Alexandra Kent is a financial advisor at Wealth Engagement with a Series 65 credential and one year of industry experience. Her prior roles include positions at Brookwood Associates and Book of the Month. She is currently a student at the University of Pennsylvania. Wealth Engagement provides discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to individuals, business entities, and retirement plans. The firm uses a tactical allocation strategy based on fundamental, technical, and cyclical analysis to tailor portfolios according to client risk profiles.

Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with five years of industry experience. She previously worked at Raymond James Financial and spent twelve years at Cisco Systems, Inc. Outside of her advisory role, she serves as Treasurer and Secretary of the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors serves individual and high-net-worth clients with financial planning, portfolio management, and related services including estate, education, and divorce planning. The firm uses a Modern Portfolio Theory-based approach focused on diversified, low-cost model portfolios and offers educational workshops alongside tax preparation and other support services.

Lauren Noce is a financial advisor at Twin Robins Capital with a Series 65 designation and less than one year of industry experience. Prior to her current role, she worked in various business roles including positions at HUNGRY Marketplace, LLC and Against the Grain Brewery. Twin Robins Capital serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, combining Modern Portfolio Theory with both passive and active strategies and providing integrated planning supported by ongoing engagement and coordination with clients’ other advisors.

Richard Wells is a financial advisor at Marco Investment Management LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Stansberry Asset Management and Camarda Wealth Advisory Group before joining Marco Investment Management in 2019. Marco Investment Management serves individual and institutional clients such as high-net-worth individuals, pension plans, corporations, and government entities. The firm employs a team-based investment approach focusing on high-quality equities, mid-cap opportunities, and value processes, utilizing options and derivatives within tailored portfolio strategies.

Brian Gately is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Anchyra Partners LLC and previously spent 10 years at Goldman Sachs & Co. based in Atlanta, GA. Anchyra Partners LLC is a registered investment adviser serving high-net-worth individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm employs a broad range of investment tools and maintains structured relationships with third-party platforms and custodians to provide tailored investment solutions.

Frederick Wright IV is a financial advisor with NovaPoint Capital LLC in Atlanta, GA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining NovaPoint Capital in 2019, he worked at Brightworth, LLC for three years. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies, combining quantitative, fundamental, and technical analysis to manage portfolios typically consisting of 30–50 stocks.

Steven Edwards is a financial advisor with Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize strategies such as options, margin, and short sales when appropriate.

Jennifer Mccarthy is a CFP® with eight years of experience in financial advising. She has been with Patton Albertson Miller Group, LLC since 2019 and previously worked at Anthony Smith Advisors, Inc. from 2016 to 2019. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, with access to alternative investments and third-party tools for portfolio management and risk analysis.

Robert Kaercher Jr. is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Smith & Howard since 2010. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients with a six-advisor team.

Margaret Wright is a CFA® charterholder based in Atlanta, GA, with 10 years of industry experience. She currently serves at MartinWright Advisory, LLC and has previously worked at Truist Advisory Services and SunTrust Bank. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and service. MartinWright Advisory provides investment management, financial planning, and consulting services to a diverse client base including individuals, institutions, trusts, and retirement plans. The firm employs both active and passive investment strategies with an emphasis on diversification and continuous portfolio management.

Richard Artzi is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at firms including Triad Advisors, Inc. and Acg Wealth, Inc., and serves as president of ROA Financial Services, LLC, a non-investment-related business. He is also involved as a general partner in G&R Partners, LLC, focusing on private equity fund due diligence and capital raising. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm customizes investment plans based on client objectives and typically manages accounts on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis along with alternative investments for qualified investors.

Zachary Cloud is a financial advisor at Anchyra Partners LLC with 23 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and previously worked for Goldman Sachs & Co. for 10 years. Outside of his advisory role, he is a minority shareholder in a restaurant business. Anchyra Partners LLC serves high-net-worth individuals and institutional clients by providing portfolio management, financial planning, and third-party manager selection. The firm focuses on discretionary account management with a wide range of investment options and uses third-party platforms to enhance operational efficiency.

Andrew May is a CFP® professional with 30 years of industry experience, currently serving at Register Financial Advisors, LLC. He has worked with Register & Akers Advisory Services, LLC and Register & Akers Investments, Inc. since 2008. Outside of his financial advisory role, he is also a musician, performing live locally as a singer and guitarist with music available for download. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm employs a range of investment instruments and strategies, including discretionary and non-discretionary portfolio management, and utilizes model allocations with regular monitoring and reporting.

Gerald Mcgill is a CFA® charterholder with 30 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2025. Prior to that, he spent eight years at Raymond James & Associates and five years at Cornerstone Investment Partners, LLC. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, estates, foundations, businesses, and registered investment advisors. The firm manages approximately $786.7 million in assets with a small advisory team and employs a customized investment approach using individual stocks, ETFs, mutual funds, private and alternative investments, along with fundamental and technical analysis.

Edward Waits is a financial advisor at Register Financial Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the board of the Adaptive Learning Center, a nonprofit focused on scholastic inclusion for children with special needs. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a range of instruments and strategies from in-house advisors and third-party strategists, providing both discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Charles Parker is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding a Series 63 designation with 49 years of industry experience. He has been with Register Financial Associates, Inc. since 2016. Outside of his advisory role, he is the owner of CMP LLC, an investment entity. Register Financial Advisors, LLC provides investment advisory and financial planning services to a range of clients including individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad set of investment instruments and strategies, combining in-house and third-party management, and offers access to multiple managed asset programs and wrap fee solutions.

Laura Stiles is a CFP® with two years of industry experience, currently serving at Arcus Capital Partners, LLC since 2023. Her prior experience includes roles at Zara BoatCo, LLC and MBSTCO, LLC, as well as Boatco ZARA Riviera Cuatro Siete, Limitada. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and uses a combination of qualitative and quantitative manager screening, managing both individual accounts and pooled investment vehicles.

David Curry is a CFP® with 23 years of industry experience, currently serving at EPG Wealth Management LLC since 2019. He has also worked at Arkadios Capital, ACG Wealth, and Triad Advisors, Inc. Outside of his advisory roles, he is involved in non-investment business activities through Curry & Co., LLP and RCM Capital LLC. EPG Wealth Management works with individuals, trusts, businesses, and retirement plans to provide portfolio management, financial planning, and retirement-plan consulting services. The firm develops customized investment plans and manages accounts on a discretionary basis using a variety of analytical approaches and alternative investments, while also offering access to third-party managers and a branded wrap fee program.

Kyle Willemse is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining EPG Wealth Management in 2023, he worked at Nasdaq eVestment from 2021 to 2023 and held various roles in education and financial services. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans typically managed on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis, and offers a wrap fee program alongside advisor-managed accounts.

Russell Thornton is a financial advisor at TVAMP, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill, Thornton Wealth Management, LLC, and Wealthcare Capital Management LLC. Thornton serves on the board of trustees of the Georgia Eye Bank and leads its finance committee as Treasurer. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs, and offers a range of advisory and sub-advisory services.