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 with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 credential and has one year of industry experience. Prior to joining the firm, he spent five years at The American College of Greece and has held various other roles including service with the US Army Commissary. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house planning resources, including estate and tax strategists.

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.

Christopher Spires is a financial advisor with Perigon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Lakeview Capital Partners, Sterne Agee Financial Services, and Lakeview Capital Management. He is also dually registered with Purshe Kaplan Sterling Investments, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs, and maintains institutional relationships with multiple custodial platforms.

Dennis Mckinney is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Investment Corporation since 2016. He also has experience with Foreside Funds Distributors LLC and JFB Holdings Corp. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Durema Bacchus is a CFP®-certified financial advisor with nine years of industry experience, currently with Kovack Advisors, Inc. She has worked at Kovack Securities, Inc. since 2016 and has been associated with Summit Financial Services, Inc. since 2011. Outside of advisory roles, she is the organizer of Summit Financial Planning LLC, a separate business entity. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and platforms.

Joseph Guidish is a financial advisor at Merit Financial Advisors with six years of industry experience. He has held positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Charles Schwab. He is also affiliated with the University of Miami. 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 an Investment Committee.

Brendan Hunt is a financial advisor with Kestra Private Wealth Services, LLC holding a Series 66 designation. He has been in the industry since 2023, with experience at firms including Canton Wealth Partners and Chatham Capital Management. Before entering the financial sector, he attended Mercer University and held various roles outside the industry, including positions at Lifetime Fitness and Elite Hoops Basketball. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a wide range of investment products and specialized programs, while supporting advisors with institutional and operational resources such as an affiliated trust company and third-party manager platforms.

Simeon Wallis is a CFA® charterholder with four years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC, where he has worked since 2020. Prior to that, he spent seven years at Valor Bridges Partners. Wallis is also the founder of The Wallis Advisory Group, an inactive entity based in New York. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment techniques including asset allocation, dollar-cost averaging, and options-based strategies, and is notable for its affiliation with a third-party administrator and pension consulting business.

Cheryl Lavette is a financial advisor with GLOBALT Investments in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary investment management to a diverse client base including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment approach overseen by an Investment Policy Committee, utilizing quantitative, technical, and fundamental analysis primarily through innovatETF asset-allocation strategies with ETFs as key implementation vehicles.

Scarlott Cagle is a CFP® professional with 21 years of experience in financial advising. She has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.

Aaron Jeffries is a financial advisor at Nicholas Hoffman & Company, LLC with nine years of industry experience. He previously worked at SunTrust Investment Services and was self-employed before joining his current firm. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers both discretionary and non-discretionary advisory relationships and is notable for its role as lead investment sub-advisor to an affiliated lower-middle-market private equity fund and for using performance-based fee arrangements in certain private funds.

Justin Yost is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. He previously worked at Morgan Stanley and Fieldpoint Private Securities before joining BIP Wealth in 2023. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a range of investments and also advises private pooled investment vehicles and private-market offerings for qualified investors.

James Arnold is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and has experience at Morgan Stanley and E*Trade Financial. Outside of finance, he releases music on streaming platforms as an independent artist. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs diverse investment strategies using sub-advisors and third-party managers, and offers services including portfolio management and retirement plan consulting.

Robert Day is a financial advisor at IFG Advisory, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with IFG Advisory, LPL Financial, and Madison Financial Inc. since 2007. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with clients' financial goals.

Kimberly Gardner is a financial advisor at OpenArc Corporate Advisory, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with a focus on wealth management, financial planning, portfolio management, and retirement plan services. The firm offers tailored investment solutions incorporating equities, bonds, alternative investments, private markets, and digital assets, alongside a significant institutional retirement practice.

Joshua Rodriguez is a financial advisor with Bison Wealth, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Bison Wealth, he worked at Country Oaks Farm and Pet Supply and Camp Timberlake, and was a student until 2024. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside distinct tactical and individual-security strategies and an options-based overlay program.

Franklin Cochran is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of advisory work, he is involved in insurance sales and consulting through Level Four Insurance and Veracor, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios, wrap platforms, and sub-advisors.