Jeffrey Fleuriot is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has four years of industry experience and has previously worked at firms including JPMorgan Chase, Merrill, Morgan Stanley, and Truist. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet and provides ongoing account monitoring and due diligence.

Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 affiliated with an accounting firm and private investment funds.

Crystal Epstein is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with IFG Advisory and LPL Financial since 2014. Outside of her advisory role, she contributes to journals in a non-investment capacity. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.

Paul Busino is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Berthel Fisher since 2005. Outside of advising, he serves on board positions for local condominium associations and is involved in business consulting, mortgage lending, and insurance activities. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 investment adviser representatives.

Charles Lowe is a CFP® with 15 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2017. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. He is also part owner and manager of a rental property LLC involved in long-term land lease administration. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm offers a centralized investment platform with customizable asset-allocation models and access to specialized in-house resources and private investment solutions.

Miller Majors is a CFP® with six years of industry experience, currently serving clients at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Safe-Guard Products International, Regions Securities LLC, Regions Bank, KPMG, and PwC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform combining asset-allocation models, actively managed sleeves, and ETF-based portfolios, alongside in-house estate and tax planning specialists, to deliver coordinated financial services.

William Mcferren is a financial advisor at SignatureFD, LLC based in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Heather Hoch is a financial advisor at IFG Advisory, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at IFG Advisory since 2021, following roles at OneWealth Investment Management, LLC, One Wealth, LLC, and Jefferson City Schools. Outside of her advisory work, she is involved in insurance sales and client education for accident and sickness and life insurance products. IFG Advisory, LLC 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, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

William Rumble is a ChFC® credentialed financial advisor with 17 years of industry experience. He has been with Kovack Advisors, Inc. since 2014. Outside of his advisory role, he is involved in revenue reclamation services for medical facilities, working with medical center CFOs on billing and insurance claims. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, with additional options including individual equities, fixed income, derivatives, and alternative investments.

Thomas Mason is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments, AssuredPartners Investment Advisors, and operated as a self-employed advisor. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Giovanni Scisci is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously was with The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a variety of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Katherine Lidl is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Corient in Atlanta, GA. Her prior experience includes roles at Brightworth and the University of Georgia. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investment options where appropriate.

Camden Ratcliffe is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has four years of industry experience. His career includes roles at Goldman Sachs and Birge and Held, with additional experience at Varsity Properties. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms while offering access to specialized programs and alternative investments within the broader Goldman Sachs ecosystem.

Donald Stonecipher is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1999. Stonecipher is also involved with Aristoboulos Racing, LLC, a non-investment-related venture. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

John Robb is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Steven Pluhar is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes over two decades at Fidelity Brokerage Services Inc and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Samuel Wishneff is a CFP® and holds a Series 66 license with 12 years of experience in financial advising. He currently works at M. S. Howells & Co and has previously been with LongView Wealth Management and Cambridge Investment Research, Inc. in Atlanta, GA. In addition to his advisory roles, he is involved in insurance sales, dedicating a small portion of his time to that activity. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm manages portfolios on a discretionary basis using a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Hudson Good is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, he worked at Cerity Partners and has experience in several other roles outside the financial industry, including positions at Beezer's Gourmet and Fantes Coffee. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary managers within a large integrated financial group.

Brooke Cantrell is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked at Raymond James Financial Services Advisors, Inc. and Signature FD. Her background also includes work outside of finance at Starbucks. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Timothy Martin is a financial advisor with Eagle Strategies (NY Life) based in Tucker, GA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Mahoney Financial Organization, LLC, and leading his own firms, Tim Martin Wealth Strategies, LLC and Timothy Martin & Associates Wealth Strategies. He serves as President of the DeKalb Library Foundation and holds board roles with the Decatur Rotary Club and Oxford College of Emory University Alumni Board. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis.