Andrew Noble is a financial advisor with New Edge Wealth in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering advisory services such as wealth strategy, financial planning, and discretionary portfolio management. The firm emphasizes asset allocation and investor behavior, combining independent managers and proprietary investment solutions with AI-assisted analytics to tailor portfolios.

Albert Martinez is a Series 65-licensed financial advisor at Core Planning with one year of industry experience. He has been affiliated with The Mika Group, Inc. since 2011. Core Planning is a multi-team firm that provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients. The firm offers both discretionary and non-discretionary account management, employing third-party model portfolios and rule-based rebalancing tools to tailor investment strategies to client objectives and risk tolerance.

Feleatha Hyde is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Wealthcare Advisory Partners since 2015 and is also affiliated with LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures.

Audrey Haney is a CFP® professional at SignatureFD, LLC with six years of industry experience. She previously worked at Trademark Capital Management and held a position at the University of Georgia. SignatureFD serves a diverse clientele including individuals, business entities, trusts, and charitable organizations. The firm employs diversified, long-term asset allocation strategies and offers discretionary wealth management, consulting, retirement plan management, and advisory services for private investment funds.

Bradley Malia is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has 11 years of industry experience, working since 2015 with both Foundations Investment Advisors and his own Malia Financial Group. In addition to advisory services, he operates as an independent insurance agent. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis in their investment approach.

Emilie Hill is a Chartered Financial Analyst (CFA®) with nine years of industry experience. She has been with ZWJ Investment Counsel Inc in Atlanta since 2014. ZWJ Investment Counsel provides discretionary investment management and financial planning services to a range of individual and institutional clients, including pension plans, trusts, charitable organizations, and corporations. The firm’s investment approach is based on tailored portfolios across equities, fixed income, and balanced strategies, supported by fundamental and financial analysis and documented investment policy statements.

Sean Foote is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Wealth Management and Private Bank. Outside of advisory work, he owns music publishing and production ventures and serves on the board of the SUNY New Paltz Foundation, where he contributes to investment oversight. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services, utilizing primarily long-term portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Christopher Godfrey is a CFA® charterholder and Series 63 licensee based in Atlanta, GA, with five years of industry experience. He has worked at Headwaters Capital Management, LLC since 2020 and previously at Invesco US from 2013 to 2019. Headwaters Capital Management is a single-advisor, discretionary investment adviser serving individuals, high-net-worth individuals, family offices, foundations, trusts, and business entities. The firm uses fundamental equity analysis to build concentrated portfolios of small- and mid-cap stocks and ETFs, focusing on long-term holdings and maintaining high market exposure.

Scott Brown is a financial advisor at Henssler Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henssler Financial since 2014, where he serves as Senior Consultant-Retirement Services, providing investment advisory services to the firm’s 401(k) clients. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering comprehensive financial planning, portfolio management, and pension advice. The firm’s investment approach uses a cash-flow-based “Ten Year Rule” to align fixed-income holdings with liquidity needs and invests remaining assets in quality equities or funds guided by proprietary screens and model portfolios.

Robert Warnock III is a financial advisor with Arkadios Wealth Advisors in Dunwoody, GA. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Arkadios, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also a managing partner at Monarch Capital Advisors, where he assists with wealth management and client investment decisions. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs an integrated operating model with an in-house portfolio team, offering discretionary management and a range of investment strategies.

Jamie Gentry is a CFP® professional with 16 years of experience, currently serving at SignatureFD, LLC. He has been with SignatureFD since 2000. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis, using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Bo Ruei Chen is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 credential and has worked in roles including insurance agent at The Maverick Insurance, LLC, and vice president of practice development at The Impact Partnership. Chen’s activities include recruiting advisors and selling insurance. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework.

Katherine Healy is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with IFG Advisory since 2013 and concurrently affiliated with LPL Financial since 2012. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs diverse analytical approaches and utilizes sub-advisors and third-party managers to implement tailored portfolios, offering a range of services including portfolio management, retirement plan consulting, and wrap-fee programs.

Alexander Watts is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing financial guidance and tailored advice to high-net-worth clients. With over 15 years of experience, he works closely with a select group of clients, primarily business owners and entrepreneurs, to address their specific wealth management needs. Alex leverages access to Bank of America's resources to offer comprehensive investment banking solutions including business sales, mergers, acquisitions, ESOPs, and recapitalization services. Prior to his current role, Alex served as a Private Banker with J.P. Morgan in Atlanta and spent five years as an Investment Analyst with GenSpring Family Offices. He holds a B.A. in Economics with an emphasis in Finance from Emory University and an M.B.A. in Finance from the Robinson College of Business at Georgia State University. Alex is also a Personal Investment Advisor (PIA). An Atlanta native, Alex is actively involved in various civic and philanthropic organizations. His roles include Co-Chair of the Emory Entrepreneur Network, Board member of the Trust for Public Land, and Legacy Advisor to the Children's Healthcare of Atlanta Foundation. He has also served on boards for Intown Collaborative Ministries, Goodwill Industries, and Morningside Presbyterian Church. Alex resides in the Morningside area of Atlanta with his wife, daughter, and two sons.

Jennifer Keegan is a financial advisor at Merit Financial Advisors with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Van Pappas is a CFP® professional with 25 years of industry experience, currently serving as an advisor at IFG Advisory, LLC. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory work, he holds board member positions with the Chamblee Charter High School Blue and Gold Foundation and the Elaine Clark Center, and has a partial ownership role in Physician Captive Services, a third-party administrator. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios while also offering services such as retirement plan consulting and real-estate-related planning.

Joseph Soto is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at J.P. Morgan Securities, SunTrust Investment Services, and Kingsview Partners LLC. Kingsview Wealth Management serves individuals, retirement plans, trusts, foundations, and corporate entities by providing wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm offers a range of services including retirement plan consulting and access to third-party managers and alternative investments.

Gareth Jones is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Rosefinch Investment Advisors, Brite Advisors USA, and deVere USA. Based in Atlanta, GA, he joined Beacon Global Advisor Network in 2026. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using various investment vehicles and provides specialized pension-transfer services for U.K. expatriates.

Chad Williams is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he owns a venue that hosts weddings and social events. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by patented technology and behavioral economics, offering both passive and active investment strategies alongside comprehensive portfolio and retirement plan management.

Kristin Curcio is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the firm since 2016. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax planning resources.