Crystal Thomas

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.

David Barfield is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Datapoint Financial Planning, LLC in Canton, GA, and previously worked at Chastain Wealth Management and Fiserv. Datapoint Financial Planning, LLC provides fee-only financial planning services to individuals and high-net-worth clients, focusing on retirement, tax, estate, insurance, college savings, employee benefits, and business planning. The firm offers project-based or hourly planning engagements without discretionary investment management or custody of client assets.

Kenneth Mullinax is a CFP® professional with 21 years of industry experience. He is the principal of NPV Advisory Services, LLC, where he has worked since 2014. NPV Advisory Services provides fee-only financial planning and investment advisory services to individuals, business entities, trusts, and retirement plans. The firm emphasizes retirement plan design and consulting, using a strategic asset allocation approach focused on low-cost investment vehicles and financial planning as the foundation for recommendations.

Nicholas Garofalo is the sole advisor at Openhanded Wealth LLC in Holly Springs, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding Openhanded Wealth, he worked at Court Solutions, LLC and is currently employed at i3 Verticals, LLC, where he performs financial analysis and reporting. Openhanded Wealth provides investment management and financial planning services to individuals, high-net-worth individuals, and small business owners. The firm emphasizes Modern Portfolio Theory and asset allocation, utilizing passive mutual funds, ETFs, and model portfolios implemented through the Altruist platform.

Samuel Newland is a financial advisor at Lighthouse Investment Advisors, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Investment Advisors since 2016 and Lighthouse Financial, Inc. since 2017. Prior to his advisory career, he spent 29 years at Southern Company. Newland is also the owner of Lighthouse Financial, Inc., where he acts as an insurance agent specializing in life, health, and annuity products. Lighthouse Investment Advisors is an independent, fee-based firm serving individual clients and qualified retirement plans. The firm offers non-discretionary asset management, ERISA 3(21) consulting for plan sponsors, and educational seminars, emphasizing investment strategies based on fundamental, technical, and cyclical analysis.