Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Allstate Insurance Co., Ameriprise Financial Services, and Banc of America Investment Services. He is also the owner of Greene Financial Services LLC, which focuses on life insurance and fixed annuity sales. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice, offering a wide range of investment options tailored to client profiles. The firm employs multiple analytical methods to construct and manage portfolios and operates with a broker-dealer affiliation that requires clients to use designated custodial services.

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

Donald Slowinski is a financial advisor at Winslow Asset Group, LLC in Lawrenceville, GA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Winslow Asset Group since 1999. In addition to his advisory role, he serves as a general partner and portfolio manager at SMS Capital Partners L.P. Equity Fund. Winslow Asset Group, LLC is an independent investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients, including corporations, trusts, estates, and charitable foundations. The firm employs a combination of proprietary fundamental research and technical analysis to actively manage portfolios across various instruments and manages assets on both discretionary and performance-fee bases.

Ahmed Mahmood is the principal advisor at Wakil Wealth Advisory LLC with 17 years of industry experience. He previously worked at Morgan Stanley for 14 years before founding his independent advisory firm in 2024. Mahmood also serves as a FINRA arbitrator and operates a licensed insurance practice alongside his advisory role. Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses, including corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to each client’s goals, risk tolerance, and time horizon.

Christopher Hardy is a CFP® and ChFC® with 16 years of experience in the financial advisory industry. He has been with Paramount Investment Advisors since 2008 and serves as its sole advisor. In addition to his advisory work, he is managing director of Paramount Tax and Accounting, a firm specializing in tax preparation, accounting, and IRS representation. Paramount Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, families, nonprofits, trusts, pension plans, and corporations. The firm integrates tax and accounting services through its affiliated practice and offers ERISA-aware pension consulting and educational seminars alongside discretionary portfolio management focused on long-term investments.

Peter Brangwin is a CFP® professional with one year of experience in financial advising, currently serving as the sole advisor at The Green Group Finance, LLC. He has prior experience with Five Forest Management, Inc. and is president of Accounting and Tax Solutions, LLC d.b.a The Green Group, where he provides tax and accounting services. The Green Group Finance, LLC is a fee-only registered investment adviser offering investment management and project-based financial planning to institutional clients, employer plan sponsors, businesses, and individuals. The firm employs a long-term, factor-based investment approach combining passive and active fund selection, with portfolios managed on a non-discretionary basis.

Robert Sell is a financial advisor at Polaris Asset Management, LLC with six years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Axiom Asset Management, Actify Investor Retirements, and Weaver Capital Management. Outside of advising, he works as a self-employed mathematics tutor, providing instruction to high school students and college entrants. Polaris Asset Management offers private wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutional clients. The firm employs a risk-profile-based investment approach and provides formal retirement-plan consulting and fiduciary services, including discretionary and non-discretionary account management.

Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.

Tiberiu Marian is a CFP® and holds a Series 66 license, with 14 years of experience in financial advisory roles. He is the principal advisor at Shadowbrook Private Wealth LLC, an independent firm he has been with since 2022. His prior experience includes positions at Morgan Stanley Private Bank, Morgan Stanley, JPMorgan Securities LLC, and Merrill. He also serves as a guest lecturer at the University of Bucharest. Shadowbrook Private Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a tailored, long-term investment approach that incorporates discretionary portfolio management, comprehensive financial planning, and the use of third-party AI tools for research and risk monitoring.

Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.

Eric Broadus is a financial advisor at Can Serve Free LLC with four years of industry experience. He holds a Series 65 designation and has worked at AGCO Corporation and Stryker. Can Serve Free LLC provides fee-based, primarily online investment advisory and quantitative portfolio management services focused on cancer/oncology stocks and healthcare real estate investment trusts. The firm serves individual investors, high net worth clients, businesses, and not-for-profit organizations using a Modern Portfolio Theory-based approach with fundamental and technical analysis.

Worde McClung is a financial advisor at Arch Partners Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Maximum Wealth Management Inc. since 2019. McClung is also CEO of The McClung Agency LLC, an insurance business he has managed since 2016. Arch Partners Wealth Management provides investment supervisory services, portfolio management, and financial planning to individual clients, pension and profit-sharing plans, and corporate clients. The firm primarily employs passive investment strategies using mutual funds and ETFs and manages approximately $109 million in discretionary assets.

Building a successful business and building personal wealth are not always the same thing. I’m Jovan Johnson, MBA, CFP®, CPA, PFS, and Co-Owner of Piece of Wealth Planning. I help business owners, private practice owners, medical professionals, and other service-based entrepreneurs make smarter financial decisions across both their business and personal lives. At Piece of Wealth Planning, we help clients coordinate tax planning, accounting, cash flow, retirement planning, investment management, and comprehensive financial planning. My philosophy is simple: your business should do more than generate revenue. It should help you build wealth, create financial security, and support the life you want to live. That means looking beyond questions like, “How can I lower my taxes?” and also asking: “Am I actually becoming wealthier as my business grows?” “Am I converting enough of my income into assets?” “Are my business and personal financial decisions working together?” I’ve spent more than a decade working across accounting, tax, and financial planning, with a focus on making complex financial decisions easier to understand and act on. Because the goal isn’t simply to make more money or pay less in taxes. It’s to use your money intentionally to build the life and wealth you want.

Michael Stetson is a financial advisor at Saint Francis Capital with 11 years of industry experience. He holds a Series 65 designation and has worked at Saint Francis Capital since 2015. In addition, Stetson serves as a senior advisor at Perpetual Trustees in Brisbane, Australia, where he is involved in client relationship management and training related to Salesforce CRM. Saint Francis Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $36.4 million across about 78 accounts. The firm employs a fundamental analysis-based investment approach supplemented by technical and cyclical macroeconomic considerations.

Vincent Caine is a financial advisor with Saint Francis Capital, holding Series 63 and Series 65 licenses and 14 years of industry experience. He also serves as president and owner of RC Whatley & Company, a business consulting firm. Caine has worked at RC Whatley & Company since 2015 and joined Saint Francis Capital in 2022. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios with an investment approach that combines fundamental valuation, technical indicators, and macroeconomic analysis. The firm oversees approximately $37.6 million in discretionary assets and focuses on individualized investment policies tailored to client objectives and risk tolerance.

Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Brent Burgesser is a financial advisor at QRIA, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Brookwood Investment Group LLC, Belpointe Asset Management, LLC, and International Assets Advisory, LLC. Brent is also involved in insurance sales through Brookwood Insurance Group. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm combines various analytical methods and offers both discretionary and non-discretionary management tailored to client risk tolerance and financial situations.

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.

Paul Culbreth is a CFP® and holds a Series 66 license, with 21 years of experience in the financial services industry. He is the principal of Culbreth Wealth Management, an independent firm he has led since 2023. Prior to this, he worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, Culbreth serves on the board and as treasurer of Rainbow Village, Inc., a nonprofit organization providing transitional housing. Culbreth Wealth Management offers discretionary asset management and financial planning services to individuals, high-net-worth households, and institutional clients, including pension and profit-sharing plans. The firm employs a broad investment approach focused on asset allocation, utilizing various instruments and active pension consulting, with offerings that include custom portfolios and a wrap-fee program.