Adam Smith is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Kalos Capital. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Autumn Mower is a financial advisor at RFG Advisory, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Black Oak and Silver Oak Securities since 2021. In addition to her advisory roles, she is involved with Myriad Genetics, where she has been since 2013. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a combination of actively managed and passive strategies, alternative investments, and comprehensive portfolio management services.

Jackson Figiel is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Mutual of America Financial Group, Jasper Engines & Transmissions, and Villanova University. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm uses a centralized investment platform with standardized asset-allocation models and specialized in-house planning resources, providing access to private investment solutions and formal pension consulting capabilities.

Owen Malcolm is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at Apollon Wealth Management, LLC and previously spent 11 years at United Capital Financial Advisers, LLC. He serves on the Investment Committee of the Presbyterian Church in America Foundation, advising on the organization’s strategic direction. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed models with locally managed portfolios and employing a range of investment strategies including ESG models and direct indexing.

Julia Ellisor is a financial advisor at Madison Partners with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill, OpenArc Corporate Advisory, LLC, Equitable Advisors, AXA Advisors LLC, and Gateway Mortgage Group LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Halie Gray is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and bringing six years of industry experience. She has worked with IFG Advisory and LPL Financial, with overlapping roles spanning from 2015 to the present. Outside of her advisory work, she is involved with HVH Financial LLC, focusing on non-variable insurance products. IFG Advisory, LLC serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various investment strategies and third-party models to tailor portfolios to client objectives.

Andrew Crane is a financial advisor at The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, with 19 years of industry experience. He holds the Series 66 designation and has been with The Strategic Financial Alliance since 2007. Outside of his advisory role, he is a partner and manager of GENX Financial Inc., a business involved in marketing financial services and fixed insurance under the name Capital Insight Group. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and referral to third-party managers. The firm operates multiple portfolio programs and employs a combination of in-house management and co-advisory arrangements, serving a diverse client base including high-net-worth individuals.

Tucker Davis is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA. He holds a Series 65 designation and has experience in both the financial services and mortgage industries, including prior roles at LPL Financial, Raymond James & Associates, and Movement Mortgage. 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 that integrates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside proprietary quantitative metrics.

John Meagher is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. He is also a Life Brokerage Director at National Insurance Brokers. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations through a nationwide network of Investment Adviser Representatives.

Mitchell Roper is a financial advisor at 49 Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is a licensed fixed insurance agent writing fixed insurance business. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, using a disciplined, long-term asset allocation approach with proprietary and platform model portfolios.

Brandon Hodge is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Asset Preservation Advisors, he held roles at Wild Dunes Resort, Forest Lake Club, and educational institutions including the University of South Carolina, University of Idaho, and St. Joseph's Catholic School. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary advisory services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income strategy emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.

Wesley Turner is a financial advisor at Concurrent Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and UCFA, a Goldman Sachs Company. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm builds customized portfolios using ETFs, mutual funds, and other securities, generally following a long-term investment approach with opportunistic rebalancing and trading.

James Meaders is a financial advisor at First Heartland Consultants, Inc. with 38 years of industry experience. He holds the Series 63 designation and has worked previously at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory role, he owns and operates Meaders Financial Group, which markets insurance and financial services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

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.

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.

Sean Foote is a financial advisor at Concurrent Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2014 to 2025 before joining Concurrent and Purshe Kaplan Sterling in 2025. Outside of finance, he is involved in music publishing and production through his ownership of S Foote Music Publishing and Nexx Wave Music LLC, and serves on the Board of Directors for the SUNY New Paltz Foundation. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

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.