Baburhan Gucer is a financial advisor with Beam Wealth Advisors, Inc. in Atlanta, GA, holding CFP® and ChFC® designations with 27 years of industry experience. He has been with Beam Wealth Advisors and its predecessor entities since 2013. Outside of his advisory work, he serves as Vice President of the Galatasaray USA Alumni Association and is involved in several business ventures including timber management and CPA services. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Adam Waller is a financial advisor at Register Financial Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. His background also includes roles at Wells Fargo and various other organizations. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies and tools, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs with a service model that incorporates derivatives and borrowing within managed accounts.

Dale Hajost is a financial advisor at Builder Investment Group in Atlanta, GA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Builder Investment Group since 1992. Hajost serves as co-general partner in a passive private equity partnership, contributing several hours monthly to this investment-related activity. Builder Investment Group provides discretionary portfolio management to individuals, pension plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis, and it sponsors pooled investment vehicles and private syndications, a distinctive role for a firm of its size.

John Adair is a CFA® charterholder with seven years of experience in the financial industry. He has been employed at SunTrust Bank since 1988. Adair is based in Atlanta, GA, and is part of the Patton Albertson Miller Group, LLC. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm provides comprehensive services including investment management, financial planning, trust and fiduciary services, and access to alternative investments for qualified clients.

Robin Leahy is a financial advisor with Register Financial Advisors, LLC, based in Atlanta, GA. He holds a Series 63 designation and has 23 years of industry experience, including 11 years at Morgan Stanley Smith Barney LLC prior to joining Register Financial in 2020. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a wide range of investment instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and employs model allocations with ongoing monitoring and reporting to manage client portfolios.

Amanda Ingwersen is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She has worked at DAI Wealth, LLC and its affiliated firm, DAI Securities, LLC, since 2021, and previously was employed at Guardian Pharmacy from 2016 to 2020. DAI Wealth, LLC manages approximately $330 million in assets through a multi-advisor team serving individual and institutional clients, including high-net-worth individuals and various types of retirement plans and organizations. The firm combines advisor-led customization with third-party model solutions and serves several uncommon institutional client types, offering a range of investment management and advisory services.

Candace Brown is a financial advisor at DAI Wealth, LLC with 14 years of industry experience and holds a Series 66 designation. She has worked at Discipline Advisors, Inc. and Dai Securities LLC since 2019, and previously was with Investacorp Inc. from 2011 to 2019. Outside of her advisory role, she provides consulting services as a manager for Firas Capital Group, offering advice to independent broker-dealers. DAI Wealth, LLC manages approximately $330 million in assets through a multi-advisor team serving individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm utilizes customized portfolios and third-party model platforms, providing investment management, financial planning, and retirement plan advisory services.

John Hussa is a financial advisor with Marco Investment Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Marco Investment Management since 2004. Marco Investment Management serves a diverse client base including high-net-worth individuals, institutional clients, and government entities. The firm employs a team-based, top-down investment approach focused on high-quality equities, mid-cap opportunities, and valuation-aware value processes, supplemented by active fixed-income management and selective use of options, derivatives, and margin strategies.

Jessica Engebretsen is a CFP® professional with 15 years of industry experience, currently serving at LongView Wealth Management in Atlanta, GA. She has worked at LongView Wealth Management since 2011 and was previously with Cambridge Investment Research, Inc. for 11 years. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, and corporate clients, offering services such as financial planning, asset management, divorce consulting, and access to third-party manager programs.

Daniel Henning is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has been with HC Advisors LLC since 2012 and is also a senior partner at Henning Dowdy & Jones LLC, an accounting firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a range of strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers discretionary and non-discretionary portfolio management along with access to third-party money managers.

Daniel Mcnabb is a CFP® professional with 11 years of experience in the financial services industry. He currently works at Chicory Wealth and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2017. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified, long-term portfolios and offers additional services including tax preparation, estate planning assistance, and business consulting.

Clayborn Pender is a Series 65-licensed advisor with Conscious Wealth Investments, LLC, based in Atlanta, GA. He has been with the firm since 2023 and has prior experience with RC Whatley & Co and the University of Georgia. Outside of his advisory role, he has been involved with the Atlanta Track Club. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build customized portfolios that may include equities, ETFs, bonds, alternatives, and options strategies.

Christopher Hohlstein is a CFA® charterholder and holds Series 63 and 65 licenses. He has five years of industry experience, currently serving at SeaBridge Investment Advisors LLC since 2021. Prior to this, he worked at BNY Mellon from 2012 to 2020 and took a one-year sabbatical in 2020. SeaBridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios and also serves other advisers as a sub-adviser, supporting a mix of retail, institutional, and adviser-client relationships.

Rachel Webster is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked at Conscious Wealth Investments, LLC since 2026, following five years at Raymond James and Associates and multiple years at Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation in Atlanta. Conscious Wealth Investments, LLC provides discretionary and non-discretionary wealth management and financial planning primarily to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a long-term investment approach that incorporates fundamental and technical analysis to build customized portfolios including equities, ETFs, bonds, and alternative investments, with an emphasis on cost and tax management and the use of derivative strategies.

Russell Hiller is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with George M. Hiller Companies, LLC since 1999. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a five-advisor team managing approximately $170 million for about 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation and diversification with a preference for long-term equity exposure using a variety of investment strategies.

Alexys Mckenzie is a financial advisor at SB Advisory, LLC with 31 years of industry experience. She has been with International Financial Solutions, Inc. since 2006. Outside of her advisory work, she is involved in several non-investment ventures, including a trucking business and handyman services, where she provides consulting and operational support. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm primarily serves individuals, businesses, and retirement plans, offering non-discretionary portfolio management, financial planning, and access to third-party manager programs.

Lance Reising is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc in Atlanta, GA, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Lutheran Church of the Resurrection. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers model portfolios and supports various retirement plans through its Investors Choice program, employing a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis.

Charles Goldberg is a financial advisor at Financial Innovations, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and OSAIC. Goldberg is also a licensed CPA and attorney, maintaining separate practices in tax preparation and legal services. Financial Innovations, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a goals-based process and the VISION2020 Wealth Management Platform to deliver customized, non-discretionary investment advice across a broad range of assets.

Eric Burnette is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with PeachCap Tax & Advisory, LLC since 2011 and also has experience at Investacorp Advisory Services Inc from 2010 to 2015. Outside of advisory work, he is an owner of Peachcap CPA's, a CPA accounting firm. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, employing diversified, model-based portfolios with continuous monitoring that utilizes fundamental, technical, and cyclical analysis.

Matthew Garrett is a financial advisor at Enclave Advisors, LLC in Atlanta, GA. He holds Series 63, Series 65, and Series 66 licenses and has 12 years of industry experience, all with Enclave Advisors since 2014. Enclave Advisors serves high-net-worth individuals, trusts, estates, foundations, endowments, and businesses with comprehensive wealth management and discretionary investment advisory services. The firm employs an academically grounded investment approach focused on diversification and risk management, using both internal analysis and third-party research to build client-specific Investment Policy Statements.