Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

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.

Justin Campagna is a financial advisor at Emergent Financial Group, LLC in Atlanta, GA, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arista Consulting Group, Ashford Advisors, Capstone Financial, and InfoSys McCamish Systems. In addition to his advisory role, he provides insurance services as a licensed independent insurance agent and offers pension and benefit consulting to employers through Emergent Financial Group. Emergent Financial Group provides investment advisory and pension consulting services primarily to retirement plan sponsors and institutional clients, while also offering asset management and financial planning for individual accounts. The firm employs a value-oriented investment approach combined with tactical and strategic asset allocation and offers both nondiscretionary fiduciary consulting and discretionary fiduciary management for retirement plans.

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.

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.

William Mc Cullough is a financial advisor at MCC Wealth in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has five years of industry experience with prior roles at J.P. Morgan Securities LLC and Cetera Investment Advisers LLC. Outside of advising, he is also an insurance agent selling life, disability, fixed annuities, and long-term care products. MCC Wealth provides wealth management, comprehensive financial planning, and discretionary investment management for individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a goals-based approach with fundamental analysis to build diversified, tax-aware portfolios and offers fiduciary services for retirement plan sponsors, integrating ERISA considerations into its advice.

Herbert Miller is the principal of DPM Wealth Management, Inc. in Marietta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 1997. In addition to his advisory role, Miller owns a CPA tax practice and a management consulting firm, each unrelated to investment services. DPM Wealth Management provides discretionary portfolio management and asset allocation for a limited number of individual and institutional clients. The firm employs both fundamental and technical analysis with an active trading approach, managing accounts on a discretionary basis and emphasizing model-level monitoring and rebalancing.

Martin Sickles is a CFP® professional with 28 years of experience in financial planning and investment management. He is the president of Financial Planning Partners, an independent firm he has led since 1997. He also serves as CEO of Exeter Analytics Group, where he provides accounting and tax preparation services as a CPA. Financial Planning Partners primarily serves high-income individuals and business owners, offering tailored financial plans and non-discretionary portfolio management. The firm combines fundamental and technical analysis within a diversified asset allocation framework, often utilizing third-party managers for specialized strategies.

Stephen Coulter Jr. is a CFP® with 19 years of industry experience, currently serving as the principal of Resilient Wealth in Marietta, GA. His prior roles include positions at Titleist Asset Management, Hamilton Investment Counsel, and Guggenheim Funds Distributors. Outside of his advisory work, he is the founder and president of Pinger Systems, a company that develops custom contact management and social media automation systems for executives and sales professionals. Resilient Wealth provides investment management services to pooled vehicles and institutional clients, focusing on discretionary portfolio construction and ongoing supervision. The firm emphasizes a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios primarily using low-cost mutual funds and ETFs, while also offering financial planning and consulting support to other financial advisors, trusts, estates, and businesses.

John Sena is a CFP® with 17 years of industry experience and is the sole advisor at Mike Sena Advisors, Inc. Prior to founding his firm, he worked at Supporting Your Choices, Inc. for six years. Mike Sena Advisors, Inc. provides personalized financial planning and discretionary investment management to individuals and various entities, including profit-sharing plans, trusts, and charitable organizations. The firm operates on a fee-only basis using hourly, project, or retainer fees rather than asset-based charges, and employs a disciplined investment approach incorporating fundamental, technical, cyclical, and charting analysis.

Trevor Reece is a financial advisor at Waypoint Financial Planning, LLC in Marietta, GA. He holds a Series 65 designation and has prior experience at Blue Trust and McKinsey & Company. His background includes nine years in management consulting and two years in financial services. Waypoint Financial Planning is a fee-only independent adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and estates. The firm employs modern portfolio theory with a mix of passive and active strategies and offers both discretionary investment management and financial planning services.

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.

Richard Hall is a financial advisor at Buckhead Resources, Inc. in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He previously worked at Forest Investment Associates from 2013 to 2019. Outside of his advisory role, Hall serves as an Affiliate Professor and Instructor at Auburn University, teaching courses for which he receives compensation. Buckhead Resources provides portfolio management, subadvisory services, financial planning, and business consulting focused on natural-resource assets. The firm combines fundamental, quantitative, and technical analysis in a tailored investment process and offers educational seminars and workshops to clients at no charge.

Richard Vaughan is a financial advisor with 20 years of industry experience, currently operating at 401K Advisory Group, Inc. in Sandy Springs, GA. He holds Series 63 and Series 66 designations and has worked at his current firm since 2009. Prior to that, he spent five years with Domino's Pizza. 401K Advisory Group, Inc. focuses exclusively on advising pension plan sponsors and participants in qualified retirement plans, particularly 401(k) plans and other defined benefit and contribution plans. The firm provides fiduciary guidance and personalized financial-wellness coaching, employing a conservative, fundamental-analysis approach centered on mutual funds and ETFs.

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.

Richard Taylor is the sole advisor at Avid Wealth Management Group, LLC in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Mutual Service Corp and HLB Advisory Services, LLC since 2009 and has been associated with HLB Gross Collins, P.C., a full-service CPA and consulting firm, since 1973. Outside of his advisory work, Taylor is a principal and shareholder at HLB Gross Collins and is also a flight instructor. Avid Wealth Management Group primarily serves individuals, high-net-worth clients, trusts, estates, and employers sponsoring defined-contribution plans. The firm combines fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation and diversification, managing accounts mostly on a discretionary basis with regular reviews and occasionally recommending third-party managers.

Raymond Willeford is a CFP® with 22 years of industry experience and holds a Series 63 license. He is the principal advisor at Dental Retirement Strategies, Inc. and has been involved with Willeford CPA Wealth Advisors, LLC since 2003 and Willeford & Associates, CPA, PC since 1975. Dental Retirement Strategies, Inc. serves individual and high-net-worth clients, specializing in customized asset management and retirement plan design for dental practices. The firm employs an evidence-based, long-term passive investment approach using primarily institutional Dimensional Fund Advisors mutual funds, combined with retirement-plan consulting and dental analytics software support.