Mark Reagan is the principal advisor at Reagan Financial Planning LLC in Oxford, GA, with nine years of industry experience. He holds a Series 65 designation and has operated his independent firm since 2016. Reagan Financial Planning LLC provides written financial planning and investment consulting services to individuals, families, and small-business owners. The firm follows a consultative-only model, offering comprehensive and modular plans without managing client assets or taking custody, focusing on individualized advice and a broad range of investment strategies.

Mark Digiovanni is the sole advisor at Marathon Financial Strategies in Brunswick, GA, holding the CFP® designation with 22 years of industry experience. He has been with Marathon Financial Strategies since 1995. He is also the author of four books on financial management, from which he receives royalties. Marathon Financial Strategies serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a long-term investment approach using both fundamental and technical analysis, manages all assets in-house, and emphasizes regular portfolio reviews and documented client objectives.

John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Donald Slowinski is the principal advisor at Winslow Asset Group, LLC, a firm he has been with since 1999. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory role, Slowinski serves as a general partner and portfolio manager at SMS Capital Partners L.P., an equity fund. Winslow Asset Group, LLC is a state-registered investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients such as corporations, trusts, estates, and charitable foundations. The firm employs a combination of fundamental research and technical analysis to actively manage portfolios across various instruments, including equities, options, ETFs, and private funds.

Ahmed Mahmood is the principal advisor at Wakil Wealth Advisory LLC with 17 years of industry experience. He previously worked at Morgan Stanley for 14 years before founding his independent advisory firm in 2024. Mahmood also serves as a FINRA arbitrator and operates a licensed insurance practice alongside his advisory role. Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses, including corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to each client’s goals, risk tolerance, and time horizon.

Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Bank of America, Merrill Lynch, and Morgan Stanley. Privé Wealth Management offers financial organizing, insurance analysis, comprehensive financial planning, and both discretionary and non-discretionary investment management. The firm serves individual and institutional clients using a goals-based investment approach focused on diversified, low-cost index funds, tax-aware asset location, and systematic rebalancing.

Dally East is a financial advisor at Executive Money Managers, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Accenture, LPP from 2010 to 2016. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets with a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Peter Flemming is a financial advisor with AFS Wealth Management LLC in Watkinsville, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining AFS Wealth Management, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory work, he is involved in agricultural activities through JCE FARMS LLC, which grows and sells blueberries and chicken eggs. AFS Wealth Management LLC provides portfolio management, pension consulting, and financial planning services with a focus on mutual funds, fixed income, real estate funds, annuities, ETFs, commodities, and select non-U.S. securities. The firm applies modern portfolio theory and a long-term trading approach, typically seeking discretionary authority to implement client portfolios.

Ralph Mcclung is a CFP® with 11 years of industry experience, currently serving at Arch Partners Wealth Management, Inc. He has been president of Maximum Wealth Management, Inc., a registered investment advisor in Georgia, since 1998. Mcclung has worked at Maximum Wealth Management since 2011. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, managing approximately $109 million in discretionary assets.

Raymond Reynolds is a CFP® with 22 years of industry experience, currently serving as the sole advisor at AFS Wealth Management LLC. His prior roles include positions at HD Vest Investment Services and Crump Life Insurance. He is also a board member of Rural Roots Revival, a nonprofit organization. AFS Wealth Management LLC provides portfolio management, pension consulting, and financial planning services, focusing on mutual funds, fixed income, real estate funds, annuities, ETFs, commodities, and select non-U.S. securities. The firm employs modern portfolio theory and a long-term trading approach, offering written pension consulting plans alongside advisory services.

Lee Stennes is a financial advisor with AFS Wealth Management LLC in Watkinsville, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at MPWM Advisory Solutions LLC, LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and J.P. Morgan Securities. He is a member of The Golf Club Oconee, a private membership club and workspace. AFS Wealth Management LLC offers portfolio management, pension consulting, and financial planning services focused on mutual funds, fixed income, real estate funds, annuities, ETFs, commodities, and select international securities. The firm uses modern portfolio theory and a long-term trading approach, typically seeking discretionary authority and requiring clients to use a designated custodian.

Robert Scott is a ChFC® credentialed financial advisor with five years of industry experience. He has worked at Preston F. Sanders, ChFC, LLC since 2015. Sanders & Scott, ChFC provides discretionary asset management and financial planning services to individuals, charitable organizations, and corporations. The firm manages portfolios tailored to client objectives using charting analysis, fundamental analysis, and long-term purchase strategies, overseeing over $135 million in discretionary assets across nearly 480 client relationships.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Henry Ford Holland is the sole advisor at Holland Financial Services, Inc. in Athens, GA, with 22 years of industry experience and a Series 63 designation. He has worked with Triad Advisors, Inc. since 2003 and has operated Holland Financial Services since 1992. Outside of his advisory role, Holland is president of an insurance and employee benefits business affiliated with his firm. Holland Financial Services is an independent advisory firm serving individual and high-net-worth clients through asset management, financial planning, and non-securities advisory services. The firm also provides employee benefit and insurance agency services, offering both discretionary and non-discretionary portfolio management with access to third-party managers and Schwab’s advisor program.

Preston Sanders, ChFC, is a financial advisor with Sanders & Scott, holding the ChFC® designation and Series 63 license, and has 20 years of industry experience. He has operated Preston F. Sanders, ChFC, LLC since 1997. Sanders & Scott, ChFC provides discretionary asset management and financial planning to individuals—including both high-net-worth and non-HNW clients—as well as charitable organizations and corporations. The firm tailors portfolios using charting analysis, fundamental analysis, and long-term purchase strategies, managing approximately $135 million in discretionary assets across 479 client relationships.

Gary Stoller is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation with 14 years of industry experience. He previously worked at ETS Financial and Southern Hills Financial. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm uses a customized, asset-class diversified approach with institutional mutual funds and ETFs, managing client portfolios on a non-discretionary basis with ongoing monitoring and regular reviews.

J. Brian King is a financial advisor at Research Financial Strategies with 21 years of industry experience. He holds the ChFC® and Series 66 designations. King is also the owner of 323 Consulting LLC, a business focused on college planning and insurance. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm employs a technical analysis and active trading approach with a focus on risk mitigation and ETF-centric strategies, managing approximately $254 million in discretionary assets through a team of six advisors.

Donald Beasley is a financial advisor at Trademark Capital Management Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Trademark Capital Management since 2011. Outside of his advisory role, he is involved with Stone Barn Portfolios, a web-based investment research and model portfolio platform where he contributes to research and podcasts. Trademark Capital Management provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, retirement plans, and other investment professionals. The firm employs an active, model-driven investment approach using proprietary tactical asset-allocation models and manages both individual and institutional assets, including affiliated private funds and collective investment trusts.

Cynthia Rosso is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. She has been with Elevate Wealth Advisory, Inc. since 2005. Elevate Wealth Advisory is a team-based firm serving high-net-worth individuals, pension plans, and charitable organizations. The firm provides investment management, wealth planning, and retirement plan consulting, managing over $338 million in non-discretionary assets through customized, globally diversified portfolios and a structured investing process that includes regular client reviews and educational seminars.