Alan Anderson is a CFP® and holds a Series 66 license, with 18 years of experience in financial advising. He has been with Carlyle Wealth Planning since 2009 and also has a decade of experience at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved in insurance sales and provides Medicare advice through affiliated agencies. Carlyle Wealth Planning offers comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary, in-depth planning and serves a small client roster, advising on a broad array of investment types, including alternative and direct investment programs.

Manish Kapoor is a CFA® charterholder with six years of industry experience. He has worked at Oxford Chase Advisors LLC since 2013 and has held a position at Nokia since 2001. Oxford Chase Advisors LLC manages approximately $89.6 million for around 320 clients through discretionary, fee-only portfolio management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, employing model portfolios with an emphasis on individual equities and ETFs tailored to client risk profiles.

Michael Agurkis is a CFP® and Series 66-licensed financial advisor with 20 years of experience, currently serving at CommonWealth Financial Planners Inc. in Roswell, GA. He has worked with Raymond James Financial Services, Inc. throughout his career and serves as Treasurer and Board Member of the Rotary Club of Roswell. CommonWealth Financial Planners provides personalized financial planning and investment management to individuals, retirement plans, corporations, and small businesses, serving both high-net-worth and non-HNW clients. The firm typically delivers advice on a non-discretionary basis using a blend of fundamental, technical, charting, and cyclical analysis.

William Frerking II is a financial advisor with Georgia Advisory Group LLC, holding a Series 66 credential and nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management Inc. since 2017. Outside of his advisory role, he serves as head of the Board of Stewardship for Living Faith Lutheran Church and coaches varsity football and junior varsity basketball at Wesleyan School. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm emphasizes individual equities, select ETFs, and options strategies, managing client accounts on a discretionary basis while supporting a relatively large client roster for its size.

Andres Romero is a financial advisor with E2E Financial in Atlanta, GA, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of advisory services, he is involved in business consulting and public speaking. E2E Financial provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and corporate entities. The firm emphasizes long-term trading and portfolio construction using modern portfolio theory combined with fundamental, cyclical, and quantitative analysis, and it offers weekly market and sector-specific newsletters.

Collin Adams is a financial advisor at Ridge Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and First Allied Securities, Inc. prior to his current role. Ridge Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors. The firm manages approximately $167.1 million in discretionary assets and offers wealth management, financial planning, portfolio management, and pension consulting services through a team of four advisors.

Vadzim Yazvinski is a CFA® charterholder with 16 years of industry experience, currently serving at Jordan Capital AM, LLC since 2008. He is also involved with The Jordan Company, a real estate development and manufacturing investment firm, where he assesses investment opportunities. Jordan Capital AM, LLC provides discretionary investment management primarily to high-net-worth individuals and operates both separately managed accounts and a private pooled vehicle, Jordan Capital Partners, LP. The firm employs a combination of fundamental and technical analysis and focuses on income-oriented strategies alongside broader equity investments.

Faye Sykes is a financial advisor at Tuttle Wealth Partners LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Capital Asset Advisory Services, Scarlet Oak Financial Services, and Northwestern Mutual Investment Management. In addition to her advisory role, she is CEO of Social Security Benefit Planners, where she focuses on social security benefit planning and training. Tuttle Wealth Partners LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement services to institutional and retail clients. The firm uses proprietary and customized models tailored to client objectives and serves as an ERISA fiduciary for retirement plan recommendations.

Bradley Harmon is a financial advisor with Harmon Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1989 and has been a partner at Harmon Financial Advisors since 2007. Outside of finance, he is a silent partner in a boutique gym operated by his son. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities, focusing on tailored advice without discretionary portfolio management. The firm bills clients on an hourly basis and offers planning reviews on request, referring clients to affiliated services when discretionary management is appropriate.

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 13 years of industry experience. He is affiliated with Wealth With No Regrets® in Alpharetta, GA, and has held roles at Boomfish Wealth Group, LLC since 2012. Outside of his advisory work, he serves as a financial coach with Boomfish, Inc. and acts as CFO for Tri-Craft Properties, a home building and remodeling company. Wealth With No Regrets® serves individual and high-net-worth clients, as well as small businesses and charitable organizations, providing integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles and investment plans, using fundamental and technical analysis alongside risk management to guide long-term investing.

Reagan Curl is a financial advisor with NetWorth Financial Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at LPL Financial and Berkeley Advisors. In addition to advisory services, he operates a tax preparation and accounting business associated with the firm. NetWorth Financial Services is a wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm provides comprehensive financial planning and portfolio management, employing fundamental analysis and strategic asset allocation with a focus on value equities, ETFs, mutual funds, and fixed-income securities.

John David Huff is a financial advisor with Piedmont Investment Advisory, LLLP in Atlanta, GA. He holds a Series 65 credential and has eight years of industry experience. He has been with Piedmont Investment Advisory since 2004 and serves as the managing member of Piedmont Capital, LLC, the general partner of Piedmont Partners, LP, a private fund managed by the firm. Piedmont Investment Advisory 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 and considers tax implications when selecting securities, managing both discretionary and non-discretionary accounts.

Sarah Lee is a financial advisor at Holcombe Financial, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses. She has been with Holcombe Financial since 2017 and has prior experience at Balentine LLC from 2015 to 2017. Holcombe Financial serves individual investors, retirement plans, trusts, and pooled investment vehicles, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm emphasizes a long-term, buy-and-hold investment approach supplemented by active dividend-focused strategies, fixed income, commodities, and select private fund investments.

Alexander Johnson is a Series 65-registered financial advisor at Holcombe Financial, Inc. with one year of industry experience. Prior to joining Holcombe Financial, he worked at Reicon Capital and Fusion Connect. Holcombe Financial serves individual investors, retirement plans, trusts, and pooled investment vehicles, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm utilizes a documented planning process and tailored investment strategies that emphasize long-term, buy-and-hold passive management supplemented by active dividend-focused, fixed income, commodity, and select private fund investments.

Marc Daner is a CFP® and ChFC® with 37 years of industry experience. He is a principal at Daner Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. Daner is also licensed as an independent insurance agent. Daner Wealth Management provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored advice based on client objectives and risk tolerance, employing a flexible investment approach that includes asset allocation, technical analysis, and covered options strategies.

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.

Jeffrey Shaver is a financial advisor at 34 Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, Triad Advisors, and LPL Financial. 34 Financial, LLC provides discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm uses fundamental, technical, and cyclical analysis to construct client-specific portfolios, managing roughly $101 million across about 90 client relationships.

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® professional with 17 years of industry experience, currently serving at St. John & Associates, Inc. since 2007. He has also held roles at 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 emphasizes client education through regular communications and uses technology, including AI tools and third-party platforms, to support portfolio management and reporting.