Athanasios Bafas is a financial advisor at Anovest Investment Advisors with 38 years of industry experience. He has held roles at Anovest Financial Services, Inc. and Anovest Investment Advisors, Inc. since 2004 and has been affiliated with ANOVEST since 1986. In addition to his advisory work, he is also licensed as a real estate agent in Georgia and Colorado and serves as a trustee of the Jean V Grahek Trust. Anovest Investment Advisors serves individual households, including high-net-worth clients, offering discretionary portfolio management, financial planning, and custom portfolios. The firm employs a bottom-up, total-return investment approach emphasizing diversification and equity selection, with strategies implemented primarily on a discretionary basis.

Gregory St. John is a financial advisor with St. John & Associates, Inc. in Roswell, GA, holding 23 years of industry experience. He has worked at St. John & Associates since 1999 and also has recent experience with Carson Wealth and CWM, LLC. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm utilizes a range of model asset-allocation portfolios combining active and passive equity exposures, fixed income, ETFs, and alternatives, alongside regular client communications and educational outreach.

Joel Hubbard is a financial advisor with Executive Money Managers, Inc. in Marietta, GA, holding a Series 65 designation and over 23 years of industry experience. He has worked at Executive Money Managers, Inc. since 1989 and at Financial Asset Management Systems, Inc. since 2002. Outside of advisory work, he is a founder and board member of Providence Bank in Alpharetta, Georgia. Executive Money Managers, Inc. provides discretionary portfolio management and advisory consulting to individual and high-net-worth clients, charitable organizations, and business entities. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, managing customized portfolios under discretionary authority consistent with client guidelines.

Mona Kuhlman is a financial advisor at TandemGrowth Financial Advisors, LLC with 22 years of industry experience. She has been with TandemGrowth since 2003. She holds a Series 66 designation. Kuhlman receives residual income from Commonwealth Annuity and Life Insurance Company, an activity in which she spends less than one hour per month. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning. The firm manages strategic long-term portfolios using a mix of mutual funds, ETFs, independent managers, and alternative investments, offering services that include portfolio management, financial planning, and retirement-plan oversight.

Scott Dietz is a financial advisor with NTV Asset Management, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has served as President and CEO of both NTV Asset Management and its affiliated firm, Eagle Financial Group, where he provides financial counseling including estate and income tax planning for high-net-worth individuals. NTV Asset Management offers investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory, combining cash or laddered bonds for near-term spending with risk-based asset allocation, and maintains a notable involvement with private placements alongside a related accounting and tax-preparation affiliation.

David Moore is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is associated with Gien Capital Management LLC and has previously worked at Southern States LLC, Concourse Financial Group Securities Inc, and Legacy Financial Partners, LLC. Outside of his advisory work, he serves as Council Member-Treasurer for Mt. Zion United Methodist Church and provides consulting services to small business owners through Les Cheneaux Consulting. Gien Capital Management LLC offers discretionary asset management and standalone financial planning, utilizing a combination of fundamental, technical, charting, and cyclical analysis. The firm manages client assets primarily through selected third-party Sub-Advisors and operates with a small advisory team.

Dustin Cantrell is a Series 65-licensed financial advisor at BDM Investments, Inc. with 12 years of industry experience. He is also a senior accountant and shareholder of Cantrell & Associates, PC, an accounting firm where he provides accounting, compliance, and tax consulting services. He has been with Cantrell & Associates since 1995. BDM Investments, Inc. offers discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focused on asset allocation and passive investment vehicles, and integrates investment services as a complement to its affiliated accounting practice.

Selena Teasley is a CFP® with five years of industry experience currently serving at Applied Wealth Management. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Morneau Shepell. Outside of her advisory work, she is involved in business consulting focused on financial and management reporting analysis. Applied Wealth Management is a team-based registered investment adviser managing approximately $44 million across individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory through custom model portfolios and typically manages accounts on a discretionary basis with regular monitoring and rebalancing.

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.

William Downey III is a financial advisor at REV Capital, LLC in Marietta, GA, holding a Series 63 designation with 29 years of industry experience. He has been with REV Capital since 2016 and previously worked at Kalos Capital, Inc from 2011 to 2016. REV Capital serves individual clients, including both high-net-worth and non-HNW households, offering portfolio management and financial planning services tailored to client objectives and risk tolerance. The firm manages accounts on a discretionary basis with a small team supporting approximately 75 clients.

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.

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 Rigby is a financial advisor with Investors Asset Management of Georgia Inc in Atlanta, holding a Series 63 designation and 48 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, corporations, trusts, foundations, and retirement plans. The firm offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.

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.

Robert Tomlinson is a financial advisor at Griffith & Werner, Inc. in Canton, GA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Proequities Inc. Outside of his advisory role, he owns a T-shirt design business that sells products on Amazon. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation framework blending equities, fixed income, mutual funds, and ETFs, and integrates insurance products through licensed management personnel.

Cynthia Derso is a financial advisor at Proactive Wealth Strategies, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial and INVEST Financial Corp. Derso has been with Proactive Wealth Strategies on multiple occasions, most recently since 2022. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm uses a predominantly top-down, performance-based approach to create individualized asset-allocation guidelines and offers comprehensive financial planning and discretionary portfolio management.

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.

Robert Goggin is a Series 65 licensed financial advisor with 17 years of industry experience. He has worked at Atticus Wealth Management since 2018 and previously held positions at Wealth Management Advisors, Peachcap Tax & Advisory, Haven Capital, and Solidus Wealth Management. Atticus Wealth Management is an SEC-registered firm serving individuals, retirement plans, and business entities, typically those with at least $500,000 in investable assets. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies and maintaining discretionary management with regular portfolio oversight.