David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Andrew Shuford is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Fisher Investments, Wells Fargo Clearing, and &Partners, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide investment strategies.

Caitlin Howerton is a CFP® professional with four years of industry experience. She is currently with Earned Wealth Advisors, LLC and has previously worked at Archer Investment Management, Facet Wealth, and SmartPath. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified investment approach informed by third-party consultants and an internal committee.

Sydney Cobb is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, a pickleball brand based in Australia. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach that integrates fundamental, cyclical, technical, and behavioral analysis.

Forrest Robertson III is a CFP® professional with 23 years of experience in the financial services industry. He has been with BIP Wealth, LLC since 2009. 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 portfolio management, including discretionary and non-discretionary accounts, and advises private pooled investment vehicles.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining Kestra in 2022. 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 a broad range of investment products and specialized offerings, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

Brandon Barfield is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations. Barfield is co-founder and Regional Director of Doctors Without Quarters, LLC, an organization that helps recent graduates manage student loan debt, where he contributes to operations and delivers loan repayment presentations nationwide. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using both strategic and tactical investment approaches, alongside a range of specialized services including model portfolios, discretionary programs, and third-party manager recommendations.

Wesley Heinrichs is a CFP® with ten years of industry experience, currently serving as an advisor at Alexander Capital Wealth Management LLC. His prior roles include positions at IFG Advisory, LLC and Bay Financial Advisors, Inc., among others. He is also the sole owner of Wesley Heinrichs, LLC, a business entity established for tax and investment purposes. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients and issuers for capital markets and M&A advisory work. The firm employs a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Isaac Dixon is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Holistiplan and Beckett & Associates Investment Services, Inc. Outside of finance, he has worked with Baddies Burgers and was involved with the Athens Rock Lobsters baseball team. 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 that combines fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

Brian Martin is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. His work history includes positions at PKS Investments, LPL Financial, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, A.G. Edwards & Sons, and Ameriprise. In addition to his advisory role, he is licensed as an independent insurance agent, providing insurance advice as part of his services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios, while supporting both discretionary and non-discretionary accounts, and employs a range of internal and third-party investment management resources.

Michael Kipniss is a financial advisor at 49 Financial with the ChFC® designation and over 41 years of industry experience. He has worked at Oakwood Capital Securities, Inc. and 49 Financial since 2026 and spent 15 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach centered on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Perry Smith is a financial advisor at Bison Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, E*Trade Securities, Merrill, and Fisher Investments. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm uses an outcome-focused, multi-manager model portfolio approach that combines tactical and strategic allocations across liquid and private-market strategies.

Thomas Daniel is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 66 designation with 13 years of industry experience. He has been with Henssler Financial since 2015. 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, balancing fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening, and offers customized model portfolios, automated rebalancing, and tax-loss harvesting.

Morgan Geiger is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Arkadios Wealth Advisors since 2024, following four years at East Paces Group and four years at ACG Wealth INC. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment solutions through various managed accounts and third-party managers, employing a combination of fundamental, technical, and cyclical analysis.

Carrie Wilson is a financial advisor at IFG Advisory, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services and Raymond James Financial before joining IFG Advisory in 2017. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment approaches and third-party managers to tailor portfolios to client objectives and also manages held-away assets such as 401(k)s and 529 plans.

Jacqueline Hewett is a CFP® with 32 years of industry experience. She is affiliated with IFG Advisory, LLC since 2014 and has also worked with LPL Financial and Independent Insurance since 1997. Hewett operates as an independent insurance agent through Wealth Horizon, Inc. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and a range of investment instruments, employing sub-advisors and third-party managers to tailor strategies that align with client objectives.

Louise Monti is a financial advisor with OnePoint BFG Wealth Partners in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, LPL Financial, and Private Advisor Group. She serves on the finance council of St. Lawrence Catholic Church, assisting with the parish’s financial affairs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most client assets managed on a discretionary basis.

Michael Parsons is a CFA® charterholder with 18 years of industry experience. He is currently with Capital Investment Advisors, LLC, where he has worked for four years. His prior experience includes roles at RBC Capital Markets, UBS Financial Services, and Lehman Brothers Inc. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach combined with integrated financial planning and access to specialized services, including family-office style offerings and pension consulting.

Blake Schaper is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has held leadership roles in multiple businesses, including as managing member of Mountain Crypto Advisers, a firm focused on crypto financial planning, and Brookhaven Tax & Accounting Professionals, a tax planning and accounting firm. He also serves as co-founder and CFO of Armis Strategies, a licensed insurance agency, and is an Army aviator in the Georgia Army National Guard. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering a range of financial planning and portfolio management services. The firm employs an outcome-focused, multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies and provides specialized services through its Turnkey Asset Management Platform.

Edward Orell is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms, including Bulletproof Financial, PRES Financial, Appreciation Financial, and Orell Financial, Inc. He also has a background as a self-employed advisor dating back to 1996. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to manage portfolios actively and providing specialized services such as family-office and special-needs planning.