Calvin Thomas is a financial advisor at Beacon Global Advisor Network, LLC based in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, Blacktower Financial Group, and Valais Wealth Management. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, and specialized pension-advice services for U.K. expatriates. The firm’s approach includes customized portfolios utilizing third-party managed models and discretionary management, along with a notable focus on formal pension-transfer capabilities for U.K. nationals.

Mitchell Melan is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he works as an agent for fixed annuities and life insurance. Capital Analysts serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house investment team that manages model portfolios and implements a proprietary mutual-fund screening process.

Dexter Conner is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs, LPL Financial, M&T Bank, and Morgan Stanley. Conner is also the owner of Faith in Dreams Edutainment, a religious technology company. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm uses discretionary asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and a range of investment options.

Mark Binder is a CFP® with 29 years of industry experience and is currently with One Capital Management, LLC. He previously worked for TIAA-Cref Individual & Institutional Services, LLC and Tiaa for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Drake Craig is a CFA® charterholder with 21 years of industry experience, currently serving at GLOBALT Investments since 2018. He is also president of DC Property Holdings, a real estate investment company. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment process utilizing quantitative, technical, and fundamental analysis, primarily implementing strategies through ETFs and focusing on portfolio management and model provision.

Christopher Brooks is a CFP® with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2025. His prior experience includes roles at Tobias Financial Advisors, Equitable Advisors, Northwestern Mutual Investment Services, Y Group Companies, and positions at Vanderbilt University and Texas Christian University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and also operates affiliated businesses including a state-chartered trust company and a tax and accounting practice.

Edward Nolan is a Series 65-licensed advisor with nine years of industry experience, currently serving at Impact Partnership Wealth, LLC since 2021. He previously worked at Retirement Wealth Advisors and Formulafolio Investments, LLC. Outside of his advisory role, he is Vice President of Sales at The Impact Partnership, LLC, where he focuses on sales strategies for independent life insurance agents. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management through a wrap-fee platform.

Jeffrey Nash is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2019. Prior to that, he was with Flagship Financial from 2001 to 2019 and has also been self-employed since 2009. Outside of his advisory role, Nash provides notary services and offers wills and trusts assistance through a separate business. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analyses to tailor client strategies.

Marc Sydnor is a financial advisor at GLOBALT Investments in Atlanta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GLOBALT Investments LLC since 2017, including its successor entity since 2021, with prior roles at Avec Capital LLC and XT Capital Partners, LLC. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, institutions, and charitable organizations. The firm employs a team-based investment process that integrates quantitative, technical, and fundamental analysis, primarily utilizing ETFs within a variety of separately managed accounts and model portfolio platforms.

Laura Nasca is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at Modera Wealth Management, LLC and previously was employed at PEPL, Inc., Jonquil Creative, LLC, and TrueWealth, LLC. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting, tax services, and business coaching, managing approximately $17.7 billion in regulatory assets with a diversified, Modern Portfolio Theory–based investment approach.

Thomas Toney is a financial advisor at SignatureFD, LLC with Series 65 credentials and no prior industry experience. His background includes roles at Emory University and Yale University. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors, offering discretionary wealth management, financial planning, consulting, and retirement plan management. The firm employs diversified, long-term asset allocation strategies and acts as adviser or sub-adviser to private investment funds and other pooled vehicles.

Peter Lynch is a financial advisor at Henssler Financial in Kennesaw, GA, with 24 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at ALPS Distributors, Inc. from 2016 to 2019. Lynch has been with Henssler Financial since 2016. 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, automated rebalancing, and tax-loss harvesting, supported by affiliated accounting, legal, and real estate services.

Blair Cunningham is a CFP® with 22 years of industry experience, currently serving at SignatureFD, LLC since 2000. Based in Atlanta, GA, he holds a Series 65 license and has spent his entire career with SignatureFD. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 Duvall is a financial advisor with Bison Wealth, LLC, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Trinity Street Financial, Advocacy Wealth Management, and Forge Consulting. Outside of his advisory work, he serves as a Settlement Consultant with Mirena & Co. and is the Director of Settlement Planning at Armis Strategies, providing financial planning and insurance services to settlement recipients and traditional clients. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, curated model portfolios, financial planning, and ERISA retirement plan advice. The firm’s approach combines tactical and strategic allocations across liquid and private-market investments, including alternative strategies and option-based overlays, and it provides a turnkey asset management platform for unaffiliated advisers.

Denise Noelle Halle' Lunsway is a Series 65-licensed advisor at Crawford Investment Counsel Inc with three years of industry experience. She has been with Crawford Investment Counsel since 2017 and previously worked at Willis Towers Watson from 2016 to 2017. Crawford Investment Counsel provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focusing on dividend-paying equities and credit diversification within its fixed-income strategies.

Richard Irrgang is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Equity Investment Corporation since 2016 and previously worked at JFB Holdings Corp from 2003 to 2017. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with in-house valuation models and emphasizes low turnover, tax-aware execution, and ESG integration across its portfolios.

Carlos Polanco Rojas is a financial advisor at Howard Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Howard Capital Management since 2019. Prior to joining the firm, he worked at Georgia State University. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including participant tools, private wealth services, and management of proprietary mutual funds and ETFs.

Robert Haggard is a CFP® and CFA® with 20 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at UCAP Asset Management, Adi Dassler Family Office LLC, and ACG Wealth Inc. Apollon Wealth Management serves a diverse client base including individuals, families, family offices, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed strategy mandates with local portfolio oversight, employing both fundamental and tactical investment approaches along with tax-aware tools and independent sub-manager engagements.

Jeffrey Neumeyer is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he is involved in a family-held sole proprietorship related to condo rentals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and manager due diligence in its retirement practice.

Nicholas Shook is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He began his advisory career in 2025 after prior roles at LPL Financial, United Parcel Service, and Unum Group. In addition to his advisory work, he operates Good Works Financial LLC, a tax preparation and accounting business. IFG Advisory, LLC provides comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers specialized services such as real estate-oriented planning and business valuation.