Cassandra Stiff is a financial advisor with BCG Securities, Inc. and holds Series 63 and Series 65 designations. She has 24 years of industry experience with prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of her advisory work, she serves on education-focused nonprofit boards including the Kennesaw Business Association and the Douglas County School System Foundation, and participates as an adviser on the Her Money Her Choice podcast, which provides financial education for women. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches across various investment strategies.

James Bolus is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, where he has worked since 2022. He has a total of two years of industry experience and also maintains a role with iFS Hong Kong, which he has held since 2003. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with specialized advisory services for U.K. expatriates.

Kramer Shiflett is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Howard Capital Management since 2018. Prior to joining Howard Capital, he spent two years at Bank of America and Merrill. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, to manage discretionary portfolios and provide various investment advisory services.

Troy Tomczak is a CFP® professional with five years of industry experience, currently serving at Capital Investment Advisors, LLC. Before joining his current firm, he worked at Invesco and Merrill. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management, including specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.

Dustin Tait is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience and holds a Series 66 designation. He has previously worked at firms including Freedom First Retirement Design, Inc., Cortez Wealth Advisors, LLC, and Ameriprise. Outside of advising, he owns and operates Freedom First Retirement Design, Inc., which sells fixed and long-term care insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, utilizing a mix of fundamental, technical, and cyclical analysis. The firm serves individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices.

Michael Massi Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked for Bank of America and Merrill from 2016 to 2025. Outside of his advisory role, he is a limited partner and owner in Masbro Holdings LLC, a family-run LLC focused on property ownership for long-term diversification. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm employs a diversified investment approach that integrates institutional research and manager due diligence across public and private markets, serving high-net-worth clients and plan sponsors with discretionary and non-discretionary solutions.

Ernest Tannis is a financial advisor with Level Four Advisory Services, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior work includes roles at NMS Capital Advisors, Cabot Lodge Securities, IFS Securities, and AutoBizBrokers. Outside of financial advising, he serves on the board of a homeowners association and operates a driving school and a blockchain validator business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through model portfolios and various platform arrangements.

Lori Boykin is a financial advisor at BIP Wealth, LLC with 23 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2014. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations across various investment vehicles and providing advisory services for both public and private-market securities.

Miranda Black is a CFP® with one year of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. She has held roles at IFG Advisory since 2019 and has professional experience with LPL Financial dating back to 2018. Outside of advising, she provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and provides portfolio management, financial planning, and retirement plan consulting services.

Jason Eagle is a CFP® professional with 17 years of experience in the financial services industry. He has worked at Regal Investment Advisors LLC since 2020 and previously held positions at JOYN Atlanta, JOYN Advisors, Securian Financial Services, Minnesota Life Insurance Company, and Mercer Global Advisors. In addition to his advisory role, he is an independent insurance agent specializing in life and annuity products. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, delivering trade execution, rebalancing, and overlay management while maintaining a sub-advisory platform structure.

Tripp Mullen III is a CFP® professional with 28 years of industry experience. He has been with IFG Advisory, LLC since 2017 and has prior experience at SunTrust Advisory Services and Suntrust Investment Services. He is based in Atlanta, GA. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and offers portfolio management, standalone planning, and consulting services, with an emphasis on tailored strategies and regular portfolio reviews.

Chase Turner is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The American College of Greece. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through ETF-based model portfolios and specialized services such as family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.

John Crawford III is a financial advisor at Crawford Investment Counsel Inc with 23 years of industry experience. He has been with Crawford Investment Counsel since 1980, serving the firm for over four decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies implemented by a diverse investment team.

Brady Nance is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at One Capital Management, LLC since 2026 and previously spent over two decades at TIAA and Tiaa-CREF from 2002 to 2025. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for a diverse client base, including individuals, pension plans, trusts, and corporations. The firm constructs customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Joseph Guidish is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Charles Schwab, and Green Vista Capital. He has been affiliated with the University of Miami since 2020. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and a combination of internal and third-party portfolio management resources.

Brendan Hunt is a financial advisor with Kestra Private Wealth Services, LLC holding a Series 66 designation. He has been in the industry since 2023, with experience at firms including Canton Wealth Partners and Chatham Capital Management. Before entering the financial sector, he attended Mercer University and held various roles outside the industry, including positions at Lifetime Fitness and Elite Hoops Basketball. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a wide range of investment products and specialized programs, while supporting advisors with institutional and operational resources such as an affiliated trust company and third-party manager platforms.

Simeon Wallis is a CFA® charterholder and Series 63 licensee with six years at Aprio Wealth Management, LLC and a total of seven years of industry experience, including prior work at Valor Bridges Partners. He is based in Atlanta, GA. Wallis founded The Wallis Advisory Group in 2012, though the entity is not currently active. Aprio Wealth Management, LLC provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, employing diverse strategies and ongoing account monitoring as part of its integrated approach within the broader Aprio group.

Cheryl Lavette is a financial advisor with GLOBALT Investments in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary investment management to a diverse client base including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment approach overseen by an Investment Policy Committee, utilizing quantitative, technical, and fundamental analysis primarily through innovatETF asset-allocation strategies with ETFs as key implementation vehicles.

David Dodson is a financial advisor with International Assets Investment Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. His prior work includes roles at JPMorgan Chase Bank NA, Morgan Stanley, Merrill, and Truist Investment Services. He is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to a broad client base including individuals, high-net-worth clients, retirement plans, and corporations. The firm offers customized, long-term portfolio management using a variety of investment vehicles and works through a national network of independent advisers.

Scarlott Cagle is a CFP® professional with 21 years of experience in financial advising. She has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.