Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

Ralph Brooks Jr. is a CFP® professional with 16 years of experience in the financial services industry. He currently serves at Kingsview Wealth Management, LLC and previously spent 15 years with Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management services utilizing a blend of in-house strategies, third-party managers, and alternative investments.

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.

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.

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.

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.

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.

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.

David Lamb is a financial advisor at Chelsea Advisory Services, Inc. with Series 63 and Series 65 credentials and over 10 years of experience in the industry. He has been with Chelsea Financial Services since 2016 and previously worked at Humana for 14 years. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm focuses on fundamental, long-term investment strategies and manages diversified portfolios primarily on a discretionary basis across various asset classes.

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.

Richard Carnes is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he serves as treasurer for the Oconee Bass Club, a local fishing organization. Capital Analysts serves both retail and institutional clients, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management through its in-house team with non-discretionary services via advisors and third parties, offering tax-aware and rebalancing options.

Paul Salamon Jr. is a financial advisor at Brookwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, he is involved with Empowered-Home, a venture active since 2021. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains relationships with third-party managers and platforms, overseeing approximately $1.25 billion in assets under management as of the end of 2025.

Jeffery Forrestall is a financial advisor with International Assets Investment Management, LLC. He holds a Series 63 designation and has five years of industry experience. Forrestall has worked at firms including Global Assets Advisory, LLC, International Assets Advisory, LLC, LPL Financial, and INVEST Financial Corp. He is also the president and managing partner of Forrestall CPAs, a CPA firm he has led since 1994. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and offers access to third-party money managers, wrap programs, and standalone financial planning.

Shannon Stallworth is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Retirement Wealth Advisors from 2016 to 2020. She is also the owner and agent of RDS Partner Inc, doing business as Retirement Design Solutions, where she is involved in annuity and life insurance sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers a range of services including portfolio management, financial planning, and sub-advisory support, utilizing tactical, strategic, and dynamic investment approaches within a multi-team model.

Brian Cantel is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Berthel Fisher since 2006 and previously at BFC Planning, Inc. from 2016 to 2018. Cantel is also involved with the Rotary Club of South Hall as a director organizing service projects and social outings and serves as a sales representative for rare gold and silver coins. Berthel Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm provides a range of asset management solutions through multiple platforms and allows advisors to construct portfolios using various securities and strategies.