Paul Pilcher is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously spent six years at MFS Fund Distributors, Inc. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various managed accounts and model portfolios, employing a combination of fundamental, technical, and cyclical investment analysis.

Richard Sampley is a CFP® professional with over 50 years of experience in the financial industry. He has been with The Fiduciary Alliance since 2024 and previously worked at Bison Wealth, LLC for a decade. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team structure.

Sarah Clifton is a financial advisor at Henssler Financial with Series 65 credentials and one year of industry experience. Her prior roles include work with the United States Senate for Senator Ted Budd and the Senate Republican Conference, as well as positions in media and advisory firms. 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 called the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, automated ETF strategies, and sub-advisory services.

Justin Farmer is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Exit Wealth Advisors and as a self-employed media professional. Outside of advising, he is involved in Savannah Distilling in an advisory role and holds a majority share in the company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment solutions using a variety of management programs and combines fundamental, technical, and cyclical investment analyses.

Peyton Bogard is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He has been with Asset Preservation Advisors since 2020. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income approach emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

Jennifer Thomas is a CFP® professional with 36 years of industry experience. She has worked at Henssler Asset Management since 1998 and is also associated with G.W. Henssler & Associates, Ltd. where she manages the planning and implementation department focused on client relationships. 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 and offers comprehensive financial planning, discretionary and non-discretionary portfolio management, as well as automated ETF strategies and sub-advisory services.

Jared Osborne is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF and Bank of America. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Taylor Williams is a CFP® with 23 years of industry experience and has been with BIP Wealth, LLC since 2015. He holds a Series 66 license and is based in Atlanta, GA. 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, offering tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies. BIP is notable for advising private pooled vehicles and managing private-market offerings alongside its public-market allocations.

Thomas Buehler is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2005. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, registered investment companies, pension plans, trusts, and municipal entities. The firm uses a bottom-up, value-oriented investment approach emphasizing dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies tailored to client needs.

Coleton Staton is a financial advisor at Howard Capital Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at John Hancock Distributors LLC, John Hancock, MassMutual, and the Atlanta Braves. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, corporations, and other investment advisers. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs, and provides discretionary portfolio management, private wealth services, and retirement tools.

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.

Jill Crawford is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently practicing at Merit Financial Advisors. She has been with Consilium Associates since 2015. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services including asset management, financial planning, and retirement plan advice, utilizing a long-term, diversified investment approach supported by a dedicated Investment Management team.

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.