Richard Stjohn is a financial advisor at St. John & Associates, Inc. in Roswell, GA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with St. John & Associates since 1992. Outside of his advisory role, he is a managing member with his wife in a real estate limited partnership. 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 employs predefined model allocations across various asset classes and integrates third-party sub-advisers and AI-enabled tools, with a focus on client communication, education, and technological support for held-away accounts.

Nicole Wright is a CFP® professional with 12 years of experience in financial advising. She has been with Financial Discovery Group since 2012. Financial Discovery Group provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, custodial accounts for minors, and individual/solo 401(k) plans. The firm uses an asset-liability matching framework with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews across a broad range of investment instruments.

Jeffrey Levitan is a financial advisor with Vantage Legacy Advisors, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with several entities including Transformation Financial, Inc. and the All for One Foundation, a children’s charity he founded. Levitan also serves as a board member for Associate Owners Group, Inc., a reinsurance company. Vantage Legacy Advisors provides individualized investment management and financial planning for individuals and high-net-worth clients, utilizing a combination of passive management and multiple analytical methods. The firm delegates portfolio management to unaffiliated registered investment advisers and incorporates client-directed rebalancing and account actions.

Joshua Chamberlain is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Chamberlain Financial Advisors, Inc. since 2017, where he is a principal. Outside of financial advising, Chamberlain is involved in business operations consulting through JB&JM Group, Inc. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, including specialized areas such as divorce planning. The firm employs a Modern Portfolio Theory-based investment approach using diversified, low-cost funds and offers educational workshops on personal finance and investing topics.

Keith Johnson is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Integras Partners since 2014 and is also involved as a managing member of a commercial real estate firm. Integras Partners serves individual investors, retirement plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting, employing tailored model portfolios and a range of investment strategies including derivatives and option writing.

Nelson Gary Jr. is a financial advisor at Leechgary Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leechgary since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related advisory services primarily to individual clients, including high-net-worth individuals. The firm serves a small client base with approximately 28 relationships and $21 million in assets under management, focusing on individualized portfolio oversight.

Wallace Nichols Jr. is a CFP®-credentialed financial advisor with 14 years of industry experience, currently serving at Asset Guidance Group, LLC. He has worked at the firm since 2012 and was previously associated with First American National Investment Advisors. In addition to his advisory role, Nichols is an attorney at WR Nichols Law, LLC, where he provides legal services. Asset Guidance Group is a fee-based advisory firm serving individuals and families, including accredited investors, with financial planning and portfolio management. The firm combines automated investment strategies with human oversight and offers additional services such as private-placement due diligence, a subscription-based research publication, and educational seminars.

Colton Sowash is a financial advisor with Sunglow Wealth Advisory LLC in Snellville, GA, holding a Series 66 credential and four years of industry experience. He is also the owner of Big Creek Capital Management, an investment advisory firm focused on developing and managing client portfolios. Sowash's prior experience includes roles at LCG Associates and Mercer University. Sunglow Wealth Advisory LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, privately held companies, and qualified retirement plans. The fee-only firm manages approximately $73.7 million, employing a value-oriented, fundamental analysis approach that incorporates options strategies and emphasizes diversification and a multi-year investment horizon.

Jack Eason is a financial advisor with Georgia Advisory Group LLC and holds the Series 65 designation. He has experience working with the Department of Defense - Army since 2021 and previously attended the United States Military Academy and New Berlin High School. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm focuses on individual equities, narrow ETFs, and options strategies, and manages client accounts on a discretionary basis with monthly monitoring.

Stephen Davenport is a CFA® charterholder with nine years of industry experience. He is a founding advisor at Circa Capital, LLC and has previously worked at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and Columbia Management Advisors. Circa Capital primarily serves individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm employs a long-term, quality-and-value oriented investment approach with concentrated portfolios and utilizes fundamental analysis, discretionary portfolio management, and project-based consulting.

Vickie Klepper is a CFP® professional with four years of experience in financial advising. She is the sole advisor at Creative Financial Partners, where she has worked since 2021. Her prior experience includes roles at Harrell Investment Partners, Asset Management Advisors, Aspiriant, Terry McDaniel & Co Investment Counsel, and FMP Wealth Advisers. Creative Financial Partners provides financial planning and employee-benefit consulting primarily for individual clients and employer plan sponsors. The firm offers client-directed, non-discretionary advice with a focus on fundamental investment analysis, and maintains a solo-practitioner model serving approximately 115 clients.

Randy Brunson is a financial advisor at Centurion Advisory Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centurion Advisory Group, LLC since 2006. Centurion Advisory Group serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, providing financial planning, investment management, retirement plan consulting, and project-based general consulting. The firm uses proprietary asset-allocation models combining fundamental and technical analysis and implements portfolios through mutual funds, ETFs, and individual securities.

Jay Cohen is a financial advisor at Monterey Wealth with 24 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. Prior to joining Monterey Wealth in 2020, he worked at LPL Financial for 15 years and held positions at Independent Financial Partners and M HOLDINGS SECURITIES, Inc. Cohen has experience in designing and implementing employee benefits, including group life, disability, and retirement plans. Monterey Wealth provides investment advisory and financial planning services to individuals, corporations, and pension and profit-sharing plans. The firm tailors client advice to objectives, time horizon, and risk tolerance, employing various strategies such as asset allocation and dollar-cost averaging.

Robert Gaillard is a financial advisor at Arch Partners Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, and corporate clients. The firm primarily employs passive investment strategies using mutual funds and ETFs and manages approximately $109 million in discretionary assets.

Jamie Stolz is a CFP® professional with 15 years of industry experience, currently serving as an advisor at TandemGrowth Financial Advisors, LLC since 2014. He is also the owner of TAYLORMADE BABY CLOTHES LLC, a business specializing in handmade children's clothing and gifts. TandemGrowth Financial Advisors provides comprehensive wealth management and financial planning services to individuals, high net worth households, trusts, and estates. The firm manages strategic long-term portfolios primarily through mutual funds and ETFs, incorporates various analytical approaches, and offers unique services such as a NextGen program and healthcare planning partnerships.

Jason Lina is a CFP® and CFA® with 15 years of industry experience. He is the sole advisor at Golden Bell Financial Planning, LLC, where he has worked since 2019. Prior to founding Golden Bell, he was with Resource Planning Group for nine years and Cedar Rowe Partners for two years. Golden Bell Financial Planning offers discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses an evidence-based investing approach focused on strategic asset allocation and factor tilts, managing over $200 million in assets with a portfolio minimum generally set at $2 million.

Gregory St. John is a financial advisor with St. John & Associates, Inc. in Roswell, GA, holding 23 years of industry experience. He has worked at St. John & Associates since 1999 and also has recent experience with Carson Wealth and CWM, LLC. 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 utilizes a range of model asset-allocation portfolios combining active and passive equity exposures, fixed income, ETFs, and alternatives, alongside regular client communications and educational outreach.

Mona Kuhlman is a financial advisor at TandemGrowth Financial Advisors, LLC with 22 years of industry experience. She has been with TandemGrowth since 2003. She holds a Series 66 designation. Kuhlman receives residual income from Commonwealth Annuity and Life Insurance Company, an activity in which she spends less than one hour per month. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning. The firm manages strategic long-term portfolios using a mix of mutual funds, ETFs, independent managers, and alternative investments, offering services that include portfolio management, financial planning, and retirement-plan oversight.

David Moore is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is associated with Gien Capital Management LLC and has previously worked at Southern States LLC, Concourse Financial Group Securities Inc, and Legacy Financial Partners, LLC. Outside of his advisory work, he serves as Council Member-Treasurer for Mt. Zion United Methodist Church and provides consulting services to small business owners through Les Cheneaux Consulting. Gien Capital Management LLC offers discretionary asset management and standalone financial planning, utilizing a combination of fundamental, technical, charting, and cyclical analysis. The firm manages client assets primarily through selected third-party Sub-Advisors and operates with a small advisory team.

Steven Harrison is a financial advisor with D.L. Fields Advisory Group, LLC in Duluth, GA. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Intuit and the City of Brookhaven. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers tailored investment strategies using fundamental and technical analysis, with portfolios reviewed regularly and services provided on both asset-management and hourly planning bases.