Mark Ronsini is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior work includes roles at Lincoln Investment, Lucia Capital Group, and Raymond J. Lucia Companies. Outside of advisory work, he is involved as an investor in horse breeding and racing partnerships and manages a horse racing and sales venture. Capital Analysts serves retail and institutional clients with portfolio management, advisor-managed and third-party model portfolios, and retirement plan advice. The firm offers both discretionary and non-discretionary investment management through its in-house team and external advisors, utilizing a proprietary mutual fund screening process and maintaining institutional relationships to support its products.

Thomas Stapleton is a financial advisor with Van Clemens Wealth Management, LLC in Smyrna, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms, including Collective Wealth Partners and Principal Life Insurance Company. Stapleton is the founder of Power of Your Money, LLC, a financial literacy education program, and he is also an author and speaker. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and analysis, and accesses over 500 third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Sean Newman is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Sagicor Group Jamaica and Invesco. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized and collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Stephen Bargeron is a CFP® professional with 30 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. His prior experience includes roles at Resource Horizons Investment Advisory, Inc. and Resource Horizons Group LLC. Outside of advisory work, he manages a property focused on hay, timber, and wildlife as president of MCF Operating LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a blend of proprietary models and third-party managers to manage portfolios across multiple custodians.

Robin Yacovetta is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2021. Prior to this, Yacovetta worked at Creative Planning, Inc. and Trust Company of the South. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services, custom wealth management solutions, and operates with several affiliated entities that provide custody, trustee, and distribution services.

Steven Cross is a financial advisor with Lifemark Securities Corp. in Marietta, GA, holding a Series 63 designation and bringing 39 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. and has been an independent insurance agent since 1985, specializing in life, health, disability income, and long-term care insurance. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and emphasizes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Kathline Lerebours is a CFP® professional with 13 years of experience in financial advising. She is currently with Facet and has previously worked at firms including Concentric Private Wealth, Commonwealth Financial Network, TIAA, Longwave Financial, and JSA Sustainable Wealth Management. Facet Wealth provides subscription-based financial planning and discretionary investment management to a wide range of individual clients, utilizing technology-driven processes and model-based asset allocations focused on exchange-traded funds. The firm’s approach includes integration across multiple advisors and offers services such as tax-optimized portfolio implementation and comprehensive financial planning without percentage-of-assets fees.

Ella Young is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2023 and has prior experience in the hospitality and education sectors. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and utilizes LPL platform programs and technology to deliver advisory services to a high client load.

Shari Santell is a financial advisor at Henssler Financial with 22 years of industry experience. She holds a Series 63 designation and has worked at Citco-Quaker Fund Distributors since 2003 and Henssler G W & Associates Ltd since 2002. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow focused investment process known as the “Ten Year Rule” and offers services including financial planning, portfolio management, and sub-advisory relationships.

James Williams is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Impact Partnership Wealth, LLC and has previously worked at Corestone Asset Management, OSAIC Wealth, Inc., and Park Avenue Securities. Outside of his advisory work, Williams leads fitness classes as an instructor at CrossFit South Atlanta and narrates and produces audiobooks through Williams Audio. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including high-net-worth clients. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, managing approximately $2.96 billion through a network of around 89 investment advisers.

Howard Dingle is a financial advisor with Compound Planning, Inc. in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Claraphi Advisory Network, Centaurus Financial, J P Turner & Company Capital Management, and OneAmerica Securities. He also owns and operates a business providing tax preparation and small business consulting services and is involved in selling life insurance and annuities. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries by offering discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process and integrates alternative strategies such as private REITs and private credit.

John Hardin is a financial advisor at Stephens with five years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2021, as well as previous roles at The Capital Corp, Venture South, Orangetheory Fitness, and Furman University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

William Daniel is a CFP® with three years of industry experience, currently serving as a financial advisor at Alera Investment Advisors, LLC. Prior to this, he held roles at several firms including Keller Williams Realty First Atlanta as a real estate agent and Arista Advisory Group, LLC. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates its advisory services with insurance and pension consulting platforms.

Noah De Broux is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. He has prior roles with Edgar Arana and ESI of Tennessee and is also the owner of DeBroux Agency LLC, an insurance services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and combining fundamental, technical, and cyclical analysis in portfolio management.

Ellen Rapier is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors since 2015, following six years at Resource Horizons Investment Advisory, Inc. Outside of her advisory role, she serves as treasurer for the Charis Circle nonprofit organization and is active as a musician, including live performances and studio work. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to construct and monitor client portfolios.

Joseph Radack is a financial advisor with T. Rowe Price Advisory Services, Inc., holding the CFP® designation and Series 63 license, with 15 years of industry experience. His prior work includes roles at Alight Solutions, FEMA, Pure Financial Advisors, and Alight-Hodges Mace. Outside of advising, he is the sole shareholder of Atlantacare Inc., a health insurance brokerage, and operates Big Cattle Advisors, a residential handyman service; he also works as a ride-share driver. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs.

Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Charles Reeves is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and experience spanning several roles since 2014, including positions at USAA Trust Services and Charles Schwab & Co., Inc. He is based in Dallas, GA, and began his current role in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes asset allocation guidance and investment selection using Charles Schwab’s proprietary models and research tools, with a focus on annual reviews and recommendations tailored to client goals and risk tolerance.

Marcia Seaton is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at Fidelity Investments and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, operating within a platform tied to Empower’s recordkeeping and administrative services.

Trevor Fandrich is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Prior to his financial career, he operated Trevor Real Estate LLC for three years. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and Empower Premier IRA and retail brokerage account holders. The firm employs an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.