Srinivasa Rao Katragadda is a financial advisor at VIVCAP LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fair Isaac Corporation (FICO) for three years. Outside of financial advising, he is president of Softoholic Systems, LLC, a software design and development firm he has led since 2003. VIVCAP LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and small businesses, managing approximately $24.8 million across about 50 accounts. The firm combines fundamental and technical analysis to focus on long-term growth opportunities and offers educational seminars to the public at no charge.

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.

Elizabeth Hendrich is the principal of E.A. Hendrich Financial Planning, LLC in Alpharetta, GA. She holds a Series 65 designation and has 13 years of industry experience. Since founding her firm in 2012, she has provided financial planning and investment advice primarily to individual clients. E.A. Hendrich Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on clients typically in their 40s through 70s. The firm follows a fundamental, long-term buy-and-hold investment philosophy, favoring low-cost index ETFs and mutual funds, and emphasizes asset allocation as the primary driver of returns.

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

James Mcgeehan is a financial advisor at Ensure Capital LLC in Annandale, VA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He previously worked at the US Department of Transportation and has been associated with Ensure Capital (formerly Oaktree Capital) since 2009. Outside of advising, he is involved in business brokerage services and holds a Delaware real estate license. Ensure Capital LLC provides financial planning and discretionary portfolio management to individual and small business clients, as well as advising company-sponsored retirement plans and trustees. The firm employs a long-term, asset allocation-focused investment approach using a variety of securities and strategies and offers additional counsel on non-securities financial products such as annuities and insurance.

Roy Larsen is a CFP® with 20 years of industry experience and the sole advisor at Larsen Wealth Management, LLC, an independent firm based in Gainesville, GA. He has been with Larsen Wealth Management and its predecessor under LPL Financial since 2006. Larsen is licensed to offer variable products in Georgia, New Jersey, and Florida but operates under a fee-only fiduciary model without accepting commissions on annuity products. Larsen Wealth Management serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs multiple analytical methods and a wide range of investment strategies, including the use of third-party managers and alternative investments, with portfolios reviewed quarterly by Larsen.