Paul Andrew Fernandez

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.

Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.

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.

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.

James Mcgeehan is a financial advisor at Ensure Capital LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at the US Department of Transportation and at Ensure Capital under its former OakTree Capital name. Outside of advising, Mcgeehan is involved in business brokerage services, which connect him to potential money management clients. Ensure Capital LLC provides financial planning and discretionary portfolio management primarily to individuals, small businesses, and company-sponsored retirement plans. The firm’s investment approach focuses on asset allocation with a long-term equity emphasis, utilizing mutual funds, ETFs, individual securities, and advanced strategies such as derivatives and margin trading.

Hi, I'm Nick. I'm the founder of Chattahoochee Wealth, a financial planning and investment management firm focused on corporate professionals in their 50s and 60s who are serious about retirement planning. Do you: • Know you've saved enough, but have no clear picture of how to turn that nest egg into a reliable, sustainable income? • Feel like your retirement picture is a jumble of puzzle pieces — 401(k)s, IRAs, taxable accounts, company stock — that individually make sense but together feel impossible to sort out? • Want to make sure you can actually do the things you've been looking forward to in the early years of retirement, while you're still in the health to enjoy them? • Worry that you're overpaying the IRS, and want a strategy to lower your total taxes paid during your retirement? • Know you have too much tied up in company stock but have no idea where to even begin unwinding it? That's exactly what I do. Together we'll untangle the puzzle, build a tax-efficient retirement income plan you actually understand, and make sure you have the confidence to enjoy the retirement you spent decades building. My background: • CPA — I started my career in public accounting at PwC • CFA® charterholder — I then spent several years on the investment research side at a large regional RIA • CFP® professional — After realizing returns aren't that important unless there's a "why" behind them, I shifted my focus to financial planning and spent several years as a financial planner before founding Chattahoochee Wealth Most advisors come from one of these backgrounds. I've worked in all three, which means all three lenses are on your situation at once. When you have more than just a hammer, not every problem has to be a nail. When I'm not thinking about retirement planning, I'm probably spending time with my wife, two daughters, and our labradoodle Palmer. I enjoy playing golf, cooking on my Big Green Egg, and fueling my mild obsession with coffee — I home roast beans and am still trying to nail latte art. If any of this sounds like where you are, I'd love to connect. Book a free introductory call and let's see if we're a good fit.