William Hearn

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.

Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

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.

Deborah Matz is a financial advisor at Design Life's Journey, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Choice Advisors and Securities Service Network. Outside of advising, she is involved in tax preparation and planning through DLJ Tax Services, which she founded. Design Life's Journey serves individual and high-net-worth clients as well as small business owners, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. The firm employs a customized investment approach combining multiple analytical methods and maintains additional services such as tax preparation, insurance sales, and educational events.

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.