Samuel Hutto is a financial advisor with Legacy Planning Advisors, LLC and holds a Series 66 designation. He has experience working with The Strategic Financial Alliance, Ameriprise Financial, and has a background that includes roles in education and entrepreneurship. Outside of finance, he was involved with Kona Ice, a mobile dessert business. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach supported by third-party managers and provides retirement plan consulting and participant education.

Shaun Duffy is a financial advisor at The Lloyd Advisory Group with two years of industry experience. He holds a Series 65 designation and has been with The Lloyd Advisory Group since 2019. Prior to his advisory career, he worked at Outback Steakhouse for 13 years. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm uses a three-bucket investment approach and relies on third-party model portfolios and money managers accessed through AE Wealth Management’s platform.

Joshua Studebaker is a financial advisor at Loftin Wealth Partners with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Prudential / LPL Enterprise LLC, BJM Financial, Inc., and 49 Wealth Management. Outside of advising, he is involved with Spark Collective Holdings LLC and works with Heart of Georgia Health Insurance and Virtus Accounting. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management and employs strategies such as hedging, leverage, and options when appropriate.

Peter Geckeler is a CFP® professional affiliated with Legacy Planning Advisors, LLC, with 12 years of industry experience. He has worked concurrently at The Strategic Financial Alliance, Inc. and Legacy Planning Advisors since 2014. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, using third-party managers and custodial platforms, and manages approximately $234 million primarily on a non-discretionary basis across about 755 client accounts.

Bradley Barger is a financial advisor at Weaver Capital Management, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. He serves as co-trustee for a family trust. Weaver Capital Management serves individual clients, including high-net-worth families, as well as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach that incorporates tactical risk-management tools.

Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.

Brent Capehart is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Capehart Financial, and Global Financial Private Capital. He is a member of the finance committee at New Hope United Methodist Church, where he contributes to financial planning and long-term forecasting. The Lloyd Advisory Group manages discretionary assets primarily for individual investors, trusts, estates, charitable organizations, and business entities, using a retirement-focused “three bucket” investment framework that addresses inflation, volatility, taxes, healthcare, and longevity risks.

Derek Bell is a CFP® professional with four years of industry experience, currently serving at Legacy Planning Advisors, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., E*TRADE Securities LLC, and the University of Georgia. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach with periodic reviews and rebalancing, utilizing third-party managers and custodial platforms to implement strategies.

Mark Lloyd Sr. is a Series 65-licensed financial advisor with 17 years of industry experience. He is principal at The Lloyd Advisory Group and has been involved with The Lloyd Group, Inc. since 1995. Outside of his advisory role, he owns a marketing company that provides public speaking on financial industry training and education. The Lloyd Advisory Group offers discretionary investment management and financial planning primarily for individual clients and personal trusts. The firm employs a three-bucket investment approach focusing on growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

James Morris is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He has been with The Lloyd Advisory Group since 2009 and previously worked at JB Financial Advisors, Inc. from 2008 to 2019. Morris is also an insurance agent involved in the sale of insurance products through The Lloyd Group, Inc. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm utilizes a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, and relies on third-party model portfolios and money managers accessed via AE Wealth Management’s platform.

Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and studied at the University of Georgia and the University of North Georgia. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management, employing strategies such as hedging, leverage, options, and margin when appropriate, and manages approximately $292.4 million in discretionary assets for about 363 clients.

David Harvey is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 credential and six years of industry experience. He has worked at GER Loftin Wealth Advisors, LLC since 2020 and concurrently has a long-term employment history with American Airlines beginning in 1992. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing a range of strategies including asset allocation, dollar-cost averaging, and tactical trading approaches.

Gary Glover is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Concorde Asset Management and Concorde Investment Services since 2016. Outside of his advisory role, he serves as local service chair and foundation chair for Rotary International, organizing community events and managing grant writing and volunteer efforts. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

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.

Arlene Alexander is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm customizes portfolios using a combination of proprietary models, third-party managers, and a TAMP platform, investing across various asset classes while also providing business advisory services for middle-market owners.

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 with Capital Analysts in Winder, GA, holding Series 63 and Series 65 credentials and 20 years of industry experience. His work history includes roles at Capital Analysts since 2023, Lincoln Investment from 2017, and prior positions at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house Investment Management & Research team that drives investment decisions using proprietary screening tools and supports advisors in delivering customized portfolios and fiduciary services.

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 worked previously at Cambridge Investment Research Advisors, Inc. and Dempsey Lord Smith, LLC. Finnie is also the owner of a separate business entity registered as a non-investment related activity. Kingswood Wealth Advisors serves a wide range of retail and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform that incorporates both affiliated and unaffiliated third-party managers and sub-advisors.