Charles Holloway is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Marietta Wealth Management, LLC since 2015. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and delivers services through a team of nine advisors.

Harrison Pettigrew is a financial advisor at Narwhal Capital Management with a Series 65 designation and three years of industry experience. He has worked at Narwhal since 2022 and previously was with DM Capital Management from 2020 to 2022. His background also includes roles at the Georgia Institute of Technology, Curiosity Lab, McKesson, and Action Capital. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning and portfolio management using diversified asset allocation and integrates investment advisory work with in-house tax and accounting capabilities, supporting a broad range of client needs.

Brian Houghton is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm offers balanced investment strategies primarily through mutual funds and ETFs, delivering advice on a non-discretionary basis with quarterly reviews and periodic meetings.

Andrew Hall is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Narwhal Capital Management since 2011, contributing to the firm's team of 11 advisors based in Marietta, GA. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning, portfolio management, and retirement plan advisory services, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis methods. Its integration of investment advisory with in-house tax and accounting capabilities distinguishes it from many peer firms.

Craig Robson is a CFP® professional with 31 years of industry experience, currently working at Regent Peak Wealth Advisors, LLC. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Outside of his advisory work, he serves as a board member for Ceto, providing governance and strategic guidance, and is a member of the Cobb County Chamber of Commerce. Regent Peak Wealth Advisors offers investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios with a focus on ETFs and equities through model portfolios and third-party managers. The firm administers approximately $706 million in assets across nearly 190 client relationships.

Susan Tillery is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation with 22 years of industry experience. She has been with Paraklete Financial since 2007. Outside of her advisory role, she is president of Financial Planning Advocate, LLC, an educational services and consulting firm where she writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Additionally, she serves as a board member of the Georgia Society of CPA's. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers deliver tax-centered, coordinated planning without managing assets or selling financial products, working closely with CPAs, attorneys, and other professionals to prepare comprehensive plans.

Benjamin Nye is a CFA® charterholder and Series 65 licensee with 14 years of industry experience. He has been with Narwhal Capital Management since 2016, currently serving as part of an 11-advisor team. Outside of his advisory role, he owns and operates Nye Consulting, LLC, providing management consulting services to small businesses. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning and portfolio management tailored to clients’ goals, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis. Narwhal combines investment advisory services with in-house tax and accounting capabilities and serves a broad institutional client base.

Coby Sullivan is a financial advisor at Goodwin Investment Advisory with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Goodwin, he worked at First Command Brokerage Services and served in the U.S. Army. Goodwin Investment Advisory offers investment management, retirement-plan advisory, financial consulting, and dynamic financial planning to individuals, retirement plans, trusts, charities, and corporate clients. The firm employs Dynamic Asset Allocation strategies using proprietary models, curated Fidelity portfolios, and selected third-party managers, with custodial services primarily through Fidelity’s institutional platform.

Joshua Weidie is a financial advisor at Paces Ferry Wealth Advisors, LLC with one year of industry experience. He previously worked at Alps Distributors, Inc. and G.W. Henssler & Associates, Ltd., where he spent eight and ten years respectively. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs both discretionary and non-discretionary portfolio management, utilizing a combination of passive and active strategies informed by fundamental, technical, charting, and relative-strength analysis.

Katherine Howard is a financial advisor with Meadow Creek Wealth Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Balentine and Truist Investment Services. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, offering portfolio management, financial planning, retirement plan consulting, and project-based consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing a process led by an investment committee that monitors managers and implements strategies across client accounts.

Casey Smith is a financial advisor at Wiser Wealth Management, Inc with 18 years of industry experience. He holds a Series 66 designation and has been with Wiser Wealth Management since 2001. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm uses an Investment Committee to construct diversified model portfolios primarily based on exchange-traded funds and Modern Portfolio Theory, offering services that include retirement-plan advisory and a wrap-fee program for qualifying clients.

William Mccutchen is a PFS™ credentialed advisor with two years of experience at Paraklete Financial, Inc. He has also been involved with Marty McCutchen CPA PC since 2006. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on coordinated, tax-centered planning delivered by CPA/PFS advisers, emphasizing comprehensive plans without managing client assets or selling financial products.

Scott Keller is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Marietta Wealth Management, LLC since 2015. The firm is a team of nine professionals based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The SEC-registered, fee-only firm manages approximately $1.39 billion in assets and employs a disciplined investment process guided by an internal Investment Committee that creates asset-allocation models and supports individualized portfolio construction.

Kevin Ross is a financial advisor at Cardea Capital Advisors, LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including 3iCO Securities LLC, Innovation Partners, Bridgeway Wealth Partners, and Equitable Advisors. Outside of his advisory role, Ross volunteers for ZOA, a nonprofit organization focused on advancing the US-Israel relationship, combating anti-Semitism, and protecting civil rights. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers various account management options alongside educational seminars and support services.

Veronica Dibble is a financial advisor at Goodwin Investment Advisory with eight years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including Big Dream Consulting, Bank of America, and J.P. Morgan. Goodwin Investment Advisory provides investment management, retirement-plan advisory, financial consulting, and dynamic financial planning services to individuals, retirement plans, trusts, charities, and corporate clients. The firm employs Dynamic Asset Allocation strategies and utilizes a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Helen Donahue is a CFA® charterholder with 23 years of experience in the financial industry. She has worked at Montag and its predecessor firms since 1997. Donahue serves as a member of the Holy Innocents Episcopal School Investment Committee, a volunteer role she has held since 2014. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured process to establish investment objectives and implements strategies through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

David Hale is a financial advisor at Narwhal Capital Management with one year of industry experience. Prior to joining Narwhal Capital Management, he worked at Color Reflections and spent over a decade with MLB/MiLB. Hale serves as treasurer for Deep Dive Ventures LLC, a business investment partnership. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers tailored portfolio management and financial planning, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis methods.

Christophe Cadiou is a financial advisor at Plum Street Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Plum Street Advisors in 2024, he spent ten years at PricewaterhouseCoopers LLP and retired briefly from 2022 to 2023. Plum Street Advisors is a boutique wealth management firm serving individuals, including high-net-worth clients, charitable organizations, and retirement-plan sponsors. The firm employs a goals-based investment process centered on strategic asset allocation, low-cost ETFs and mutual funds, active rebalancing, and tax-aware management, and utilizes third-party quantitative model platforms as part of its separately managed account solutions.

Jeremy Hudson is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Golden Reserve Retirement, LLC and previously worked at Hoffman Financial Group, Retirement Wealth Advisors, and Impact Partnership. Outside of his advisory role, he is involved in using fixed indexed annuities and life insurance as part of financial planning for clients. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice, ongoing portfolio management, and retirement planning. The firm emphasizes long-term, diversified investment strategies and integrates estate-planning and tax services within a fixed annual fee structure.

Alexander Alba is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Regent Peak Wealth Advisors, LLC with five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Merit Financial Group, LPL Financial, and Ameriprise Financial Services. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to individuals and corporations, managing portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers discretionary portfolio management, financial planning, pension consulting, and family office services.