Morgan Geiger is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds a Series 65 credential and previously worked at East Paces Group and ACG Wealth INC. prior to joining Arkadios Wealth Advisors. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, a wrap program, third-party money manager access, 401(k) advisory, and financial planning. The firm supports customized investment plans and discretionary account management, utilizing an internal portfolio team that offers models and trade execution across multiple asset classes.

Donald Barker is a financial advisor at Henssler Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Henssler Financial since 2006. Outside of his advisory role, he serves as a motorcycle patrol officer with the City of Austell Police Department. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, as well as services including portfolio management, automated ETF strategies, and sub-advisory support.

Karl Smith is a CFP® certified financial advisor with 14 years of industry experience, currently serving as a managing associate at Henssler Financial in Kennesaw, GA. He has worked with Alps Distributors, Inc. since 2012 and has been with The Henssler Financial Group since 2011. His responsibilities include client relationship management, investment advice, financial planning, and managing a team of advisors. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a cash-flow based investment process known as the “Ten Year Rule” and offers a range of services such as portfolio management, automated ETF solutions, pension advice, and sub-advisory relationships.

Claudia Lako is a financial advisor at Henssler Financial with 27 years of industry experience. She holds a Series 63 designation and has been associated with Henssler Asset Management since 1998 and G.W. Henssler & Associates since 1995. Henssler Financial serves individual clients across wealth levels as well as institutional clients, offering financial planning, portfolio management, pension advice, and sub-advisory services. The firm’s investment approach emphasizes cash-flow analysis aligned with its “Ten Year Rule” and employs proprietary quality screens alongside automated asset management solutions.

Michael Coelho is a CFP® professional with nine years of experience in the financial industry. He is currently with Henssler Financial and previously worked at American Financial Advisors, LLC and Charles Schwab & Co. He holds the Series 66 designation. Henssler Financial is a multi-team registered investment adviser serving individual clients, including high-net-worth households, other investment advisers, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” for investment allocation, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods.

Stephen Bargeron is a CFP® with 29 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He also has a background with Kovack Securities, Inc. since 2014. Outside of his advisory role, he is involved in fixed insurance sales and manages property focused on hay, timber, and wildlife management as president of MCF Operating LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, utilizing a diversified investment approach primarily through mutual funds and ETFs.

Robin Yacovetta is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2021. Prior to this, Yacovetta worked at Creative Planning, Inc. and Trust Company of the South. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services, custom wealth management solutions, and operates with several affiliated entities that provide custody, trustee, and distribution services.

Jason Kehler is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AE Wealth Management, Madison Avenue Securities, and Principal Securities. Outside of financial services, Jason works as a stuntman in TV shows and movies through his long-term involvement with the Screen Actors Guild and is also the owner of Kingdom Boardroom, a business coaching and speaking venture. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm employs a primarily discretionary approach using proprietary models, third-party managers, and a blend of ETFs, mutual funds, and individual securities to serve a diverse client base including high-net-worth individuals.

Travis Mckenzie is a financial advisor at Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Henssler Financial since 2013 and has been associated with Alps Distributors, Inc. since 2014. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a "Ten Year Rule" investment approach focused on cash-flow analysis and quality equity allocation, and it offers a range of services from financial planning to portfolio management and sub-advisory relationships.

Burwell Geiger is a financial advisor at Arkadios Wealth Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EPG Wealth Management, Arkadios Capital, ACG Wealth, and Triad Advisors. Outside of advisory work, he is also a life and long-term care insurance agent. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services, offering advisor-managed accounts, third-party money manager access, and comprehensive financial planning supported by an internal portfolio team.

James Williams is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Park Avenue Securities and Guardian Life Insurance Co of America. Outside of finance, Williams leads fitness classes as an instructor at CrossFit South Atlanta and narrates and produces audiobooks through Williams Audio. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, and operates through a multi-affiliate platform offering discretionary portfolio management and consulting services.

Howard Dingle is a financial advisor at Compound Planning, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Claraphi Advisory Network, LLC, and Centaurus Financial Inc. Outside of advising, he owns a small business consulting and tax preparation firm and is involved in life insurance and annuity sales. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm focuses on customized, risk-based investment strategies using low-cost ETFs, direct indexing, and alternative approaches, supported by technology partnerships and a fiduciary process.

Melanie Wells is a CFP® professional at Henssler Financial with four years of industry experience. She has been with Henssler Financial since 2011. Henssler Financial serves a diverse client base including individual investors, pension plans, registered mutual funds, and municipal entities. The firm employs a cash-flow based “Ten Year Rule” for fixed-income allocation and uses proprietary quality screens and model portfolios for equity investments, offering comprehensive financial planning and portfolio management services.

Noah De Broux is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 license and previously worked with Edgar Arana and ESI of Tennessee. Outside of Gradient Advisors, he owns and operates DeBroux Agency LLC, which provides insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that integrates various analytical approaches to portfolio management.

Patrick Kendrick is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 credential with two years of industry experience. He has been with G W Henssler & Associates LTD since 2019 in various capacities. Henssler Financial is a multi-team registered investment adviser serving individual clients, including high-net-worth households, as well as other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach, utilizing fixed-income securities for near-term liquidity and selecting high-quality equities through a quantitative and qualitative process.

Andrew Windham is a financial advisor at Wealthcare Advisory Partners LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Wealthcare Advisory Partners since 2019. In addition to his advisory role, Windham owns and operates the College Planning Institute, providing consulting services to college-bound students and families, and is also involved with the Georgia Prep Sports Network as director of broadcasting. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and offering access to a broad range of investment options including alternatives and private placements.

Ya Ting Yang is a CFP® with two years of industry experience, currently serving as a financial advisor at Henssler Financial since 2026. Prior to joining Henssler, she worked at Ernst & Young and held positions at Sugarloaf Wealth Management and Creative Financial Group. Her background also includes a year of extended travel and various roles outside the financial sector. Henssler Financial is a multi-team registered investment adviser that serves individual clients, including high-net-worth households, as well as other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach and offers customized model portfolios, automated rebalancing, and tax-loss harvesting.

Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Charles Reeves is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and over nine years of industry experience. He has previously worked at USAA Trust Services and Charles Schwab & Co., Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations but does not exercise discretionary trading authority.

Trevor Fandrich is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Wells Fargo Clearing, Wells Fargo Bank, Trevor Real Estate LLC, the State of Wisconsin, and the UPS Store. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach centers on integrated financial plans and managed account solutions that emphasize long-term portfolio returns, annual rebalancing, and client savings rates.