Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.

David Barfield is a CFP® professional with four years of industry experience. He is the principal advisor at Datapoint Financial Planning, LLC, where he has worked since 2021. Prior to that, he spent five years at Fiserv and one year at Chastain Wealth Management. Datapoint Financial Planning is a fee-only, state-registered firm serving individuals and high-net-worth clients through project-based comprehensive financial planning and limited-scope hourly engagements. The firm provides investment recommendations framed by modern portfolio theory and passive index/ETF strategies, without managing or holding client assets, and focuses on business owner and employee-benefit planning.

Kenneth Mullinax is a CFP® professional with 21 years of industry experience. He is the principal of NPV Advisory Services, LLC, where he has worked since 2014. NPV Advisory Services provides fee-only financial planning and investment advisory services to individuals, business entities, trusts, and retirement plans. The firm emphasizes retirement plan design and consulting, using a strategic asset allocation approach focused on low-cost investment vehicles and financial planning as the foundation for recommendations.

Nicholas Garofalo is a financial advisor with Openhanded Wealth LLC, holding a Series 65 designation and two years of industry experience. He also works at i3 Verticals, LLC, where he performs financial analysis and reporting. Openhanded Wealth LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and incorporates Biblically Responsible Investing by selecting screened fund families, with portfolios managed primarily through mutual funds, ETFs, and discretionary strategies.

Samuel Newland is a financial advisor at Lighthouse Investment Advisors, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Investment Advisors since 2016 and Lighthouse Financial, Inc. since 2017. Prior to his advisory career, he spent 29 years at Southern Company. Newland is also the owner of Lighthouse Financial, Inc., where he acts as an insurance agent specializing in life, health, and annuity products. Lighthouse Investment Advisors is an independent, fee-based firm serving individual clients and qualified retirement plans. The firm offers non-discretionary asset management, ERISA 3(21) consulting for plan sponsors, and educational seminars, emphasizing investment strategies based on fundamental, technical, and cyclical analysis.

Eric Holcomb is the founder of Holcomb Financial and holds a Series 65 designation with two years of industry experience. He also serves as a Project Manager at Irrational Kindness, LLC, the operator of Chick-fil-A Canton. Holcomb Financial provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, small business owners, employer retirement plans, and charitable organizations. The firm operates on a fee-only basis, offering discretionary portfolio management and personalized investment strategies, and is noted for providing educational seminars and speaking engagements to the public.

Derrick Lowery is a CFP® professional with 19 years of industry experience currently serving as the sole advisor at Brookwood Wealth Advisors, LLC. His prior experience includes roles at Oppenheimer & Co. Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a Budget Committee Member for Trinity Baptist Church in Cartersville, GA. Brookwood Wealth Advisors provides investment management and financial planning services to individuals and high-net-worth clients, typically requiring a $100,000 account minimum. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of strategies including asset allocation, dollar-cost averaging, and technical analysis, with oversight conducted at least quarterly by the principal.

Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at FOUNDATIONS INVESTMENT ADVISORS, MML Investors Services, LLC, and MassMutual Life Insurance Company. He is also active as an independent insurance agent, involved in the sale of various insurance products. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses third-party model portfolios and subadvisers to implement client strategies, managing portfolios on a discretionary basis tailored to client objectives and risk tolerances.

Andrew Nida is a financial advisor at Asset Management Group with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has held roles at Foundations Investment Advisors, LLC, and his own firm, Andrew Nida, LLC. Outside of investment advisory, he is president and CEO of Senior Care Solutions, a company providing health insurance for seniors aged 65 and older. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses sub-advisers and model portfolios with asset-allocation and rebalancing tailored to client objectives, and provides planning-first services that emphasize tax coordination and annual reviews for certain membership levels.

Shelly Brockman is a financial advisor at Asset Management Group with four years of industry experience. She holds a Series 65 designation and previously worked at Potomac Fund Management and Fourlane. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm primarily uses third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Ashel Ammons Jr. is a financial advisor with Asset Management Group and holds Series 65 and Series 63 credentials. He has three years of industry experience, including prior roles at NYLIFE Securities LLC, New York Life Insurance Company, and Northwestern Mutual. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes tax-aware coordination and provides full-service operational support for business owners alongside tailored investment management.

Robert Tomlinson is a financial advisor at Griffith & Werner, Inc. in Canton, GA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Proequities Inc. Outside of his advisory role, he owns a T-shirt design business that sells products on Amazon. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation framework blending equities, fixed income, mutual funds, and ETFs, and integrates insurance products through licensed management personnel.

Curtis Minks is a financial advisor at Woodstock Wealth Management, Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Woodstock Wealth Management since 2018. Minks also owns Lotus Positions LLC and Lotus Positions Business Development LLC, through which he offers consulting on non-securities insurance. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment vehicles and strategies, including a performance-fee program alongside standard AUM arrangements.

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

Raymond Brown is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Goodwin Investment Advisory with three years of industry experience. He has been involved with Cast & Crew Production since 2012. Outside of his advisory role, he operates Production Badger, LLC, a service and rental company providing plastic ID card printers and supplies primarily for film industry production teams. Goodwin Investment Advisory manages approximately $344.4 million in discretionary assets across about 358 client relationships, serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including proprietary strategies and partnerships with institutional providers.

Joseph Beckford is a CFP® professional with 14 years of industry experience. He has been with Goodwin Investment Advisory since 2011 and previously worked at B & G Financial Mortgage, LLC for 10 years. Beckford holds a Series 65 license and is based in Woodstock, GA. Goodwin Investment Advisory is a team of five advisors managing approximately $344.4 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.

Meagan Mcguire is a financial advisor at SLP Wealth with seven years of industry experience. She holds the CFP® and ChFC® designations and has worked with firms including MassMutual and Student Loan Planner. In addition to her advisory role, she provides student loan repayment consulting through her involvement with Student Loan Planner. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios primarily using no-load mutual funds and ETFs and offers additional services such as 401(k) plan advisory and tax preparation without a minimum account size.

Rachel Leddy is a financial advisor at Traynor Capital Management in Canton, GA, holding a Series 65 designation and four years of industry experience. She has been with Traynor Capital Management since 2022 and previously worked in education, including positions at the University of Alabama and Etowah High School. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, and business funding consulting related to ROBS transactions. The firm utilizes tailored investment strategies emphasizing direct stock ownership across various market capitalizations and employs a mix of analytical techniques to construct and monitor portfolios.

Timothy Goodwin is a CFP® with over 21 years of experience in financial advising. He has been with Goodwin Investment Advisory since 2004 and founded MCSE Stewardship, LLC in 2017, which serves as the general partner for the Goodwin Real Estate Fund and its successor. In 2021, he transitioned to co-manager and 50% owner of MCSE Stewardship. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets, employing dynamic asset allocation strategies and a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.