Thomas Heald is a CFA charterholder with 33 years of industry experience and has been with Eads & Heald Investment Counsel since 1987. He is based in Atlanta, GA, and holds a Series 65 license. Eads & Heald Wealth Management is a four-advisor team that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified portfolios with an emphasis on low turnover and full investment, and is also involved as a portfolio manager in third-party wrap fee programs and model provider platforms.

Eric Wimbush is a CFA® charterholder and financial advisor with nine years of industry experience. He has worked at Seraphim Wealth Advisors, Inc. since 2020 and concurrently serves as a Senior Relationship Manager at FHLBank Atlanta, where he assists financial institutions in managing balance sheet risk. Outside of his advisory role, he co-manages Wimbush Investments, an LLC involved in a real estate development project. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses. The firm’s investment approach includes the use of derivatives and offers both discretionary and non-discretionary account management without account minimums.

Will Holdren is an advisor at Xception Family Office with Series 65 and Series 66 credentials. He has been in the financial advisory industry since 2023, with prior experience at Hightower Advisors and Elizabethtown College. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and certain corporate clients. The firm emphasizes asset allocation and a blend of passive vehicles and specialist third-party managers, using quantitative and qualitative due diligence to select independent managers and alternative investments.

John Amberg II is a financial advisor at Bloomwood with 11 years of industry experience. He holds the Series 65 and Series 66 designations. His prior roles include positions at Morgan Stanley, Corporate Finance Associates, and Cedar Valley Capital. Outside of advising, he is a minority shareholder in Aries Adaptive Media, a non-investment related business. Bloomwood Capital Advisors is a supported registered investment adviser serving individual and high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm employs a fundamental value-based investment approach supplemented by technical and cyclical analysis, and offers discretionary portfolio management along with financial planning and pension consulting services.

Linda Kuehn is a financial advisor at McCormack Financial Planning Inc. in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. Her prior roles include positions at M. S. Howells & Co., Cambridge Investment Research, Inc., and Dempsey Lord Smith, LLC. McCormack Financial Planning, Inc. serves individual clients and small businesses by providing financial planning, advisory services, and discretionary asset management through a wrap-fee program. The firm employs a long-term, tailored investment process using a combination of fundamental, technical, and charting analysis, and manages approximately $115.7 million in client assets.

David Miller is a financial advisor at Surepath Financial Services, LLC in Peachtree Corners, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for two decades. In addition to his advisory role, he owns Peachtree Partners, LLC, a business focused on selling his parents' art. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers discretionary portfolio management through a wrap fee program and a web-based platform, combining advisory and transaction services, and conducts public educational seminars.

Our Services: *Fiduciary* Our client's interests come first 100% of the time *Retirement Income Planning* Providing customer solutions to fit your needs *Active Wealth Management* Strategic and tactical management of your portfolio *Insurance Analysis* Most insurance is sold, not bought. We help you understand the difference *Tax Planning* Long-term tax customization so you don't tip the IRS *Social Security Optimization* Understand your options to make the best decision *Risk Assessment* Determine how much risk to take to meet your goals

Kimberly Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. Before joining Michael L. Ball, CPA, LLC in 2021, she worked at Commoneo, LLC and The Coca-Cola Company. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and other businesses. The firm offers discretionary portfolio management, financial planning, and tax preparation services, utilizing a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and primarily employing passively managed mutual funds and ETFs.

Sharon Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and over 45 years of industry experience. She has worked at Carlyle Wealth Planning since 1988 and has been affiliated with The Strategic Financial Alliance since 2016. Outside of financial advising, she is involved in insurance sales through Dempsey & Assoc. Inc. Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary planning with a small client roster and advises on a broad range of investments while monitoring third-party discretionary portfolio managers.

Jeffrey Eischeid is a PFS™ credentialed financial advisor with 17 years of industry experience. He is a partner at Bennett Thrasher LLP, a public accounting firm, and has been with Galleria Financial Advisors, LLC since 2010. Outside of his advisory role, he is a certified public accountant and holds ownership interests in several private companies, though he does not devote time to these businesses during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm serving individuals, trusts, estates, and charitable organizations. The firm manages client assets through non-discretionary, globally diversified portfolios that combine passive index funds, ETFs, and select active managers, with client authorization required for all trades.

Michael Doyle is a financial advisor at Aurora Investment Counsel with 17 years of industry experience. He holds Series 65 and Series 66 designations and has been with Aurora Investment Counsel since 2005. Aurora Investment Counsel provides discretionary separate-account portfolio management and financial planning services primarily for high-net-worth individuals, pension plans, charitable organizations, trusts, and family offices. The firm follows a fundamentals-based “Growth At a Reasonable Price” investment approach and serves both direct clients and other registered investment advisers as a sub-advisor.

Phimar Patterson is a CFP® professional affiliated with PR Squared Wealth Management LLC in Atlanta, GA, with 17 years of industry experience. He has worked at firms including Ameritas Advisory Services, Madison Avenue Securities, and has operated his own sole proprietorship since 2013. Outside of his advisory role, he owns Blue Clover Financial, a marketing organization, and is engaged in insurance sales and strategic planning through Unified Legacy Group. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, ERISA 3(21) fiduciary services, and retirement-plan participant education. The firm primarily manages assets on a non-discretionary basis, using model portfolios, sub-advisors, and platform tools, with regular account reviews to address rebalancing and tax management.

Drew Estes is a financial advisor at Banyan Capital Management, Inc. in Atlanta, GA, holding a Series 65 designation with 10 years of industry experience, all with Banyan since 2016. He also teaches continuing professional education courses for the Georgia Society of CPAs. Banyan Capital Management provides discretionary investment management services to individuals, trusts, estates, and retirement plans, focusing on value-oriented, fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily in publicly traded equities and communicates performance results regularly, serving a mix of individual and institutional clients.

Erich Schwerd is a financial advisor at CIGX, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CIGX since 2003. Prior to his advisory role, he was employed by the Social Security Administration from 1998 to 2021. CIGX serves individual investors, retirement plans, charitable institutions, foundations, trusts, endowments, and businesses, providing discretionary portfolio management through model portfolios and financial planning services. The firm employs a top-down asset-allocation strategy using primarily exchange-traded funds, with portfolios tailored to four risk levels and managed with a long-term discipline that includes quarterly reviews and rebalancing.

Ronald Zimmerman is a CFP® professional with 29 years of industry experience, currently serving at Kenneth Frenke & Co since 2001. He is based in Atlanta, GA, and is one of three advisors at the firm. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm develops individualized Investment Policy Statements and typically implements portfolios using mutual funds and ETFs, applying fundamental analysis, modern portfolio theory, and a long-term purchase orientation.

Emma Foulkes is a CFP® professional with 24 years of industry experience. She is currently with Collective Wealth Partners, LLC, where she has worked since 2021. Prior to that, she spent seven years with Cambridge Investment Research. Outside of her advisory role, Foulkes is an author and speaker on financial education, owner of a financial television network, and serves on multiple nonprofit boards. She also volunteers as a subject matter expert for the CFP Board’s exam development. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management and financial planning services. The firm uses fundamental analysis to construct diversified portfolios and offers educational seminars and financial-wellness programs, including counseling targeted to women and minorities.

William Knorr is a financial advisor at Banyan Capital Management, Inc. with a Series 65 designation and two years of industry experience. He previously worked at SMBC Nikko Securities America, Inc., Wells Fargo Securities LLC, Credit Suisse Group AG, Hire Counsel, and Fidelity National Title Group, Inc. before joining Banyan Capital Management. Banyan Capital Management provides discretionary investment management for individuals, trusts, estates, and retirement plans, focusing on value-oriented fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily invested in publicly traded equities and offers detailed quarterly performance reporting compared to relevant benchmarks.

Ellis Carson II is a financial advisor at Sunbeam Capital Management, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Credit Suisse Securities (USA) LLC for nine years before joining Sunbeam Capital Management in 2017. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates. The firm manages diversified portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments, applying a long-term, fundamentals-based investment approach tailored to each client.

Sandra Myburgh is a financial advisor at FERN Impact Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining FERN Impact Advisors, formerly Hunter Investment Partners, she worked at Hunter Investment Partners, LLC from 2017 to 2020. Myburgh is also the founder and CEO of FERN Impact Partners, LLC, which operates a private investment partnership focused on sustainable liquid equity investments using a Long/Short Equity Plus Impact strategy. FERN Impact Advisors serves individual and institutional investors through discretionary portfolio management and financial planning, offering separately managed accounts tailored to client objectives. The firm’s investment process combines a macroeconomic cyclical outlook with a proprietary model that integrates fundamental analysis, ESG/impact criteria, technical analysis, and firm-wide risk controls to implement strategic and tactical allocations.

Joseph Young is a financial advisor with 25 years of industry experience, currently serving at 34 Financial, LLC. He holds a Series 66 designation and has worked at Mercer Global Advisors Inc., Arkadios Capital LLC, ACG Wealth, Inc., and Triad Advisors, Inc. 34 Financial, LLC is a small advisory team managing approximately $101 million across about 90 client relationships, providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers portfolio management that may include the use of margin, options, leveraged/inverse ETFs, and structured products.