Jennifer Thomas is a CFP® professional with 36 years of industry experience. She has worked at Henssler Asset Management since 1998 and is also associated with G.W. Henssler & Associates, Ltd. where she manages the planning and implementation department focused on client relationships. 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” investment approach and offers comprehensive financial planning, discretionary and non-discretionary portfolio management, as well as automated ETF strategies and sub-advisory services.

Aaron Dixon is a financial advisor with Impact Partnership Wealth, LLC in Marietta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at State Farm VP Management Corp. and Steve Cannon Insurance Agency. Outside of advisory work, he owns and operates North Mountain Capital, LLC, an equipment rental business. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion in assets. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a network of about 90 advisors and multiple affiliated service providers.

Ronald Skopek is a financial advisor at Kovack Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. His prior experience includes three years at Resource Horizons Investment Advisory, Inc. Outside of his advisory role, he owns and serves as president of Summit Financial Services, Inc., which focuses on the retail sale of securities. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Marc Slavny is a financial advisor at Concorde Asset Management, LLC with credentials including Series 63 and Series 65 and over nine years of experience in the industry. His prior roles include positions at Alexander Capital, L.P., Capital Square Realty Advisors, Centaurus Financial INC., and Cetera Investment Advisers. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm constructs personalized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategies across multiple platforms, and offers ERISA retirement-plan advisory services and variable annuity separate account management.

Richard Trabue is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at firms including AE Medicare Solutions and Blue Monarch Financial. Outside of his advisory role, he owns an online retail business, RITR Art and Clothing Company, where he designs custom art and fashion products, and he is an author of financial education books. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion across a network of approximately 89 advisors. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a broad affiliated-entity ecosystem and third-party operational platforms.

Branson Nelson is a financial advisor with Henssler Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Henssler Financial, he worked at Janney Montgomery Scott LLC and has experience outside finance, including roles at Papa John's Pizza and political involvement with the Democratic Party of Georgia. 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 investment approach using fixed income and high-quality equities, offering customized model portfolios, automated strategies, and institutional investment management.

Isaac Dixon is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Holistiplan and Beckett & Associates Investment Services, Inc. Outside of finance, he has worked with Baddies Burgers and was involved with the Athens Rock Lobsters baseball team. 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” investment approach that combines fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

Thomas Daniel is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 66 designation with 13 years of industry experience. He has been with Henssler Financial since 2015. 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 investment approach, balancing fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening, and offers customized model portfolios, automated rebalancing, and tax-loss harvesting.

Morgan Geiger is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Arkadios Wealth Advisors since 2024, following four years at East Paces Group and four years at ACG Wealth INC. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment solutions through various managed accounts and third-party managers, employing a combination of fundamental, technical, and cyclical analysis.

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.

Durema Bacchus is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. She has previously worked with Kovack Securities, Inc. and Summit Financial Services, Inc. Bacchus is also the organizer of Summit Financial Planning LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing both internally developed models and third-party managers to construct and manage client portfolios.

Mark Ronsini is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Lincoln Investment since 2013, and prior positions at Lucia Capital Group and Raymond J. Lucia Companies, Inc. Outside of his advisory work, he is involved in horse racing and breeding partnerships as an investor and manages Huron Racing Ventures, LLC, which focuses on thoroughbred racehorses. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm utilizes an in-house investment management and research team and proprietary fund screening tools to support discretionary and non-discretionary investment approaches.

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® professional with 30 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. His prior experience includes roles at Resource Horizons Investment Advisory, Inc. and Resource Horizons Group LLC. Outside of advisory work, he manages a property focused on hay, timber, and wildlife as president of MCF Operating LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a blend of proprietary models and third-party managers to manage portfolios across multiple custodians.

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.

David Eissman is a financial advisor at Sound Income Strategies, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he serves as president of Eissman Wealth Management, overseeing the sales and service of fixed and index annuities, life insurance, and long-term care. Sound Income Strategies is a fee-based investment adviser serving individuals, high net worth clients, corporations, pension plans, and other registered advisors through asset management, financial planning, and co-/sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios with a combination of fundamental and technical analysis.

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.