Jae Lee is a financial advisor at Concorde Asset Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Triad Advisors, Inc. Outside of his advisory role, he is involved with Concorde Holdings, Inc., a holding company for affiliated broker-dealer and registered investment advisor entities. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build tailored portfolios and provides ERISA retirement-plan advisory services as part of its offerings.

Joshua Vaughan is a CFP® with nine years of industry experience and is currently an advisor at Mission Wealth Management, LP. His prior roles include positions at Homrich Berg, the Detroit Lions, Bank of America, and Merrill. Outside of his advisory work, Vaughan engages in public speaking and motivational talks and provides private football training for athletes, drawing on his background as a former professional athlete. Mission Wealth Management is an SEC-registered, multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers a tiered service model that includes financial planning, portfolio management, and consulting.

Darnel James is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance Company, and Voya Investment Management, among others. He currently serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary models and third-party tools within the Principal Financial Group family.

Melissa Hallmark is a CFP® and Series 65-licensed advisor with 18 years of industry experience. She currently works at Apollon Wealth Management, LLC and was previously with United Capital Financial Advisers, LLC for 11 years. Hallmark is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed models with locally managed portfolios tailored through an Investment Committee and due diligence processes.

Jonathan Frazier is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Woodbury Financial, Sage Point Financial, Royal Alliance Associates, and FSC Securities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies that utilize model asset allocations and manager relationships across multiple custodians.

Lewis Walker is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, Walker is involved in consulting and coaching through Life Transitions Advisors, LLC, focusing on training and exit planning for closely held businesses, and serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports multiple portfolio programs and third-party manager platforms, delivering services through both in-house management and co-advisory or solicitor arrangements.

Grace Lopez Williams is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. She holds the PFS™ designation and Series 63 license. Her prior experience includes roles at Avantax Advisory Services and OneAmerica Securities. Outside of her advisory work, she serves as CEO of GW Group Financial Services LLC and Grace M. Williams CPA PC, and is a board member of Trabajo Legal USA LLC and Ace Loans. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and governmental clients. The firm uses an Envestnet-supported workflow incorporating internally created models and third-party managers to provide portfolio management and financial planning services.

Robert Haggard is a CFP® and CFA® with 21 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at UCAP Asset Management, Adi Dassler Family Office LLC, and ACG Wealth Inc. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, families, family offices, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, sub-advisory, and consulting.

Michael Mcfarland is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with StoneX Advisors since 2016, also working with StoneX Securities since 2008. In addition to his advisory role, he is involved in several business ventures including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which provide financial advisory and tax planning services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and an in-house private client group, utilizing multiple platforms and third-party managers for portfolio implementation and oversight.

Chad Edwards is a financial advisor at BIP Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Prehmus Financial Partners. Edwards is also involved in fixed insurance sales through various product providers. 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, and provides access to private-market securities and private pooled investment vehicles.

Andre Parker is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds a Series 65 credential and has worked previously with firms including Transamerica Financial Advisors and World Financial Group. Outside of advisory work, he is involved in several entrepreneurial ventures including marketing, coaching, and the music and entertainment business. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes algorithmic research and quantitative methods to manage model-based investment strategies aligned with client risk profiles and objectives.

Richard Carnes is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. Outside of his advisory work, he serves as treasurer for the Oconee Bass Club, a local fishing organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and utilizes a proprietary mutual fund screening process.

Scott Levy is a financial advisor at BIP Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. Outside of his advisory work, Levy serves as a trustee for PD Ministries, an independent Christian ministry in the Atlanta area. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations that include mutual funds, ETFs, fixed income, and options-based covered-call strategies, and it also offers private-market investment opportunities for qualified investors.

Paul Salamon is a financial advisor with Brookwood Investment Group in Buford, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include work at Redwood Private Wealth LLC, Belpointe Asset Management, and LPL Financial LLC. Outside of advisory work, he is involved with Empowered-Home, a business activity noted in his background. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies and supplemental services through third-party platforms.

Charles Staton is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Gibbs Financial Group, Atlanta Athletic Club, Sawtraxx Manufacturing, and Smokejack BBQ. 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 employs a mix of analytical approaches to portfolio allocation and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Ebony Robinson is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at United Bank, The Leaders Group, Inc., Midwood Financial Services, Inc., and Bluerock Capital Markets, LLC. Outside of her advisory role, she consults for small business owners on employee relations and human resources through 100 Consulting LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, uses mutual funds, ETFs, and separately managed accounts, and typically offers advice on a non-discretionary basis while allowing clients or selected managers discretionary authority where authorized.

Jeffery Forrestall is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and five years of industry experience. He has worked at firms including Global Assets Advisory, LLC and LPL Financial, and has been president and managing partner of Forrestall CPAs, a CPA firm, since 1994. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party managers and wrap programs.

Shannon Stallworth is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Retirement Wealth Advisors before joining Virtue Capital Management in 2020. Stallworth is also an agent and owner at RDS Partner Inc, DBA Retirement Design Solutions, where she is involved in annuity and life insurance sales. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified ERISA plans with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of tactical, strategic, and quantitative strategies tailored to clients’ objectives and risk tolerances.

Robert Yu is a CFP® professional with 12 years of experience in financial advising, currently with Apollon Wealth Management, LLC. He previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of advising, he is licensed to sell life, health, and annuity insurance products. Apollon Wealth Management is a multi-team SEC-registered advisory firm serving a diverse client base, including individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a wide range of investment options, including ESG models and sub-advisory services across various asset classes.

Edward Gibbs is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Visionary Wealth Management and owns several businesses, including Gibbs Marketing Inc. and SJM Real Estate Holdings, which are primarily established for tax and expense purposes. Gibbs Financial Group, where he serves as president, involves his insurance sales activities and occupies most of his professional time. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model management strategies. The firm emphasizes a mix of analytical approaches and offers educational seminars alongside its investment advisory services.