Charles Burns is a financial advisor at Ashton Thomas Private Wealth with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Pinnacle Peak Private Client Group and Insight Benefit Counselors. Burns is also president of CRB Financial Inc., a tax entity for independent contracting activities unrelated to investment management. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model that emphasizes access to third-party managers and a range of investment strategies, including mutual funds, ETFs, and specialist managers.

John Harris is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 65 designation. He has one year of experience in the industry, having previously worked at Windsor Wealth Planner and Strategists and served in educational roles at the University of North Georgia and local schools. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans utilizing various account types and combines fundamental, technical, and cyclical analysis in its approach.

Min Jian Yang is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations with eight years of industry experience. Prior to joining Capital Investment Advisors, Yang worked at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Services LLC. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning through a centralized investment platform that combines standardized asset-allocation models and advisor customization. The firm also provides pension consulting and family office–style support, with access to private investment solutions and specialized in-house planning resources.

James Clark III is a CFP®-certified financial advisor at BIP Wealth, LLC with three years of industry experience. His prior work includes three years as a self-employed advisor before joining BIP Wealth in 2022. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves 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 provides access to both public and private-market investment strategies.

Karl Smith is a CFP® certified financial advisor with 14 years of industry experience, currently serving as a managing associate at Henssler Financial in Kennesaw, GA. He has worked with Alps Distributors, Inc. since 2012 and has been with The Henssler Financial Group since 2011. His responsibilities include client relationship management, investment advice, financial planning, and managing a team of advisors. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a cash-flow based investment process known as the “Ten Year Rule” and offers a range of services such as portfolio management, automated ETF solutions, pension advice, and sub-advisory relationships.

James Bolus is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, where he has worked since 2022. He has a total of two years of industry experience and also maintains a role with iFS Hong Kong, which he has held since 2003. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with specialized advisory services for U.K. expatriates.

Kramer Shiflett is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Howard Capital Management since 2018. Prior to joining Howard Capital, he spent two years at Bank of America and Merrill. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, to manage discretionary portfolios and provide various investment advisory services.

Troy Tomczak is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC. His prior roles include positions at Invesco and Merrill. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset allocation models and provides specialized in-house resources for estate and tax planning.

Michael Massi Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He previously worked at Bank of America and Merrill for nine years. Massi is involved as a limited partner and owner in Masbro Holdings LLC, an LLC established with a close friend for property ownership and asset diversification outside his advisory role. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm combines discretionary and non-discretionary models and uses a wide range of investment tools, with a notable institutional retirement practice and capabilities in private markets and digital assets.

Victoria Shackley is a CFP® certificant with 24 years of industry experience and has been with SignatureFD, LLC since 2011. She holds a Series 66 designation and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management and financial planning, consulting, retirement plan management, and advises private investment funds, employing diversified, long-term asset allocation strategies across a range of investment vehicles.

Ernest Tannis is a financial advisor with Level Four Advisory Services, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior work includes roles at NMS Capital Advisors, Cabot Lodge Securities, IFS Securities, and AutoBizBrokers. Outside of financial advising, he serves on the board of a homeowners association and operates a driving school and a blockchain validator business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through model portfolios and various platform arrangements.

Lori Boykin is a financial advisor at BIP Wealth, LLC with 23 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2014. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations across various investment vehicles and providing advisory services for both public and private-market securities.

Miranda Black is a CFP® with one year of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. She has held roles at IFG Advisory since 2019 and has professional experience with LPL Financial dating back to 2018. Outside of advising, she provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers 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 multifaceted investment approach combining fundamental, technical, and cyclical analysis, and provides portfolio management, financial planning, and retirement plan consulting services.

Jason Eagle is a financial advisor with Regal Investment Advisors LLC in Atlanta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 16 years of industry experience, with prior roles at JOYN Advisors, Minnesota Life Insurance Company, and Mercer Global Advisors. He also works as an independent insurance agent, focusing on life and annuity products. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion through proprietary and third-party strategies, offering trade execution, rebalancing, and overlay management within a sub-advisory platform.

Claudia Lako is a financial advisor at Henssler Financial with 27 years of industry experience. She holds a Series 63 designation and has been associated with Henssler Asset Management since 1998 and G.W. Henssler & Associates since 1995. Henssler Financial serves individual clients across wealth levels as well as institutional clients, offering financial planning, portfolio management, pension advice, and sub-advisory services. The firm’s investment approach emphasizes cash-flow analysis aligned with its “Ten Year Rule” and employs proprietary quality screens alongside automated asset management solutions.

Tripp Mullen III is a CFP® professional with 28 years of industry experience. He has been with IFG Advisory, LLC since 2017 and has prior experience at SunTrust Advisory Services and Suntrust Investment Services. He is based in Atlanta, GA. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and offers portfolio management, standalone planning, and consulting services, with an emphasis on tailored strategies and regular portfolio reviews.

Chase Turner is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Investment Advisors, he worked in various roles including at The American College of Greece and the US Army Commissary. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm utilizes a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

John Crawford III is a financial advisor at Crawford Investment Counsel Inc with 23 years of industry experience. He has been with Crawford Investment Counsel since 1980, serving the firm for over four decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies implemented by a diverse investment team.

Brady Nance is a financial advisor at One Capital Management, LLC with 24 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 65 and Series 66 licenses. Prior to joining One Capital Management in 2026, he spent 23 years with TIAA-CREF. One Capital Management manages approximately $8.5 billion for a range of clients including high-net-worth individuals, pension plans, and trusts. The firm focuses on customized, globally balanced portfolios using active large-cap equity management alongside ETFs and fixed income to manage risk and pursue after-tax returns.

Cameron Craig is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2017. Prior to joining SignatureFD, he worked at Northwestern Mutual in various roles from 2012 to 2017. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing 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 affiliated accounting and fund-management entities.