Adam V Billups

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Robert Jetmundsen is the principal of Worthscape, LLC in Atlanta, GA, where he has been providing advisory services since 2006. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Outside of his advisory role, he is involved in several entrepreneurial ventures, including serving as president of Bobbo Aviation and Raj Holdings, owning a publishing company, and managing a motor yacht charter business. He also serves on the board of L2C, Inc. Worthscape offers discretionary portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach focuses on concentrated portfolios of U.S. common stocks supplemented by other securities and employs both fundamental and technical analysis, with occasional use of active trading strategies and derivatives.

Lucas Marsh is the principal of Engineered Wealth Management LLC in Avondale Estates, GA, holding a Series 65 designation with one year of experience in financial advising. He has a full-time role as a biomedical engineer with the Veterans Health Administration and serves as treasurer and board member of the Georgia Biomedical Instrumentation Society. Additionally, he provides tax and accounting consulting through a separate business. Engineered Wealth Management offers discretionary investment management, wealth management, and financial planning services primarily to individual and high-net-worth clients. The firm uses fundamental analysis with a generally long-term investment approach, incorporating exchange-traded funds and providing standalone financial planning engagements on an hourly or subscription basis.

Justin Campagna is a financial advisor with Emergent Financial Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at several firms including Arista Consulting Group and Ashford Advisors prior to his current role. In addition to advisory services, he provides insurance and pension consulting through Emergent Financial Group, dedicating about half of his time to these activities. Emergent Financial Group serves retirement plan sponsors and institutional clients with investment advisory and pension consulting, alongside asset management and financial planning for individuals. The firm employs a combination of long-term, value-oriented investment strategies and tactical asset allocation, while also offering fiduciary consulting and discretionary management for retirement plans, and operates a licensed independent insurance agency as part of its services.

Robert Fordham is a CFP® with 22 years of experience in financial advising and is the principal of Fordham Financial Services, Inc., an independent firm he has led since 1999. He is also a practicing CPA, providing accounting and tax services alongside his advisory work. Fordham Financial Services, Inc. manages approximately $24.8 million for around 41 clients, primarily individual and high-net-worth investors and trusts. The firm offers financial planning, discretionary portfolio management, and project-based tax and small-business consulting, utilizing a long-term investment approach that combines fundamental and technical analysis.

Kevin Kaspar is a CFP® professional with three years of industry experience currently serving at Trackside Wealth. His background includes six years as a CPA at Kaspar & White CPA, PC, and prior roles at PwC and KPMG. He is also involved with Lemonade Stand Accounting, LLC. Trackside Wealth offers comprehensive financial planning and discretionary investment management for individuals, including high-net-worth clients. The firm uses a passive investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management under a flat, fixed-fee pricing model.