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.

Raymond Howe is a financial advisor at Comprehensive Financial Planning, Inc. in Gainesville, GA, holding a Series 65 designation with 14 years of industry experience. He has been with the firm since 1993, which he has operated independently. Comprehensive Financial Planning, Inc. provides discretionary portfolio management and limited financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented, long-term investment approach focused on a concentrated portfolio of individual stocks and bonds, typically holding positions for three to ten years, and combines planning services exclusively with portfolio management.

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.

Roy Larsen is a CFP® with 20 years of industry experience and the sole advisor at Larsen Wealth Management, LLC, an independent firm based in Gainesville, GA. He has been with Larsen Wealth Management and its predecessor under LPL Financial since 2006. Larsen is licensed to offer variable products in Georgia, New Jersey, and Florida but operates under a fee-only fiduciary model without accepting commissions on annuity products. Larsen Wealth Management serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs multiple analytical methods and a wide range of investment strategies, including the use of third-party managers and alternative investments, with portfolios reviewed quarterly by Larsen.

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.

Hi, I'm Nick. I'm the founder of Chattahoochee Wealth, a financial planning and investment management firm focused on corporate professionals in their 50s and 60s who are serious about retirement planning. Do you: • Know you've saved enough, but have no clear picture of how to turn that nest egg into a reliable, sustainable income? • Feel like your retirement picture is a jumble of puzzle pieces — 401(k)s, IRAs, taxable accounts, company stock — that individually make sense but together feel impossible to sort out? • Want to make sure you can actually do the things you've been looking forward to in the early years of retirement, while you're still in the health to enjoy them? • Worry that you're overpaying the IRS, and want a strategy to lower your total taxes paid during your retirement? • Know you have too much tied up in company stock but have no idea where to even begin unwinding it? That's exactly what I do. Together we'll untangle the puzzle, build a tax-efficient retirement income plan you actually understand, and make sure you have the confidence to enjoy the retirement you spent decades building. My background: • CPA — I started my career in public accounting at PwC • CFA® charterholder — I then spent several years on the investment research side at a large regional RIA • CFP® professional — After realizing returns aren't that important unless there's a "why" behind them, I shifted my focus to financial planning and spent several years as a financial planner before founding Chattahoochee Wealth Most advisors come from one of these backgrounds. I've worked in all three, which means all three lenses are on your situation at once. When you have more than just a hammer, not every problem has to be a nail. When I'm not thinking about retirement planning, I'm probably spending time with my wife, two daughters, and our labradoodle Palmer. I enjoy playing golf, cooking on my Big Green Egg, and fueling my mild obsession with coffee — I home roast beans and am still trying to nail latte art. If any of this sounds like where you are, I'd love to connect. Book a free introductory call and let's see if we're a good fit.

Sanjay Puri is a financial advisor at Infinity Wealthcare, LLC with six years of industry experience. He holds a Series 65 designation and concurrently works as Director of Business Development and Account Management at Amdocs Inc., an enterprise software company serving the telecommunications industry. Infinity Wealthcare provides fee-only investment advisory and consulting services to individuals, self-employed professionals, small business owners, and retirement/pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis along with options Greeks analysis to create customized portfolios, emphasizing standardized options for income, growth, and risk management.

John Howard is a financial advisor at Focus Advisory, Ltd. in Marietta, GA, holding CFP®, PFS™, and Series 63 credentials with 22 years of industry experience. His prior experience includes roles at Mercer Global Advisors Inc. and Resource Planning Group, Ltd. Focus Advisory, Ltd. provides wealth management, discretionary investment management, financial planning, and trustee services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, strategic asset allocation approach using ETFs, low-cost mutual funds, and individual securities, implementing portfolios on a discretionary basis with attention to tax harvesting, risk management, and cash needs.

Christopher Hardy is a CFP® and ChFC® with 15 years of experience in financial advising. He has been with Paramount Investment Advisors since 2008 and also serves as managing director of Paramount Tax and Accounting, a firm specializing in tax preparation, accounting, and IRS representation. Paramount Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, families, nonprofits, trusts, pension plans, and corporations. The firm emphasizes long-term investment strategies and offers ERISA-aware pension consulting and educational seminars, leveraging its affiliation with a related tax and accounting practice.

Terence Reilly is a financial advisor with Blackthorn Asset Management LLC in Suwanee, GA. He holds Series 63 and Series 65 credentials and has 16 years of industry experience, including 17 years at Blackthorn Asset Management. Blackthorn Asset Management provides discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm combines a low-cost passive core of index funds and ETFs with active strategies based on macro-forecasting and company research, utilizing various analytical methods and instruments such as equities, bonds, options, short sales, and margin.

Sean Gray is a financial advisor with Marathon Wealth Incorporated in Suwanee, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Redwood Wealth Management, LLC from 2016 to 2018. Marathon Wealth provides financial planning, portfolio management, and consulting services to individuals, families, and small business owners. The firm develops tailored financial profiles and investment plans, typically managing assets on a discretionary basis with an emphasis on asset allocation across mutual funds and ETFs.

David Coleman is a financial advisor with Cornerstone Investment Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Coleman & Hancock Investment Advisors, Inc. since 1994. Cornerstone Investment Advisors provides discretionary portfolio management for individual investors, pension plans, and trusts, tailoring services to client preferences with investment restrictions when requested. The firm emphasizes strategic asset allocation using primarily low-cost, index-focused ETFs, supplemented by mutual funds, individual equities, bonds, and occasionally digital assets, depending on client preferences.

Kishore Joshi is a financial advisor with Joshi Capital Management, LLC in Cumming, GA, holding a Series 65 designation and six years of industry experience. He previously worked at AT&T Services, Inc. for ten years before founding his current firm in 2019. Joshi Capital Management provides discretionary investment management through separately managed accounts and offers hourly financial planning and consultation to individuals, including high-net-worth clients, and entities. The firm focuses on value investing with relatively concentrated portfolios and long-term horizons, employing fundamental, technical, and cyclical analysis to identify undervalued opportunities.

Ulric Maduro Jr. is a financial advisor with UCS Investment Co. in Suwanee, GA, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with UCS Investment Co. since 2007. UCS Investment Co. provides financial advisory services primarily to organizations and businesses with complex, longer-term financial needs. The firm offers a range of services including risk management, treasury and structured products, mutual fund selection, retirement planning, and physical commodity and natural gas sales, with an approach that emphasizes low-cost product sourcing and active monitoring of market, interest rate, and climate risks.

Anuj Patel is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has operated Truvestor Wealth Management, an independent registered investment adviser, since 2016 and previously worked at JSK, LLC for 15 years. He also provides financial consulting and advisory services to businesses on a limited basis. Truvestor Wealth Management serves individual clients by offering financial planning, discretionary portfolio management—including an active trading program—and recommendations of third-party investment advisers. The firm combines asset allocation with fundamental and technical analysis, utilizing both long-term purchase strategies and actively managed trades that may include short sales, margin, options, and leveraged or inverse funds.

Ryan Mason is a CFP® professional with eight years of industry experience. He is the principal advisor at Mason Wealth Strategies, LLC, an independent advisory firm he founded in 2020. Prior to this, Mason worked at Artisan Financial Strategies, Northwestern Mutual Investment Services, ETRADE Financial, and The Hartford Insurance Group. Mason Wealth Strategies serves high-net-worth individuals by providing discretionary investment management and financial planning services. The firm combines fundamental analysis with both passive and active investment strategies to tailor portfolios according to each client’s Investment Policy Statement, and it operates a wrap fee program, which is uncommon for firms of its size.

Paul Culbreth is a CFP® with 20 years of experience in financial advising. He is the principal of Culbreth Wealth Management, having founded the firm in 2023 after previously working for Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory work, he serves as treasurer and finance committee chair for Rainbow Village, Inc., a nonprofit providing transitional housing. Culbreth Wealth Management is a state-registered advisory firm offering discretionary asset management, financial planning, and pension consulting to individuals, plan sponsors, trusts, estates, charitable organizations, and businesses. The firm employs customized asset-allocation strategies using a mix of securities, mutual funds, ETFs, and alternatives, and manages held-away defined-contribution accounts through a third-party platform.

Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.

Robert Sell is a CFP® and holds a Series 66 license with five years of industry experience. He is the sole advisor at Polaris Asset Management, LLC and has previous experience at firms including Axiom Asset Management and Weaver Capital Management. Outside of financial advising, he operates a self-employed mathematics tutoring business focused on high school and college entry exam preparation. Polaris Asset Management provides private wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutional clients. The firm employs a documented Risk Profile process to tailor investment models ranging from Preservation to Aggressive Growth, using a variety of securities and analysis techniques, and offers formal retirement-plan consulting and fiduciary services uncommon among single-advisor independent firms.

Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.