Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

Robert Jetmundsen is the principal of Worthscape, LLC in Atlanta, GA, where he has been providing advisory services since 2006. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Outside of his advisory role, he is involved in several entrepreneurial ventures, including serving as president of Bobbo Aviation and Raj Holdings, owning a publishing company, and managing a motor yacht charter business. He also serves on the board of L2C, Inc. Worthscape offers discretionary portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach focuses on concentrated portfolios of U.S. common stocks supplemented by other securities and employs both fundamental and technical analysis, with occasional use of active trading strategies and derivatives.

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.

Adam Duong is the sole advisor at Adam Capital, an independent firm based in Atlanta, GA. He holds a Series 65 designation and has seven years of industry experience, including a prior role at Hill Phoenix Inc. before founding Adam Capital in 2016. Adam Capital provides investment advisory services to individuals and private investment funds, offering discretionary portfolio management and a private limited partnership vehicle. The firm employs tailored equity, ETF, and investment company securities strategies using charting, fundamental, tactical, and cyclical analysis, with ongoing monitoring and account reviews.

Chloe Moore is a CFP® professional with 10 years of experience, currently serving as the sole advisor at Financial Staples since 2016. She also owns and operates C-Level Consultants, providing consulting and financial education services to Registered Investment Advisors. Financial Staples offers comprehensive financial planning and advisory services primarily to individual and high-net-worth clients, as well as retirement plan consulting for business owners. The firm focuses on passive investment strategies using index funds and ETFs, and it provides due diligence and monitoring of third-party money managers alongside strategic advice for employer-sponsored retirement plans.

David Littlefield is the sole advisor at Littlefield Asset Management, Inc. in Atlanta, GA, holding a Series 65 credential with 15 years of industry experience. He has been with Littlefield Asset Management since 1985. Littlefield Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, tailoring portfolios to their financial conditions and objectives. The firm employs a value-oriented equity strategy focused on high-quality, predominantly blue-chip companies judged to be undervalued through fundamental analysis, and manages approximately $124 million across about 54 client relationships.

Daniel Docherty is a CFA® charterholder with 11 years of industry experience. He is the principal of Farview Management, LLC, an independent advisory firm based in Atlanta, GA. His prior experience includes roles at Colonial Pipeline, Brightworth, Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in financial modeling for a privately held gaming company and conducts data analysis and valuation work for natural resource companies focused on timberland. Farview Management provides discretionary portfolio management and model-portfolio services primarily to individual clients, including retail and higher-net-worth investors. The firm employs a bottom-up, value-oriented investment approach centered on a concentrated, long-term growth model and offers selective performance-based fee arrangements for qualified clients.

Marcus Turner is a Series 65 licensed financial advisor with 14 years of industry experience. He is the CEO of Marcus Richmond Partners LLC, where he has worked since 2008, and also leads two insurance brokerages offering life and health products. Based in Atlanta, GA, he is the sole advisor at Limitless Capital Management, Inc. Limitless Capital Management primarily manages pooled vehicles and institutional assets, providing investment management, portfolio analysis, restructuring, and asset-allocation services. The firm also offers wealth-management support and plan-level advice for trusts and high-net-worth individuals, with a focus on documented investment policies, capital-market research, and ongoing portfolio monitoring.

John Feltman is the sole advisor at Feltman & Co. LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with one year of industry experience. He previously worked at Brookhaven Medical Inc. for five years and managed a family office under the Feltman & Co. name for over three decades. Feltman & Co. provides discretionary portfolio management and investment advice for institutional, corporate, pension, trust, and individual clients. The firm uses fundamental, technical, and cyclical analysis across various asset classes and employs advanced trading techniques and structured products within a fiduciary framework for retirement accounts.

Benjamin Loughery is a CFP® with five years of industry experience, currently serving as an investment advisor representative at both Lock Wealth Management LLC and Boldin Advisors. He previously worked at Invesco and Capital Group. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and offers planning on fixed, hourly, or annual terms without managing client portfolios or assets.

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Robert Bunnen is the principal of Bunnen Financial Management LLC in Atlanta, GA, holding a Series 65 credential with 24 years of industry experience. He has worked at Victory Capital Advisers, Inc. since 2005 and at Victory Capital Management since 1993. Bunnen Financial Management LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite structure, combining passive index and ETF strategies with selective active management, focusing on a small client roster of larger, high-asset clients and institutional entities.

Valeria Arnold is a financial advisor at Vaarco Financial, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Vaarco Financial since 2003 and previously worked at Valic Financial Advisors from 2023 to 2024. Vaarco Financial is a registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm uses a combination of fundamental and technical analysis to construct portfolios tailored to client-specific factors and offers a range of strategies from core equity to emerging markets, while also incorporating insurance products as part of comprehensive financial planning.

Alex Gardener is a CFP® professional based in Atlanta, GA, with five years at Encourage Financial LLC and prior experience at Edelman Financial Engines, Raymond James Financial Services, and On Purpose Financial Management. He also has a long-standing role with Smart Aleck Films LLC, an entrepreneurial venture outside the financial industry. Encourage Financial LLC is a Georgia-registered investment adviser serving individuals, high-net-worth households, and small businesses with wealth management, financial planning, and portfolio management services. The firm employs a Core + Satellite investment approach combining Modern Portfolio Theory and passive management, and it offers educational workshops and limited hourly planning engagements.

William Benton is the sole advisor and president of Benton Innovation Group in Atlanta, GA, holding a Series 65 designation with over a decade of experience. He leads a 501(c)(3) ecological nonprofit organization and serves as an Intuit-authorized consultant. Benton Innovation Group operates as an investment manager focusing on pooled vehicles and institutional mandates, providing advisory and portfolio management services with alternative billing arrangements uncommon in the industry.

Lori Dietzler is a CFP® and Series 65-registered financial advisor with Zero Gravity Financial, LLC in Atlanta, GA. She has five years of industry experience and has been with her independent firm since 2013. Zero Gravity Financial serves individual, high-net-worth, and business clients, focusing on comprehensive financial planning, limited-scope hourly planning, and portfolio management. The firm employs a primarily passive, asset-class-driven investment approach using index funds, ETFs, and model portfolios through Betterment Institutional, and operates on fixed planning retainers and hourly fees rather than percentage-of-assets advisory charges.

Cornelius Davis is a ChFC® credentialed financial advisor with six years of industry experience. He previously worked for 13 years at the U.S. Department of Transportation. In addition to his advisory role, he is a licensed insurance agent and tax preparer. Personal Econome, LLC is a solo-advisor practice providing comprehensive financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm does not maintain client assets or offer discretionary portfolio management, focusing instead on written recommendations and periodic plan reviews tailored to client objectives.

Dawn Barnes is president of Aurora Bay Capital and has 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Aurora Bay Capital since 2010, including her current role since 2019. Barnes also serves as an outside director and audit committee member for Green Thumb Industries, a major multi-state cannabis operator, and is on the board of advisors for Serovita Holding Corporation, a cannabis beverage manufacturer. Additionally, she consults for an AI company, R4 Technologies Inc. Aurora Bay Capital is an independent investment manager providing discretionary portfolio management and advisory services to institutional clients, pooled investment programs, individuals, trusts, and non-profits. The firm combines fundamental and technical analysis with customized asset allocation, utilizing individual bonds, equities, and ETFs, and routinely selects third-party managers to implement client portfolios.

Robert Corbitt is a Certified Financial Planner® with 13 years of industry experience, currently serving as the sole advisor at Keystone Financial Consultants, Inc. in Atlanta, GA. He has been with Keystone since 2002. In addition to his advisory role, Mr. Corbitt is a licensed CPA who provides tax return preparation and tax planning services to various organizations. Keystone Financial Consultants advises individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a top-down investment approach combined with fundamental and technical analysis, managing accounts with strategies that may include tax-sensitive positioning, options, and margin use.

Kevin Webb is a financial advisor at GAMSG Financial Advisors LLC with 10 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with GAMSG Financial Advisors since 2022. Webb is also the CEO and owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. GAMSG Financial Advisors LLC is a fee-based, state-registered investment adviser serving individual retail investors through discretionary portfolio management and financial planning. The firm emphasizes diversification and sector allocation using mutual funds and ETFs, with a focus on cost efficiency and risk control.