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 with Design Life’s Journey, LLC, holding a Series 66 license and 16 years of industry experience. She founded Design Life’s Journey and has a background that includes tax preparation, insurance sales, and property management through related business ventures. Matz integrates these services alongside her advisory work. Design Life’s Journey serves individuals, high-net-worth clients, and small business owners with portfolio management, customized financial planning, and business advisory, including tax preparation. The firm’s investment approach combines multiple analytical techniques and strategies tailored to each client’s goals and risk tolerance, with ongoing reviews and educational programming.

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.

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 with TRUFP based in Cumming, GA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities LLC, and Edward Jones. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, employing diverse strategies such as asset allocation, dollar-cost averaging, and technical analysis. The firm conducts regular account reviews and participates in third-party marketing programs, serving a large client base with a team of five advisors.

Kenneth Bellavance is a financial advisor with TRUFP, holding a Series 66 designation and 12 years of industry experience. He previously worked at Investment Planning Advisors and Cambridge Investment Research, Inc. during his career. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, using tailored investment strategies and a range of portfolio management approaches. The firm maintains regular client communication and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

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.

Andrew Rodgers is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for over a decade and at Cambridge Investment Research Advisors, Inc. prior to his current role. Rodgers is based in Dawsonville, GA. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and offers model-based portfolio management, estate-planning support, and third-party money manager referrals through an online platform.

Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.

Zachary Gerrells is a financial advisor at Blackridge Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Peak Brokerage Services. Outside of advising, he is involved in tax services through his ownership of Gerrells CPA, LLC and has other business interests including ownership in Affirm Financial Partners LLC and a role as an agent with Financial Independence Group. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses model-based portfolio management through an affiliated turnkey asset management platform and offers access to third-party money managers alongside estate-planning support.

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 43 years of industry experience. He has been with Commonwealth since 2001 and has operated Stoia Financial since 1985. Stoia serves as the Executive Director of the Anne Embree Charitable Foundation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Griffin Nix is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes positions at Morgan Stanley and E*TRADE Securities prior to his current roles. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

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® professional with 29 years of industry experience. She is currently with CWM, LLC and has held prior roles at Family Wealth Management Group, WCG Wealth Advisors, IFG Advisory, and LPL Financial. Outside of her advisory work, she volunteers as an education ambassador for the National Resource Center on LGBT Aging and serves on the advisory board of the Markets Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, retirement-plan solutions, and access to alternative investments.

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.

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.