Brian Edward Whalen

Raymond Howe is a financial advisor at Comprehensive Financial Planning, Inc. in Gainesville, GA, holding a Series 65 designation with 14 years of industry experience. He has been with the firm since 1993, which he has operated independently. Comprehensive Financial Planning, Inc. provides discretionary portfolio management and limited financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented, long-term investment approach focused on a concentrated portfolio of individual stocks and bonds, typically holding positions for three to ten years, and combines planning services exclusively with portfolio management.

John Howard is a financial advisor at Focus Advisory, Ltd. in Marietta, GA, holding CFP®, PFS™, and Series 63 credentials with 22 years of industry experience. His prior experience includes roles at Mercer Global Advisors Inc. and Resource Planning Group, Ltd. Focus Advisory, Ltd. provides wealth management, discretionary investment management, financial planning, and trustee services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, strategic asset allocation approach using ETFs, low-cost mutual funds, and individual securities, implementing portfolios on a discretionary basis with attention to tax harvesting, risk management, and cash needs.

Michael Brooks is a financial advisor at Perfetta Capital, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked for Sentara Capital LLC for 12 years. In addition to his advisory role, he has been an independent insurance agent since 2009, focusing on insurance sales and service. Perfetta Capital, LLC provides investment advisory and discretionary managed-account services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers retirement-plan consulting with a focus on plan design, investment selection, participant education, and co-fiduciary assistance, employing diversified asset-allocation strategies tailored to client objectives and risk tolerance.

Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.

Kyle Bochat is a financial advisor with Financial Potential Wealth Management in Gainesville, GA. He holds a Series 66 designation and has 12 years of industry experience, including roles at World Investment Advisors, IFG Advisory & LPL Financial, Wells Fargo, and Edward Jones. Outside of his advisory work, he is president of K Brothers Development, LLC, a spec house construction company where he assists with zoning and financial matters. Financial Potential Wealth Management serves individuals, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-faceted investment process incorporating fundamental, quantitative, and technical analysis, and offers access to a broad range of securities and alternative investments.

Eric Broadus is a financial advisor at Can Serve Free LLC with four years of industry experience. He holds a Series 65 designation and has worked at AGCO Corporation and Stryker. Can Serve Free LLC provides fee-based, primarily online investment advisory and quantitative portfolio management services focused on cancer/oncology stocks and healthcare real estate investment trusts. The firm serves individual investors, high net worth clients, businesses, and not-for-profit organizations using a Modern Portfolio Theory-based approach with fundamental and technical analysis.