Larry Baugh is a CFA® charterholder with over 40 years of experience in the financial services industry, currently serving as a principal at Baugh & Associates, LLC. He has been with the firm and its predecessor since 1977. Outside of his advisory role, he serves as a director and corporate secretary for an auto dealership and is involved as a trustee in several trusts, including those related to life insurance and commercial real estate. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, institutions, and corporate clients. The firm emphasizes an income-and-growth investment approach, typically allocating client portfolios between large-cap dividend-paying stocks and fixed-income instruments, and allows margin borrowing within managed accounts as part of its operational practices.

Frederick Taylor is a financial advisor with Money & Clarity, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years and has been self-employed since 1974. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions and outsources implementation to third-party money managers, offering a range of advisor-facing products including subscription newsletters, coaching programs, and educational workshops.

Galina Courson is a CFP® and PFS™ credentialed advisor with 14 years of experience, currently with Financial Discovery in Atlanta, GA. She has been with The Financial Discovery Group, Inc. since 2010. Outside of her advisory role, she owns and operates a separate business providing accounting and tax services. Financial Discovery serves individuals, trusts, estates, custodial accounts, and solo 401(k) plans, offering both financial planning and discretionary investment management. The firm uses an asset-liability matching framework supplemented by valuation and economic-cycle analysis, with portfolios implemented across a wide range of instruments.

Deanna Suarez is a financial advisor at 1776 Wealth LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 10 years before joining 1776 Wealth in 2017. Outside of her advisory role, she is the owner of Seven Halos, LLC, a holding company. 1776 Wealth LLC provides integrated wealth management services to entrepreneurs, corporate executives, and their families. The firm emphasizes financial planning-based portfolio management and offers family office services, including pension consulting and philanthropy coordination.

Paul Shaughnessy is a CFP® with 29 years of industry experience, currently serving as a financial advisor at MRP Capital Investments, LLC. His prior experience includes roles at Merrill and Brookhaven Capital Group, among others. MRP Capital Investments manages approximately $228 million for individual and high-net-worth clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs a tailored investment process that incorporates fundamental, technical, and cyclical analysis, with portfolios that may include a broad range of instruments, including derivatives and digital assets.

David Weitz is a CFA® charterholder with 24 years of experience in financial advisory roles. He is currently with Unified Investment Management, where he has worked since 2023. Prior to this, he held positions at Mercer Advisors, ACG Wealth, and Register & Akers Advisory Services, among others. Unified Investment Management offers discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as subadvisory services to other independent advisers. The firm emphasizes equity-focused portfolios and employs a variety of analytical methods and strategies, providing regular monitoring and financial planning at no additional charge.

Dave Duley is a financial advisor with Georgia Advisory Group LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Georgia Advisory Group LLC since 2008. In addition to his advisory role, he is the 100% owner of Georgia Advisory Group, Inc., an independent insurance agency licensed since 1982. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm emphasizes individual equities, narrow ETFs, and options strategies, and manages portfolios on a discretionary basis while allowing client-imposed restrictions.

Mark McCarthy is a financial advisor at CMC Financial Group, LLC in Atlanta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for nine years. In addition to his advisory role, he is involved in insurance sales. CMC Financial Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $110 million in client assets, offering tailored portfolio management that incorporates various analytical methods and both long- and short-term trading strategies.

Kenneth Graves is the majority owner and investment advisor representative at Capital Research Advisors, LLC, with 33 years of industry experience. He has been with Capital Research Advisors since 2003 and also associated with Ceros Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a volunteer board member for Frontline Policy, which aids state decisions on education and taxation, and holds officer roles in several nonprofit and community organizations. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, nonprofits, and other financial advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes, offering model-based management, financial planning, and unified managed account licensing.

Derek Baugh is a financial advisor at Baugh & Associates, LLC in Atlanta, GA, holding a Series 65 credential with four years of industry experience. He has been with Baugh & Associates since 2005. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, corporations, pension and profit-sharing plans, estates, trusts, and other U.S. institutions. The firm’s investment approach focuses on income and growth, primarily investing in dividend-paying large-cap stocks and fixed-income instruments, and is notable for its routine use of margin borrowing within client accounts.

Jack Harmon is a financial advisor at Harmon Financial Advisors in Atlanta, GA, with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and Raymond James Financial Services, Inc. He is also involved with Forum Management Group Inc., a real estate independent contracting business. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities, focusing on non-discretionary planning billed on an hourly basis. The firm customizes advice based on each client's objectives and suitability factors and refers clients to affiliated advisory services for discretionary management when appropriate.

J Meaders is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Magellan Planning Group in Atlanta, GA. He has held roles at Cetera, Cetera Wealth Services, and Voya Financial Advisors. In addition to his financial advisory work, Meaders is a partner at Magellan Legal, LLC, where he practices estate planning and probate law. Magellan Planning Group is an SEC-registered investment adviser that offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach combining fundamental, technical, and cyclical analysis, and may use customized model portfolios including Morningstar’s Select Stock Baskets and Wide Moat models.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

David Duncan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Monterey Wealth since 2020. Prior to joining Monterey Wealth, he worked at LPL Financial and Triage Consulting Group. He is also a licensed independent insurance agent in Atlanta, Georgia. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension plans. The firm’s approach includes tailored asset management and retirement plan consulting, using various strategies such as asset allocation and technical analysis.

Thomas Kozelka is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His career includes roles at Janus Henderson entities from 2004 to 2022, followed by positions at Cambridge Investment Research Advisors and Adapt Wealth Advisors before joining Integras Partners in 2026. Integras Partners provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, employee benefit plans, and charitable organizations. The firm manages approximately $245 million in client assets, employing model portfolios supported by fundamental, technical, charting, and cyclical analysis, and utilizes a diverse range of investment instruments including derivatives within managed accounts.

Michael Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 license and 12 years of industry experience. He has been with his current firm since 1999, which he founded and operates alongside two other advisors. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and businesses. The firm provides discretionary portfolio management, financial planning, and tax preparation services, emphasizing long-term, asset-allocation strategies utilizing passively managed mutual funds and ETFs.

Arturo Molina Casas is a financial advisor at Mason Westbridge Asset Management LLC with nine years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at ADB Advertising Corp, PFS Investments Inc, and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and management services to individuals, retirement plans, and private investment companies, using diversified allocation models based on client risk questionnaires and Modern Portfolio Theory. The firm manages most accounts on a discretionary basis and employs a portfolio management team that monitors markets daily and conducts regular strategy reviews.

Travis Raish is a CFA® charterholder with 24 years of industry experience. He is a partner and portfolio manager at Circa Capital, LLC, where he has worked since 2011. His prior experience includes roles at Fiduciary Financial Group and Wealth With No Regrets, where he also serves as Chief Investment Officer. Circa Capital primarily serves individual investors, including high-net-worth clients, and institutions such as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis with a long-term, quality-and-value investment approach and manages concentrated portfolios tailored to client objectives.

Jeffrey Seiter is a CFP® with eight years of industry experience, currently serving as a financial advisor at COMPASS Wealth Management, LLC since 2023. He previously worked at Strategic Blueprint, LLC for six years and spent six years at the Georgia Institute of Technology. COMPASS Wealth Management provides financial planning and investment advice focused on retirement, education, estate, insurance, windfall, and special-needs planning. The firm emphasizes comprehensive written plans based on client goals and economic analysis, delivering services without direct custody of assets or discretionary portfolio management.

Jeffery Leech is a financial advisor at Leechgary Asset Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Leechgary Asset Management since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related investment advisory services primarily to individual clients, including high-net-worth individuals. The firm operates with a small advisor-to-client scale, supporting individualized portfolio oversight.