Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

Joe Richardson is a CFP® professional with 19 years of experience, operating as the sole advisor at Strategic Capital Planning, Inc. in Kennesaw, GA since 2006. He also has a long-standing role with the Cobb County School District beginning in 2001. Outside of financial advising, he provides accounting services and oversees the accounting department for Planters Rural Telephone Cooperative. Strategic Capital Planning, Inc. offers personalized financial planning, 401(k) consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses mutual fund–based strategies with a focus on passive funds and delivers portfolio management mainly on a non-discretionary basis with regular client involvement.

Jeremiah Beguesse is a financial advisor at Berone Capital LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Alexander Capital, Centaurus Financial, Bank of America, and Merrill Lynch. Berone Capital provides discretionary investment supervisory and portfolio management services to a select group of individual and institutional clients. The firm employs a flexible, opportunity-driven investment approach combining global macro and event-driven ideas with fundamental, technical, and sentiment analysis across multiple asset classes.

Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

Melvin Coleman is a financial advisor at Essential Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked concurrently as a sales consultant at CarMax since 2012. Essential Wealth Management Group is an independent firm providing discretionary portfolio management and construction for individual and corporate clients. The firm employs fundamental analysis for traditional accounts with a focus on long-term growth and also offers an Active Trading Program that uses technical analysis and advanced options strategies.

Daphane Simmons is a financial advisor with Nvest Wise, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Nvest Wise since 2007. Nvest Wise, LLC serves primarily small business owners and individual clients, providing financial planning, portfolio analysis, cash-flow and business consulting, and 401(k) plan services. The firm employs a disciplined investment approach that combines fundamental research with technical analysis and focuses on written recommendations rather than turnkey discretionary management.

Hakeem Webb is a financial advisor at National Christian Financial Advisors, Inc. in Douglasville, GA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2006. In addition to his advisory role, he engages in solicitor activities for real estate lenders and provides investment banking services. National Christian Financial Advisors serves individual investors, pension plans, corporations, and other business entities, offering discretionary portfolio management, financial planning, and qualified plan consulting. The firm emphasizes active management focused on risk control and value principles and provides faith-based investment strategies alongside institutional portfolio management and sub-advisory services.

Brenton Meese is the sole advisor at Brentonian Capital Management LLC, holding a Series 65 designation with two years of industry experience. He has been affiliated with Brentonian Capital Management since 2014 and also worked with Vina Del Mar Group LLC from 2014 to 2023. Brentonian Capital Management LLC provides discretionary asset management to individual and high-net-worth clients, managing approximately $4.0 million across eight accounts. The firm employs both fundamental and technical analysis, incorporating strategies such as option writing, derivatives, and leverage, with separate account management and quarterly reviews.

Andrew Hamm is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Summit Private Wealth, LLC since 2019. His prior experience includes roles at Kurt Mattson, Northwestern Mutual Investment Services LLC, and Wells Fargo. Summit Private Wealth, LLC provides investment advisory and financial planning services to individuals and institutional clients, managing approximately $11.8 million in assets across about 20 client relationships. The firm creates personalized investment policies and uses fundamental, technical, and cyclical analysis to construct diversified portfolios, with accounts reviewed at least annually or as needed.

John Miller is the sole advisor at Provident Capital Group, L.P., an independent firm based in Mableton, GA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including prior roles at Bank of America, Merrill, and Resonant Brands LLC. In addition to his advisory work, Mr. Miller is a licensed insurance agent in Georgia, though his insurance activities represent less than 5% of his professional time. Provident Capital Group provides ongoing investment management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm emphasizes long-term asset allocation with continuous portfolio management, incorporating fundamental, technical, and cyclical analysis, and utilizes third-party investment platforms for trade execution and account management.

Lawrence Mcdonald is the principal of Tricord Investment Advisors, Inc. in Kennesaw, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tricord since 2005. In addition to his advisory role, he owns and operates L-J Financial Associates, Inc., offering health insurance, life insurance, and employee benefit services. Tricord Investment Advisors provides discretionary portfolio management and consultation services to individuals, high-net-worth clients, and businesses. The firm employs a combination of charting, fundamental and technical analysis, and uses customized equity baskets and model portfolios to implement dynamic asset-allocation strategies.

Jeffrey Payne, Jr., CFP® is the sole advisor at Payne Financial Management, L.L.C. in Kennesaw, GA, with 22 years of industry experience. He has led his firm since 1999, holding the CFP® designation and Series 65 license. Payne Financial Management, L.L.C. serves individual clients, focusing on those planning for, transitioning into, or already in retirement. The firm provides discretionary portfolio management and financial planning services tailored to each client’s goals and risk tolerance, with an emphasis on client education and regular portfolio reviews.

James Durden Jr. is a Series 65-licensed financial advisor with Edward Wealth Partners in Lithia Springs, GA. He has been with Edward Wealth Partners since 2025 and has over a decade of experience with Edward Financial Group, where he is also an owner and insurance agent. Edward Wealth Partners is an investment manager offering discretionary and non-discretionary asset management and consulting services, with a focus on retirement-plan work. The firm combines direct portfolio management with third-party manager recommendations and provides plan-sponsor fiduciary services as well as participant education.

Jason Daugherty is a financial advisor at Triumph Wealth Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Triumph Wealth Advisors since 2010, with prior experience at World Equity Group, Inc. and Taylor Capital Management, Inc. Outside of his advisory role, he owns a used auto modifying and sales business. Triumph Wealth Advisors provides asset management, financial planning, and consultation services to individual and business clients. The firm manages portfolios on a non-discretionary basis, tailoring investments using equities, fixed income, mutual funds, ETFs, and other strategies, and reported approximately $30.3 million in assets under management as of December 31, 2024.

Ryan Moledor is a financial advisor at Parrish Capital, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Krm Capital Management since 2004. Outside of his advisory role, he is also a licensed real estate agent who works on weekends. Parrish Capital, LLC is an SEC-registered advisory firm serving individuals, charitable organizations, corporations, and retirement plans. The firm combines written financial plans with ongoing portfolio management and employs a fundamental analysis-based investment process, including proprietary model portfolios focused on growth and income.

As a life-long learner with great curiosity, I've seen a lot over the years and learned what works and what doesn’t. My experience led me to join a long-time friend to build a firm that is mission-driven…not profit-driven. A prior mentor would often say, “Always do what’s right, and everything else will work itself out.” That stuck with me and it still (along with my faith) guides me today. Now, we're working to redefine wealth management. We help families and individuals gain clarity and empower them to live their best life. Ultimately, life isn't about the money...it's about the journey, the memories you create, and the legacy you leave behind. Everyone deserves to live their best life! Sampling of how we help families and individuals (we do much more): - Clarify what's important (life goals, decisions, priorities, etc.) - Build for retirement (using 401(k)s, IRAs, HSAs, etc.) - How to tax efficiently produce income in retirement - Invest wisely using low cost, tax-efficient funds - Coordinate with CPA on tax saving ideas and opportunities - Coordinate with attorney on estate planning - Integrate charitable planning with the investments and tax planning - Protect your assets and income through insurance planning (note: we don't sell insurance) - Fund current or future education for children/grandchildren - Review company benefits during open enrollment I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I'm also a member of the Investments & Wealth Institute and hold the Certified Investment Management Analyst (CIMA®) designation, completing the program administered by the Wharton School of the University of Pennsylvania. I also received training at the Kinder Institute of Life Planning, which has given me the tools to have much more meaningful conversations about life goals with the families I serve. I am a 2018 graduate of the Catholic Charities Atlanta Leadership program and a 2019 graduate of the Philanthropic Advisor Leadership Institute, led by the three Balser Professional Advisors Council partnership organizations: the Community Foundation for Greater Atlanta, the Jewish Federation of Greater Atlanta, and the United Way of Greater Atlanta. In my personal time, I enjoy being with my kids, dating my wife, working our farm, dabbling in woodworking, hiking, learning new things, and singing in my church choir. Favorite quote: "When your values are clear to you, making decisions becomes easier." - Roy E. Disney What is a problem in the industry that you want to fix? How firms view their clients as "numbers". Some firms refer to their client as "A, B, or C" clients while others reference the portfolio size (a "$5 million client" as an example). I want the industry to stop putting dollar signs above clients' heads. A client is a "who" not a "what". Advisors should be here to serve people, and our industry (and clients) will thrive once we embrace life-centered planning over asset-centered planning. What are the values that drive you? I value faith, integrity, family, and service. To learn more, visit: https://journeybeyondwealth.com/the-jbw-difference/who-we-are

Evan Fricks is a financial advisor at MasterPlan Retirement Consultants with a Series 65 designation and two years of industry experience. He has worked at MasterPlan Retirement Consultants since 2018 and also operates an affiliated insurance business, Fricks and Associates, Inc., where he acts as an insurance agent. Prior to his financial services career, he was involved in the coffeehouse industry. MasterPlan Retirement Consultants provides discretionary asset management, ERISA 3(21) plan advisory services, and comprehensive financial planning to individuals and retirement plans. The firm employs both tactical and strategic asset allocation and manages relationships with third-party managers, including Gradient Investments and CreativeOne.

Theodore Parrish is a CFA® charterholder with 22 years of industry experience and serves as an advisor at Parrish Capital, LLC since 2015. He holds a Series 66 license and is involved in community activities as a board member of Kenny Leom's True Colors Theatre Company and as a trustee advocating for Kennesaw State University through the Kennesaw State Foundation. Parrish Capital, LLC is an SEC-registered firm providing discretionary portfolio management, financial planning, retirement plan advisory, and investment consultation to individuals, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach with proprietary model stock portfolios and manages approximately $130 million across more than 200 clients.

Nicholas Houston is a financial advisor at BDM Investments, Inc. with a Series 65 credential and three years of industry experience. Prior to his current role, he worked for over a decade at Northside United Methodist Church. BDM Investments, Inc. provides discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across about 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focusing on asset allocation and passive investment vehicles, utilizing third-party platforms such as Savant Wealth Management.

Scott Dietz is a financial advisor with NTV Asset Management, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has served as President and CEO of both NTV Asset Management and its affiliated firm, Eagle Financial Group, where he provides financial counseling including estate and income tax planning for high-net-worth individuals. NTV Asset Management offers investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory, combining cash or laddered bonds for near-term spending with risk-based asset allocation, and maintains a notable involvement with private placements alongside a related accounting and tax-preparation affiliation.