Jon Ragsdale is a financial advisor at PRIA Strategies, LLC with a Series 65 designation and experience in the industry since 2019. He has previously worked at Lincoln Financial Group and Savings Bank Life Insurance of Massachusetts. Ragsdale is also a licensed insurance agent affiliated with PlanGap Agency, LLC and is a full-time employee of The Secure Companies, Inc., the parent company of PRIA Strategies. PRIA Strategies, LLC provides portfolio management and retirement-focused advisory services for pooled and institutional accounts, along with financial planning offered either as a one-time service or an ongoing subscription. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses with a long-term trading approach across multiple asset classes and operates under fiduciary standards when advising retirement accounts.

Anthony Mensah is the sole advisor at Mensah Finance Group, LLC, an independent firm based in Atlanta, GA. He holds Series 63 and Series 65 credentials and has six years of industry experience. Mensah Finance Group also operates as a CPA/accounting firm providing accounting and tax services to clients, though these services are optional. Mensah Finance Group offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach and manages accounts using both long-term and short-term strategies across various asset classes, while also providing detailed investment policy statements and regular portfolio monitoring.

Erwin Matthews is a financial advisor with One Source Advisory Services, LLC in Atlanta, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with One Source Advisory Services since 2009. In addition to his advisory role, he is a Certified Public Accountant running a seasonal tax preparation and small business accounting service. One Source Advisory Services provides fee-based investment advisory and wealth management services primarily to retirees and small business owners, integrating financial planning with annual tax planning and small-business consulting. The firm employs Modern Portfolio Theory and strategic asset allocation with active management, typically using ETFs, no-load mutual funds, individual equities, and approved options strategies, delivering services through LPL Financial’s Strategic Wealth Management platform.

Ages Legacy Advisors is a full comprehensive financial planning and investment management firm. We offer financial planning for individuals and families navigating growth, transition, and retirement. We bring structure to complexity and confidence to every decision. Whether you are building wealth at the height of your career, preparing for retirement, adjusting after a major life change, or redefining your financial future, we provide integrated guidance across cash flow management, investment strategy, tax planning, estate coordination, and risk management, all aligned within one cohesive plan. Our approach is transparent, culturally aware, and judgment-free. We simplify financial complexity, provide thoughtful guidance aligned with your unique circumstances, and serve as a trusted partner in every major decision aligning your wealth with the life you want to live and the legacy you want to leave. We also work with small businesses and solo entrepreneurs. Our practice is designed for established companies generating consistent revenue and seeking structured financial oversight because we believe that small businesses deserve institutional-level structure. As a first generation wealth builder, entrepreneur and widow, I not only have the technical skills and expertise to advise with my clients, I also have shared lived experiences.

Barrett Carter is a financial advisor at Lexus Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EverGreen Capital Management, Inc. and Bank of America, N.A. Lexus Wealth Management serves individual and high-net-worth clients as well as institutional clients, managing approximately $42.3 million for about 279 clients through a three-advisor team. The firm provides discretionary portfolio management, financial planning, retirement rollover advice, and consultation services, using a mix of fundamental, technical, and modern portfolio theory approaches with active account monitoring and tailored investment strategies.

Jon Bernier is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with TandemGrowth Financial Advisors, LLC in Alpharetta, GA since 2000. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside retirement-plan oversight and account aggregation tools. The firm uses a strategic, long-term investment approach across equity-risk spectrums, incorporating mutual funds, ETFs, independent managers, and alternative investments, and provides unique services such as a NextGen program and healthcare planning partnerships.

Jessie Magee is a CFA® charterholder with three years of industry experience, currently serving as an advisor at COR3 Investment Partners, LLC. Prior to joining COR3, Magee spent 15 years at EARNEST Partners, LLC. COR3 Investment Partners provides discretionary portfolio management primarily to high-net-worth individuals and related entities, employing a research-driven, fundamental equity approach focused on U.S. small- and mid-cap stocks with a quality- and value-oriented strategy. The firm also offers sub-advisory and model delivery services to other advisers and platform sponsors.

Kevin O'Conner is a ChFC®-designated advisor at C.W. O'Conner Wealth Advisors, Inc. with two years of industry experience. He has been with the firm since 2023, following a prior 10-year period at the same firm under a slightly different naming convention. C.W. O'Conner Wealth Advisors, Inc. is a fee-only independent registered investment adviser with a three-advisor team managing approximately $264.6 million for about 135 clients. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors, using client-specific strategies and both discretionary and non-discretionary portfolio management.

Alicyn Mcleod is a financial advisor at Ajax Capital Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has prior experience at Finlogic LLC and Atlanta Tax LLC, where she owns and operates a tax preparation and advisory firm. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm uses customized strategies involving ETFs, mutual funds, bonds, and equities, guided by an individualized Investment Objective and Policy Statement and a proprietary algorithm for security selection.

Jack Harmon II is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Atlanta, GA. He has been with Raymond James Financial Services, Inc. since 1999 and has operated his own independent financial planning business, Harmon Financial Advisors, Inc., since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed risk profiling and supported by a broad affiliate network.

Gary Skeen is a financial advisor at Retirement Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been involved with the Church Benefits Board since 2001. Retirement Wealth Management provides investment advisory, financial planning, and pension consulting services primarily to institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes plan-level services and uses a long-term, asset-allocation approach based on Modern Portfolio Theory, implementing strategies through selected sub-advisers and offering specialized pension consulting.

Heather Szyperski is a financial advisor at Heinz Investments with 14 years of industry experience. She holds the ChFC® designation and Series 63 license, and has been with Heinz & Associates since 2011. In addition to her advisory role, she is a licensed insurance agent involved in selling fixed life insurance and annuities. Heinz Investments is a small advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets using a core-and-satellite investment approach that combines passive index funds with selective active holdings, and provides comprehensive advisory services including cash-flow, retirement, tax, estate, and risk-management planning.

Ahron Golding is a financial advisor with Main Street Financial Group LLC in Atlanta, holding a Series 65 license and beginning his advisory career in 2026. He has over a decade of experience as a tax attorney at Roth & Co LLP, representing taxpayers in IRS tax controversies. Main Street Financial Group primarily serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach focused on asset allocation and fundamental analysis, incorporating tax and legal expertise into its planning process.

Leon Morris is a financial advisor at ABG Financial Services, Inc. with two years of industry experience. He holds the ChFC® designation and has a background that includes developing financial planning tools and educational programs through MyFSP. Co, as well as owning a life and health insurance business since 1984. ABG Financial Services is a solo independent advisory firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice, relying on third-party managers for portfolio implementation and conducting due diligence on those relationships.

Scott Letson is a financial advisor at Letson Investment Management, Inc. in Atlanta, GA, holding a Series 66 designation and with 19 years of industry experience. He has been with Letson Investment Management since 2002. Letson Investment Management, Inc. provides discretionary investment management with a focus on equity and fixed-income portfolios. The firm serves a diverse client base including individuals, high-net-worth clients, profit-sharing plans, IRAs, trusts, estates, investment partnerships, and corporations, employing fundamental and cyclical analysis in its investment process.

Thad King is a financial advisor at Cedarwood Wealth with 13 years of industry experience. He previously worked at Citigroup and J.P. Morgan Securities, contributing six and seven years respectively. Thad holds Series 63 and Series 65 licenses. Cedarwood Wealth manages approximately $135.5 million across about 90 client accounts, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing asset allocation across ETFs, mutual funds, stocks, and bonds, supported by fundamental and cyclical analysis.

Lance Newsome is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Newcorp Wealth Management since 2018 and previously at Maryland Financial Group, Inc. and LPL Financial. Newsome is also involved in independent insurance sales focused on non-variable life and annuity products. Newcorp Wealth Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses tailored asset-allocation frameworks incorporating multiple investment strategies and offers ERISA fiduciary services alongside individual wealth management.

Cameron Bozeman is an advisor at Magellan Planning Group in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and Cetera Wealth Services, LLC before joining Magellan Planning Group in 2015. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and offers discretionary portfolio management along with customized financial planning.

Darrell Roberts is a financial advisor with American Wealth Advisors, LLC in Johns Creek, GA, holding a Series 63 designation and over 21 years of industry experience. He has been with American Wealth Advisors since 2007. American Wealth Advisors, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis to build long-term, diversified portfolios primarily using low-cost funds, with ongoing personal contact and periodic reviews tailored to client needs.

Timothy Daughtry is a CFA® charterholder with three years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel and seven years at Buckhead Capital Management. He is based in Atlanta, GA. Access Investment Management, LLC is an SEC-registered adviser serving individual and high-net-worth clients with managed account services. The firm employs various investment methods tailored to client objectives and manages assets primarily on a non-discretionary basis.