monarch Capital Advisors, where he assists with wealth management and client investment decisions. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs an integrated operating model with an in-house portfolio team, offering discretionary management and a range of investment strategies.

Bo Ruei Chen is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 credential and has worked in roles including insurance agent at The Maverick Insurance, LLC, and vice president of practice development at The Impact Partnership. Chen’s activities include recruiting advisors and selling insurance. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework.

Katherine Healy is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with IFG Advisory since 2013 and concurrently affiliated with LPL Financial since 2012. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs diverse analytical approaches and utilizes sub-advisors and third-party managers to implement tailored portfolios, offering a range of services including portfolio management, retirement plan consulting, and wrap-fee programs.

Alexander Watts is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing financial guidance and tailored advice to high-net-worth clients. With over 15 years of experience, he works closely with a select group of clients, primarily business owners and entrepreneurs, to address their specific wealth management needs. Alex leverages access to Bank of America's resources to offer comprehensive investment banking solutions including business sales, mergers, acquisitions, ESOPs, and recapitalization services. Prior to his current role, Alex served as a Private Banker with J.P. Morgan in Atlanta and spent five years as an Investment Analyst with GenSpring Family Offices. He holds a B.A. in Economics with an emphasis in Finance from Emory University and an M.B.A. in Finance from the Robinson College of Business at Georgia State University. Alex is also a Personal Investment Advisor (PIA). An Atlanta native, Alex is actively involved in various civic and philanthropic organizations. His roles include Co-Chair of the Emory Entrepreneur Network, Board member of the Trust for Public Land, and Legacy Advisor to the Children's Healthcare of Atlanta Foundation. He has also served on boards for Intown Collaborative Ministries, Goodwill Industries, and Morningside Presbyterian Church. Alex resides in the Morningside area of Atlanta with his wife, daughter, and two sons.

Jennifer Keegan is a financial advisor at Merit Financial Advisors with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Van Pappas is a CFP® professional with 25 years of industry experience, currently serving as an advisor at IFG Advisory, LLC. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory work, he holds board member positions with the Chamblee Charter High School Blue and Gold Foundation and the Elaine Clark Center, and has a partial ownership role in Physician Captive Services, a third-party administrator. 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 analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios while also offering services such as retirement plan consulting and real-estate-related planning.

Joseph Soto is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at J.P. Morgan Securities, SunTrust Investment Services, and Kingsview Partners LLC. Kingsview Wealth Management serves individuals, retirement plans, trusts, foundations, and corporate entities by providing wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm offers a range of services including retirement plan consulting and access to third-party managers and alternative investments.

Gareth Jones is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Rosefinch Investment Advisors, Brite Advisors USA, and deVere USA. Based in Atlanta, GA, he joined Beacon Global Advisor Network in 2026. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using various investment vehicles and provides specialized pension-transfer services for U.K. expatriates.

Chad Williams is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he owns a venue that hosts weddings and social events. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by patented technology and behavioral economics, offering both passive and active investment strategies alongside comprehensive portfolio and retirement plan management.

Kristin Curcio is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the firm since 2016. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax planning resources.

Wesley Pond is a CFA® charterholder with 16 years of industry experience. He has worked at Asset Preservation Advisors, LLC since 2019 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Atlanta, GA. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary taxable and tax-exempt portfolios. The firm employs an active fixed-income approach focused on yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small team of advisors.

Melissa Bunson is a financial advisor with BIP Wealth, LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. Her career includes roles at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Prehmus Financial Partners, Inc., and Ameriprise Financial Services, Inc. She also works as a Client Services Manager at Prehmus Financial Partners. BIP Wealth, LLC 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 employs tailored asset allocations and manages both public and private-market investments, including private pooled vehicles and covered-call strategies.

Ashley Abate is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for nine years. Abate is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, emphasizing both discretionary and non-discretionary engagement models and utilizing diverse investment strategies that include alternative and private market investments as well as digital assets.

Darragh Gallagher is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and two years of industry experience. He has worked previously with Financial Services Network Ltd, Skybound Wealth Management, Arlo Group, Expat Financial Services, Holborn Assets, and An Independent Mortgage Solution. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts, focusing on customized portfolios that use a variety of managed models and investment vehicles. The firm is notable for its specialized pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives offering layered service arrangements.

Keith Greenwald is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Aprio since 2014 and previously worked at Purshe Kaplan Sterling Investments for 11 years. Outside of his advisory role, he serves as vice president and secretary of Bullseye Training Club, LLC, a firearms safety and training company. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and various trading strategies, offering continuous portfolio monitoring and coordinating referrals with an affiliated CPA firm.

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.