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.

Christine Quillian is a CFP® and CFA® with 19 years of industry experience. She has been with Montag since 2010. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm combines institutional-scale assets with a compact advisor team and offers a structured investment process that includes discretionary portfolio management supported by in-house research and trading.

Brendan Wagner is a financial advisor at Montag with 14 years of industry experience. He holds a Series 65 designation and has worked at A. Montag & Associates, Inc. since 2017, following a one-year tenure at Gratus Capital, LLC. Montag is a team-based firm serving high-net-worth individuals, families, trusts, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm combines fundamental and technical equity analysis with fixed-income management and operates with a specialized internal structure to support its advisory services.

John Massey is a financial advisor at Marietta Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 registrations and previously worked for Qualified Plans, LLC for 21 years before joining his current firm in 2019. Marietta Wealth Management provides wealth management, financial planning, retirement plan consulting, and general consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $1.39 billion in assets for about 448 client relationships and employs an Investment Committee to guide portfolio construction using a range of investment vehicles based on client risk profiles.

James Jennings Jr. is a financial advisor at Unity Financial Planning Group LLC with 17 years of industry experience. He holds a Series 66 credential and has worked at firms including NFP and Silver Oak Securities. Jennings is also involved with nonprofit organizations supporting education, serving as an officer and director for the Paulding Education Foundation and the Bartow Edification Foundation. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services using a disciplined investment process focused on fundamental analysis and long-term holdings.

Meridith Mimbs is a financial advisor at Crescent Wealth Advisory, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Purshe Kaplan Sterling Investments, and Lion Street Financial. In addition to her advisory role, she owns Duality Embodiment LLC, where she facilitates trauma-informed breath work to help clients manage stress and anxiety. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative solutions such as client-directed cryptocurrency accounts and third-party cash management programs.

Michael Turgeon is a financial advisor at Unity Financial Planning Group LLC with over 38 years of industry experience. He holds the ChFC® designation and securities licenses (Series 63, 65, 66). Prior to joining Unity Financial Planning Group in 2025, he worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Thrivent Financial. Outside of advising, he leads an invention project in the apparel industry focused on innovative accessories and co-manages a financial networking platform. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, emphasizing fundamental analysis, strategic asset allocation, and long-term holdings implemented through ETFs, mutual funds, and individual equities.

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of experience. He has been with Voya Financial Advisors since 2016. In addition to his advisory role, he is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management services primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced asset-allocation approach with non-discretionary advisory services and utilizes fixed fees, hourly billing, and annual retainers rather than percentage-of-assets fees.

Benjamin Treece is a financial advisor with Unity Financial Planning Group LLC in Kennesaw, GA, holding a Series 66 designation and 15 years of industry experience. He previously worked at San Blas Advisory and San Blas Securities and has been involved in various business activities including writing an informational newsletter called Pickle Jar Finance and consulting on a software solution for statistical analysis. He is also an owner of a staffing company and has experience managing private business ventures. Unity Financial Planning Group serves individuals, families, and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management using a combination of individual stocks, ETFs, and mutual funds, guided by customized Investment Policy Statements and a mix of proprietary and tailored portfolios.

Ellis Liddell is a financial advisor with ELE Advisory Services, Inc. in Marietta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at ELE Wealth Management, Inc. and positions outside finance in the restaurant and entertainment sectors. He also serves as Wealth Builder Program Builder Director and Insurance Agent at ELE Wealth Management, Inc. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm’s investment process focuses on fundamental analysis and customized Investment Policy Statements, managing a range of assets with a predominantly non-discretionary advisory approach.

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 designations with five years of industry experience. Prior to joining Regent Peak Wealth Advisors in 2026, he worked at Ivy Asset Group and CAIS Capital LLC, among other firms. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, family office and wealth-planning services, and selects third-party money managers for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, and frequently uses sub-advisers or third-party managers in its strategies.

Thomas Klecker is a financial advisor at Narwhal Capital Management with a Series 65 designation and one year of industry experience. His prior work includes positions at Tsunami and educational roles at the University of Utah and Alexandria Area Schools. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management services, employing diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Matthew Lunger is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wright Wealth in 2026, he operated as a self-employed consultant and led Kate Lunger Consulting over an eight-year period combined. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies within its asset allocation approach, offering discretionary portfolio management, retirement plan consulting, and tax preparation assistance, alongside educational seminars and a membership program for client engagement.

Timothy Wyrobek is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Sterne Agee Financial Services, Purshe Kaplan Sterling Investments, and Lion Street Financial. He is a founder and partner at Crescent Wealth Advisory and Crescent Wealth Management, where he also engages in fixed life insurance sales and marketing. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs fundamental and technical analysis to construct individualized portfolios, offers ongoing supervision and rebalancing, and facilitates access to alternative investment solutions including client-directed cryptocurrency accounts.

William Medcalf is a CFP® professional with experience at Wiser Wealth Management, Inc. since 2023. His prior roles include positions at Turner & Patat, P.C., Elwood & Goetz Wealth Advisory Group, and Raymond James. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs diversified model portfolios based on Modern Portfolio Theory and offers specialized services such as the Flightpath wrap-fee program and retirement-plan advisory solutions.

Aiki Altmets is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Regimen Wealth, LLC since 2020 and previously spent five years at Ameriprise Financial Services, LLC. Regimen Wealth, LLC is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm provides discretionary investment management, financial planning, and consulting, focusing on tailored portfolios that incorporate exchange-traded funds, sub-advisors, REITs, insurance, and private vehicles, using a blend of fundamental, technical, cyclical, and behavioral finance methods.

William Bowen is a CFP® with 12 years of experience in the financial advisory industry. He has been with Persium Advisors, LLC since 2013. Bowen holds the Series 63 license and is based in Atlanta, GA. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on about $894.4 million in pension and investment consulting assets.

Michael Baratta is a financial advisor with Fiscal Wisdom Wealth Management LLC in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, having worked at firms including Portsmouth Financial Services, Securian Financial Services Inc., and Virginia Asset Management. Baratta is also the owner of Baratta Investments, LLC, where he engages in equity trading. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolio construction, financial planning across retirement, tax, estate, and business succession areas, and facilitates referrals to third-party money managers while maintaining a diverse range of investment strategies.