Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Deborah Matz is a financial advisor with Design Life’s Journey, LLC, holding a Series 66 license and 16 years of industry experience. She founded Design Life’s Journey and has a background that includes tax preparation, insurance sales, and property management through related business ventures. Matz integrates these services alongside her advisory work. Design Life’s Journey serves individuals, high-net-worth clients, and small business owners with portfolio management, customized financial planning, and business advisory, including tax preparation. The firm’s investment approach combines multiple analytical techniques and strategies tailored to each client’s goals and risk tolerance, with ongoing reviews and educational programming.

Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.

Patrick Paxton is a financial advisor at TruFP with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Investment Planning Advisors, Cambridge Investment Research Advisors, Money Concepts Capital Corp, and Equity Services, Inc. Paxton also serves as treasurer for the Forsyth County Republican Party, where he manages bookkeeping and fundraising activities. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, using tailored strategies that include asset allocation and technical analysis. The firm maintains a high client-to-advisor ratio and participates in the Ramsey Solutions SmartVestor program.

Andrew Castleberry is a financial advisor with TruFP, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities, and Edward Jones. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, offering tailored advice through various portfolio management and financial planning strategies. The firm manages a large client base with a four-advisor team and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Kenneth Bellavance is a financial advisor at TruFP with 12 years of industry experience. He holds the Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. He is based in Cumming, GA. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm uses tailored investment strategies with regular account reviews and emphasizes both discretionary and non-discretionary portfolio management.

Carson Bennett is a financial advisor at ReliaStar Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with ReliaStar since 2012. Bennett is also a licensed independent insurance agent, selling life insurance and fixed annuities. ReliaStar Capital Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, and estates, utilizing third-party model managers through a managed-account program. The firm emphasizes due diligence and periodic reviews of managers and supports clients through educational seminars and workshops.

Amy Amorosso is a CFP® professional with 11 years of industry experience. She is a minority partner and employee at Michael L. Ball, CPA, LLC, where she divides her time between accounting services and investment advisory work. The firm serves individuals, high-net-worth clients, and businesses, offering investment advisory, portfolio management, financial planning, and tax preparation services. Their investment approach is long-term and asset-allocation driven, utilizing passively managed mutual funds and written investment policy statements.

John Bennett is a financial advisor with ReliaStar Capital Management, Inc. and holds a Series 65 designation. He has 14 years of industry experience and has been with ReliaStar since 2012. He is also president of Bennett Financial Group and part owner of Dawson CrossFit. ReliaStar Capital Management provides financial planning and portfolio management for individual clients, high-net-worth individuals, and trusts, utilizing third-party model managers through AEWealthManagement’s managed-account program with a focus on due diligence and long-term investment strategies.

Austin Rowland is a financial advisor at TruFP with a Series 65 designation and three years of industry experience. Prior to his advisory role, he has worked in various fields including hospitality and logistics. TruFP offers investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a range of strategies such as asset allocation and technical analysis, maintaining a high client-to-advisor ratio and providing both discretionary and non-discretionary portfolio management.

Andrew Rodgers is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His work history includes roles at Peak Brokerage Services, Cambridge Investment Research Advisors, Dempsey Lord Smith, SB Advisory, Berthel Fisher & Company Financial Services, and Equity Services. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm operates through a network of investment adviser representatives and offers tailored portfolio management, model portfolios, third-party managers, and wrap programs, with a focus on a network structure tied to affiliated firms and vendor arrangements.

Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.

Zachary Gerrells is a financial advisor with Blackridge Asset Management, LLC and holds a Series 66 designation. He has three years of industry experience and has worked at firms including Peak Brokerage Services and Cambridge Investment Research. He is also the owner of Gerrells CPA, LLC, a tax services business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management and access to various investment strategies, utilizing a model-based approach supported by affiliated platform providers.

Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Paul Reid is a financial advisor at Transamerica Retirement Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Transamerica Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Prior to his current role, he spent over a decade with the City of Roswell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio services, investment education, and both discretionary and non-discretionary advice programs. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with a focus on scaled asset allocation and retirement guidance.

Gregory Stoia is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 43 years of industry experience. He has been with Commonwealth since 2001 and has operated Stoia Financial since 1985. Stoia serves as the Executive Director of the Anne Embree Charitable Foundation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Griffin Nix is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has nine years of industry experience and has worked at firms including Morgan Stanley and E*TRADE Securities. His current role is with Park Avenue Securities LLC, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, businesses, and institutional clients. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Allison Baines is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory since 2016. She also holds roles with oXYGen Financial and provides financial dashboard services through Oxygen Financial as an independent contractor. Her work includes advising on insurance solutions such as life, disability, and long-term care coverage for families and business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment management services supported by due diligence and access to multiple management platforms and third-party solutions.

Laura Latourette is a CFP® with 29 years of industry experience, currently serving as an advisor at CWM, LLC. She has held roles at Family Wealth Management Group, WCG Wealth Advisors, IFG Advisory, LPL Financial, and Transamerica Financial Advisors. Latourette volunteers as an education ambassador with the National Resource Center on LGBT Aging and serves on the advisory board of Markets Group, in addition to speaking at various events. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor portfolios, and provides tailored solutions including custom indexing and access to alternative investments.

Heidi Lane is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jackson Hewitt Tax Service and Primerica Financial Services. Outside of financial services, she is a partner and co-author in an LLC that publishes children's books. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach includes point-in-time financial plans and managed account solutions, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.