Luke Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Suntrust Investment Services, Salvus Capital Management, and Lehman Brothers. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment framework that combines passive core exposures with active satellite strategies, tailoring portfolio allocations to client objectives and risk tolerance.

Macarther Plumart is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at MRP Capital Investments, LLC, where he has worked since 2013, and was previously associated with MRP Currency, LLC. MRP Capital Investments provides discretionary portfolio management, integrated financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm manages approximately $201 million in client assets and employs a mix of fundamental and technical analysis, including derivatives and digital assets, within customized portfolios.

Gary Weld is a Series 65-licensed financial advisor with 21 years of industry experience, currently serving at Galleria Financial Advisors, LLC since 2004. He is based in Atlanta, GA. Outside of his advisory role, Mr. Weld holds passive, minority ownership interests in several private companies without active involvement during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm that provides personalized advice and portfolio management to individuals, trusts, estates, and charitable organizations. The firm manages approximately $239 million in client assets, focusing on non-discretionary, globally diversified portfolios using passive index funds, ETFs, and select active managers.

Niamh Lacey is a financial advisor at Bella Wealth Management, LLC in Roswell, GA. She holds a Series 65 designation and has been with Bella Wealth Management since 2023. Prior to joining the firm, she worked at Atlanta Womens' Health Group and St. Peter Chanel Catholic Church. Bella Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management with a focus on strategic and tactical asset allocation across various investment vehicles.

Marvin Strozier is a financial advisor at 755 Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Dempsey Lord Smith, LLC. Outside his advisory role, Strozier is involved with insurance agencies and mortgage-related businesses. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a client-driven approach, tailoring investment strategies to objectives, time horizon, and risk tolerance, and is affiliated with related tax, accounting, and insurance businesses.

Eda Driver Owen is a financial advisor at COR3 Investment Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 credentials and has held management responsibilities at Metro Logics, a third-party logistics firm. Outside of her advisory role, she has been involved with Calvary Episcopal Church in various capacities. COR3 Investment Partners provides discretionary portfolio management to high-net-worth individuals and related entities, focusing on a research-driven, fundamental equity approach with an emphasis on U.S. small- and mid-cap stocks. The firm also offers sub-advisory and model delivery services to other advisers and platform sponsors.

Andrew Avera is a CFP® professional with eight years of industry experience. He is currently with Journey Beyond Wealth, a team-based firm in Roswell, GA, and previously worked at Avera Wealth Advisors and Diversified Trust Company. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families, offering both comprehensive and limited-scope planning services. The firm employs a passive, Modern Portfolio Theory-based approach using low-cost mutual funds and ETFs, and provides specialized Family Office services including multigenerational education and facilitated family meetings.

Monica Ladson is a financial advisor at Elm3 Financial Group, LLC, holding a Series 65 credential. She has three years of industry experience, including prior roles at Club DiOGi and CVS Health. In addition to her advisory work, Monica supports Elm3 CPA Tax and Accounting in an administrative capacity. Elm3 Financial Group serves individuals, families, trusts, estates, and small businesses, providing discretionary portfolio management, financial planning, and consulting services. The firm employs an active, multi-disciplinary investment approach that integrates macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

Anthony Lawal is a financial advisor with Ell Wess Advisors in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Wells Fargo, and E*TRADE Securities LLC. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with a focus on financial planning and discretionary portfolio management. The firm uses fundamental analysis and a combination of long- and short-term investment strategies, offering programmatic fixed-fee services alongside asset-based management for a small, high-touch client base.

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 Fidelity and Spotlight Asset Group. Outside of finance, he is the owner and operator of Pet Wants Alpharetta, a pet nutrition company offering natural pet food through an online and home-delivery program. Pandora Wealth provides discretionary portfolio management and financial planning to individual, business, and institutional clients. The firm creates customized, diversified portfolios using a range of investment instruments and offers specialized strategies for situations such as low-basis stock and legacy holdings.

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.

Barry Munro is the principal advisor at Munro Legacy Planners LLC in Woodstock, GA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as a senior benefit analyst at Federal Benefit Advocates since 2016. Additionally, Munro has been an independent insurance agent since 2000, providing insurance products alongside his advisory work. Munro Legacy Planners LLC serves individual clients, including high-net-worth households, by offering financial planning and acting as a liaison to third-party money managers. The firm integrates insurance products and federal benefits analysis into its services, focusing on plan creation and client referrals rather than direct asset management.

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.

Robert Amato is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with COMPASS Wealth Management, LLC in Atlanta, GA, where he has worked since 2011. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models. The firm is noted for conducting educational seminars often in partnership with other professionals and providing financial planning bundled with asset management.

Eric Stallworth is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Bella Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. He also served six years in the United States Army and spent seven years at Terry Reid Hyundai. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary investment management. The firm employs a goals-based approach incorporating strategic asset allocation, tactical adjustments, and active trading through independent managers, offering tailored portfolio construction and comprehensive financial planning services.

Stacey Nickens is a CFP® with 20 years of industry experience, currently serving at Elm3 Financial Group, LLC since 2006. In addition to her advisory role, she owns and operates Elm3 CPA, a tax, payroll, and bookkeeping service, as well as Sweet Clover Creek Farm, a small livestock and vegetable farm, and Big Pine Landscaping LLC. Elm3 Financial Group serves individuals and families, including high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach combining macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

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 financial advisor at Asset Guidance Group, LLC with four years of industry experience. He holds the Series 65 designation and has worked in financial services roles with Shellpoint Mortgage Servicing and Ditech Financial prior to joining his current firm. Asset Guidance Group, LLC serves individuals and families, including accredited investors, through fee-based financial planning and both discretionary and non-discretionary portfolio management. The firm combines a proprietary automated management system with human oversight and offers services such as private placement due diligence, educational seminars, and a subscription research publication.