Ralph Malcolm Brooks Jr.

Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Allstate Insurance Co., Ameriprise Financial Services, and Banc of America Investment Services. He is also the owner of Greene Financial Services LLC, which focuses on life insurance and fixed annuity sales. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice, offering a wide range of investment options tailored to client profiles. The firm employs multiple analytical methods to construct and manage portfolios and operates with a broker-dealer affiliation that requires clients to use designated custodial services.

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.

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WeathTree Capital Management, LLC and Pruco Securities LLC. LegacITree Wealth Management is a state-registered investment adviser offering discretionary portfolio management and comprehensive financial planning for individuals, trusts, estates, and certain business and retirement-plan clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, using various strategies and proprietary models tailored to clients' goals and risk tolerance.

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.

Christopher Hardy is a CFP® and ChFC® with 16 years of experience in the financial advisory industry. He has been with Paramount Investment Advisors since 2008 and serves as its sole advisor. In addition to his advisory work, he is managing director of Paramount Tax and Accounting, a firm specializing in tax preparation, accounting, and IRS representation. Paramount Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, families, nonprofits, trusts, pension plans, and corporations. The firm integrates tax and accounting services through its affiliated practice and offers ERISA-aware pension consulting and educational seminars alongside discretionary portfolio management focused on long-term investments.

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.