Andrew Shuford is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at LPL Financial, &Partners, LLC, Wells Fargo Clearing, and Fisher Investments, as well as an academic background from the University of Georgia. 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 that incorporates proprietary software and behavioral economics, using both passive and active investment strategies supported by quantitative and fundamental analysis.

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 in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining 49 Financial, she worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, an Australian pickleball brand. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on a derivative of Modern Portfolio Theory.

Forrest Robertson III is a CFP® professional with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2009. He holds Series 63 and Series 66 licenses and operates out of Atlanta, GA. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across a multi-advisor team, focusing on customized, diversified portfolios that include low-cost mutual funds, ETFs, and individual securities, alongside private market investment opportunities for qualified clients.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for two decades before joining Kestra in 2022. Moore is also involved as a client associate at Canton Wealth Partners, where she supports client services such as account openings and transfers. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, while supporting advisor decision-making with access to in-house and third-party managed solutions.

Wesley Heinrichs is a CFP® with 10 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. His prior experience includes roles at IFG Advisory, LLC, Bay Financial Advisors, Inc., and LPL Financial, LLC. Heinrichs also operates Wesley Heinrichs LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that combines 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 at Merit Financial Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Martin also acts as an independent insurance agent, providing insurance advice tailored to client needs. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

Michael Kipniss is a financial advisor with 41 years of industry experience, currently affiliated with 49 Financial in Atlanta, GA. He holds the ChFC® designation and Series 63 license. His prior experience includes 15 years at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and manages roughly $1.4 billion across both project-based and ongoing engagements.

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 previously worked at Morgan Stanley and E*Trade Securities. Bison Wealth serves a diverse client base including individuals, family offices, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm is noted for its outcome-focused model portfolios, tactical and strategic asset allocations, and a turnkey asset management platform for other advisers.

Thomas Daniel is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Henssler Financial since 2015. 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 driven investment process known as the “Ten Year Rule,” combining fixed-income matching with equity allocation guided by proprietary quality screens and model portfolios.

Carrie Wilson is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at several firms including Raymond James Financial Services and Wells Fargo Clearing before joining IFG Advisory and LPL Financial in 2017. IFG Advisory serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and employs a variety of investment strategies including in-house management and third-party models.

William Reynolds II is a financial advisor at Equity Investment Corporation in Atlanta, GA, holding Series 65 and Series 63 licenses with seven years of industry experience. His previous work includes roles at SunTrust Bank and Foreside Funds Distributors LLC. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors, including high-net-worth clients and trusts. The firm uses a fundamental, absolute value investment process across multiple value strategies and serves a broad range of client types without offering standalone financial planning services.

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 and holds a Series 66 license, with 18 years of industry experience. He currently works at Capital Investment Advisors, LLC, where he has been since 2022, following 11 years at RBC Capital Markets. Parsons has a passive ownership interest in Seven Talents, LLC, a private placement vehicle. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning specialists and access to various private investment solutions.

Blake Schaper is a Series 65-licensed advisor with eight years of industry experience. He is currently a managing member of Mountain Crypto Advisers, where he focuses on crypto financial planning, and also manages Brookhaven Tax & Accounting Professionals, a tax planning and accounting firm. Additionally, he co-founded Armis Strategies, a licensed insurance agency, and serves as an Army Aviator in the Georgia Army National Guard. Bison Wealth, LLC serves a broad range of clients including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and access to alternative investments, utilizing outcome-focused strategies with a turnkey asset management platform.

Ralph Watson III is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Lumature Wealth Partners, Raymond James Financial Services, Goldman Sachs, Cetera Adviser Networks, United Capital Financial Advisers, and Girard Securities. He is a member of the finance and investment committee at Pinewood Preparatory, a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Justyn Grady is a financial advisor at Capital Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Pointe Advisors, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and actively managed sleeves, coordinating financial planning with in-house specialists in estate and tax planning.

Amy Conley is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has worked with Strategic Blueprint, LLC since 2017 and previously with Hutchinson Private Wealth, LLC for 17 years. She serves as a trustee of the Greensboro Symphony Endowment Fund, providing oversight of the orchestra’s endowment fund management. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients, offering portfolio management, third-party manager selection, financial planning, seminars, and subscription advisory options. The firm implements customized strategies through co-advisory relationships and third-party asset managers, using a range of investment products and maintains both SEC-registered investment adviser and FINRA-registered broker-dealer registrations.