Julia Ellisor is a financial advisor at Madison Partners with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, OpenArc Corporate Advisory, and Equitable Advisors. Madison Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

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.

Nathanael Sidor is a financial advisor at John Hancock Personal Financial Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he supervises the revenue cycle team for D4C Dental Brands, managing insurance claims related to orthodontic dentistry. John Hancock Personal Financial Services provides financial planning, consultative services, and an Emergency Savings program to individuals, trusts, estates, non-profits, and businesses. The firm uses technology-assisted tools to deliver broadly framed written recommendations, serving a large client base through a scaled, multi-team model.

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. in Roswell, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has four years of industry experience and currently works at Kovack Advisors after previously working at Kovack Securities and National Insurance Brokers. He serves as the Life Brokerage Director at National Insurance Brokers, a fixed insurance agency. 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, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and sub-advisory services through an Envestnet-supported workflow incorporating both internal and third-party investment models.

Mitchell Roper is a financial advisor at 49 Financial in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior experience includes roles at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of investment advising, he is a licensed agent writing fixed insurance business. 49 Financial serves individual and institutional clients by providing comprehensive financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

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.

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.

Isobo Amaso is a CFP® certificant with three years of industry experience, currently affiliated with SignatureFD, LLC. Prior to joining SignatureFD, Amaso worked at Deerfield Financial Advisors and held roles at Target Corporation, World Wide Technology, and Saint Louis University. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, providing wealth management, financial planning, and advisory services. The firm employs diversified, long-term asset allocation strategies across multiple investment vehicles and operates specialized business lines such as an AI-enabled platform for private placement life insurance.

Andrew Noble is a financial advisor at New Edge Wealth in Atlanta, GA, with seven years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and Priority One Financial Services. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and technology tools including AI-assisted analytics.

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.

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 Series 66-licensed financial advisor with 25 years of industry experience. He currently works at Arkadios Wealth Advisors and Arkadios Capital, having joined in 2022, and previously held positions at Wells Fargo Clearing, Truist Investment Services, and Morgan Keegan & Company. Warnock is also the managing partner at Monarch Capital Advisors, where he assists with daily operations and client wealth management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment solutions. The firm employs a variety of portfolio management strategies, including internally supported accounts and third-party managers, with an investment approach that integrates fundamental, technical, and cyclical analysis.

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.