Clifton Dortch Jr. is a financial advisor at Balentine with two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Balentine, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2021. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment approach is risk-based and incorporates both active and passive strategies, along with a model-driven Global Tactical Asset Allocation program for institutional mandates.

James Mckenzie is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at CREATIVE Financial Group and Synovus Financial Corporation. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a structured portfolio management approach on the Envestnet platform, combining discretionary and non-discretionary programs guided by client risk assessments.

Mary Clare Breyel is a financial advisor at NewEdge Wealth with three years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior across a range of strategies and alternative exposures.

David Short is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the Series 66 designation and has worked at firms including Mass Mutual Life Insurance Co and Waddell & Reed. Outside of his advisory role, he is the sole owner of Aster Hawthorn LLC and sells life, disability, and long-term care insurance through Ash Brokerage. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis and deploys client strategies through various internally managed and third-party portfolios.

Jill Crawford is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently practicing at Merit Financial Advisors. She has been with Consilium Associates since 2015. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services including asset management, financial planning, and retirement plan advice, utilizing a long-term, diversified investment approach supported by a dedicated Investment Management team.

Courtney Finkle is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 license and having one year of industry experience. Prior to joining the firm, Courtney worked in various roles including at Capital Insight Group and Ted's Restaurant and Bar. Outside of finance, Courtney coaches volleyball camps and clinics for children. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a mix of discretionary and predominantly non-discretionary assets and maintains dual registration with broker-dealer affiliations.

Voselyn Williams Barnes is a financial advisor with Concurrent Investment Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Morgan Stanley and GV Financial Advisors, Inc. She is also associated with Crownmark Wealth Advisors as a portfolio associate and provides insurance advice through Fixed Insurance. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and select securities, managing approximately $15.7 billion in assets across a multi-office platform.

Nicholas Rios is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at IFG Advisory and its affiliated entities since 2013 and has been associated with LPL Financial during this period. In addition to his advisory role, Rios is involved in insurance sales, offering life, health, Medicare supplement, and long-term care policies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and manages assets both in-house and through third-party arrangements.

Brenden Urban is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Capital Investment Advisors, LLC and has prior experience at Wells Fargo Clearing Services, Invesco, Fidelity Investments, Merrill, and Raymond James. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house estate and tax planning resources.

Ashlie Dague is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Strategic Wealth Designers, Tel Aviv University, Grade Power Learning, Darktrace, and New York University. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, typically implemented on a discretionary basis.

Alex Levine is a financial advisor at OpenArc Corporate Advisory, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory provides wealth management and consulting services to a diverse client base, including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers tailored investment solutions across various asset classes and has a notable institutional retirement practice combined with private markets and digital asset capabilities.

James Hawbaker is a financial advisor with Bison Wealth, LLC in Atlanta, GA. He holds a Series 65 designation and has been active in related financial and real estate businesses since 2004, including his roles at Davis & Hawbaker Real Estate Group, LLC and Hawbaker Financial Services, LLC. Bison Wealth, LLC serves a diverse client base that includes individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform that incorporates tactical and strategic allocations across liquid and private-market investments, with unique services such as option-based overlays and interval funds.

Robert Yu is a CFP® with 12 years of industry experience and is currently with Apollon Wealth Management, LLC. He previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. He is licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a combination of centrally managed strategies and local portfolio oversight, utilizing both fundamental and tactical investment approaches along with tax-aware tools and alternative investment options.

Alan Lane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2025. His prior roles include positions at Tidal Creek Capital Advisors, LPL Financial, Arvest Wealth Management, and several other firms. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, and also acts as adviser to multiple registered investment companies.

Heath Siebel is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held roles at The Land Group Title Company, the Cincinnati Reds, Cellular Sales, and operated DiOrios Pizza and Pub for seven years. He also works as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified investment approach using model portfolios and third-party managers, managing approximately $1.4 billion across multiple advisory teams.

Mitchell Gentry is a CFA® charterholder with six years of industry experience. He is currently with Equity Investment Corporation, where he has worked since 2023. His prior experience includes roles at Reagan Securities, Inc. and Jefferies LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs a fundamental, absolute value investment process across various equity strategies and serves several unique client types such as insurance companies and government entities.

Mark Thompson is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and bringing 23 years of industry experience. He has worked with several firms, including EPG Wealth Management LLC and ACG Wealth, Inc. Outside of his advisory work, Thompson serves as president of Authentic Financial, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of platforms, including advisor-managed accounts and third-party money managers. The firm utilizes an internal portfolio team for strategy and trade execution and offers comprehensive financial planning and retirement consulting.

Carol Warren is a financial advisor with Synovus Securities, Inc. in Atlanta, GA. She holds a Series 63 designation and has 24 years of industry experience, including 25 years with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through discretionary and non-discretionary programs on the Envestnet platform. The firm provides access to a range of managed accounts, financial planning, and alternative investments.

Jimmy Hagy is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Foundations since 2017. In addition to his advisory role, he operates as an independent insurance agent and has provided non-legal estate planning administrative services through Allon Planning Partners. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Jacob Tornow is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Bison Advisors and Advocacy Wealth Management. Outside of his advisory roles, Tornow serves as a UH60 Blackhawk pilot in the Georgia Army National Guard and is a founding partner of Marketing Analysis and Development, LLC, which focuses on marketing and educational infographics. Bison Wealth serves a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, curated model portfolios, and financial planning, with a distinctive emphasis on its turnkey asset management platform and option-based overlay strategies.