James Yost is a CFP® professional with seven years of industry experience. He has worked at SignatureFD, LLC since 2019 and previously at Balentine from 2016 to 2019. Based in Atlanta, GA, he provides financial advisory services within a multi-team firm structure. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering 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 vertically integrated with an affiliated accounting firm and private investment funds.

Caroline Caldwell is a financial advisor at Balentine with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Her background also includes roles outside finance, such as work with Virtual Properties Realty and involvement with Athens Historical Properties. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, and investment management. The firm employs a risk-based investment process using a mix of active and passive strategies and maintains a focus on customized portfolios aligned with clients’ liquidity needs and risk tolerance.

Martina Jimenez Sperry is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC and Prudential Financial. Outside of her advisory role, she owns Sanvean Financial Solutions, LLC and Centurio Wealth LLC, and serves as a board member of the Mercy Care Foundation. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets, serving a diverse clientele that includes individuals, institutions, and government entities, and employs a range of portfolio management strategies supported by an Envestnet workflow.

Aaron Swanier is a financial advisor with Kovack Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked with Kovack Advisors since 2015 and has a long tenure with AG Edwards and Sons, Inc. dating back to 2005. In addition to his advisory role, he serves as a co-administrator for his father's estate. 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, pension plans, charitable organizations, banks, and municipal clients, employing a risk-based investment process supported by Envestnet and utilizing both internal and third-party models to manage accounts.

Joseph Copeland is a financial advisor at The Strategic Financial Alliance, Inc. based in Atlanta, GA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Timbrel Capital, LLC and Johnson Outdoors. 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 employs both in-house and third-party asset managers to implement client strategies, serving a diverse client base with a range of investment programs.

Carey Blakley is a CFA® charterholder with four years of industry experience, currently serving at Nicholas Hoffman & Company, LLC since 2014. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, and is notable for its use of performance-based fee arrangements for certain private fund investors.

Aaqib Anwar is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. His work history includes roles at Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, and RGI Finance. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing asset management, financial planning, retirement consulting, and dedicated pension-advice services for U.K. expatriates. The firm customizes portfolios using a variety of managed models, mutual funds, ETFs, equities, and fixed income, often managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Maryjane Lecroy is a CFP® professional with 17 years of industry experience, currently serving at Linscomb Wealth, Inc. since 2019. Her prior roles include positions at Wealth And Pension Services Group Inc., Triad Advisors, Inc., and Hammond Investment Planning. She serves as a board member of Stonehaven Trust Company LLC, an independent institutional trustee for employee stock ownership plans, a role she fulfills without compensation. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a customized investment approach with discretionary portfolio management, blending active and passive strategies across diversified asset classes.

Aaron Foresman is a CFA® charterholder with six years of industry experience, currently serving at Crawford Investment Counsel Inc. He has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and a credit-focused strategy for fixed income.

Mark Parker is a financial advisor at BIP Wealth, LLC with five years of industry experience. He holds a Series 65 credential and has been a managing member of SDG Advisors, LLC since 2006, where he reviews due diligence and asset management for commercial real estate investments. Outside of his advisory role, he serves as a game day assistant for college and professional football games, working with organizations such as the National Football League, FOX Sports, and CBS Sports. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management with tailored asset allocations, and it provides private-market investment options and specialized strategies including advisory services for private pooled vehicles and covered-call SMA strategies.

Timothy Herndon is a financial advisor with 2 years of industry experience, currently with 49 Financial in Atlanta, GA. He holds the Series 63 and Series 65 designations and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and the Alabama Securities Commission. Outside of his advisory role, he is involved with a Kia vehicle dealership where he performs window tinting and also contracts with a nonprofit referral service called 25 Giving. 49 Financial serves a broad client base including individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm uses a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory and employs a combination of proprietary and third-party model portfolios.

Christian Nallenweg is a CFP® professional with 11 years of industry experience, currently serving at Oxford Financial Group, Ltd. since 2022. His prior roles include positions at Nallenweg Financial, LLC, Schwab Private Client Investment Advisory, Charles Schwab, and Angie's List. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.

Keith Watson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Fifth Third Wealth Advisors LLC since 2021 and previously spent six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios across equities, fixed income, alternatives, and derivatives on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies supported by its Investment Committee.

Kevin Murdock is a financial advisor at Balentine with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Scottrade, and OSAIC Wealth. Outside of his advisory role, he authors and self-publishes fiction novels in his personal time. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and global tactical asset allocation, with a focus on tailored portfolios and planning.

Christopher Facka is a CFP® professional with 25 years of experience in financial advisory. He currently serves at Level Four Advisory Services and Level Four Financial, where he has worked since 2018 and 2020 respectively. His prior experience includes roles at SunTrust Advisory Services and GenSpring Family Offices. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a blend of firm-sponsored and third-party platforms.

Steven Manfredonia is a financial advisor at BIP Wealth, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Wells Fargo Clearing, Allworth Financial, AW Securities, and TD Ameritrade. 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, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled vehicles and private-market offerings.

Cooley Fales is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Jefferies-related firms since 2009. Outside of his advisory role, he serves as a member at large of the Knox Hall Condominium Association board, a membership chair and board member at Druid Hills Golf Club, and an advisory board member of the Westminster School Alumni Association. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized planning process that includes comprehensive financial reviews and uses third-party software and scenario analyses to support its recommendations.

Samuel Borland is a financial advisor at Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Equity Investment Corporation since 2016 and is also associated with Foreside Funds Distributors LLC and Sentinel Financial Services Company. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base including institutional and high-net-worth investors, employing a fundamental absolute value investment approach across multiple equity strategies. The firm also serves as a sub-adviser to wrap account and UMA program sponsors and manages a registered mutual fund.

John Giesler is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2024, following six years at the Georgia Institute of Technology and four years at Walton High School. 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 is notable for advising private pooled vehicles and managing private-market offerings.

Heather Robertson Fortner is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 65 designation and 18 years of industry experience. She has been with SignatureFD since 2003. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs discretionary portfolio management using mutual funds, ETFs, and independent managers, supplemented by ongoing financial planning and periodic reviews.