Kylie Presley is a financial advisor at New Edge Wealth in Atlanta, GA, holding a Series 65 designation with three years of industry experience. She previously worked at Fisher Investments for five years and has held positions at Paycom, State Farm, Vero Biotech, and Smith, Currie & Hancock LLP. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by technology tools and AI-assisted analytics.

Christopher Brooks is a CFP® with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2025. His prior experience includes roles at Tobias Financial Advisors, Equitable Advisors, Northwestern Mutual Investment Services, Y Group Companies, and positions at Vanderbilt University and Texas Christian University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and also operates affiliated businesses including a state-chartered trust company and a tax and accounting practice.

Jeffrey Nash is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Flagship Financial. Outside of his advisory role, he provides notary services and is involved in wills and trusts through a separate business activity. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through third-party money managers and investment advisor representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analyses.

Marc Sydnor is a financial advisor at GLOBALT Investments in Atlanta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GLOBALT Investments LLC since 2017, including its successor entity since 2021, with prior roles at Avec Capital LLC and XT Capital Partners, LLC. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, institutions, and charitable organizations. The firm employs a team-based investment process that integrates quantitative, technical, and fundamental analysis, primarily utilizing ETFs within a variety of separately managed accounts and model portfolio platforms.

Timothy Dougherty is a financial advisor at Bay Colony Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, SunTrust, and VestGen Advisors. In addition to his advisory work, he produces the Biotech Insights podcast. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines a fundamental, long-term investment approach with family-office and concierge services alongside institutional retirement fiduciary offerings.

Laura Nasca is a CFP® professional with four years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2026. Her prior roles include positions at PEPL, Inc. and Jonquil Creative, LLC. Modera Wealth Management offers wealth and portfolio management, retirement plan consulting, and financial planning for individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Thomas Toney is a financial advisor at SignatureFD, LLC with Series 65 credentials and no prior industry experience. His background includes roles at Emory University and Yale University. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors, offering discretionary wealth management, financial planning, consulting, and retirement plan management. The firm employs diversified, long-term asset allocation strategies and acts as adviser or sub-adviser to private investment funds and other pooled vehicles.

Blair Cunningham is a CFP® with 22 years of industry experience, currently serving at SignatureFD, LLC since 2000. Based in Atlanta, GA, he holds a Series 65 license and has spent his entire career with SignatureFD. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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.

Jacob Duvall is a Series 65-licensed advisor with Bison Wealth, LLC in Atlanta, GA, bringing seven years of industry experience. He has worked at Bison Wealth since 2025 and previously held roles at Trinity Street Financial, Advocacy Wealth Management, LLC, and Forge Consulting, LLC. Outside of his advisory roles, Duvall serves as a Settlement Consultant with Mirena & Co., providing financial planning and insurance services to recipients of legal settlements and student-athletes with endorsement contracts. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm employs an outcome-focused investment process featuring multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

Denise Noelle Halle' Lunsway is a Series 65-licensed advisor at Crawford Investment Counsel Inc with three years of industry experience. She has been with Crawford Investment Counsel since 2017 and previously worked at Willis Towers Watson from 2016 to 2017. Crawford Investment Counsel provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focusing on dividend-paying equities and credit diversification within its fixed-income strategies.

Richard Irrgang is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Equity Investment Corporation since 2016 and previously worked at JFB Holdings Corp from 2003 to 2017. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with in-house valuation models and emphasizes low turnover, tax-aware execution, and ESG integration across its portfolios.

Robert Haggard is a financial advisor at Apollon Wealth Management, LLC with 21 years of industry experience. He holds the CFP® and CFA® designations and has held roles at firms including UCAP Asset Management, Adi Dassler Family Office LLC, ACG Wealth Inc., Oppenheimer, and Stanford Group Company. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and various institutional clients, offering financial planning, portfolio management, and consulting services through a combination of centrally managed strategies and locally managed portfolios.

Jeffrey Neumeyer is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he manages a family-held condo rental business. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm combines institutional research and diversified asset allocation strategies across public and private markets, serving high-net-worth clients and nonprofits with both discretionary and non-discretionary solutions.

Nicholas Shook is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He began his advisory career in 2025 after prior roles at LPL Financial, United Parcel Service, and Unum Group. In addition to his advisory work, he operates Good Works Financial LLC, a tax preparation and accounting business. IFG Advisory, LLC provides comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers specialized services such as real estate-oriented planning and business valuation.

Maximillian Stewart is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, holding the Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Hampton Bluff Capital Partners and Florida Financial Advisors, where he also engaged in fixed insurance sales. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients, utilizing a blend of strategic and tactical asset allocation across various investment vehicles and offering alternatives through specialized platforms.

Dennis Booker Jr. is a financial advisor at BIP Wealth, LLC with 24 years of industry experience. He holds the Series 66 designation and has been with BIP Wealth since 2010. 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 across mutual funds, ETFs, fixed income, individual securities, and options-based strategies, and also advises private pooled investment vehicles.

Hans Hamann is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining OpenArc, he worked at Apogee Electronics, Apple, and VeronaWalk Realty. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit clients. The firm manages approximately $10.1 billion and employs a diversified investment approach that includes institutional research, manager due diligence, and a range of public and private market strategies.

Tobin Anderson is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at multiple firms including IFG Advisory, LLC, Arista Advisory Group, LLC, Edward Jones, Pacific Select Distributors Inc., and Pacific Life Insurance Co. Outside of his role at LPL Financial, he provides investment advisory services through IFG Advisory, LLC, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

Michael Mcfarland is a financial advisor with Stonex Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at StoneX Securities Inc., Ameriprise Advisor Services, Inc., and Raymond James & Associates. He is also involved in several business ventures, including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which focus on financial advisory and tax preparation services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses various platforms and investment solutions, including proprietary models and third-party money managers, to implement strategies tailored to client needs.

Edison Lambeth is a Series 66 licensed advisor with 25 years of industry experience, currently serving at Equity Investment Corporation since 2016. He has prior experience with Foreside Funds Distributors LLC and Voya Investment Management CO. LLC. Lambeth holds a senior director role focused on client service and sales related to institutional separately managed accounts. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private investors, including high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental absolute value investment approach across multiple equity strategies and serves as a sub-adviser to wrap account and UMA program sponsors, managing an extensive client base through scalable institutional relationships.