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.

Jacob Lee is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 credential. He has been with BIP Wealth since 2025 and has a background in education, having worked at Kennesaw State University, Roswell High School, and Crabapple Middle School. 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, including private pooled vehicles and private-market securities for qualified investors.

Bo Ruei Chen is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 credential and has worked in roles including insurance agent at The Maverick Insurance, LLC, and vice president of practice development at The Impact Partnership. Chen’s activities include recruiting advisors and selling insurance. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework.

Katherine Healy is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with IFG Advisory since 2013 and concurrently affiliated with LPL Financial since 2012. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs diverse analytical approaches and utilizes sub-advisors and third-party managers to implement tailored portfolios, offering a range of services including portfolio management, retirement plan consulting, and wrap-fee programs.

Alexander Watts is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing financial guidance and tailored advice to high-net-worth clients. With over 15 years of experience, he works closely with a select group of clients, primarily business owners and entrepreneurs, to address their specific wealth management needs. Alex leverages access to Bank of America's resources to offer comprehensive investment banking solutions including business sales, mergers, acquisitions, ESOPs, and recapitalization services. Prior to his current role, Alex served as a Private Banker with J.P. Morgan in Atlanta and spent five years as an Investment Analyst with GenSpring Family Offices. He holds a B.A. in Economics with an emphasis in Finance from Emory University and an M.B.A. in Finance from the Robinson College of Business at Georgia State University. Alex is also a Personal Investment Advisor (PIA). An Atlanta native, Alex is actively involved in various civic and philanthropic organizations. His roles include Co-Chair of the Emory Entrepreneur Network, Board member of the Trust for Public Land, and Legacy Advisor to the Children's Healthcare of Atlanta Foundation. He has also served on boards for Intown Collaborative Ministries, Goodwill Industries, and Morningside Presbyterian Church. Alex resides in the Morningside area of Atlanta with his wife, daughter, and two sons.

Jennifer Keegan is a Series 66-licensed financial advisor with Merit Financial Advisors in Alpharetta, GA, bringing 13 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Lifestyle Planning Solutions, LLC, LPL Financial, and Professional Compliance Assistance, Inc. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors—including high-net-worth clients—retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach managed by an internal team, offering both discretionary and non-discretionary account arrangements alongside a variety of account options and third-party manager relationships.

Van Pappas is a CFP® professional with 25 years of industry experience, currently serving as an advisor at IFG Advisory, LLC. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory work, he holds board member positions with the Chamblee Charter High School Blue and Gold Foundation and the Elaine Clark Center, and has a partial ownership role in Physician Captive Services, a third-party administrator. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios while also offering services such as retirement plan consulting and real-estate-related planning.

Gareth Jones is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Rosefinch Investment Advisors, Brite Advisors USA, and deVere USA. Based in Atlanta, GA, he joined Beacon Global Advisor Network in 2026. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using various investment vehicles and provides specialized pension-transfer services for U.K. expatriates.

Chad Williams is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he owns a venue that hosts weddings and social events. 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 supported by patented technology and behavioral economics, offering both passive and active investment strategies alongside comprehensive portfolio and retirement plan management.

Kristin Curcio is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 credential and has been with Capital Investment Advisors since 2016. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm uses a centralized portfolio approach with ETF-based model portfolios and tailored allocations, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.

Wesley Pond is a CFA® charterholder with 16 years of industry experience. He has worked at Asset Preservation Advisors, LLC since 2019 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Atlanta, GA. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary taxable and tax-exempt portfolios. The firm employs an active fixed-income approach focused on yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small team of advisors.

Melissa Bunson is a financial advisor with BIP Wealth, LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. Her career includes roles at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Prehmus Financial Partners, Inc., and Ameriprise Financial Services, Inc. She also works as a Client Services Manager at Prehmus Financial Partners. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations and manages both public and private-market investments, including private pooled vehicles and covered-call strategies.