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.

Bryan Blair is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is the sole advisor at Wealth Partners, Inc., an independent registered investment adviser based in Newnan, GA. His prior work includes long-term tenures at Multi Financial Securities Corporation and First Newnan Insurance Group. Outside of his advisory work, Blair is notably involved in public safety, dedicating about one-third of his time to related employment. Wealth Partners, Inc. offers fee-only discretionary portfolio management and financial planning services to a limited number of individual clients. The firm follows a systematic seven-step planning process and emphasizes diversified, risk-controlled active management combining strategic allocations with tactical adjustments.

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, holding Series 63 and Series 66 designations with 13 years of industry experience. His work history includes roles at Osaic, Regions Securities LLC, Regions Bank, and SunTrust Robinson Humphrey, Inc. FamilyRoot Wealth Advisors provides discretionary investment management and ongoing financial planning to individual and high-net-worth clients using an asset-allocation approach informed by Modern Portfolio Theory. The firm blends passive and active funds, sometimes outsourcing portions to outside managers, and manages accounts on a discretionary basis with quarterly reviews and long-term holding horizons.

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.

Jay Page is a financial advisor at Olsen Family Financial, LLC with six years of industry experience. He holds a Series 65 designation and has a background that includes service in the U.S. Air Force and roles at various airlines. Outside of advising, he works as a first officer pilot at Delta Airlines. Olsen Family Financial serves individuals, families, and trusts, including high-net-worth and non-HNW households, with specialties in areas such as small business owners, real-estate investors, military service members, pilots, and medical professionals. The firm provides comprehensive financial planning, discretionary investment management, and financial coaching, emphasizing strategic asset allocation with low-cost index funds and ETFs, incorporating tax considerations, and managing approximately $14 million across 46 client relationships.

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.

Thomas Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with FAPA Financial Services since 2015 and has been self-employed since 2011. FAPA Financial Services serves individual clients, including high-net-worth households, providing discretionary portfolio management, financial planning through MoneyGuidePro, and retirement plan advisory services. The firm’s investment approach focuses on long-term asset allocation and diversified portfolios primarily composed of passive mutual funds and ETFs, with advisory relationships tailored to client objectives and risk tolerance.

David Simmons is a financial advisor at QM Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including the QM Alpha Fund, US 50 Fund, KD&D Partners, Capital Research Advisors, and Ceros Financial Services. He is also the owner of Simmons Financial LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and private pooled vehicles. The firm offers discretionary and non-discretionary management using a combination of quantitative, fundamental, technical, cyclical, and modern portfolio theory methods, and serves as adviser and general partner to a private hedge fund.

Andrew Toering is a CFP® with 20 years of industry experience. He has been with QM Advisors LLC since 2019, following prior roles at LPL Financial, United Community Banks, INVEST Financial Corp., Wells Fargo Clearing, and Merrill. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a variety of analytical methods and manages accounts through documented investment policies, including discretionary portfolio management and retirement-plan fiduciary services.

Jerry Purvis is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and one year of industry experience. He also works with Melton and Company and has a long-term career at GEICO Insurance Company as an Injury Claims Examiner. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to support its investment strategies.

Joshua Edmonds is a financial advisor at QM Advisors LLC with five years of industry experience. He holds a Series 65 designation and has worked at QM Advisors since 2023 and previously operated Edmonds Capital LLC for two years. In addition to his advisory role, Edmonds is the managing member of Area Medical LLC, a medical device sales and service business he has managed since 2005. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds, employing a range of analytical methods and managing both separately managed accounts and pooled vehicles, including a private hedge fund.

John De Ment is a CFP® with seven years of industry experience, currently serving at QM Advisors LLC. He has held roles at Gradient Advisors LLC and previously operated his own firm, JP DeMent & Co., where he remains active. Outside of his advisory work, he teaches classes related to annuities and insurance. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a variety of analytical methods to manage discretionary portfolios and operates private hedge funds and pooled investment vehicles.