Katherine Battey is a financial advisor at Balentine with six years of industry experience. She holds the Series 66 designation and has worked previously at Rockefeller Financial LLC, Bank of America, Merrill, World 50, and The University of North Carolina at Chapel Hill. Outside of financial advising, she manages BWB Interiors LLC, an interior design and home furnishings business based in Atlanta. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office, and business advisory services. The firm employs a risk-based investment process and manages pooled investment vehicles, including private funds.

Patrick Moore is a CFP® professional with 11 years of industry experience, currently serving at OneSeven. His prior roles include positions at Ironclad Wealth Management and First Heartland Capital Inc. Outside of advisory work, he is president of Ironclad Business & Tax Advisors, a tax and business advisory firm. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with investment advisory and financial planning. The firm uses diversified portfolios primarily focused on long-term strategies, employs due diligence, and offers both discretionary and non-discretionary arrangements.

Todd Smallwood is a financial advisor with Procyon in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cardone Wealth Advisors, Cove Capital Group, Sugarloaf Wealth Management, and Lindner Capital Advisors, among others. Procyon offers investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, employing both discretionary and primarily non-discretionary strategies using mutual funds, ETFs, equities, and fixed income, and it distinguishes itself through its private fund advisory and pooled vehicle portfolio management capabilities.

Scott Emerson is a financial advisor at Elevation Point Wealth Partners, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Bank of America N.A., and Merrill. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, utilizing model portfolios with tactical asset allocation and incorporates third-party managers, insurance distribution, and annuity servicing within its advisory services.

Wonyul Sohn is a financial advisor with OpenArc Corporate Advisory, LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, employing both discretionary and non-discretionary models, and integrates institutional retirement solutions with private markets and digital asset capabilities.

Matthew Kennedy is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Jefferies Investment Advisers LLC since 2023 and has worked at Jefferies LLC since 2015. Outside of his advisory role, he serves as a board member for the Metropolitan Ballet Theater, assisting with fundraising and organizational planning. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse range of clients, including individuals, trusts, and charitable organizations. The firm employs a collaborative, goal-oriented planning process using third-party software and scenario analysis, while maintaining a fiduciary role separate from implementation and brokerage services.

Sabrina Gott Proano is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior roles at CoreCap Advisors, Ameritas Investment Corp., and Capital Choice Financial Services. Outside of her advisory work, she is involved with Be Charm'd, a home-based non-investment-related business. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm provides comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis with options for in-house and third-party management.

Kenneth Albert is a CFP® professional with 32 years of industry experience, currently serving at Calton & Associates, Inc. since 2004. He previously worked at Keystone Advisory Group, Inc. and Sicor Securities Inc. Outside of his advisory role, Kenneth is an author of the book *Finding the Right Fit, the Ultimate Guide to College* and operates an independent insurance agency focusing on fixed, life, and health insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures, including firm-managed wrap programs and separate accounts, and combines investment advisory and brokerage services.

Michael Abbott is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Sable Wealth for 17 years. Outside the United States, Abbott is involved in the insurance business. Beacon Global Advisor Network serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and a pension-advice service for U.K. expatriates, utilizing a mix of third-party managed models, mutual funds, ETFs, equities, and fixed income investments.

Curt Klein is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, with 22 years of industry experience. He has held positions at Wela Strategies, Inc. and Wela Strategies, LLC prior to his current role. He holds Series 63 and Series 65 licenses. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset-allocation models and provides specialized in-house planning resources alongside access to private investment solutions and formal pension consulting capabilities.

Jeffrey Fleuriot is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at JPMorgan Chase, Merrill, Bank of America, Truist, and Morgan Stanley. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a variety of layered investment solutions, including unified managed accounts and automated ETF portfolios.

Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 private investment funds.

Crystal Epstein is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with IFG Advisory and LPL Financial since 2014. Outside of her advisory role, she contributes to journals in a non-investment capacity. IFG Advisory, LLC provides 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 combination of fundamental, technical, and cyclical analysis in its investment process and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.

Paul Busino is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Berthel Fisher since 2005. Outside of advising, he serves on board positions for local condominium associations and is involved in business consulting, mortgage lending, and insurance activities. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 investment adviser representatives.

Charles Lowe is a CFP® with 15 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2017. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. He is also part owner and manager of a rental property LLC involved in long-term land lease administration. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm offers a centralized investment platform with customizable asset-allocation models and access to specialized in-house resources and private investment solutions.

Miller Majors is a CFP® with six years of industry experience, currently serving clients at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Safe-Guard Products International, Regions Securities LLC, Regions Bank, KPMG, and PwC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform combining asset-allocation models, actively managed sleeves, and ETF-based portfolios, alongside in-house estate and tax planning specialists, to deliver coordinated financial services.

William Mcferren is a financial advisor at SignatureFD, LLC based in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Ellen Rapier is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors since 2015, following six years at Resource Horizons Investment Advisory, Inc. Outside of her advisory role, she serves as treasurer for the Charis Circle nonprofit organization and is active as a musician, including live performances and studio work. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to construct and monitor client portfolios.

Heather Hoch is a financial advisor at IFG Advisory, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at IFG Advisory since 2021, following roles at OneWealth Investment Management, LLC, One Wealth, LLC, and Jefferson City Schools. Outside of her advisory work, she is involved in insurance sales and client education for accident and sickness and life insurance products. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.