Jason Young is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked with firms including Alex Brown, Raymond James & Associates, and Cabot Lodge Securities. In addition to his advisory role, he is the owner of Agility Power Systems, LLC, which holds a private investment in Helix Semiconductors. Apollon Wealth Management is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed models with locally managed portfolios and employing a broad range of investment vehicles and specialized strategies.

Aaron Dixon is a financial advisor with Impact Partnership Wealth, LLC in Marietta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at State Farm VP Management Corp. and Steve Cannon Insurance Agency. Outside of advisory work, he owns and operates North Mountain Capital, LLC, an equipment rental business. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion in assets. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a network of about 90 advisors and multiple affiliated service providers.

Patrick Hinchey is a CFP® professional with 28 years of experience in the financial services industry. He has been with IFG Advisory, LLC since 2015 and has held roles at LPL Financial, Robins, Eskew, Smith & Jordan Financial Services, and Hinchey & Associates Financial Services. Outside of his advisory work, he is the owner and president of Bald Face Productions, a company focused on promoting a local band. IFG Advisory, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and offers access to multiple investment management strategies.

Rebecca Barnett is a financial advisor at 49 Financial based in Atlanta, GA, holding a Series 65 credential. She has no prior industry experience but has worked in education and youth performance organizations for several years. Barnett is currently involved with the Oconee Youth School of Performance and the University of Georgia. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm uses a disciplined, long-term diversified asset allocation strategy based on Modern Portfolio Theory and employs proprietary and platform model portfolios.

Clifton Dortch Jr. is a financial advisor at Balentine with two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Balentine, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2021. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment approach is risk-based and incorporates both active and passive strategies, along with a model-driven Global Tactical Asset Allocation program for institutional mandates.

James Mckenzie is a CFP® and CFA® charterholder with three years of industry experience. He is currently affiliated with Synovus Securities, Inc. and CREATIVE Financial Group. His background includes roles at Synovus Financial Corporation and teaching positions at Mercer University and St. Pius X Catholic School. Synovus Securities, Inc. serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering both advisory and brokerage services with a variety of managed account programs and financial planning options.

Mary Clare Breyel is a financial advisor at NewEdge Wealth with three years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior across a range of strategies and alternative exposures.

David Short is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Co and Waddell & Reed. Outside of advising, he is the sole owner of Aster Hawthorn LLC and sells life, disability, and long-term care insurance through Ash Brokerage. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.

Courtney Finkle is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 license and having one year of industry experience. Prior to joining the firm, Courtney worked in various roles including at Capital Insight Group and Ted's Restaurant and Bar. Outside of finance, Courtney coaches volleyball camps and clinics for children. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a mix of discretionary and predominantly non-discretionary assets and maintains dual registration with broker-dealer affiliations.

Voselyn Williams Barnes is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Securian Financial Services. Barnes is also involved with Crownmark Wealth Advisors as a portfolio associate. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive sub-advisory and platform integration arrangements.

Nicholas Rios is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at IFG Advisory and its affiliated entities since 2013 and has been associated with LPL Financial during this period. In addition to his advisory role, Rios is involved in insurance sales, offering life, health, Medicare supplement, and long-term care policies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and manages assets both in-house and through third-party arrangements.

Brenden Urban is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Capital Investment Advisors, LLC and has prior experience at Wells Fargo Clearing Services, Invesco, Fidelity Investments, Merrill, and Raymond James. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house estate and tax planning resources.

Ashlie Dague is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Strategic Wealth Designers, Tel Aviv University, Grade Power Learning, Darktrace, and New York University. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, typically implemented on a discretionary basis.

Valerie Edwards is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has been affiliated with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2010. In addition to her advisory role, she is an insurance agent specializing in life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Alex Levine is a financial advisor at OpenArc Corporate Advisory, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory provides wealth management and consulting services to a diverse client base, including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers tailored investment solutions across various asset classes and has a notable institutional retirement practice combined with private markets and digital asset capabilities.

James Hawbaker is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. He has been involved with Davis & Hawbaker Real Estate Group, LLC since 2016 and with Hawbaker Financial Services, LLC since 2004. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services, utilizing a multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies.

Robert Yu is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His previous roles include positions at Cetera Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers, LLC. He is also licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, and institutional clients. The firm employs a combination of centrally managed model strategies and locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement advisory, and sub-advisory for private funds and pooled investment vehicles.

Alan Lane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2025. His prior roles include positions at Tidal Creek Capital Advisors, LPL Financial, Arvest Wealth Management, and several other firms. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, and also acts as adviser to multiple registered investment companies.

Heath Siebel is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held roles at The Land Group Title Company, the Cincinnati Reds, Cellular Sales, and operated DiOrios Pizza and Pub for seven years. He also works as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified investment approach using model portfolios and third-party managers, managing approximately $1.4 billion across multiple advisory teams.

Mitchell Gentry is a CFA® charterholder with six years of industry experience. He is currently with Equity Investment Corporation, where he has worked since 2023. His prior experience includes roles at Reagan Securities, Inc. and Jefferies LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs a fundamental, absolute value investment process across various equity strategies and serves several unique client types such as insurance companies and government entities.