Jonathen Robinson

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

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.

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.

Timothy Morgan is a financial advisor with Morgan Capital Group LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His background includes roles at Manpower Engineering, Morgan Joseph, and State Farm Insurance. He also maintains a licensed insurance practice involving the sale of insurance products. Morgan Capital Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm offers both discretionary and non-discretionary managed accounts and is noted for sponsoring a wrap-fee program while primarily managing non-discretionary assets. Their investment strategies are tailored to client objectives and include asset allocation, dollar-cost averaging, and technical analysis, with planning services available on a fixed-fee or hourly basis.