Donald Ruffin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Park Square Financial Group LLC and has held roles at Csenge Advisory Group, Lion Street Financial, and FSC Securities. Outside of his advisory work, he manages Midtown 86 Properties, LLC, overseeing property maintenance and tenant relations. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach with equities, ETFs, and mutual funds, uses third-party model managers, and operates a wrap fee program that integrates advisory, execution, custody, and reporting services.

Meagan Mcguire is a CFP® and ChFC® with seven years of industry experience, currently serving at SLP Wealth since 2023. Her prior roles include positions at Student Loan Planner and MassMutual. She also provides student loan repayment consulting through her non-investment related business, Student Loan Planner. SLP Wealth is an SEC-registered advisory firm offering discretionary investment management and financial planning to individuals and small-business owners, including both non-HNW and high-net-worth clients. The firm employs diversified, risk-based portfolios and supports a large office network relative to its size.

Oscar Spain is a CFP® professional with 17 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. He has been with the firm, formerly known as Diversified Financial Planning, since 2002. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm develops individualized investment plans primarily through fundamental analysis and direct equity selection, supplemented by mutual funds, ETFs, fixed income, and other vehicles, managing approximately $1.05 billion across a small team of advisors.

Kelson Brunelle is a financial advisor at Amerity Wealth Management, LLC in Alpharetta, GA, holding a Series 65 license with one year of industry experience. Prior to joining Amerity, he worked at Hoffman Financial Group for five years and has a background that includes roles at Eagle Watch Golf Club and Northwood Golf Club. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, including high-net-worth households, as well as businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets across various investment platforms and offers services such as asset management, financial planning, retirement consulting, and specialized UK pension transfer and management.

Michael Brown is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Berkeley Capital Partners since 2016 and concurrently serves as a Software Consultant at IBM. Outside of his advisory role, Michael is President of Brown Development Partners, LLC, a company involved in buying, renovating, and selling houses in the Atlanta metropolitan area. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, and other entities. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

Sarah Pryor is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Wealth Science Advisors LLC since 2022 and previously held positions at Northwestern Mutual Investment Services LLC and James Exley. Outside of her advisory role, she owns Wealth Science Analytics, a psychological analytics and consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm combines proprietary psychological profiling tools with modern portfolio theory to manage portfolios across multiple offices and affiliated entities.

Thomas Corrigan is a financial advisor at Register Financial Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Register Financial Advisors and Register Financial Associates since 2011. Outside of his advisory role, he serves as a trustee for the Fulton County Republican Party. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a broad range of investment instruments and strategies, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs administered through Wells Fargo Clearing Services.

Stephen Rowley is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, holding Series 63, 65, and 66 licenses with 46 years of industry experience. He has worked at H&R Block Financial Advisors, Inc. since 2005. Outside of his advisory role, he is a 20% owner of a sports photography company called BIGSHOTS and spends a small portion of his time involved with fixed annuity sales. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach incorporating economic analysis, fundamental and technical research, and various strategies tailored to client objectives.

Jason Flurry is a CFP® with 28 years of industry experience and has been with Legacy Partners Financial Group, LLC since 2005. In addition to his advisory role, he is an independent insurance agent selling fixed annuities and life insurance and works as a college planning specialist providing financial aid advisory services. Legacy Partners Financial Group offers discretionary investment management and financial planning to individuals, retirement plans, and business clients, using model portfolios constructed with Modern Portfolio Theory. The firm also provides company-sponsored retirement plan management and operates a separate college-planning service offering workshops and individualized counseling.

Rhett Exley is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Wealth Science Advisors LLC, where he has worked since 2022. Prior to joining Wealth Science Advisors, Rhett spent over a decade at Northwestern Mutual in various roles across wealth management and investment management. He also owns Wealth Science Analytics, a firm providing psychological assessments and consulting. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm uses a proprietary psychological profiling tool combined with modern portfolio theory to guide its investment approach and provides a range of services including family office functions and tax preparation through affiliated entities.

Rachel Leddy is a financial advisor at Traynor Capital Management in Canton, GA, holding a Series 65 designation and four years of industry experience. She has been with Traynor Capital Management since 2022 and previously worked in education, including positions at the University of Alabama and Etowah High School. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, and business funding consulting related to ROBS transactions. The firm utilizes tailored investment strategies emphasizing direct stock ownership across various market capitalizations and employs a mix of analytical techniques to construct and monitor portfolios.

Timothy Goodwin is a CFP® with over 21 years of experience in financial advising. He has been with Goodwin Investment Advisory since 2004 and founded MCSE Stewardship, LLC in 2017, which serves as the general partner for the Goodwin Real Estate Fund and its successor. In 2021, he transitioned to co-manager and 50% owner of MCSE Stewardship. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets, employing dynamic asset allocation strategies and a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.

Weslee Williams is a financial advisor with Griffith & Werner, Inc. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Proequities Inc and Lincoln Financial Services. He also advises families on college planning to help prepare students and manage education-related debt. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation approach using equities, fixed income, mutual funds, ETFs, and combines fundamental, technical, and cyclical analysis within a framework that includes discretionary management and coordination with outside professionals.

Jerome Borzello is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with American Wealth Management since 1989. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary advisory services, employing a diverse investment approach that includes fundamental and technical research as well as strategies ranging from long-term buy-and-hold to shorter-term trading.

Christopher Eddy is a CFP® with 17 years of industry experience. He has been with Berkeley Capital Partners, LLC since 2015 and previously worked at Wells Fargo Advisors and Citigroup Global Markets. Berkeley Capital Partners manages approximately $1.1 billion in assets for a diverse client base, offering discretionary portfolio management and global asset-allocation strategies. The firm also acts as a fund sponsor and private fund adviser, providing a range of investment services including retirement plan fiduciary support and a managed account wrap program.

Beau Davis is a CFP® with 27 years of industry experience, currently serving as an advisor at BlueChip Wealth Advisors LLC since 2021. He previously worked at Purshe Kaplan Sterling Investments for eight years and Compass Wealth Management LLC for ten years. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, third-party manager selection, comprehensive financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable approach utilizing a mix of active and passive strategies, with formal subscription-based reporting tools and documented planning deliverables integrated into client engagements.

Troy Hutchinson III is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2006 and is also involved with MPWM Advisory Solutions LLC and Capstone Benefits Advisors. His other business activities include providing life, health, disability, and fixed annuity services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

William Raike III is a financial advisor with Woodstock Wealth Management, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously led Raike Financial Group Inc. for 24 years before joining Woodstock Wealth Management in 2018. Outside of advising, he manages a land development company that is currently inactive. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment vehicles and strategies tailored to clients’ objectives and maintains a performance-fee program alongside standard asset-based arrangements.

Blane Thompson is a Series 65-licensed financial advisor with Legacy Partners Financial Group, LLC. He has been in the industry since 2025, previously working at Pelican Investment Advisors and maintaining a separate insurance practice through T Financial Concepts LLC. Outside of financial advising, he owns and manages BT Cattle Co., a cattle and ranching operation in Texas. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers a range of investment vehicles, alongside a separate insurance practice and a college-planning service.

Tiffany Keefe is an investment advisor at MPWM Advisory Solutions LLC with Series 63 and Series 65 credentials and three years of industry experience. She has worked at MPWM Advisory Solutions and LPL Financial, where she is dually registered as an Investment Advisor Representative and a Registered Representative. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using a combination of firm-managed models and third-party managers, with multiple implementation pathways including in-house portfolios and access to LPL Financial platforms.