Benjamin Loughery is a CFP® with 10+ years of industry experience, and owner of Lock Wealth Management. He previously worked at Invesco and Capital Group.

William is the Founder at LKL Advisors in Atlanta, GA. He holds a Series 65 designation and has been working in the finance space since 2017. Under a single, transparent fee structure that beats the 1% model, LKL Advisors provides comprehensive financial planning, portfolio management, access to private investments, equity comp planning, tax strategy, estate planning (will and trust creation included), and more, primarily for mid-career corporate professionals.

Here's the final version: Kurt Brucker is a CFP® and Series 66-registered advisor with eight years of experience in financial planning. He founded Brucker Wealth in 2025 after nearly eight years at Oxygen Financial, where he worked with hundreds of clients and built a planning practice grounded in relationships, not transactions. His path to advising started with an internship doing stock research for an RIA. He enjoyed the investment side of it, but realized he was more drawn to the people than the portfolio analysis. That instinct has shaped everything since. Growing up, Kurt watched his parents navigate both success and hardship at different points in their lives. That perspective is part of what makes him effective in this seat. He understands that a financial plan has to hold up under pressure, not just favorable conditions. Brucker Wealth serves Christian couples and professionals who want a planning relationship where faith is part of the conversation. Kurt prays with clients, helps them define what faithful stewardship looks like in their specific season, and works with them to identify finish lines so they can live generously rather than just accumulate. On the investment side, portfolios are built around what clients actually believe in: broadly diversified across asset classes, with selective exposure to thematic opportunities where conviction and evidence align. Planning covers investments, taxes, estate, and insurance as one connected picture. He is based in Atlanta, Georgia, where he lives with his wife and two daughters.

Adam Duong is the sole advisor at Adam Capital in Atlanta, GA, holding a Series 65 designation with 8 years of industry experience. He has led Adam Capital since 2016. Adam Capital provides investment advisory services primarily to individuals and private investment funds, offering discretionary portfolio management and a private limited partnership vehicle. The firm employs tailored strategies using equities, ETFs, and various analysis methods, and it accepts performance-based fees for qualified investors.

Chloe Moore is a CFP® professional with 10 years of experience, currently serving as the sole advisor at Financial Staples since 2016. She also owns and operates C-Level Consultants, providing consulting and financial education services to Registered Investment Advisors. Financial Staples offers comprehensive financial planning and advisory services primarily to individual and high-net-worth clients, as well as retirement plan consulting for business owners. The firm focuses on passive investment strategies using index funds and ETFs, and it provides due diligence and monitoring of third-party money managers alongside strategic advice for employer-sponsored retirement plans.

David Littlefield is the sole advisor at Littlefield Asset Management, Inc. in Atlanta, GA, holding a Series 65 credential with 15 years of industry experience. He has been with Littlefield Asset Management since 1985. Littlefield Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, tailoring portfolios to their financial conditions and objectives. The firm employs a value-oriented equity strategy focused on high-quality, predominantly blue-chip companies judged to be undervalued through fundamental analysis, and manages approximately $124 million across about 54 client relationships.

Daniel Docherty is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is the principal of Farview Management, LLC in Atlanta, GA, where he has worked since 2021. His prior experience includes roles at Raymond James & Associates and Bank of America. In addition to his advisory work, Docherty is involved in modeling and research for a privately held gaming company and engages in data analysis and valuation work focused on natural resource companies. Farview Management, LLC is a small independent advisory firm providing discretionary portfolio management and retirement plan consulting to individual and corporate clients. The firm employs a concentrated, bottom-up fundamental investment approach with a long-term growth focus, alongside supplemental techniques such as technical analysis and option strategies.

Cassian Nunez is a financial advisor at RINO INVEST Wealth Management LLC with a Series 65 designation and two years of industry experience. He has served in the U.S. Army since 2011. RINO INVEST Wealth Management LLC provides investment management and financial planning services focused primarily on real estate investments, mutual funds, equities, and ETFs. The firm uses fundamental analysis and a long-term trading approach, offering tailored portfolios and educational seminars to its clients.

Pierre Soree is a CFP® professional based in Atlanta, GA, with six years of experience in the financial advisory industry. He is currently with Inman Park Wealth Management, where he has worked since 2026. Prior to this, he held roles at Marietta Wealth Management and Redwood Wealth Management, and he also spent two years with the University of Georgia - Terry School of Business. Inman Park Wealth Management is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management and financial planning services. The firm emphasizes Modern Portfolio Theory and asset allocation, using passive investment vehicles and tailored portfolios aligned with client goals and risk tolerance.

John Feltman is the sole advisor at Feltman & Co. LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to founding Feltman & Co. LLC, he worked at Brookhaven Medical Inc. for five years and was involved in a family office operation from 1992 to 2024. Feltman & Co. LLC primarily manages pooled and institutional assets, offering discretionary portfolio management with an investment approach that incorporates fundamental, technical, and cyclical analysis. The firm employs strategies including options, structured products, and margin trading tailored to client suitability.

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!

Robert Bunnen Jr. is the sole advisor at Bunnen Financial Management LLC in Atlanta, GA. He holds a Series 65 designation and has 25 years of industry experience, including long tenures at Victory Capital Advisers, Inc. and Victory Capital Management from 1993 to the present. Bunnen Financial Management LLC offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite structure, emphasizing passive index and ETF strategies complemented by selective active management, serving primarily a small roster of larger, high-asset clients and institutional entities.

Valeria Arnold is the sole advisor at Vaarco Financial, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. She previously worked at Valic Financial Advisors from 2023 to 2024 and has been with Vaarco Financial since 2003. Vaarco Financial is an independent registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a mix of fundamental and technical analysis to construct portfolios across a range of strategies tailored to client-specific factors such as risk tolerance and income needs.

Alex Gardener is a CFP®-certified financial advisor with over five years at Encourage Financial LLC and prior experience at firms including Edelman Financial Engines and Raymond James Financial Services. He is also the founder of Smart Aleck Films LLC, a company he has been involved with since 2009. Based in Atlanta, GA, Gardener holds Series 63 and Series 65 licenses. Encourage Financial LLC is a Georgia-registered investment adviser serving individuals, high-net-worth households, and small businesses. The firm offers wealth management combining financial planning and portfolio management, with a focus on a Core + Satellite investment approach and the use of scenario analysis and stress testing to manage risks. It also provides educational workshops, tax-return assistance, and retirement-plan consulting.

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.

William Benton is the sole advisor and president of Benton Innovation Group in Atlanta, GA, holding a Series 65 designation with over a decade of experience. He leads a 501(c)(3) ecological nonprofit organization and serves as an Intuit-authorized consultant. Benton Innovation Group operates as an investment manager focusing on pooled vehicles and institutional mandates, providing advisory and portfolio management services with alternative billing arrangements uncommon in the industry.

Lori Dietzler is a CFP® and Series 65-registered financial advisor with Zero Gravity Financial, LLC in Atlanta, GA. She has five years of industry experience and has been with her independent firm since 2013. Zero Gravity Financial serves individual, high-net-worth, and business clients, focusing on comprehensive financial planning, limited-scope hourly planning, and portfolio management. The firm employs a primarily passive, asset-class-driven investment approach using index funds, ETFs, and model portfolios through Betterment Institutional, and operates on fixed planning retainers and hourly fees rather than percentage-of-assets advisory charges.

Dawn Barnes is president of Aurora Bay Capital and has 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Aurora Bay Capital since 2010, including her current role since 2019. Barnes also serves as an outside director and audit committee member for Green Thumb Industries, a major multi-state cannabis operator, and is on the board of advisors for Serovita Holding Corporation, a cannabis beverage manufacturer. Additionally, she consults for an AI company, R4 Technologies Inc. Aurora Bay Capital is an independent investment manager providing discretionary portfolio management and advisory services to institutional clients, pooled investment programs, individuals, trusts, and non-profits. The firm combines fundamental and technical analysis with customized asset allocation, utilizing individual bonds, equities, and ETFs, and routinely selects third-party managers to implement client portfolios.

Robert Corbitt is a Certified Financial Planner® with 13 years of industry experience, currently serving as the sole advisor at Keystone Financial Consultants, Inc. in Atlanta, GA. He has been with Keystone since 2002. In addition to his advisory role, Mr. Corbitt is a licensed CPA who provides tax return preparation and tax planning services to various organizations. Keystone Financial Consultants advises individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a top-down investment approach combined with fundamental and technical analysis, managing accounts with strategies that may include tax-sensitive positioning, options, and margin use.