Arlene Alexander is a financial advisor at Cyndeo Wealth Partners in Grayson, GA, holding a Series 66 designation with 20 years of industry experience. Her career includes prior roles at Merrill, Banc of America Investment Services, and Ameriprise. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by offering discretionary and non-discretionary portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm constructs customized portfolios through its own models and allocations to external managers, operates a private pooled investment vehicle, and provides specialized advisory services linking business value acceleration to personal financial and tax planning.

William Porter Jr. is a ChFC® and Series 66-licensed financial advisor with 50 years of industry experience. He has been with Madison Avenue Securities, LLC since 2017 and previously worked at Dempsey Lord Smith, LLC and Integrated Financial Planning Services. Outside of his advisory work, he produces and records podcasts for the public. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Brian Cranford is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

William Finnie is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is also the owner of a separate business entity registered under his name. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers portfolio management, financial planning, and ERISA plan advisory services, with a distinctive operational model that integrates affiliated financial entities and supports insurance-linked account management.

Christopher Bach is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and three years of industry experience. He has worked at firms including E.T.S. Wealth Management and Landers Appraisal Service. Outside of finance, he owns and operates County Line Sprinklers, a landscaping services business. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

David Belotte is an investment advisor representative with Thrivent Advisor Network, LLC, with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, Inc, Rockefeller Financial LLC, and Triad Advisors, Inc. He is dually registered as an investment advisor representative and registered representative. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, utilizing diversified investment strategies including mutual funds, ETFs, individual securities, and alternative investments.

David Morris is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016 and StoneX Securities since 2013. Outside of his advisory work, he serves as director of GrandView Risk Management, an insurance firm, and of GrandView Strategic Partners, where he sells investment products and services. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors, proprietary models, and third-party managers to implement investment strategies across multiple account structures.

Chase Parker is a Series 65 licensed advisor with First Advisors National, LLC, based in Hoschton, GA. He has experience with E.T.S. Wealth Management and ETS Financial Services, and has served with the Gwinnett County Fire Department since 2009. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses third-party money managers and tactical and strategic asset allocation methodologies to manage approximately $506.8 million in discretionary assets.

Owen Mc Bryan is a financial advisor at Mission Wealth Management, LP with a Series 65 credential. He has been with the firm since 2026 and is based in Duluth, GA. Prior to joining the firm, he was a student and unemployed for ten years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios to client needs through both internal management and select third-party sub-advisors.

Markell Bryant is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at RFG Advisory, LLC and has previously been employed at Edward Jones. RFG Advisory serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients, providing discretionary portfolio management, financial planning, and consulting services. The firm utilizes model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.

Dante Mcdowell is a Series 66-licensed advisor with Capital Investment Advisory Services, LLC, where he has worked since 2009. He has 25 years of industry experience, including six years at Equity Services, Inc. Mcdowell serves on the board of directors for the Boys & Girls Clubs of Dekalb County, assisting club executives and planning fundraising events. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm tailors portfolios to client objectives, time horizons, and risk tolerance, managing most assets on a discretionary basis and employing various analytical methods and investment strategies.

Nelly Stoneburner is a Series 65-licensed financial advisor with one year of industry experience. She is currently affiliated with First Advisors National, LLC and E.T.S. Wealth Management, LLC. Prior to entering financial services, she worked for over 30 years with Gwinnett County Public Schools. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm employs tactical and strategic asset allocation methodologies and emphasizes manager selection and oversight combined with fundamental analysis.

John Faure Jr. is a financial advisor at Wealth Watch Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wealth Watch Advisors in 2021, he worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. from 2018 to 2021, and at KCG Americas LLC from 2011 to 2017. In addition to his advisory work, Mr. Faure is involved in the sale of fixed life and annuity insurance products as an independent agent for various insurance companies. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, along with financial planning and consulting services. Its investment approach combines quantitative, qualitative, and technical methods and includes a range of strategies and approved alternative private placements for accredited investors.

Justin Jones is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 designation and previously worked at 3-Mentors/GamePlan Financial. Outside of advising, he is president of the Mountain View High School Baseball Booster Club, where he leads fundraising efforts and supports team activities. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational solutions for other advisers.

Jae Lee is a financial advisor at Concorde Asset Management, LLC with 17 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked at Triad Advisors, Inc. and Ameriprise. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and third-party strategists to build individualized portfolios and provides ERISA retirement-plan advisory services.

Joshua Vaughan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2025, he worked at Homrich Berg for seven years and has professional experience with the Detroit Lions, Bank of America, and Merrill. Vaughan also participates in community and motivational activities, including giving talks and private football training as a former professional athlete. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment management services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios through a mix of internal and third-party management to meet client needs.

Darnel James is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Voya Investment Management and PNC Investments. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm’s approach combines third-party methodologies with proprietary models and leverages its affiliation with Principal Financial Group to provide access to proprietary products and integrated services.

Jonathan Frazier is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Woodbury Financial, Sage Point Financial, Royal Alliance Associates, and FSC Securities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies that utilize model asset allocations and manager relationships across multiple custodians.

Aaron Das is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2020 before joining Kingsview Partners in 2020. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals—including high-net-worth clients—retirement plans, registered investment companies, endowments, trusts, and state or municipal entities. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

Michael Mcfarland is a financial advisor with Stonex Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at StoneX Securities Inc., Ameriprise Advisor Services, Inc., and Raymond James & Associates. He is also involved in several business ventures, including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which focus on financial advisory and tax preparation services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses various platforms and investment solutions, including proprietary models and third-party money managers, to implement strategies tailored to client needs.