Gregory Cohn is a Series 66 licensed financial advisor with Maven Capital Partners, LLC in Atlanta, GA, where he has worked since 2018. He has 14 years of industry experience, including prior roles at MCA Securities, LLC and PNC Capital Advisors, LLC. Outside of his advisory duties, he is involved in employment services through Maven Employment, LLC. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other entities, managing approximately $152.9 million in discretionary assets. The firm offers portfolio allocation across various asset classes and serves as investment manager to private special purpose vehicles with carried interest compensation arrangements.

Theodore Jenkin is a CFP® with 33 years of industry experience, currently serving as an advisor at Exit Wealth Advisors. His prior roles include positions at Kestra Advisory Services, Investacorp Advisory Services, and Ameriprise. Outside of his advisory work, he produces content for the "What Ted Says" YouTube channel and serves on the board of directors for Klondike Financial, a FinTech software company focused on budgeting tools. Exit Wealth Advisors provides investment management and personalized financial planning primarily for high-net-worth individuals, business owners, and related entities, managing approximately $243 million in regulatory assets across roughly 170 clients. The firm offers tailored investment strategies using a broad range of asset classes with a long-term orientation, supported by an AI-enabled financial planning platform.

Jonah Tivey is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he is also an audio engineer at NTB Studios. Bella Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary investment management. The firm employs a goals-based, tailored approach combining strategic asset allocation with tactical adjustments and active trading through independent managers.

Phimar Patterson is a CFP® with 18 years of industry experience, currently serving at PR Squared Wealth Management LLC. He has held roles at Unified Legacy Group and Blue Clover Financial, where he is the owner of a marketing organization. Patterson also operates as a sole proprietor advising and selling life, disability, and medical insurance, as well as annuities. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically uses model allocations, sub-advisors, and platform tools to build portfolios, primarily on a non-discretionary basis, while also emphasizing retirement plan participant education and structured ongoing consulting.

Karen Vining is a financial advisor at Incompass Financial Partners, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Triad Advisors, Inc., Wealth & Pension Services Group, Inc., and Vining Financial. Incompass Financial Partners, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm customizes investment advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation and dollar-cost averaging.

William Allen is a financial advisor at Sentara Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Sentara Capital since 2012. Outside of his advisory role, Allen is involved with the Foundation for Personal Financial Education, a nonprofit focused on financial education, and owns WS Allen and Company, Inc., a business used for office leasing. Sentara Capital serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, offering comprehensive financial planning, investment consultation, and portfolio management. The firm employs six portfolio models ranging from Capital Preservation to Aggressive, combining core allocations with tactical and quantitative strategies, and regularly provides educational workshops on financial topics.

Drew Estes is a financial advisor at Banyan Capital Management, Inc. in Atlanta, GA, holding a Series 65 designation with 10 years of industry experience, all with Banyan since 2016. He also teaches continuing professional education courses for the Georgia Society of CPAs. Banyan Capital Management provides discretionary investment management services to individuals, trusts, estates, and retirement plans, focusing on value-oriented, fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily in publicly traded equities and communicates performance results regularly, serving a mix of individual and institutional clients.

Erich Schwerd is a financial advisor at CIGX, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CIGX since 2003. Prior to his career in finance, he was employed by the Social Security Administration from 1998 to 2021. CIGX provides discretionary portfolio management, financial planning, and retirement planning services to individual and institutional clients. The firm uses a top-down analysis of macroeconomic conditions and model portfolios across multiple asset classes, emphasizing exchange-traded funds and long-term holdings with defined sell disciplines.

Ronald Zimmerman is a CFP® professional with 29 years of industry experience, currently serving at Kenneth Frenke & Co since 2001. He is based in Atlanta, GA, and is one of three advisors at the firm. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm develops individualized Investment Policy Statements and typically implements portfolios using mutual funds and ETFs, applying fundamental analysis, modern portfolio theory, and a long-term purchase orientation.

Emma Foulkes is a CFP® professional with 24 years of industry experience. She is currently with Collective Wealth Partners, LLC, where she has worked since 2021. Prior to that, she spent seven years with Cambridge Investment Research. Outside of her advisory role, Foulkes is an author and speaker on financial education, owner of a financial television network, and serves on multiple nonprofit boards. She also volunteers as a subject matter expert for the CFP Board’s exam development. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management and financial planning services. The firm uses fundamental analysis to construct diversified portfolios and offers educational seminars and financial-wellness programs, including counseling targeted to women and minorities.

William Knorr is a financial advisor at Banyan Capital Management, Inc. with a Series 65 designation and two years of industry experience. He previously worked at SMBC Nikko Securities America, Inc., Wells Fargo Securities LLC, Credit Suisse Group AG, Hire Counsel, and Fidelity National Title Group, Inc. before joining Banyan Capital Management. Banyan Capital Management provides discretionary investment management for individuals, trusts, estates, and retirement plans, focusing on value-oriented fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily invested in publicly traded equities and offers detailed quarterly performance reporting compared to relevant benchmarks.

Alexander Stoehr is a Series 65 licensed advisor at Northstar Investment Partners with five years of industry experience. He has held roles at Northstar since 2025 and previously worked at Georgia Advisory Group, Fisher Investments, and Premier Financial Alliance. Prior to entering the financial industry, he spent seven years in full-time education. Northstar Investment Partners provides fee-only investment advisory and portfolio management services to individual clients, including accounts for minor children. The firm employs various option strategies as part of its approach and manages approximately $16 million in assets across about 50 client relationships.

Albert Browning is a CFP® with 21 years of industry experience, currently serving as an advisor at Integras Partners, LLC since 2014. He holds Series 63 and Series 66 licenses and has involvement as a managing member in a commercial real estate venture. Integras Partners serves individual investors, retirement plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment strategies, including derivatives and option techniques, to tailor portfolios according to clients’ goals and risk tolerance.

Joseph Young is a financial advisor with 25 years of industry experience, currently serving at 34 Financial, LLC. He holds a Series 66 designation and has worked at Mercer Global Advisors Inc., Arkadios Capital LLC, ACG Wealth, Inc., and Triad Advisors, Inc. 34 Financial, LLC is a small advisory team managing approximately $101 million across about 90 client relationships, providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers portfolio management that may include the use of margin, options, leveraged/inverse ETFs, and structured products.

Cheryl Leonard Peeples is a financial advisor at PR Squared Wealth Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF Individual & Institutional Services, LLC for 20 years. In addition to her advisory role, she is an insurance agent involved in insurance sales and services. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically manages client assets on a non-discretionary basis, using model allocations and sub-advisors, while emphasizing retirement-plan participant education and ongoing consulting.

Patrick Dailey is a financial advisor at Capital Endurance Group, Inc. with 20 years of industry experience. He holds the CFP® certification and Series 66 designation. His prior roles include positions at Capital Endurance Partners, LLC and TRUEWEALTH MANAGEMENT. He is also a licensed Georgia real estate salesperson and occasionally uses his license for personal property transactions. Capital Endurance Group provides wealth management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, emphasizing low-cost, tax-aware asset allocation and quantitative risk management, with discretionary portfolio management that may include the use of leverage and derivatives.

Patrick Mueller is a financial advisor at Bella Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has previous experience at Fusion Capital Management, Virtue Capital Management, and Retirement Wealth Advisors. Mueller is also the chapter president of the American Financial Education Alliance, where he teaches financial education classes. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a goals-based, tailored approach that combines strategic asset allocation, tactical adjustments, and active trading by independent managers.

Ryan Malec is a financial advisor at Unified Investment Management with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, ACG Wealth Inc, and Mercer Global Advisors. Unified Investment Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as subadviser services to other independent advisers. The firm emphasizes equity-focused portfolios using a variety of analytical methods and offers financial planning at no additional charge to portfolio management clients.

Laura Rosenberg is a Series 65-licensed advisor at Hayes Wealth Advisors, LLC with three years of industry experience. She has been with Hayes Wealth Advisors since 2023. Outside of wealth management, Rosenberg works as an optometrist at The Eye Gallery, an optometry practice she has been associated with since 2012. Hayes Wealth Advisors serves individual clients, including many high-net-worth households, retirement plans, and small businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services with a predominantly passive, long-term investment approach.

Kendyl Strickland is a financial advisor with Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation and 22 years of industry experience. He has worked at Investment Advisors Management, LLC since 1998 and is also a principal and CPA at Strickland & Company, P.C., an accounting firm where he devotes significant time during tax season. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm focuses on long-term, strategic asset allocation tailored to each client’s financial situation and partners with Savant Wealth Management for retirement plan services.