Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.

David Barfield is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Datapoint Financial Planning, LLC in Canton, GA, and previously worked at Chastain Wealth Management and Fiserv. Datapoint Financial Planning, LLC provides fee-only financial planning services to individuals and high-net-worth clients, focusing on retirement, tax, estate, insurance, college savings, employee benefits, and business planning. The firm offers project-based or hourly planning engagements without discretionary investment management or custody of client assets.

Kenneth Mullinax is a CFP® professional with 21 years of industry experience. He is the principal of NPV Advisory Services, LLC, where he has worked since 2014. NPV Advisory Services provides fee-only financial planning and investment advisory services to individuals, business entities, trusts, and retirement plans. The firm emphasizes retirement plan design and consulting, using a strategic asset allocation approach focused on low-cost investment vehicles and financial planning as the foundation for recommendations.

Nicholas Garofalo is the sole advisor at Openhanded Wealth LLC in Holly Springs, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding Openhanded Wealth, he worked at Court Solutions, LLC and is currently employed at i3 Verticals, LLC, where he performs financial analysis and reporting. Openhanded Wealth provides investment management and financial planning services to individuals, high-net-worth individuals, and small business owners. The firm emphasizes Modern Portfolio Theory and asset allocation, utilizing passive mutual funds, ETFs, and model portfolios implemented through the Altruist platform.

Samuel Newland is a financial advisor at Lighthouse Investment Advisors, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Investment Advisors since 2016 and Lighthouse Financial, Inc. since 2017. Prior to his advisory career, he spent 29 years at Southern Company. Newland is also the owner of Lighthouse Financial, Inc., where he acts as an insurance agent specializing in life, health, and annuity products. Lighthouse Investment Advisors is an independent, fee-based firm serving individual clients and qualified retirement plans. The firm offers non-discretionary asset management, ERISA 3(21) consulting for plan sponsors, and educational seminars, emphasizing investment strategies based on fundamental, technical, and cyclical analysis.

Robert Frank is a CFP® professional with 23 years of experience in the financial services industry. He is the principal of Atlas Investment Advisory LLC and has previously worked at LPL Financial LLC and Wells Fargo Advisors LLC. Outside of his advisory work, he is co-owner of Twin Ridge Defence, LLC, a non-investment-related business. Atlas Investment Advisory LLC is an independent, single-advisor SEC-registered firm managing approximately $51 million for around 60 individual and high-net-worth clients. The firm provides ongoing portfolio management and financial planning, using a variety of analytical methods and investment strategies tailored to client needs.

Eric Holcomb is the founder of Holcomb Financial and holds a Series 65 designation with two years of industry experience. He also serves as a Project Manager at Irrational Kindness, LLC, the operator of Chick-fil-A Canton. Holcomb Financial provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, small business owners, employer retirement plans, and charitable organizations. The firm operates on a fee-only basis, offering discretionary portfolio management and personalized investment strategies, and is noted for providing educational seminars and speaking engagements to the public.

Derrick Lowery is a CFP® professional with 19 years of industry experience currently serving as the sole advisor at Brookwood Wealth Advisors, LLC. His prior experience includes roles at Oppenheimer & Co. Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a Budget Committee Member for Trinity Baptist Church in Cartersville, GA. Brookwood Wealth Advisors provides investment management and financial planning services to individuals and high-net-worth clients, typically requiring a $100,000 account minimum. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of strategies including asset allocation, dollar-cost averaging, and technical analysis, with oversight conducted at least quarterly by the principal.

William Turner is a CFP®, ChFC®, and Series 65-registered advisor with eight years of industry experience. He is principal of Turner Wealth Advisory in Woodstock, GA, and also operates a tax accounting practice, Turner and Associates C.P.A., P.C., where he spends the majority of his time. His prior experience includes work at Deloitte Tax LLP and the University of Georgia. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm uses tailored asset-allocation strategies and offers managed discretionary accounts, combining outsourced portfolio services with in-house tax and planning resources.

Paul Kiker is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of his advisory role, he is the owner of Kiker Ventures, an S corporation established in 2003, and has involvement in fixed insurance sales. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, primarily investing in mutual funds, ETFs, and individual stocks while utilizing both long- and short-term strategies.

Kristin Gerdvil is a ChFC® with two years of experience, currently serving as a financial advisor at Turner Wealth Advisory. She also has a longstanding role at Turner & Associates, CPA PC, a tax accounting practice where she spends a significant portion of her time. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, utilizing tailored asset-allocation strategies and regular account reviews. The firm integrates outsourced portfolio management with in-house tax and planning resources through its affiliation with a separate CPA practice.

Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at FOUNDATIONS INVESTMENT ADVISORS, MML Investors Services, LLC, and MassMutual Life Insurance Company. He is also active as an independent insurance agent, involved in the sale of various insurance products. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses third-party model portfolios and subadvisers to implement client strategies, managing portfolios on a discretionary basis tailored to client objectives and risk tolerances.

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked at Northwestern Mutual and held positions in education and management, including at Reinhardt University and several high schools. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

Andrew Nida is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also president and CEO of Senior Care Solutions, a health insurance agency focused on seniors aged 65 and older. His background includes roles at Foundations Investment Advisors LLC and multiple investment-related businesses. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Michael Smith is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Kiker Wealth Management, LLC in Jasper, GA. He has been with Kiker Wealth Management since 2016 and previously worked at Bent Tree Community, Inc. Smith also holds a Series 65 license and is involved in fixed insurance sales on a limited basis. Kiker Wealth Management offers financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

John Alexander is a financial advisor at Kiker Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kiker Wealth Management since 2017, following four years at Raymond James & Associates, Inc. He is also president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, utilizing mutual funds, ETFs, individual stocks, and both long- and short-term strategies including options and short sales.

Robert Tankesley III is a CFP® with 18 years of industry experience currently serving at Marmo Financial Group, LLC. He has worked at Marmo since 2023 and previously spent 12 years at Neri Capital Partners. In addition to his financial advising role, he is a principal at Walden Mergers & Acquisitions, focusing on selling businesses to outside buyers. Marmo Financial Group serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary portfolio management, and retirement plan advisory consulting. The firm follows a long-term, asset allocation-based investment approach and uses fundamental analysis and fiduciary tools to support investment due diligence.

Shelly Brockman is a financial advisor at Asset Management Group with four years of industry experience. She holds a Series 65 designation and previously worked at Potomac Fund Management and Fourlane. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm primarily uses third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.