Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at Financial Consultants Group and Raymond James Financial. Outside of her advisory role, she serves as Treasurer and Secretary for the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors provides comprehensive financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost mutual funds and ETFs, and offers educational workshops as well as specialized support for divorce planning.

Michal Erin Frushell is a CFA® charterholder with 11 years of industry experience, currently serving with Integras Partners, LLC since 2022. Prior to this, she held roles at Ladenburg Thalmann & Co. Inc., Securities America, Inc., and FSC Securities. She is also licensed as an insurance agent and dedicates time to this activity alongside her advisory duties. Integras Partners provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, employee benefit plans, and charitable organizations. The firm employs a broad investment approach, utilizing firm-developed model portfolios and a range of instruments, including derivatives, within managed accounts.

Joseph Derickson Jr. is a financial advisor at Retirement Wealth Management, LLC in Peachtree Corners, GA, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Retirement Wealth Management since 2007. 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 focuses on plan-level services and employs a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory, utilizing unaffiliated sub-advisers to manage model portfolios.

Viswanathan Ramakrishnan is a CFA® charterholder with 13 years of experience at Oxford Chase Advisors LLC. He has a combined 32 years of industry experience, including 19 years at AT&T prior to joining Oxford Chase Advisors in 2013. Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships with a three-advisor team. The firm provides discretionary, fee-only portfolio management using model portfolios based on client risk profiles, focusing on individual equities and ETFs, and offers performance-based fee arrangements to qualified investors.

Hayden Stone is a financial advisor at Culbreth Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Culbreth Wealth Management, he held various positions in education and property management. Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individual and high-net-worth clients as well as plan sponsors. The firm emphasizes asset-allocation strategies aimed at optimizing risk-adjusted returns, using a range of investment vehicles including mutual funds, ETFs, private placements, and securitized real estate interests.

Ronaldo Bastos is a financial advisor at Weston Capital Insights with five years of industry experience. He holds a Series 65 designation and has worked exclusively at RDL Capital LLC dba Weston Capital Insights since 2018. Outside of advising, he is the owner of LOCANDA MIA INVESTMENTS, LLC. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and non-U.S. persons, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and utilizes a range of strategies, including options and margin trading.

Sam Evans is a CFA® charterholder based in Duluth, GA, with 15 years of industry experience. He currently operates Evans Wealth Management and has been affiliated with Legacy Planning Group, Inc. and Golden Years Advisory, LLC. In addition to his advisory work, Evans teaches accounting and finance on a part-time basis. Evans Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, generally those with at least $1 million in investable assets. The firm provides comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis, and incorporates tax considerations and a mix of public and private market strategies.

Desmond Blue is a Wealth Management Advisor with eight years of experience in financial advising. Prior to his career in finance, he played professional basketball across five continents, an experience that informs his disciplined and long-term approach to wealth management. He specializes in addressing the complexities that arise as clients' income and financial situations grow, particularly for business owners, athletes, and high-achieving individuals. His expertise includes investment strategy, tax-aware planning, business exit and liquidity events, and estate and legacy planning services. Desmond holds a Bachelor of Science in Business Administration from Lee University and an MBA from Liberty University. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is affiliated with the Cherokee Chamber of Commerce. Outside of his professional work, Desmond resides in Canton, GA with his wife, Jill. He is involved in community organizations such as City Takers, City of Refuge, and Heartbound Ministries. In his personal time, he enjoys baseball, football, music, reading, traveling, watching movies, training youth in basketball, and attending Crossover ATL church.

Timothy McGukin is a financial advisor at Arkos Global Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Arkos Global Advisors since 2020. Prior to that, he was with Lakeview Capital Partners, LLC from 2016 to 2020 and has been involved with Kane McGukin, LLC since 2015. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis, and performs ongoing monitoring and manager due diligence.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.

Gavin Borzello is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Wealth Management since 1998. Outside of advising, he works part-time as an insurance agent. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and discretionary and non-discretionary advisory services, employing a range of investment strategies based on economic analysis and research.

James Francis IV is a financial advisor with ALTA Capital Management LLC in Alpharetta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience, including 23 years at Montag & Caldwell and 2 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, using a quality-growth, bottom-up investment process that incorporates quantitative models and Investment Committee oversight. The firm serves a range of clients with strategies that include equity, fixed income, balanced mandates, and employs sub-advisers, derivatives, and AI-assisted models in certain portfolios.

Valeri Bishop is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Wellspring, Bishop worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of financial advising, Bishop owns a short-term vacation rental property in Cleveland, GA. Wellspring Wealth Management provides investment advisory, financial planning, portfolio management, and consulting services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to multiple investment platforms and third-party managers.

John Cronin is a financial advisor at BlueChip Wealth Advisors LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at BIP Wealth, J.P. Morgan Securities, Merrill Lynch, and Raymond James & Associates. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach using a mix of active and passive strategies, with a formal emphasis on subscription-based reporting tools and documented planning deliverables.

Brian Johnston is a CFP® with 23 years of experience in the financial services industry. He is affiliated with Forthright Wealth Management, LLC, where he has worked since 2015, and previously held roles at Purshe Kaplan Sterling Investments, Truist Investment Services, and Ameriprise. Johnston serves as treasurer for the Alpharetta Elementary PTO. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets for approximately 567 clients and constructs customized portfolios primarily focused on long-term investments.

Stephen Amason is a CFP® professional with one year of experience in financial advising. He currently works at Forthright Wealth Management, LLC and previously held roles at HB Wealth Management, LLC and Frazier & Deeter, LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning. The firm manages over $773 million in assets across a seven-advisor team and focuses on customized, long-term portfolios using mutual funds, ETFs, individual stocks and bonds, with discretionary oversight and detailed performance reporting for its clients.

Scott Voigt is a CFP®, CFA®, and Series 65-licensed advisor with 15 years of industry experience. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Robert Miller is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with LPL Financial since 2008 and has been with MPWM Advisory Solutions since 2020. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses a long-term, diversified investment approach based on fundamental analysis and modern portfolio theory, offering multiple implementation pathways including in-house models and oversight of independent managers.

Mark Lloyd is a financial advisor at The Lloyd Advisory Group in Suwanee, GA, with 2 years of industry experience and a Series 65 designation. He has worked at Lloyd Advisory Services, LLC since 2011. Lloyd also serves as Client Relations Manager at The Lloyd Group, Inc., an insurance agency where he manages client service operations and assists with account applications and rollovers. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts, utilizing third-party model portfolios and ongoing rebalancing. The firm’s investment approach incorporates a three-bucket framework emphasizing growth, income, and fixed insurance-based assets, and it integrates commissionable insurance sales as a key component of its advisory process.

James Loftin is a CFP® professional with 26 years of industry experience. He is the principal at Loftin Wealth Partners in Johns Creek, GA, and has held roles at multiple financial and insurance firms since 2009. He serves as president of the Financial Planning Association of Georgia as of 2023. Loftin Wealth Partners is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for individuals, charitable organizations, and corporations. The firm provides portfolio management and financial planning services, employing strategies that may include hedging, leverage, and options, and offers both discretionary and non-discretionary account management.