Braeden Davidson is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining IFG Advisory, he worked at Aegis Capital Group, LLC and Accenture. IFG Advisory provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, offering tailored strategies through sub-advisors and third-party managers.

Laurel Resendez is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with LPL Financial and Professional Compliance Assistance, Inc. in prior roles. Resendez is involved in managing a business entity related to LPL and provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios to client objectives.

William Leftwich is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1994. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays, managing approximately $2.81 billion in assets.

David Krunch Kloberdanz is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services, Credit Suisse Securities, and Lehman Brothers. He serves as treasurer and fundraiser for the Bill Rompf Junior Tennis Foundation, a nonprofit awarding scholarships to junior tennis players in financial need. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, utilizing a mix of discretionary and non-discretionary portfolio management strategies across various asset classes and model portfolios.

James Byers II is a CFP® with 24 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Clearbridge Wealth Management, LPL Financial, and Raymond James Financial Services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and supports both discretionary and non-discretionary accounts.

Michael Deschenes is a financial advisor with United Advisor Group based in Atlanta, GA, holding a Series 66 designation and four years of industry experience. He has worked at Mustard Money LLC, The O.N. Equity Sales Company, and Ohio National Financial Services. Deschenes is also an independent insurance agent licensed to sell life, health, disability insurance, and annuities. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom trading, and third-party managers using fundamental and technical analysis.

Scott Ruth Jr. is a Series 65-credentialed advisor at 49 Financial in Atlanta, GA, with one year of industry experience. His prior work includes roles at S.L. Nusbaum RE and the University of Georgia. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation and behavioral coaching. The firm maintains a multi-team structure with a range of services including fractional family office offerings for high-net-worth clients.

Alexander Garrett is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Regimen Wealth LLC, and Bank of America. Garrett is also affiliated with First Citizens Bank. SVB Wealth serves a diverse client base, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and provides both discretionary and non-discretionary services, with a focus on thorough due diligence and customized portfolio solutions.

John Bridgers is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2013. IFG Advisory, LLC serves a broad client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis across various management strategies.

Justin Harris is a Series 65-licensed advisor with Beacon Global Advisor Network, LLC. He has prior experience working at Chase Belgrave entities from 2008 to 2023. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent Investment Advisory Representatives. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Katrina Falke is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and having 40 years of industry experience. Her prior work includes nearly three decades at INVEST Financial Corp, as well as roles at LPL Financial and Fortis Group Advisors. She is also the owner of Denali Wealth Management and engages in writing fixed insurance policies. 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 uses a goals-based financial advising approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Branson Nelson is a financial advisor with Henssler Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Henssler Financial, he worked at Janney Montgomery Scott LLC and has experience outside finance, including roles at Papa John's Pizza and political involvement with the Democratic Party of Georgia. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach using fixed income and high-quality equities, offering customized model portfolios, automated strategies, and institutional investment management.

Christopher Guinther is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, with eight years of industry experience. He holds a Series 65 designation and previously worked at A. Montag & Associates, Inc. for seven years. Outside of his advisory role, he has owned rental property since 1993, managing it remotely on a limited basis. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals and retirement plans. The firm emphasizes tailored portfolio management focused on asset allocation and long-term purchasing-power preservation, employing specialist sub-advisers and offering access to private investments and structured products.

Alexander Barthold is a CFP® with 17 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Morgan Stanley, E*TRADE, Harrisdirect, and Edward Jones. He holds Series 66 registration and is based in Alpharetta, GA. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement consulting, and financial wellness programs, employing a long-term, diversified investment approach managed by an internal team and supported by third-party sub-advisers.

Matthew Hartnett is a CFP® with 19 years of industry experience. He is currently with OpenArc Corporate Advisory, LLC and has prior work history at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and public and private market securities across multiple asset classes.

Jeffrey Grossman is a CFA® charterholder affiliated with BIP Wealth, LLC, with five years of industry experience. He has held roles at BIP Wealth since 2021 and previously worked at Resolution Life US and Voya Investments. Grossman has also operated as a sole proprietor and spent time at Lindenwood University. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also offers advisory services for private pooled vehicles and private-market securities.

Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has been involved with Westover Group since 2004. Outside of advising, he is an adjunct professor at Georgia State University teaching retirement and ERISA classes and serves as CFO for a food truck venture specializing in Venetian pasta. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs and third-party money managers, using risk-tolerance assessments to guide asset allocation and discretionary management.

Lisa Stinziano is a financial advisor at OpenArc Corporate Advisory, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for 27 years before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence with diversified implementation across public and private markets, serving clients with discretionary and non-discretionary advisory solutions.

Jonathan Duggan is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at several firms including American Trust Retirement Services and TRG Advisors, Inc. prior to his current role. Intellicents Investment Solutions Inc. serves retirement plan sponsors, account administrators, individual clients, and institutions with services including retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies and integrates with affiliated benefits and insurance companies.

Karen Chermak is a financial advisor with BIP Wealth, LLC in Atlanta, GA. She holds the Series 63 designation and has 22 years of industry experience, including 15 years at BIP Wealth and over 16 years running her own practice, Karen Chermak & Co. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, options strategies, and private-market investments for qualified investors.