Nevan Patel is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at Bennett Thrasher and has experience in both educational and corporate settings. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base that includes both non-HNW and high net worth individuals.

Temp Davis IV is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and over 24 years of industry experience. He has been with IFG Advisory since 2015 and has prior experience at LPL Financial and HINCEY & ASSOCIATES Financial Services. Davis teaches continuing education courses on Social Security, Medicare, retirement planning, and financial planning at Clayton State University and the University of West Georgia. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies and analytical approaches, utilizing sub-advisors and third-party managers, and offers both discretionary and non-discretionary portfolio management along with specialized real estate planning services.

Daria Macarie is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. She has previously worked at Bank of America, Merrill, and several other organizations, including academic roles at the University of Georgia and Georgia State University. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm employs a wide range of investment strategies and emphasizes institutional research, manager due diligence, and operational integration with third-party platforms, supporting both discretionary and non-discretionary engagement models.

Michael Curran Jr. is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He has worked at Advocacy Wealth Management, LLC since 2022 and has been with Advisory Services Network, LLC since 2016. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Shari Santell is a financial advisor at Henssler Financial with 22 years of industry experience. She holds a Series 63 designation and has worked at Citco-Quaker Fund Distributors since 2003 and Henssler G W & Associates Ltd since 2002. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow focused investment process known as the “Ten Year Rule” and offers services including financial planning, portfolio management, and sub-advisory relationships.

Jonathan Willis is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 credential and four years of industry experience. He has worked with Hoxton Capital Management USA and FZE, where he provides advisory services including financial planning and retirement strategies primarily for UK clients through Future Start Independent Financial Planning. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts, with a focus on customized portfolios using various managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and coordinates with U.K. trustees and platforms to meet regulatory requirements.

Thomas Hill is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He has been with SignatureFD, LLC in Atlanta, GA since 2014. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by 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 affiliated with an accounting firm and several private investment funds.

Jason Kehler is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AE Wealth Management, Madison Avenue Securities, and Principal Securities. Outside of financial services, Jason works as a stuntman in TV shows and movies through his long-term involvement with the Screen Actors Guild and is also the owner of Kingdom Boardroom, a business coaching and speaking venture. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm employs a primarily discretionary approach using proprietary models, third-party managers, and a blend of ETFs, mutual funds, and individual securities to serve a diverse client base including high-net-worth individuals.

Amy Rubin is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Ms. Rubin has worked at Carlyle Wealth Planning, Inc. and The Strategic Financial Alliance since 2016. Outside her advisory work, she is president of Rubin Financial Services, managing commissions and business expenses, and she also refers clients to a Medicare insurance agency for complex Medicare questions. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers portfolio management, third-party manager selection, financial planning, and advisory services, employing customized strategies through co-advisory relationships and use of diversified investment products.

Xavier Herschberg is a financial advisor at BIP Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has been with BIP Wealth since 2018. Outside of his advisory role, he has an eight-year involvement with the Alpharetta Ambush Soccer Club. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, with a focus on tailored asset allocations and private-market securities for qualified investors.

Grant Ansley is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement plan services. The firm employs both discretionary and non-discretionary models and utilizes a wide range of investment tools, with a notable emphasis on institutional retirement solutions, private markets, and digital assets.

Robert Ladyman is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He has worked at Equity Investment Corporation since 2017 and previously at Resolution Capital from 2014 to 2017. He serves as an unpaid director of his father's investment management company, Ladyman Asset Management, in Australia. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors, trusts, retirement plans, and corporations. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and also offers sub-advisory and separate account services.

William Tucker is a financial advisor with Sequent Planning, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Catalyst Wealth Management, Retirement Wealth Advisors, Inc., and Asset Management Strategies Inc. He is also the owner of The Woodville Group, LLC, where he sells life insurance, long-term care, and annuity products. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of independent advisors. The firm employs a structured risk framework, diversified investment exposures, and tax-aware strategies, and provides clients with ongoing investment communications and detailed operational disclosures.

Creston Maxey is a CFP® professional with nine years of industry experience, currently affiliated with IFG Advisory, LLC in Atlanta, GA. His prior work includes roles at Lloyd Advisory Services, LLC and The Lloyd Group, Inc., and he is also connected with Highland Trust Partners. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs various management strategies, including in-house and third-party managers, to align clients’ assets with their objectives.

Daniel Arnstein is a financial advisor at Howard Capital Management, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior experience in various roles across education and service industries. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, and provides discretionary portfolio management and other advisory services.

Eric Nyquist is a financial advisor at Howard Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Northern Lights Distributors and Davey Tree Experts. Howard Capital Management serves a diverse client base encompassing individuals, institutions, trusts, and charitable organizations. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to provide discretionary portfolio management and related services.

David Eissman is a financial advisor at Sound Income Strategies, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he serves as president of Eissman Wealth Management, overseeing the sales and service of fixed and index annuities, life insurance, and long-term care. Sound Income Strategies is a fee-based investment adviser serving individuals, high net worth clients, corporations, pension plans, and other registered advisors through asset management, financial planning, and co-/sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios with a combination of fundamental and technical analysis.

Travis Mckenzie is a financial advisor at Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Henssler Financial since 2013 and has been associated with Alps Distributors, Inc. since 2014. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a "Ten Year Rule" investment approach focused on cash-flow analysis and quality equity allocation, and it offers a range of services from financial planning to portfolio management and sub-advisory relationships.

Robert Warnock IV is a Series 66-credentialed advisor at Arkadios Wealth Advisors with one year of industry experience. Prior to joining Arkadios, he spent four years at the University of Alabama and fourteen years with the Vestavia Hills School System. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account types and employs a combination of fundamental, technical, and cyclical investment analysis.

James Kaufman is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and spent the early part of his career at Merrill. Kaufman serves as a trustee for the Boys & Girls Clubs of America, focusing on development and mentoring for underprivileged youth. OpenArc Corporate Advisory serves individual and institutional clients across a range of wealth levels, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions through discretionary and non-discretionary models, leveraging a broad array of asset classes and emphasizing institutional research and fiduciary governance for retirement plans.