Frank Tamplin is a CFP® with 18 years of industry experience, currently serving at Arkadios Wealth Advisors in Atlanta, GA. His prior roles include positions at Cambridge Investment Research Advisors, Mercer Global Advisors, and Acg Wealth, Inc. He is also associated with Clover Capital Partners. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and an in-house portfolio team. The firm employs fundamental, technical, and cyclical analysis and offers a range of advisory and reporting services under an integrated operating model.

Tanner Horstmeyer is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has four years of industry experience, including roles at Allon Planning Partners and Foundations Investment Advisors. His background also includes experience outside finance in positions at Golf Headquarters and Ruth's Chris, as well as community involvement with Youth With A Mission. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored investment advice through model portfolios and discretionary or non-discretionary authority.

David Schroll is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 designation with 17 years of industry experience. He has worked at Advisor Group, LPL, and RFG Advisory Group before joining his current firm in 2022. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, third-party manager selection, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports both in-house and third-party asset management, with a significant portion of assets managed on a non-discretionary basis.

Thomas Moore is a CFP® with 21 years of industry experience. He is currently with Arkadios Wealth Advisors and previously worked at HYB Partners, LLC, Wela Strategies, Inc., Capital Investment Advisors, LLC, and other firms. Moore is the managing member of Morning Dew Management, LLC, a business focused on consolidating his investment property management and expenses. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed accounts, third-party money manager access, and financial planning. The firm supports customized investment plans through an internal portfolio team using fundamental, technical, and cyclical analysis.

Jennelle Vestal is a financial advisor at Crescent Grove Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 10 years. Outside of her advisory role, she provides dog sitting services as an independent contractor. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm manages approximately $5 billion in client assets and employs a customized investment process combining long-term strategic allocations with shorter-term tactical adjustments.

William Brumlow is a Series 65-licensed financial advisor with AlphaStar Capital Management, bringing one year of industry experience. Prior to joining AlphaStar, he held roles at BJM Group/Internet Accountant, Brumlow and Company PC, and Ricoh Americas. Outside of his advisory work, he is a partner at The Bab Group, LLC, and co-owns a coffee vending machine business, Bean Crushers Coffee. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes firm-designed and advisor-directed model portfolios employing strategic and tactical approaches, and manages approximately $2.5 billion in assets across over 8,400 client relationships.

Steven Beckerman is a financial advisor with International Assets Investment Management, LLC. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current advisory role, he worked for Rooms To Go and UPS. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party money managers or wrap programs in its strategies.

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.

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 with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and UCFA, a Goldman Sachs Company. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term investment portfolios supported by a broad network of approximately 286 advisors.

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.

Jack Russell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated entity, Capital Investment Group, Inc., since 2016. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, utilizing an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.