Thomas Moran Sr. is a financial advisor at Moran Tice Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moran Tice Capital Management since 2020, following four years at TG Moran Capital Management. Moran Tice Capital Management LLC provides discretionary portfolio management primarily to accredited, high-net-worth, and institutional investors through private pooled investment vehicles and separately managed accounts. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities and employs research-supported trading with full discretionary authority over client accounts.

Anthony Lawal is a financial advisor at Ell Wess Advisors with Series 63, 65, and 66 licenses and two years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo. Lawal is based in Atlanta, GA. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning and portfolio management with an emphasis on discretionary management and coordinated client services. The firm manages a small client base with approximately $5.9 million in assets and provides specialized fixed-fee programs alongside asset-based investment management.

Sergio De La Torre is a financial advisor at Pandora Wealth, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Spotlight Asset Group, Inc. and Fidelity. Outside of his advisory role, he owns and operates Pet Wants Alpharetta, a natural pet nutrition company offering online and home-delivery services. Pandora Wealth provides discretionary portfolio management and financial planning to individuals, including high-net-worth households, as well as select business and institutional clients. The firm offers customized, diversified portfolios and uses a variety of investment strategies, including alternative investments and tax-loss harvesting, while partnering with Helios Integrated Planning for estate-planning document production.

Bradley Mcgrew is a CFP® and holds a Series 66 license with 17 years of experience in the financial advisory industry. He has worked at Waypoint Wealth Counsel LLC since 2014 and previously at MAI Capital Management, LLC. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages discretionary portfolios, offers financial planning and fiduciary services, and employs a mix of fundamental and technical analyses, often implementing manager-based investment sleeves.

Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.

Kevin Bubb is a CFP® with 12 years of industry experience, currently serving at Estate Management Counselors, LLC since 2011. He also has a long tenure at Delta Air Lines beginning in 1986. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Estate Management Counselors, LLC provides personalized, fee-based financial planning and investment management to individuals, trusts, estates, and small businesses. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with active management, and offers additional legal, accounting, and insurance services through affiliated practices.

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.

Jarod Nichols is a Series 65 licensed financial advisor with Asset Guidance Group, LLC in Roswell, GA, and has four years of industry experience. He has worked at Asset Guidance Group since 2021 and previously held positions at Shellpoint Mortgage Servicing and Ditech Financial. Asset Guidance Group is a small, fee-based advisory firm serving individuals and families, including accredited investors, with financial planning and portfolio management services. The firm combines automated and manual investment strategies, offers private-placement due diligence, subscription-based financial planning, a paid weekly research publication, and educational seminars.

Will Holdren is a financial advisor with Xception Family Office in Atlanta, GA. He holds Series 65 and Series 66 licenses and has experience working with multiple firms since 2023, including Hightower Advisors and FNDRS Wealth Advisory. Prior to his advisory roles, he worked in education for several years. 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 investments and specialist third-party managers, employing quantitative and qualitative due diligence to select investment options.

John Amberg II is a financial advisor at Bloomwood with 11 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Morgan Stanley and Corporate Finance Associates. Outside of his advisory role, he is a minority shareholder in Aries Adaptive Media, a media business based in Charlotte, NC. Bloomwood Capital Advisors is a supported registered investment adviser serving individual, high-net-worth, and institutional clients. The firm emphasizes fundamental value analysis supported by technical and cyclical methods, offering discretionary portfolio management, financial planning, and pension consulting, with access to certain alternative and tax-advantaged real estate investments.

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 45 years of industry experience. She has worked at Carlyle Wealth Planning since 1988 and was with The Strategic Financial Alliance from 2016 to 2026. Outside of advising, she is involved in fixed insurance sales through Dempsey & Assoc. Inc. Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on non-discretionary planning with a small client roster, advising on a broad range of investments and recommending third-party portfolio managers when appropriate.

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.

Gregory Cohn is a Series 66 licensed financial advisor with Maven Capital Partners, LLC in Atlanta, GA, where he has worked since 2018. He has 14 years of industry experience, including prior roles at MCA Securities, LLC and PNC Capital Advisors, LLC. Outside of his advisory duties, he is involved in employment services through Maven Employment, LLC. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other entities, managing approximately $152.9 million in discretionary assets. The firm offers portfolio allocation across various asset classes and serves as investment manager to private special purpose vehicles with carried interest compensation arrangements.

Phimar Patterson is a CFP® with 18 years of industry experience, currently serving at PR Squared Wealth Management LLC. He has held roles at Unified Legacy Group and Blue Clover Financial, where he is the owner of a marketing organization. Patterson also operates as a sole proprietor advising and selling life, disability, and medical insurance, as well as annuities. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically uses model allocations, sub-advisors, and platform tools to build portfolios, primarily on a non-discretionary basis, while also emphasizing retirement plan participant education and structured ongoing consulting.