Brent Capehart is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Capehart Financial, and Global Financial Private Capital. He is a member of the finance committee at New Hope United Methodist Church, where he contributes to financial planning and long-term forecasting. The Lloyd Advisory Group manages discretionary assets primarily for individual investors, trusts, estates, charitable organizations, and business entities, using a retirement-focused “three bucket” investment framework that addresses inflation, volatility, taxes, healthcare, and longevity risks.

David Dodson is a ChFC® credentialed financial advisor with over 31 years of industry experience. He is currently with Global Assets Advisory, LLC and has previously worked at JPMorgan Chase Bank, Morgan Stanley, Merrill, and Truist Investment Services. Dodson is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, focusing on customized portfolios with a long-term approach using mutual funds, ETFs, individual equities, and fixed income.

Russell Clarke is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Beam Wealth Advisors, Inc., having previously worked at Purshe Kaplan Serling Investments and Ameriprise Financial Services. Outside of his advisory role, he serves as treasurer of the Bettie Brand Mothers' Endowment Fund, a nonprofit organization. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, charities, and businesses, providing comprehensive financial planning, investment management, and retirement consulting. The firm employs asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, alongside tactical techniques used by some advisers, and supports coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Derek Bell is a CFP® professional with four years of industry experience, currently serving at Legacy Planning Advisors, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., E*TRADE Securities LLC, and the University of Georgia. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach with periodic reviews and rebalancing, utilizing third-party managers and custodial platforms to implement strategies.

Mark Lloyd Sr. is a Series 65-licensed financial advisor with 17 years of industry experience. He is principal at The Lloyd Advisory Group and has been involved with The Lloyd Group, Inc. since 1995. Outside of his advisory role, he owns a marketing company that provides public speaking on financial industry training and education. The Lloyd Advisory Group offers discretionary investment management and financial planning primarily for individual clients and personal trusts. The firm employs a three-bucket investment approach focusing on growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

James Morris is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He has been with The Lloyd Advisory Group since 2009 and previously worked at JB Financial Advisors, Inc. from 2008 to 2019. Morris is also an insurance agent involved in the sale of insurance products through The Lloyd Group, Inc. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm utilizes a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, and relies on third-party model portfolios and money managers accessed via AE Wealth Management’s platform.

Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.

Contey Smith is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC. He has worked at Origin Financial, Motus Wealth, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Additionally, Smith is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach with behavioral-finance adjustments, utilizing AI-driven tools and automated compliance systems.

Richard Miller is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with American Wealth Management since 1993. American Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, charitable institutions, and endowments, offering asset and portfolio management, financial planning, and investment management. The firm employs both tactical and strategic investment approaches using various analytical techniques and manages approximately $310 million in client assets.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.

Steven Harrison is a financial advisor with D.L. Fields Advisory Group, LLC in Duluth, GA. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Intuit and the City of Brookhaven. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers tailored investment strategies using fundamental and technical analysis, with portfolios reviewed regularly and services provided on both asset-management and hourly planning bases.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and studied at the University of Georgia and the University of North Georgia. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management, employing strategies such as hedging, leverage, options, and margin when appropriate, and manages approximately $292.4 million in discretionary assets for about 363 clients.

David Harvey is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 credential and six years of industry experience. He has worked at GER Loftin Wealth Advisors, LLC since 2020 and concurrently has a long-term employment history with American Airlines beginning in 1992. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing a range of strategies including asset allocation, dollar-cost averaging, and tactical trading approaches.

Matthew Duncan is a financial advisor with Donaldson Capital Management LLC, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at TD Ameritrade, Fis, Fisher Investments, and E*TRADE Advisory Services. Donaldson Capital Management serves individual and institutional clients through a model-driven investment approach that emphasizes dividend-paying equities and fixed income, offering proprietary portfolio strategies and fiduciary services tailored to diverse client needs.

Gary Glover is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Concorde Asset Management and Concorde Investment Services since 2016. Outside of his advisory role, he serves as local service chair and foundation chair for Rotary International, organizing community events and managing grant writing and volunteer efforts. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

Warren Prehmus is a financial advisor at BIP Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. He is also the owner of WPREHMUS, LLC, an entity created to manage business expenses and income. 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 manages both discretionary and non-discretionary portfolios, including private pooled investment vehicles and covered-call strategies.

Daniel Mowery is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America, PRUCO Securities, and several other financial firms. Outside of his advisory work, he is involved in Medicare Supplement policy sales. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations and risk tolerance rather than managing proprietary portfolios.

Patricia Koehn is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is president of Koehn Financial Group, a marketing services business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports third-party manager platforms, with a majority of assets managed on a non-discretionary basis.

Jason Mcgilvery is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes model portfolio management guided by various analytical approaches and offers educational seminars and co-branded services.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.