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.

Brandon Barfield is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations. Barfield is co-founder and Regional Director of Doctors Without Quarters, LLC, an organization that helps recent graduates manage student loan debt, where he contributes to operations and delivers loan repayment presentations nationwide. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using both strategic and tactical investment approaches, alongside a range of specialized services including model portfolios, discretionary programs, and third-party manager recommendations.

Isaac Dixon is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Holistiplan and Beckett & Associates Investment Services, Inc. Outside of finance, he has worked with Baddies Burgers and was involved with the Athens Rock Lobsters baseball team. 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 “Ten Year Rule” investment approach that combines fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

Thomas Daniel is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 66 designation with 13 years of industry experience. He has been with Henssler Financial since 2015. 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, balancing fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening, and offers customized model portfolios, automated rebalancing, and tax-loss harvesting.

Morgan Geiger is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Arkadios Wealth Advisors since 2024, following four years at East Paces Group and four years at ACG Wealth INC. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment solutions through various managed accounts and third-party managers, employing a combination of fundamental, technical, and cyclical analysis.

Draven Henderson is a financial advisor at Principal Advised Services with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones and Deloitte. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and benefits from its integration within the Principal Financial Group family.

Richard Critelli is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and private placement investment services, managing accounts on both discretionary and non-discretionary bases.

Donald Barker is a financial advisor at Henssler Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Henssler Financial since 2006. Outside of his advisory role, he serves as a motorcycle patrol officer with the City of Austell Police Department. 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 “Ten Year Rule” for asset allocation and offers customized model portfolios, as well as services including portfolio management, automated ETF strategies, and sub-advisory support.

Glen Barber is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at CreativeOne Securities since 2025 and previously spent 17 years at Cape Securities Inc. Barber is also involved with the Berry College Planned Giving Counsel, providing advice on planned gifts. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through 127 advisors. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis and proprietary advisory platforms.

John Drawdy Jr. is a financial advisor at Financial Gravity Family Office Services, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services. Outside of his advisory role, he is a CPA and owner of Paragon Accounting & Tax Solutions, providing tax and accounting services. Financial Gravity Family Office Services offers tailored financial planning, investment management, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

Karl Smith is a CFP® certified financial advisor with 14 years of industry experience, currently serving as a managing associate at Henssler Financial in Kennesaw, GA. He has worked with Alps Distributors, Inc. since 2012 and has been with The Henssler Financial Group since 2011. His responsibilities include client relationship management, investment advice, financial planning, and managing a team of advisors. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a cash-flow based investment process known as the “Ten Year Rule” and offers a range of services such as portfolio management, automated ETF solutions, pension advice, and sub-advisory relationships.

Claudia Lako is a financial advisor at Henssler Financial with 27 years of industry experience. She holds a Series 63 designation and has been associated with Henssler Asset Management since 1998 and G.W. Henssler & Associates since 1995. Henssler Financial serves individual clients across wealth levels as well as institutional clients, offering financial planning, portfolio management, pension advice, and sub-advisory services. The firm’s investment approach emphasizes cash-flow analysis aligned with its “Ten Year Rule” and employs proprietary quality screens alongside automated asset management solutions.

Durema Bacchus is a CFP®-certified financial advisor with nine years of industry experience, currently with Kovack Advisors, Inc. She has worked at Kovack Securities, Inc. since 2016 and has been associated with Summit Financial Services, Inc. since 2011. Outside of advisory roles, she is the organizer of Summit Financial Planning LLC, a separate business entity. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and platforms.

Michael Coelho is a CFP® professional with nine years of experience in the financial industry. He is currently with Henssler Financial and previously worked at American Financial Advisors, LLC and Charles Schwab & Co. He holds the Series 66 designation. Henssler Financial is a multi-team registered investment adviser serving individual clients, including high-net-worth households, other investment advisers, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” for investment allocation, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods.

Stephen Bargeron is a CFP® with 29 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He also has a background with Kovack Securities, Inc. since 2014. Outside of his advisory role, he is involved in fixed insurance sales and manages property focused on hay, timber, and wildlife management as president of MCF Operating LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, utilizing a diversified investment approach primarily through mutual funds and ETFs.

Jason Kehler is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AE Wealth Management, Madison Avenue Securities, and Principal Securities. Outside of financial services, Jason works as a stuntman in TV shows and movies through his long-term involvement with the Screen Actors Guild and is also the owner of Kingdom Boardroom, a business coaching and speaking venture. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm employs a primarily discretionary approach using proprietary models, third-party managers, and a blend of ETFs, mutual funds, and individual securities to serve a diverse client base including high-net-worth individuals.

David Eissman is a financial advisor at Sound Income Strategies, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he serves as president of Eissman Wealth Management, overseeing the sales and service of fixed and index annuities, life insurance, and long-term care. Sound Income Strategies is a fee-based investment adviser serving individuals, high net worth clients, corporations, pension plans, and other registered advisors through asset management, financial planning, and co-/sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios with a combination of fundamental and technical analysis.

Travis Mckenzie is a financial advisor at Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Henssler Financial since 2013 and has been associated with Alps Distributors, Inc. since 2014. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a "Ten Year Rule" investment approach focused on cash-flow analysis and quality equity allocation, and it offers a range of services from financial planning to portfolio management and sub-advisory relationships.

Burwell Geiger is a financial advisor at Arkadios Wealth Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EPG Wealth Management, Arkadios Capital, ACG Wealth, and Triad Advisors. Outside of advisory work, he is also a life and long-term care insurance agent. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services, offering advisor-managed accounts, third-party money manager access, and comprehensive financial planning supported by an internal portfolio team.

Melanie Wells is a CFP® professional at Henssler Financial with four years of industry experience. She has been with Henssler Financial since 2011. Henssler Financial serves a diverse client base including individual investors, pension plans, registered mutual funds, and municipal entities. The firm employs a cash-flow based “Ten Year Rule” for fixed-income allocation and uses proprietary quality screens and model portfolios for equity investments, offering comprehensive financial planning and portfolio management services.