Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Donald Tessmer is a CFP® professional with 35 years of experience in the financial industry. He is the owner and operator of Tax & Financial Management in Atlanta, GA, where he has worked since 1991. Tessmer previously worked at Kovack Securities Inc. from 2014 to 2017. Tax & Financial Management provides ongoing portfolio management and financial services primarily to individual and high-net-worth clients. The firm emphasizes equities within a long-term trading approach guided by written Investment Policy Statements and manages approximately $30 million in discretionary assets.

Anish Rathod is a financial advisor at Assetguard Financial Services Inc. He holds Series 63 and Series 66 designations and has nine years of industry experience. Prior to his current role, he worked at Avantax Advisory Services and Avantax Investment Services. In addition to financial advising, he provides tax consultation and payroll services to business clients and assists individuals with tax returns. Assetguard Financial Services Inc. offers portfolio management and financial planning services to individual and high-net-worth clients. The firm focuses on fundamental analysis and a long-term investment horizon while serving as a fiduciary and providing accounting services alongside its investment offerings.

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.

Valerie Bowman is a financial advisor with Bowman Wealth Management in Smyrna, GA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include work with Empower Retirement and Havenn Hills, and she has been leading Bowman Wealth Management since 2019. She also has experience teaching at UCLA Extension. Bowman Wealth Management serves individual investors as well as institutional and tax-entity clients, including trusts, estates, charitable organizations, municipalities, and endowments. The firm offers discretionary investment management, financial planning with an emphasis on planned giving, tax return preparation, and educational workshops, combining institutional breadth with specialized services uncommon among similar-sized independent advisors.

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.

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.

Jamar Bates is a financial advisor with Bates Financial Group, LLC in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has led Bates Financial Group since 2014. Outside of advisory services, he is involved with Bates Realty Group, Inc., which engages in residential and commercial real estate brokerage. Bates Financial Group provides financial planning, consulting, and educational seminars to a diverse client base including individuals, trusts, estates, and business entities. The firm integrates advisory services with brokerage, insurance, and mortgage offerings, relying on third-party managers for investment guidance and emphasizing strategic and tactical asset allocation approaches.

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.

Aaron Gaines is a CFP® and holds a Series 66 license with nine years of industry experience. He is the principal of Gaines Capital Management LLC, a firm he founded in 2025 after roles at World Equity Group, BluePath Capital, Nicholas Wealth Management, and Edward Jones. Gaines is also a licensed insurance agent and owner of GCM Wealthshield LLC, where he provides insurance products and services to clients. Gaines Capital Management LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm offers portfolio management, comprehensive financial planning, and hourly consulting, employing a fundamental analysis approach with strategic asset allocation using equities and ETFs.

Heather Szyperski is a financial advisor at Heinz Investments with 14 years of industry experience. She holds the ChFC® designation and Series 63 license, and has been with Heinz & Associates since 2011. In addition to her advisory role, she is a licensed insurance agent involved in selling fixed life insurance and annuities. Heinz Investments is a small advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets using a core-and-satellite investment approach that combines passive index funds with selective active holdings, and provides comprehensive advisory services including cash-flow, retirement, tax, estate, and risk-management planning.

Phimar Patterson is a CFP® professional affiliated with PR Squared Wealth Management LLC in Atlanta, GA, with 17 years of industry experience. He has worked at firms including Ameritas Advisory Services, Madison Avenue Securities, and has operated his own sole proprietorship since 2013. Outside of his advisory role, he owns Blue Clover Financial, a marketing organization, and is engaged in insurance sales and strategic planning through Unified Legacy Group. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, ERISA 3(21) fiduciary services, and retirement-plan participant education. The firm primarily manages assets on a non-discretionary basis, using model portfolios, sub-advisors, and platform tools, with regular account reviews to address rebalancing and tax management.

Ronald Zimmerman is a CFP® professional with 29 years of industry experience, currently serving at Kenneth Frenke & Co since 2001. He is based in Atlanta, GA, and is one of three advisors at the firm. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm develops individualized Investment Policy Statements and typically implements portfolios using mutual funds and ETFs, applying fundamental analysis, modern portfolio theory, and a long-term purchase orientation.

Cheryl Leonard Peeples is a financial advisor at PR Squared Wealth Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF Individual & Institutional Services, LLC for 20 years. In addition to her advisory role, she is an insurance agent involved in insurance sales and services. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically manages client assets on a non-discretionary basis, using model allocations and sub-advisors, while emphasizing retirement-plan participant education and ongoing consulting.

Royce Richardson is a financial advisor with PR Squared Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Ameritas Advisory Services, Ameritas Investment Company, Madison Avenue Securities, and Eiat Wealth Management. Outside of his advisory role, he owns and operates an insurance brokerage and sales business and works as a real estate consultant and associate broker. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, fiduciary services, and participant education. The firm typically manages client portfolios on a largely non-discretionary basis, using model allocations, sub-advisors, and platform tools, with regular account reviews and a focus on retirement-plan education and ongoing consulting.

Margaret Cargle is a ChFC® credentialed financial advisor with Heinz Investments in Atlanta, GA, bringing two years of industry experience. She has been with Heinz & Associates, Inc., operating as Heinz Investments, since 2014 in various capacities. Heinz Investments serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets through a two-advisor team, offering investment management and advisory consultation with a focus on fundamental analysis and a core-and-satellite asset allocation strategy.

Andres Sandate is a financial advisor with GPWA, LLC, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Advisory Group Equity Services, Endurance Securities, Tuxedo Capital Partners, and Cygnus Capital Real Estate Advisors. Outside of advisory work, he is the founder and host of the ATL Alts Podcast, which features interviews with entrepreneurs and investors in alternative investments and startups, and he is involved in several investment-related ventures including a profits interest partnership in Teton Crypto Capital Fund I and management of a special purpose vehicle acquiring pre-IPO shares of Ripple. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm employs client-specific investment strategies using fundamental, technical, and quantitative analysis along with Modern Portfolio Theory, managing accounts on a non-discretionary basis and overseeing any third-party managers to which clients are referred.