Desmond Quigley is a CFP® and holds a Series 65 license, operating as the sole advisor at Quigley Financial LLC with 19 years of industry experience. He has managed his independent firm since 2005 and simultaneously works as a commercial airline pilot for Delta Air Lines, a role he has held since 1997. Quigley Financial LLC is a fee-only independent firm providing wealth management, portfolio management, tax planning, and financial planning services to individuals, small businesses, and trusts. The firm employs a top-down, Modern Portfolio Theory-based investment approach using diversified global portfolios of no-load mutual funds and ETFs, managing accounts on a non-discretionary basis with documented investment policies.

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!

Bryan Blair is a CFP® professional with over 32 years of experience in the financial services industry. He has worked with multiple firms, including Multi Financial Securities Corporation since 2004 and First Newnan Insurance Group since 2002. He currently operates Wealth Partners, Inc. in Newnan, GA. Wealth Partners primarily serves individual clients, professionals, retirees, and small-to-medium business owners, offering fee-only financial planning and portfolio management under a fiduciary standard. The firm employs a systematic investment process focused on risk-controlled active management, combining strategic asset allocation with tactical adjustments and attention to low-cost investment options.

David Thompson is the sole advisor at Thompson Capital Management in Peachtree City, GA. He holds a Series 65 designation and has 10 years of industry experience, including over a decade leading his own firm since 2015. Thompson Capital Management is a state-registered investment adviser focusing on tailored portfolio development and discretionary management for individuals and small corporations. The firm emphasizes asset allocation, diversification, and uses a combination of fundamental and technical analysis, with technical signals as the primary timing tool. It favors ETFs and no-load mutual funds for diversification and employs selective options strategies for income or downside protection.

Daniel Johnson is a financial advisor at FamilyRoot Wealth Advisors, LLC in Newnan, GA, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Osaic, Regions Securities LLC, Regions Bank, and SunTrust Robinson Humphrey, Inc. FamilyRoot Wealth Advisors, LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a disciplined investment approach based on Modern Portfolio Theory, combining passive and active strategies to align portfolios with clients’ objectives and risk tolerances.

Tisa Osborne is a financial advisor at Osborne Financial Planning LLC in Peachtree City, GA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment Planning for four years. Outside of her advisory role, she spends part of her time selling life and health insurance. Osborne Financial Planning LLC provides financial planning and discretionary investment management services to individuals and high-net-worth clients. The firm uses a risk-tolerance questionnaire to assign clients to model portfolios, emphasizing asset allocation, low-turnover management, and periodic rebalancing with no-load mutual funds and select ETFs.

Timothy Smith is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before founding Two Twelve Planning, Inc., where he has been advising clients since 2018. Two Twelve Planning, Inc. manages approximately $22.3 million across nearly 100 client relationships, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate clients, employing customized portfolios that utilize model strategies alongside fundamental and cyclical analysis.

Kai Mays is a financial advisor with Guardian Wealth Advisory Services, LLC and holds a Series 65 designation. He has four years of industry experience and has been involved with firms including Avantax Advisory Services and AK Edwards Tax & Financial Services, where he has worked since 2005. He also operates as a sole proprietor. Guardian Wealth Advisory Services, LLC provides discretionary portfolio management and financial planning services for individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm tailors investment programs to client goals using a variety of analytical methods and strategies, and offers both fixed-fee financial planning and discretionary asset-based portfolio management.

Andron Martin is affiliated with Sovereign Capital Advisers and holds a Series 65 credential. He has experience working in app development and logistics, including roles at Quantum App Development and S and A Logistics LLC. Sovereign Capital Advisers provides non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, businesses, trusts, and institutional clients. The firm emphasizes tailored recommendations supported by comprehensive analysis and coordination with external professionals, offering a broad range of services from financial planning to market intelligence and investor education.

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

Kyle Ray is a financial advisor at Ridgeback Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Shepherd Financial and Northwestern Mutual. Ridgeback Wealth Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on customized investment policies and comprehensive planning. The firm emphasizes asset allocation using mutual funds, ETFs, and government securities, offering discretionary management and the option for socially responsible investing.

Vincent Bethel Jr. is the sole advisor at Personal Financial Solutions, LLC in Fayetteville, GA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Personal Financial Solutions since 2003. Bethel also holds a license as an insurance agent, selling life, disability, and other insurance products on a limited basis. Personal Financial Solutions offers discretionary portfolio management and limited financial planning primarily to individuals and small businesses. The firm employs an investment approach focused on asset allocation with monthly rebalancing and combines investment management with tax preparation and insurance brokerage services.

Jay Page is a financial advisor at Olsen Family Financial, LLC with five years of industry experience. He holds a Series 65 designation and previously served 11 years in the U.S. Air Force. Outside of financial advising, he works as a first officer pilot for Delta Airlines. Olsen Family Financial, LLC serves individuals, families, and their trusts, including both high-net-worth and non-HNW clients. The firm emphasizes low-cost, passively managed index funds and ETFs through strategic asset allocation and provides comprehensive financial planning, discretionary investment management, and financial coaching.

Darryl Dyche is a CFP® professional with 22 years of experience in financial advising. He is the founder of Dyche Wealth Management, Inc., where he has worked since 2012, and is also a 50% owner of Compass Financial Services, Inc., which offers fixed insurance sales. Dyche Wealth Management provides financial planning, portfolio management, and ERISA plan services to individuals, including high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerance, and it also advises accredited investors on privately offered alternative investments.

Matthew Selman is a financial advisor with Dyche, Riley, & Selman Wealth Management in Fayetteville, GA, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior work includes roles at Patrick Capital Markets, LLC and Triloma Securities, LLC. He is also a manager at Terra Development, LLC, a real estate investment and development firm. Dyche Wealth Management offers financial planning and investment management services to individuals, high-net-worth clients, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management, with an emphasis on fundamental, technical, and cyclical analysis, and serves as a sponsor and adviser to privately offered pooled investment vehicles and real estate development entities.

Peyton Riley is a financial advisor at Dyche, Riley, & Selman Wealth Management with 22 years of industry experience. He holds a Series 63 designation and has been with Dyche Wealth Management since 2014. Outside of advisory work, Riley is involved in operating LLCs related to group medical and dental insurance commissions, as well as other business activities. Dyche Wealth Management provides personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management, ERISA plan consulting, and advises on private alternative investments, with a focus on thorough client evaluation and ongoing portfolio monitoring.

Mark Demos is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Anson Analytics. Prior to joining Anson Analytics, he worked in consulting and spent ten years at Foundry Partners LLC. Anson Analytics provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to both individual clients, including high-net-worth households, and institutional plan sponsors. The firm’s investment approach combines Modern Portfolio Theory with qualitative and quantitative analysis to manage small- and mid-cap focused portfolios.

Kristin Vano is a financial advisor at Anson Analytics with nine years of industry experience. She holds the Series 65 designation and has been with Anson Capital, Inc. since 2015. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, charitable organizations, and other entities. The firm uses a Modern Portfolio Theory-based investment approach supplemented by fundamental and cyclical analysis, with a focus on qualitative and quantitative assessments through its Archalos SMA process.

Samuel Sweitzer is a CFA® charterholder with 22 years of industry experience, currently serving at Anson Analytics since 2004. He is also a pilot for Delta Airlines, flying MD-88 aircraft since 1999. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, and other entities, employing a framework based on Modern Portfolio Theory combined with fundamental and cyclical analysis. The firm offers services including discretionary and non-discretionary portfolio management, model portfolios, financial planning, and pension consulting.

Valerie Williams is a CFP® with 24 years of industry experience, currently serving as an advisor at Sincerus Advisory since 2022. Her prior roles include positions at Capital Investment Group, Inc., MWA Financial Services Inc, Modern Woodmen of America, and The Websuasion Group. She is also the owner and president of ClientLeap, Inc., a lead generation and sales consulting firm, which is currently inactive. Sincerus Advisory is an SEC-registered investment adviser serving individual and institutional clients, including high-net-worth households. The firm combines passive portfolio construction with active analytical tools to create individualized investment plans and offers discretionary management alongside comprehensive financial planning services.