Patricia Koehn is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is president of Koehn Financial Group, a marketing services business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports third-party manager platforms, with a majority of assets managed on a non-discretionary basis.

Melissa Doughty is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds Series 65 and Series 66 designations. Her work history includes a long tenure at ICMA Retirement Corporation since 2006 and a concurrent role at Victoria's Secret. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Jason Mcgilvery is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes model portfolio management guided by various analytical approaches and offers educational seminars and co-branded services.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

Arlene Alexander is a financial advisor at Cyndeo Wealth Partners in Grayson, GA, holding a Series 66 designation with 20 years of industry experience. Her career includes prior roles at Merrill, Banc of America Investment Services, and Ameriprise. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by offering discretionary and non-discretionary portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm constructs customized portfolios through its own models and allocations to external managers, operates a private pooled investment vehicle, and provides specialized advisory services linking business value acceleration to personal financial and tax planning.

William Porter Jr. is a ChFC® and Series 66-licensed financial advisor with 50 years of industry experience. He has been with Madison Avenue Securities, LLC since 2017 and previously worked at Dempsey Lord Smith, LLC and Integrated Financial Planning Services. Outside of his advisory work, he produces and records podcasts for the public. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Brian Cranford is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Thomas Dowd is a financial advisor with BakerAvenue who holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Crawford Investment Counsel, Fisher Investments, Strategic Advisors Inc, and Fidelity Brokerage Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, family office services, and tax and estate planning support. The firm employs a range of investment strategies that blend quantitative, fundamental, and tactical approaches, and it emphasizes ongoing client communications through regular performance reports and newsletters.

Owen Malcolm is a CFP® with 23 years of industry experience. He is currently with Apollon Wealth Management, LLC and previously worked at United Capital Financial Advisers, LLC and Sanders Financial Management, Inc. He serves on the Investment Committee of the Presbyterian Church in America Foundation. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices, serving individuals, families, trusts, businesses, and institutional clients with a combination of centrally managed strategies and locally managed portfolios.

Andrew Crane is a financial advisor at The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, with 19 years of industry experience. He holds the Series 66 designation and has been with The Strategic Financial Alliance since 2007. Outside of his advisory role, he is a partner and manager of GENX Financial Inc., a business involved in marketing financial services and fixed insurance under the name Capital Insight Group. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and referral to third-party managers. The firm operates multiple portfolio programs and employs a combination of in-house management and co-advisory arrangements, serving a diverse client base including high-net-worth individuals.

William Finnie is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is also the owner of a separate business entity registered under his name. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers portfolio management, financial planning, and ERISA plan advisory services, with a distinctive operational model that integrates affiliated financial entities and supports insurance-linked account management.

Christopher Bach is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and three years of industry experience. He has worked at firms including E.T.S. Wealth Management and Landers Appraisal Service. Outside of finance, he owns and operates County Line Sprinklers, a landscaping services business. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

David Belotte is an investment advisor representative with Thrivent Advisor Network, LLC, with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, Inc, Rockefeller Financial LLC, and Triad Advisors, Inc. He is dually registered as an investment advisor representative and registered representative. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, utilizing diversified investment strategies including mutual funds, ETFs, individual securities, and alternative investments.

David Morris is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016 and StoneX Securities since 2013. Outside of his advisory work, he serves as director of GrandView Risk Management, an insurance firm, and of GrandView Strategic Partners, where he sells investment products and services. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors, proprietary models, and third-party managers to implement investment strategies across multiple account structures.

Ryan Bauman is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Gibbs, he worked at UPS for five years and attended the University of Georgia. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on aligning portfolios with clients’ financial situations, goals, and risk tolerances rather than selecting individual securities.

Chase Parker is a Series 65 licensed advisor with First Advisors National, LLC, based in Hoschton, GA. He has experience with E.T.S. Wealth Management and ETS Financial Services, and has served with the Gwinnett County Fire Department since 2009. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses third-party money managers and tactical and strategic asset allocation methodologies to manage approximately $506.8 million in discretionary assets.

Owen Mc Bryan is a financial advisor at Mission Wealth Management, LP with a Series 65 credential. He has been with the firm since 2026 and is based in Duluth, GA. Prior to joining the firm, he was a student and unemployed for ten years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios to client needs through both internal management and select third-party sub-advisors.

Markell Bryant is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at RFG Advisory, LLC and has previously been employed at Edward Jones. RFG Advisory serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients, providing discretionary portfolio management, financial planning, and consulting services. The firm utilizes model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.

Dante Mcdowell is a Series 66-licensed advisor with Capital Investment Advisory Services, LLC, where he has worked since 2009. He has 25 years of industry experience, including six years at Equity Services, Inc. Mcdowell serves on the board of directors for the Boys & Girls Clubs of Dekalb County, assisting club executives and planning fundraising events. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm tailors portfolios to client objectives, time horizons, and risk tolerance, managing most assets on a discretionary basis and employing various analytical methods and investment strategies.

Sophia Drager is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Apollon Wealth Management, LLC, having joined the firm in 2023. Prior to that, she held positions at Goldman Sachs and Elwood & Goetz Wealth Advisory. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services. Its investment process incorporates centrally managed strategies alongside locally managed portfolios, utilizing fundamental analysis, ESG risk models, direct indexing, and technology tools such as generative AI.