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.

Deborah Matz is a financial advisor at Design Life's Journey, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Choice Advisors and Securities Service Network. Outside of advising, she is involved in tax preparation and planning through DLJ Tax Services, which she founded. Design Life's Journey serves individual and high-net-worth clients as well as small business owners, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. The firm employs a customized investment approach combining multiple analytical methods and maintains additional services such as tax preparation, insurance sales, and educational events.

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.

Patrick Paxton is a financial advisor at TRUFp with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investment Planning Advisors and Cambridge Investment Research Advisors, INC. Outside of his advisory role, he serves as treasurer for the Forsyth County Republican Party, managing bookkeeping and fundraising activities. TRUFp provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, utilizing a range of approaches including asset allocation and technical analysis. The firm serves a large client base with a four-advisor team and participates in third-party marketing through the Ramsey Solutions SmartVestor program.

Andrew Castleberry is a financial advisor at TRUFP with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Investment Planning Advisors, Cambridge Investment Research, E*Trade Securities, and Edward Jones. Prior to his financial services career, he spent nine years at The Honeybaked Ham Company LLC. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, providing tailored asset management, financial planning, and pension consulting. The firm’s investment approach is individualized and employs a mix of asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Kenneth Bellavance is a financial advisor at TRUFP with 11 years of industry experience. He holds a Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. His current role at TRUFP involves working within a four-advisor team based in Cumming, GA. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm’s investment approach is individualized based on client objectives, risk tolerance, and time horizon, employing a mix of asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Carson Bennett is a financial advisor at ReliaStar Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with ReliaStar since 2012. Bennett is also a licensed independent insurance agent, selling life insurance and fixed annuities. ReliaStar Capital Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, and estates, utilizing third-party model managers through a managed-account program. The firm emphasizes due diligence and periodic reviews of managers and supports clients through educational seminars and workshops.

Amy Amorosso is a CFP® professional with 11 years of industry experience. She is a minority partner and employee at Michael L. Ball, CPA, LLC, where she divides her time between accounting services and investment advisory work. The firm serves individuals, high-net-worth clients, and businesses, offering investment advisory, portfolio management, financial planning, and tax preparation services. Their investment approach is long-term and asset-allocation driven, utilizing passively managed mutual funds and written investment policy statements.

John Bennett is a financial advisor with ReliaStar Capital Management, Inc. and holds a Series 65 designation. He has 14 years of industry experience and has been with ReliaStar since 2012. He is also president of Bennett Financial Group and part owner of Dawson CrossFit. ReliaStar Capital Management provides financial planning and portfolio management for individual clients, high-net-worth individuals, and trusts, utilizing third-party model managers through AEWealthManagement’s managed-account program with a focus on due diligence and long-term investment strategies.

Austin Rowland is a Series 65 licensed advisor with TRUFP, based in Cumming, GA, and has two years of industry experience. Prior to his advisory role, he worked in the food service industry and held various positions including at DePalmas Downtown Italian Cafe and 19 Degrees N Seafood and Grille. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm employs an individualized investment process based on client objectives and risk tolerance, managing accounts through Schwab Institutional with regular reviews and financial plans.

Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Paul Reid is a financial advisor at Transamerica Retirement Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Transamerica Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Prior to his current role, he spent over a decade with the City of Roswell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio services, investment education, and both discretionary and non-discretionary advice programs. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with a focus on scaled asset allocation and retirement guidance.

Gregory Stoia is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 42 years of industry experience. He has been with Commonwealth since 2001 and has operated Stoia Financial since 1985. Outside of his advisory work, he serves as Executive Director of the Anne Embree Charitable Foundation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including model portfolios, personalized indexing, and retirement plan consulting, while offering a platform that supports advisors’ independent practices.

Allison Baines is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory since 2016. She also holds roles with oXYGen Financial and provides financial dashboard services through Oxygen Financial as an independent contractor. Her work includes advising on insurance solutions such as life, disability, and long-term care coverage for families and business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment management services supported by due diligence and access to multiple management platforms and third-party solutions.

Laura Latourette is a CFP® with 28 years of industry experience, currently serving at CWM, LLC since 2025. Her prior roles include positions at Family Wealth Management Group, WCG Wealth Advisors, IFG Advisory, and LPL Financial. She volunteers as an education ambassador for the National Resource Center on LGBT Aging and serves on the advisory board for Markets Group, in addition to speaking engagements at various events. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and other services, utilizing discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Heidi Lane is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jackson Hewitt Tax Service and Primerica Financial Services. Outside of financial services, she is a partner and co-author in an LLC that publishes children's books. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach includes point-in-time financial plans and managed account solutions, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Richard Cardin is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 36 years of industry experience. Cardin has been with Benjamin F. Edwards since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with ongoing portfolio oversight.

Maurice Dearth is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Money Concepts Capital since 2011 and also has long-term roles at Data-Source and as owner of Mosolutions LLC, a printing brokerage. Outside of financial advising, he works as a sales representative for Reynolds and Reynolds, focusing on printing services for automotive-related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide investment decisions.

Joe Friend III is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and predominantly non-discretionary asset management programs.

Susan Moone is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Canton, GA. She has 17 years of industry experience and has been with Commonwealth and Five Talents Wealth Management since 2007. Moone is the sole owner of Five Talents Wealth Management, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a broad range of discretionary portfolio options and model portfolios through its Investment Management and Research team.