Kenneth Baer is a financial advisor with Baer Wealth Management in Marietta, GA, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He is also a partner and investor in Kevmarken, LLC, a gourmet food delivery business. Baer Wealth Management manages approximately $294.3 million, providing discretionary portfolio management to individuals, high-net-worth clients, and retirement plans, including serving as ERISA fiduciaries. The firm employs a long-term, manager-driven investment approach and conducts detailed due diligence on private alternative investments.

Scott Noble is a PFS™ credentialed financial advisor with 12 years of industry experience, currently serving at Wealth With No Regrets® in Alpharetta, GA. He has been associated with Boomfish Wealth Group, LLC since 2012 and holds a coaching position at Boomfish, Inc., where he provides financial coaching based on the Dave Ramsey methodology. Outside of his advisory role, he serves as CFO of Tri-Craft Properties, LLC, a home building and remodeling company. Wealth With No Regrets® serves individual, high-net-worth clients, small businesses, and charitable organizations, offering integrated financial planning and portfolio management. The firm emphasizes long-term investment horizons, downside risk management, and strategic judgment, and provides services including retirement income planning, insurance advice, and tax and estate planning.

Reagan Curl is a financial advisor with Networth Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Berkeley Advisors, LPL Financial, and IFG Advisory. In addition to advisory work, he operates an affiliated tax preparation and accounting service. NetWorth Financial Services is a wealth management firm serving individuals, pension plans, charitable organizations, and other entities with a focus on comprehensive financial planning, consulting, and portfolio management. The firm utilizes fundamental analysis and strategic asset allocation, employing a range of securities for long-term growth and income, and integrates financial planning with portfolio management.

John David Huff is a financial advisor at Piedmont Investment Advisory, LLP with seven years of industry experience. He holds the Series 65 designation and has been associated with Piedmont Investment Advisory since 2004. He is also involved in managing Piedmont Partners, LP as the general partner through Piedmont Capital, LLC. Piedmont Investment Advisory, LLLP provides investment advisory and portfolio management services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a blend of fundamental and technical research, considers tax implications in selecting securities, and manages a private fund with a performance allocation structure involving equity derivatives and a carried interest arrangement.

Sarah Lee is a financial advisor with Holcombe Financial, Inc. She holds Series 65 and Series 63 licenses and has been with the firm since 2017, including a prior role at Balentine LLC from 2015 to 2017. Holcombe Financial provides financial planning, discretionary portfolio management, retirement plan advisory, and general consulting to individuals, employer-sponsored plans, and pooled investment vehicles. The firm uses a proprietary planning tool called "BluePages" and focuses on long-term, allocation-driven investment strategies that include mutual funds, ETFs, and private fund exposures.

Alexander Johnson is a financial advisor at Holcombe Financial, Inc. in Atlanta, GA, holding a Series 65 designation. He has two years of industry experience, including prior roles at Reicon Capital and Fusion Connect. Holcombe Financial, Inc. provides financial planning, discretionary portfolio management, and consulting services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs a generally long-term, diversified investment approach and manages both discretionary and non-discretionary client assets totaling approximately $379 million.

Marc Daner is a CFP® and ChFC® with 36 years of industry experience. He is a principal at Daner Wealth Management, LLC in Alpharetta, GA, where he has worked since 2021. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services for a combined 13 years. He is also licensed as an independent insurance agent. Daner Wealth Management serves individual and high-net-worth clients, managing approximately $176 million across 181 accounts. The firm provides portfolio management, financial planning, and consulting services with a tailored investment approach that includes asset allocation, option strategies, and both long- and short-term trading.

Philip Catledge is a financial advisor with CMC Financial Group, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wachovia Securities Financial Network for nine years before joining CMC Financial Group in 2018. In addition to his advisory role, he is involved in the sale of insurance products on a limited basis. CMC Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $110 million in client assets, tailoring portfolios based on clients’ goals, risk tolerance, and time horizons, and employs a variety of analytical methods alongside both long- and short-term trading strategies.

Michael Strickland is a financial advisor at Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Strickland Davis Advisors since 2016 and also operates Strickland & Co. since 2010. Outside of his advisory roles, he is involved in a startup technology business as the owner of My Digital Business Card, LLC, and works as an insurance agent with Way of Life Group, LLC. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting for individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm emphasizes individualized investment policy statements and long-term investing, using both direct portfolio management and access to institutional-class funds through an Advisor Services program with Savant Wealth Management.

Bryan Totri is a CFP® with 16 years of industry experience and has been with ST. John & Associates, Inc. since 2007. He holds a Series 63 license and is based in Roswell, GA. ST. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm uses predefined model allocations that combine active and passive strategies, third-party sub-advisers, and AI-enabled tools, and emphasizes regular client communications and educational outreach.

Aaron Aberson is a financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 15 years of industry experience. He holds a Series 65 designation and has been with Ajax Capital Advisors since 2010. In addition to his advisory role, Aaron works as an independent contractor and attorney specializing in family law and civil litigation. Ajax Capital Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.

Walter Richards is a financial advisor at Capital Research Advisors, LLC in Suwanee, GA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Brightstar 2911, LLC, Make a Miracle, and Work 4 a Living International. Capital Research Advisors serves individuals, families, and institutional clients such as businesses, foundations, religious organizations, and nonprofits, providing discretionary portfolio management, financial planning, and consulting services. The firm employs mathematically designed, rules-based investment models across fixed income, equity, and alternative assets, incorporating tactical overlays and risk management strategies.

Joseph Martin is a financial advisor at Bales Financial Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Parrish Capital, LLC. In addition to his advisory role, he owns and operates Transcend Sports Performance LLC, a sports training facility. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a mix of strategies tailored to client profiles. The firm manages portfolios directly, may engage sub-advisors, and refers clients to third-party managers when appropriate.

Natalie Schmook is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been with Hayes Wealth Advisors, LLC since 2019 and previously worked at Camille Holdings DBA Lucille Roberts. Outside of her advisory role, she is a group fitness and cycle instructor at local community centers. Hayes Wealth Advisors serves individual clients, retirement plans, and corporate clients with comprehensive financial planning, discretionary portfolio management, and consulting services. The firm emphasizes a long-term, primarily passive investment approach and maintains a niche in advising optometric practices, including business valuation and practice appraisal services.

Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.

Clifford O'Conner is a financial advisor at C.W. O'Conner Wealth Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 23 years of industry experience. Clifford has been with C.W. O'Conner Wealth Advisors since 1995. C.W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary portfolio management along with ongoing monitoring and rebalancing.

Andrea Soule is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 credential with five years of industry experience. Her prior roles include positions at Indiana Trust Wealth Management and 1st Source Bank. Wealth With No Regrets® provides integrated financial planning and discretionary portfolio management for individual and high-net-worth clients, small businesses, and charitable organizations. The firm develops customized financial profiles and investment plans, implementing them through a combination of fundamental and technical analysis, long-term investing, and risk management.

John Owen is a financial advisor at COR3 Investment Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at ALPS Distributors, Inc. and Southeastern Asset Management. Outside of his advisory role, he is involved as an LLC member in Affinity Ventures, a rental property business. COR3 Investment Partners provides discretionary investment management primarily to high-net-worth individuals and institutional clients, focusing on a fundamental, research-driven approach to concentrated U.S. small- and mid-cap equities. The firm also offers sub-advisory services and tailors portfolios according to client-specific guidelines.

Larry Baugh is a CFA® charterholder with over 40 years of experience in the financial services industry, currently serving as a principal at Baugh & Associates, LLC. He has been with the firm and its predecessor since 1977. Outside of his advisory role, he serves as a director and corporate secretary for an auto dealership and is involved as a trustee in several trusts, including those related to life insurance and commercial real estate. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, institutions, and corporate clients. The firm emphasizes an income-and-growth investment approach, typically allocating client portfolios between large-cap dividend-paying stocks and fixed-income instruments, and allows margin borrowing within managed accounts as part of its operational practices.

Frederick Taylor is a financial advisor with Money & Clarity, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years and has been self-employed since 1974. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions and outsources implementation to third-party money managers, offering a range of advisor-facing products including subscription newsletters, coaching programs, and educational workshops.