Jeffrey Shaver is a financial advisor at 34 Financial, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at JNJ Advisors, Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, and Triad Advisors. 34 Financial, LLC is a small team managing approximately $101 million across about 90 client relationships. The firm provides discretionary investment management and financial advice to individuals, corporations, retirement plans, trusts, and institutions, using fundamental, technical, and cyclical analysis to develop client-specific investment policies.

Aaron Aberson is a Series 65 licensed financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 16 years of industry experience. Since 2010, he has been with Ajax Capital Advisors and also works as an independent contractor attorney specializing in family law and civil litigation. Ajax Capital Advisors is a small, team-based investment adviser serving primarily individual and high-net-worth clients, as well as insurance companies. The firm provides financial planning and discretionary portfolio management, using a combination of fundamental and technical analysis alongside a proprietary algorithm developed by the founder.

Allan Mathis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with Berkeley Advisors, Inc. since 2019. Outside of his advisory role, Mathis volunteers as a youth soccer coach and serves as an on-site property manager and secretary for HamLam Properties, LLC. Berkeley Advisors serves individual and high-net-worth clients, as well as trusts and estates, providing ongoing financial planning and discretionary portfolio management. The firm employs a diversified, Modern Portfolio Theory–based investment approach using mutual funds, ETFs, and selected individual securities, and operates its own Wrap Fee Program.

Theodore Davies is a financial advisor at Reicon Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Maven Capital Partners, LLC since 2022 and has been involved with Reicon Capital, LLC since 2000 as a managing partner, focusing on reviewing public and private investment opportunities. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and other business entities. The firm manages private special purpose vehicles (SPVs) that co-invest alongside private equity firms and implements client portfolios across multiple asset classes based on strategic asset allocation and written investment objectives.

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.

Micah Porter is a CFP® and CFA® with 19 years of industry experience. He has been with Minerva Planning Group in Decatur, GA since 2003. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, primarily Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

Deanna Suarez is a financial advisor at 1776 Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 10 years. Outside of her advisory role, she is the owner of Seven Halos, LLC, a holding company. 1776 Wealth serves entrepreneurs, executives, and their families by providing integrated wealth management focused on financial planning, portfolio management, pension consulting, and family office services. The firm manages approximately $372 million for a limited client base and emphasizes tailored portfolios coordinated with tax and legal advisors.

Stephanie Douglass is a CFA® charterholder based in Atlanta, GA, with three years of industry experience. She is currently with Reicon Wealth Advisors, LLC and has held roles at Maven Capital Partners, LLC. In addition to her advisory work, she serves as Managing Director of Reicon Capital, LLC, a family office managing alternative investment portfolios. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, and foundations, as well as managing private special purpose vehicles that co-invest with unaffiliated private equity firms. The firm implements diversified portfolios aligned with client objectives and is notable for sponsoring private pooled investment vehicles and managing associated performance-based compensation.

Kathy Weese is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nora Wealth Advisors, LLC since 2017 and previously spent 11 years at Minerva Planning Group. Based in Atlanta, GA, she holds a Series 65 license and operates as the sole advisor at Nora Wealth. Nora Wealth is an independent, fee-only advisory firm providing discretionary asset management and financial planning primarily for individual clients, as well as trusts, businesses, and retirement plans. The firm offers customized investment strategies, retirement plan consulting, and fiduciary services, managing approximately $53.6 million in discretionary assets.

Joshua Husted is a CFA® charterholder with experience in public pension systems and investment management, currently serving at Access Investment Management, LLC since 2026. His prior roles include positions at the Teachers Retirement Systems of Georgia and the Retirement Systems of Alabama. Access Investment Management, LLC provides managed account services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management with a $1,000,000 account minimum. The firm employs various investment methods and manages approximately $419.6 million in assets across a small client base.

Derek Baugh is a financial advisor at Baugh & Associates, LLC in Atlanta, GA, holding a Series 65 credential with four years of industry experience. He has been with Baugh & Associates since 2005. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, corporations, pension and profit-sharing plans, estates, trusts, and other U.S. institutions. The firm’s investment approach focuses on income and growth, primarily investing in dividend-paying large-cap stocks and fixed-income instruments, and is notable for its routine use of margin borrowing within client accounts.

J Meaders is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Magellan Planning Group in Atlanta, GA. He has held roles at Cetera, Cetera Wealth Services, and Voya Financial Advisors. In addition to his financial advisory work, Meaders is a partner at Magellan Legal, LLC, where he practices estate planning and probate law. Magellan Planning Group is an SEC-registered investment adviser that offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach combining fundamental, technical, and cyclical analysis, and may use customized model portfolios including Morningstar’s Select Stock Baskets and Wide Moat models.

Leon Frush III is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Cornerstone Financial since 2013. He also has been associated with Dempsey Lord Smith, LLC since 2012. Outside of advising, he is a 50% partner in Barewood Inc., a company involved in rental real estate management. Cornerstone Financial Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for around 200 clients. The firm uses a long-term investment approach centered on fundamental analysis and manages most client accounts on a non-discretionary basis.

Reid Funston is a financial advisor at Reicon Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with five years of industry experience. He has been affiliated with Reicon Wealth Advisors since 2021 and has worked at Maven Capital Partners, LLC since 2022. Funston is also the managing partner of Reicon Capital, LLC, a role he has held since 2000, focusing on reviewing public and private investment opportunities. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and other business entities. The firm manages separately managed accounts and private special purpose vehicles that co-invest alongside unaffiliated private equity firms, employing a strategic asset allocation process across various asset classes and exercising discretionary trading authority.

Royce Richardson is a financial advisor with PR Squared Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Ameritas Advisory Services, Ameritas Investment Company, Madison Avenue Securities, and Eiat Wealth Management. Outside of his advisory role, he owns and operates an insurance brokerage and sales business and works as a real estate consultant and associate broker. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, fiduciary services, and participant education. The firm typically manages client portfolios on a largely non-discretionary basis, using model allocations, sub-advisors, and platform tools, with regular account reviews and a focus on retirement-plan education and ongoing consulting.

Cody Collins is a financial advisor at 34 Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Homrich Berg Wealth Management for six years. 34 Financial, LLC is a small team-based firm providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $101 million across about 90 client relationships, using fundamental, technical, and cyclical analysis to construct and monitor portfolios on a discretionary basis.

William Scott is a CFP® professional with three years of industry experience. He is currently associated with MAI Capital Management, LLC and previously worked at Waypoint Wealth Counsel LLC for nine years. Before entering the financial services industry, he studied at the University of Georgia. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, employing a mix of fundamental and technical analyses alongside manager-based sleeves and co-managed private funds.

Matthew Woods is a financial advisor with Waypoint Wealth Counsel LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at MAI Capital Management, LLC and has been with Waypoint Wealth Counsel since 2014. Outside of his advisory work, he is involved in managing rental properties. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, using a mix of fundamental and technical analyses and incorporating manager-based sleeves and specialized private market strategies.

Alonso Munoz is a financial advisor at Hamilton Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Hamilton Investment Counsel, LLC before joining his current firm in 2021. Outside of his advisory role, Munoz serves as president of Poseidon Capital Management, Inc., a partnership ownership entity, and is a partner at Perseus Venture Partners, LLC, where he is involved in general business development. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach using fundamental, technical, quantitative, sector, and cyclical analyses to construct and actively manage tailored portfolios across various securities.

Barbara McCormack is a CFP® with 40 years of experience in financial planning and advisory services. She is the president of McCormack Financial Planning Inc., where she has worked since 2005. Prior to that, she was with Dempsey Lord Smith, LLC for 11 years and had shorter tenures at Cambridge Investment Research, Inc. and M.S. Howells & Co. McCormack Financial Planning, Inc. serves individual clients, including high-net-worth and non-HNW individuals, as well as small businesses. The firm offers financial planning, advisory services, and discretionary asset management through a wrap-fee program, using a long-term, tailored approach that incorporates fundamental, technical, and charting analysis.