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.

James Bolus is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, where he has worked since 2022. He has a total of two years of industry experience and also maintains a role with iFS Hong Kong, which he has held since 2003. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with specialized advisory services for U.K. expatriates.

Troy Tomczak is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC. His prior roles include positions at Invesco and Merrill. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset allocation models and provides specialized in-house resources for estate and tax planning.

Dustin Tait is a financial advisor with Foundations Investment Advisors LLC in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Freedom First Retirement Design, Inc., Cortez Wealth Advisors, LLC, and Ameriprise. He also owns Freedom First Retirement Design, Inc., which sells fixed and long-term care insurance products. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm serves a diverse client base with portfolio management, financial planning, and retirement-plan support, using tailored asset allocations and a broad set of investment products.

Michael Massi Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He previously worked at Bank of America and Merrill for nine years. Massi is involved as a limited partner and owner in Masbro Holdings LLC, an LLC established with a close friend for property ownership and asset diversification outside his advisory role. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm combines discretionary and non-discretionary models and uses a wide range of investment tools, with a notable institutional retirement practice and capabilities in private markets and digital assets.

Ernest Tannis is a financial advisor with Level Four Advisory Services, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior work includes roles at NMS Capital Advisors, Cabot Lodge Securities, IFS Securities, and AutoBizBrokers. Outside of financial advising, he serves on the board of a homeowners association and operates a driving school and a blockchain validator business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through model portfolios and various platform arrangements.

Lori Boykin is a financial advisor at BIP Wealth, LLC with 23 years of industry experience. She holds the Series 63 designation and has been with BIP Wealth since 2014. The firm serves individuals—including high-net-worth clients—trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across more than 3,100 client relationships. BIP Wealth emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, supplemented by bonds, stocks, and options, and offers access to private market opportunities through affiliated entities.

Jason Eagle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of experience in the financial services industry. He has been with Regal Investment Advisors LLC since 2020 and previously worked at JOYN Advisors, Inc., Minnesota Life Insurance Company, and Securian Financial Services Inc. Eagle also operates as an independent insurance agent, dedicating part of his time to life and annuity products. Regal Investment Advisors, doing business as LionShare, provides model portfolio implementation and discretionary investment management to a network of registered advisers and their high-net-worth and corporate clients, managing approximately $2.88 billion across proprietary and third-party strategies.

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.

Chase Turner is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 credential and has one year of industry experience. Prior to joining the firm, he spent five years at The American College of Greece and has held various other roles including service with the US Army Commissary. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house planning resources, including estate and tax strategists.

John Crawford III is a financial advisor at Crawford Investment Counsel Inc with 23 years of industry experience. He has been with Crawford Investment Counsel since 1980, serving the firm for over four decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies implemented by a diverse investment team.

Durema Bacchus is a CFP®-certified financial advisor with nine years of industry experience, currently with Kovack Advisors, Inc. She has worked at Kovack Securities, Inc. since 2016 and has been associated with Summit Financial Services, Inc. since 2011. Outside of advisory roles, she is the organizer of Summit Financial Planning LLC, a separate business entity. 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 with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and platforms.

Brendan Hunt is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation. He has been in the industry since 2023, with prior roles at Canton Wealth Partners and Chatham Capital Management. Brendan's background includes experience outside finance, such as working with Lifetime Fitness and Elite Hoops Basketball. Kestra Private Wealth Services serves individual clients, retirement plans, and institutional entities, offering a range of investment and advisory solutions including managed portfolios, financial planning, and specialized programs like 529 plan advisory and private fund placement.

Simeon Wallis is a CFA® charterholder with four years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC, where he has worked since 2020. Prior to that, he spent seven years at Valor Bridges Partners. Wallis is also the founder of The Wallis Advisory Group, an inactive entity based in New York. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment techniques including asset allocation, dollar-cost averaging, and options-based strategies, and is notable for its affiliation with a third-party administrator and pension consulting business.

Cheryl Lavette is a financial advisor with GLOBALT Investments in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary investment management to a diverse client base including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment approach overseen by an Investment Policy Committee, utilizing quantitative, technical, and fundamental analysis primarily through innovatETF asset-allocation strategies with ETFs as key implementation vehicles.

Justin Yost is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining BIP Wealth, he worked at Morgan Stanley and Fieldpoint Private Securities. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans, managing over $5 billion across a multi-advisor team. The firm focuses on customized, diversified portfolios using low-cost mutual funds and ETFs supplemented by individual securities and offers private market investing opportunities through affiliated entities.

Kimberly Gardner is a financial advisor at OpenArc Corporate Advisory, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with a focus on wealth management, financial planning, portfolio management, and retirement plan services. The firm offers tailored investment solutions incorporating equities, bonds, alternative investments, private markets, and digital assets, alongside a significant institutional retirement practice.

Joshua Rodriguez is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 credential. He has recently entered the industry, beginning his advisory career in 2026. Prior to joining Bison Wealth, he worked at Country Oaks Farm and Pet Supply and Camp Timberlake. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advice, and a turnkey asset management platform for unaffiliated advisers, utilizing a combination of tactical and strategic allocations across various asset types.

Franklin Cochran is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of advisory work, he is involved in insurance sales and consulting through Level Four Insurance and Veracor, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios, wrap platforms, and sub-advisors.

Carlton Forrester is a financial advisor at Stephens with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and UBS Financial Services. Based in Atlanta, GA, he has been with Stephens since 2025. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.