James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.

Fredrick Standfield is a CFP® with 17 years of industry experience, currently serving as the sole advisor at LifeWater Wealth Management in Duluth, GA. His prior work includes roles at Origin Financial, Liberate, Inc., and MANHEIM, Inc. LifeWater Wealth Management provides financial planning, portfolio and investment management, and separately managed portfolio access to individual, high-net-worth, and corporate clients. The firm employs a diversified investment approach based on modern portfolio theory, combining passive and active strategies with customized portfolio management and integrates bookkeeping and tax preparation services through third-party providers.

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.

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.

Lisa Smith is a financial advisor at Nine30 Advisors LLC with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms, including Kalos Management and Revolut Wealth. Outside of advising, she serves as an adjunct professor teaching courses on blockchain technology at various universities and is involved in film production as an executive producer. Nine30 Advisors LLC provides web-based discretionary investment advisory services primarily to individual retail clients through a mobile and web application. The firm uses an algorithm-driven approach based on modern portfolio theory to construct and actively manage diversified portfolios, offering advice exclusively through its mobile app and fintech integrations.

Robert Fordham is a CFP® with 22 years of experience in financial advising and is the principal of Fordham Financial Services, Inc., an independent firm he has led since 1999. He is also a practicing CPA, providing accounting and tax services alongside his advisory work. Fordham Financial Services, Inc. manages approximately $24.8 million for around 41 clients, primarily individual and high-net-worth investors and trusts. The firm offers financial planning, discretionary portfolio management, and project-based tax and small-business consulting, utilizing a long-term investment approach that combines fundamental and technical analysis.

Sarath Nallamudi is a Series 65-licensed advisor with six years of experience, currently serving as the sole advisor at Streetwise Capital. Prior to his advisory role, he worked at General Motors for five years and is also the director and principal consultant of SRS Systems, an IT consulting business. Streetwise Capital provides discretionary and non-discretionary asset and portfolio management as well as fee-based financial planning to institutional and private clients, including trusts, endowments, charitable organizations, and high-net-worth individuals. The firm utilizes fundamental, technical, and cyclical analysis and offers a range of investment strategies tailored to client objectives and risk tolerance.

Ali Syed is a CFP® with eight years of industry experience, currently operating as the sole advisor at CWPIM in Alpharetta, GA. His prior work includes roles at SunTrust Bank and founding Solutions Central LLC, where he remains active. Syed also manages private funds through Daikon Asset Management, LLC. CWPIM provides investment advisory and financial planning services to individuals and high-net-worth clients, managing approximately $15.4 million across 54 client relationships. The firm offers both discretionary and non-discretionary portfolio management and customized financial planning, using fundamental analysis and blended asset-allocation strategies tailored to clients’ goals and risk tolerance.

Akhilesh Misra is a financial advisor at Kuber Capital Management, LLC with eight years of industry experience. He holds the Series 65 designation and has been with Kuber Capital Management since 2017. Prior to this, he worked at NCR. Kuber Capital Management, LLC provides tailored portfolio management primarily for individual and high-net-worth clients by developing detailed Investment Policy Statements. The firm employs a combination of charting, cyclical and fundamental analysis along with modern portfolio theory, utilizing both long- and short-term trading strategies and occasionally more complex techniques such as options and short sales.

Donald Wales is a financial advisor at Cresfund Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cresfund Partners and Wells Fargo Advisors Financial Network. Outside of finance, he owns a limousine business based in Charlotte, North Carolina. Cresfund Advisors provides discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and businesses. The firm uses a combination of passive and active asset-allocation strategies and offers personalized planning services with a low client-to-advisor ratio.

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.

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

James Mcgeehan is a financial advisor at Ensure Capital LLC in Annandale, VA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He previously worked at the US Department of Transportation and has been associated with Ensure Capital (formerly Oaktree Capital) since 2009. Outside of advising, he is involved in business brokerage services and holds a Delaware real estate license. Ensure Capital LLC provides financial planning and discretionary portfolio management to individual and small business clients, as well as advising company-sponsored retirement plans and trustees. The firm employs a long-term, asset allocation-focused investment approach using a variety of securities and strategies and offers additional counsel on non-securities financial products such as annuities and insurance.

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Felicia Voloschin is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Life's Business, Inc. in Atlanta, GA. She is also president and owner of Life's Business Tax and Consulting Services, Inc., a CPA firm providing tax preparation, planning, and business consulting. Life’s Business, Inc. is an independent, single-adviser firm offering asset management and comprehensive financial planning to individuals and businesses. The firm employs fundamental, technical, and cyclical analysis with a focus on broad-based funds held for longer terms, and it provides both discretionary and non-discretionary management services.

James Dowdy is a financial advisor with Legacy Partner Group in Duluth, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 24 years of industry experience. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Cetera. Legacy Partner Group is an investment manager offering fee-based, discretionary portfolio management and custom investment services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy using fundamental and cyclical analysis across a broad range of securities.

C Venkatesh is a financial advisor with CN Wealth Management, LLC in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. He has led CN Wealth Management since 2009. CN Wealth Management, LLC is an independent advisory firm serving individuals and high-net-worth clients with discretionary investment management. The firm emphasizes tailored portfolio construction, combining fundamental and occasional technical analysis, and utilizes strategies including margin and options within separately managed accounts.

Manishkumar Jain is a financial advisor with BluePrism Wealth Management LLC in Johns Creek, GA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Merrill, Wells Fargo Clearing Services, and J.P. Morgan Securities. He is also a licensed insurance agent and spends part of his time selling insurance products. BluePrism Wealth Management LLC is an independent, state-registered advisory firm serving individuals, trusts, small businesses, and high-net-worth clients. The firm offers discretionary asset management and financial planning, focusing on asset allocation, portfolio monitoring, and Monte Carlo retirement planning.

Brent Morrison is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at Zuma Capital Management, LLC, where he has worked since 2013. Prior to that, he was associated with Strome Group beginning in 2009. Outside of his advisory work, Mr. Morrison serves as Interim CEO of Regional Health Properties, Inc., a publicly traded real estate company. Zuma Capital Management provides portfolio management and investment-advisory services primarily to individual investors and also sponsors private pooled investment vehicles. The firm employs personnel with CFA and FRM designations and incorporates hedge fund and private investment office experience in its portfolio construction and risk management, while maintaining distinctive fund sponsorship and performance fee structures.

James Izett is the principal of Izett & Associates, LLC in Suwanee, Georgia, with 45 years of experience in the financial industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Retirement Partner Advisors, OneDigital Investment Advisors LLC, Independent Financial Group LLC, and AdviseMe National Advisors. Izett & Associates is a state-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a combined long-term growth and income strategy focused on dividend- and interest-producing securities, including REITs and BDCs, and utilizes both long and short equity trading.