Charles Arnold III is a financial advisor at Forthright Wealth Management, LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Forthright Wealth Management, he worked in various roles including as a contract lacrosse coach at 3d Lacrosse and Mount Pisgah Christian School. Outside of his advisory work, Arnold coaches youth lacrosse on weekends. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets and offers customized, primarily long-term portfolios using a variety of investment vehicles while providing detailed performance reporting and leveraging a multi-credentialed advisory team.

Donald Ruffin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Park Square Financial Group LLC and has held roles at Csenge Advisory Group, Lion Street Financial, and FSC Securities. Outside of his advisory work, he manages Midtown 86 Properties, LLC, overseeing property maintenance and tenant relations. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach with equities, ETFs, and mutual funds, uses third-party model managers, and operates a wrap fee program that integrates advisory, execution, custody, and reporting services.

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.

Lisa Garris is a CFP® professional with five years of industry experience, currently serving at Marietta Wealth Management, LLC. She previously worked at Redwood Wealth Management, LLC, and devotes part of her time to supporting accounting services at a separate CPA firm. Marietta Wealth Management, LLC is a fee-only advisory firm providing wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and business entities. The firm follows an investment process guided by an internal committee and offers discretionary management using diversified asset classes tailored to client risk profiles.

Olin Armentrout is a financial advisor with Investors Asset Management of Georgia Inc. in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Outside of his advisory role, Armentrout owns and operates a business providing services to livestock producers to verify beef cattle for export to Japan and manages a family farm raising beef cattle in Virginia. Investors Asset Management of Georgia offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and foundations. The firm employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.

Oscar Spain is a CFP® professional with 17 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. He has been with the firm, formerly known as Diversified Financial Planning, since 2002. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm develops individualized investment plans primarily through fundamental analysis and direct equity selection, supplemented by mutual funds, ETFs, fixed income, and other vehicles, managing approximately $1.05 billion across a small team of advisors.

Michael Brown is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Berkeley Capital Partners since 2016 and concurrently serves as a Software Consultant at IBM. Outside of his advisory role, Michael is President of Brown Development Partners, LLC, a company involved in buying, renovating, and selling houses in the Atlanta metropolitan area. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, and other entities. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

Sarah Pryor is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Wealth Science Advisors LLC since 2022 and previously held positions at Northwestern Mutual Investment Services LLC and James Exley. Outside of her advisory role, she owns Wealth Science Analytics, a psychological analytics and consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm combines proprietary psychological profiling tools with modern portfolio theory to manage portfolios across multiple offices and affiliated entities.

Jason Flurry is a CFP® with 28 years of industry experience and has been with Legacy Partners Financial Group, LLC since 2005. In addition to his advisory role, he is an independent insurance agent selling fixed annuities and life insurance and works as a college planning specialist providing financial aid advisory services. Legacy Partners Financial Group offers discretionary investment management and financial planning to individuals, retirement plans, and business clients, using model portfolios constructed with Modern Portfolio Theory. The firm also provides company-sponsored retirement plan management and operates a separate college-planning service offering workshops and individualized counseling.

Clint Farabaugh is a CFP® with 19 years of industry experience, currently serving at Proactive Wealth Strategies, LLC in Marietta, GA. He has worked with LPL Financial since 2018 and was previously associated with INVEST Financial Corporation from 2011 to 2018. Farabaugh provides investment advisory services through Proactive Wealth Strategies, an independent registered investment advisor. Proactive Wealth Strategies manages approximately $316 million for individuals, families, and trusts, offering comprehensive financial planning and discretionary portfolio management. The firm uses a predominantly top-down, performance-based approach and sponsors a wrap fee program, providing clients with individualized asset allocation and ongoing account monitoring.

Rhett Exley is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Wealth Science Advisors LLC, where he has worked since 2022. Prior to joining Wealth Science Advisors, Rhett spent over a decade at Northwestern Mutual in various roles across wealth management and investment management. He also owns Wealth Science Analytics, a firm providing psychological assessments and consulting. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm uses a proprietary psychological profiling tool combined with modern portfolio theory to guide its investment approach and provides a range of services including family office functions and tax preparation through affiliated entities.

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.

Weslee Williams is a financial advisor with Griffith & Werner, Inc. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Proequities Inc and Lincoln Financial Services. He also advises families on college planning to help prepare students and manage education-related debt. 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 approach using equities, fixed income, mutual funds, ETFs, and combines fundamental, technical, and cyclical analysis within a framework that includes discretionary management and coordination with outside professionals.

Louis Brown is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at firms including Homrich Berg, Wealth & Pension Services Group, Inc., and Triad Advisors, Inc. Outside of his advisory role, Brown provides consulting services to golf course developers, assisting with feasibility, architect selection, project management, and marketing. Southbridge Advisors, LLC offers comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm employs Modern Portfolio Theory to tailor asset allocations and uses both direct implementation and third-party institutional strategists as part of its investment approach.

Christopher Eddy is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. He has been with Berkeley Capital Partners, LLC since 2015. Berkeley Capital Partners is an SEC-registered investment adviser managing approximately $1.1 billion in assets for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable institutions. The firm offers discretionary portfolio management and global asset-allocation strategies tailored to individual goals, and also serves as a fund sponsor and private fund adviser that invests in real estate, private equity, and private debt.

Beau Davis is a CFP® with 27 years of industry experience, currently serving as an advisor at BlueChip Wealth Advisors LLC since 2021. He previously worked at Purshe Kaplan Sterling Investments for eight years and Compass Wealth Management LLC for ten years. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, third-party manager selection, comprehensive financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable approach utilizing a mix of active and passive strategies, with formal subscription-based reporting tools and documented planning deliverables integrated into client engagements.

Thomas Russell is a financial advisor at Narwhal Capital Management with 15 years of industry experience and holds the Series 66 designation. He has worked at Narwhal since 2018 and has prior experience at Peachtree Tax & Advisory, Peachcap, and LPL. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management tailored to each client's goals, using diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Thomas Platt is a financial advisor at Connors Investor Services Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Connors Investor Services since 2013. He is also involved in selling fixed annuities. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, options, and treats cash as an asset class, while managing portfolios with mutual funds, ETFs, equities, fixed income, and private funds.

Shawna Theriault is a CFP® with 18 years of experience in financial advising. She is currently with Wiser Wealth Management, Inc and previously worked at Henssler Financial. Outside of her advisory role, she serves on the board of a private family foundation and works as a health coach with Optavia. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses, offering comprehensive financial planning and discretionary portfolio management. The firm uses diversified model portfolios based on Modern Portfolio Theory and provides specialized retirement-plan advisory services.