William Kenneth 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® professional with four years of industry experience. He is the principal advisor at Datapoint Financial Planning, LLC, where he has worked since 2021. Prior to that, he spent five years at Fiserv and one year at Chastain Wealth Management. Datapoint Financial Planning is a fee-only, state-registered firm serving individuals and high-net-worth clients through project-based comprehensive financial planning and limited-scope hourly engagements. The firm provides investment recommendations framed by modern portfolio theory and passive index/ETF strategies, without managing or holding client assets, and focuses on business owner and employee-benefit planning.

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 previously worked at firms including Focused Tax Solutions and Securities Service Network. She is also involved in tax preparation and planning through her role as founder of DLJ Tax Services and manages an office building through Franklin Properties LLC. Design Life’s Journey serves individuals, high-net-worth clients, and small business owners by providing portfolio management, customized financial planning, tax preparation, and business advisory services. The firm builds portfolios tailored to client goals and risk tolerance, using a combination of fundamental, quantitative, and technical analysis with regular reviews and discretionary trading options.

Samuel Newland is a financial advisor at Lighthouse Investment Advisors, Inc. in Canton, GA, with 10 years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Investment Advisors since 2016, previously with Hawkins Agency and Southern Company. In addition to his advisory role, he is the owner of Lighthouse Financial, Inc., where he also acts as an insurance agent. Lighthouse Investment Advisors, Inc. provides fee-based asset management and financial planning services to individuals and qualified retirement plans, including 401(k)s and pension plans. The firm primarily operates on a non-discretionary basis and incorporates fundamental, technical, and cyclical analysis into its investment approach while supporting ERISA plan sponsors with fiduciary consulting and participant education.