Lucas Marsh is the principal of Engineered Wealth Management LLC in Avondale Estates, GA, holding a Series 65 designation with one year of experience in financial advising. He has a full-time role as a biomedical engineer with the Veterans Health Administration and serves as treasurer and board member of the Georgia Biomedical Instrumentation Society. Additionally, he provides tax and accounting consulting through a separate business. Engineered Wealth Management offers discretionary investment management, wealth management, and financial planning services primarily to individual and high-net-worth clients. The firm uses fundamental analysis with a generally long-term investment approach, incorporating exchange-traded funds and providing standalone financial planning engagements on an hourly or subscription basis.

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.

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.

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.

Lee Baker is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Claris Financial Advisors, Inc. He has worked with Wellstone Securities and Apex since the late 1990s and maintains a long-standing involvement in financial planning. Outside of his advisory role, he manages a non-investment activity related to renting out a previous home. Claris Financial Advisors provides comprehensive financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a goals-based, customized approach with an emphasis on fundamental analysis and growth-and-income strategies.

My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/

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.

Mark Reagan is the principal advisor at Reagan Financial Planning LLC in Oxford, GA, with nine years of industry experience. He holds a Series 65 designation and has operated his independent firm since 2016. Reagan Financial Planning LLC provides written financial planning and investment consulting services to individuals, families, and small-business owners. The firm follows a consultative-only model, offering comprehensive and modular plans without managing client assets or taking custody, focusing on individualized advice and a broad range of investment strategies.

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.

David Jenkins is a financial advisor at Trestle Wealth Advisory, LLC in Duluth, GA, holding a Series 65 designation with 10 years of industry experience. He previously worked at Elevate Wealth Advisory, Inc. and Daktronics. Trestle Wealth Advisory provides portfolio management, financial planning, and educational seminars to individuals, high-net-worth clients, and charitable organizations. The firm applies modern portfolio theory with a focus on long-term allocations and offers a range of investment vehicles, operating primarily with non-discretionary assets under management.

Latoya Maddox is a CFP® with 19 years of industry experience and serves as the sole advisor at Infinity Financial Wealth Management LLC. She has worked at Naples Asset Management Company, LLC since 2017 and previously spent 11 years at Wilbanks Securities Advisory. Outside of investment advising, Maddox is a FINRA arbitrator and teaches pre-license insurance courses. Infinity Financial Wealth Management LLC provides discretionary asset management and financial planning services primarily for individuals and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory, including strategies involving derivatives and options, with regular portfolio monitoring and quarterly reviews.

Mark Digiovanni is the sole advisor at Marathon Financial Strategies in Brunswick, GA, holding the CFP® designation with 22 years of industry experience. He has been with Marathon Financial Strategies since 1995. He is also the author of four books on financial management, from which he receives royalties. Marathon Financial Strategies serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a long-term investment approach using both fundamental and technical analysis, manages all assets in-house, and emphasizes regular portfolio reviews and documented client objectives.

John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Donald Slowinski is the principal advisor at Winslow Asset Group, LLC, a firm he has been with since 1999. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory role, Slowinski serves as a general partner and portfolio manager at SMS Capital Partners L.P., an equity fund. Winslow Asset Group, LLC is a state-registered investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients such as corporations, trusts, estates, and charitable foundations. The firm employs a combination of fundamental research and technical analysis to actively manage portfolios across various instruments, including equities, options, ETFs, and private funds.

Ahmed Mahmood is the principal advisor at Wakil Wealth Advisory LLC with 17 years of industry experience. He previously worked at Morgan Stanley for 14 years before founding his independent advisory firm in 2024. Mahmood also serves as a FINRA arbitrator and operates a licensed insurance practice alongside his advisory role. Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses, including corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to each client’s goals, risk tolerance, and time horizon.

Peter Brangwin is a CFP® professional with one year of experience in financial advising, currently serving as the sole advisor at The Green Group Finance, LLC. He has prior experience with Five Forest Management, Inc. and is president of Accounting and Tax Solutions, LLC d.b.a The Green Group, where he provides tax and accounting services. The Green Group Finance, LLC is a fee-only registered investment adviser offering investment management and project-based financial planning to institutional clients, employer plan sponsors, businesses, and individuals. The firm employs a long-term, factor-based investment approach combining passive and active fund selection, with portfolios managed on a non-discretionary basis.

Sharon Yu is a financial advisor at Yongchang Company Inc with seven years of industry experience. She holds a Series 66 designation and has worked at HD Vest Advisory Services and related entities, as well as owning and managing an accounting and tax preparation business, Global Financial Center, Inc. She operates out of Duluth, GA. Yongchang Company Inc provides retirement planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm integrates tax-smart retirement planning with discretionary portfolio management, combining fundamental analysis to build diversified portfolios that may include equities, ETFs, mutual funds, and fixed income, complemented by ongoing monitoring and periodic rebalancing.