Bryan Totri is a CFP® with 16 years of industry experience and has been with ST. John & Associates, Inc. since 2007. He holds a Series 63 license and is based in Roswell, GA. 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 uses predefined model allocations that combine active and passive strategies, third-party sub-advisers, and AI-enabled tools, and emphasizes regular client communications and educational outreach.

Aaron Aberson is a financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 15 years of industry experience. He holds a Series 65 designation and has been with Ajax Capital Advisors since 2010. In addition to his advisory role, Aaron works as an independent contractor and attorney specializing in family law and civil litigation. Ajax Capital Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.

Walter Richards is a financial advisor at Capital Research Advisors, LLC in Suwanee, GA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Brightstar 2911, LLC, Make a Miracle, and Work 4 a Living International. Capital Research Advisors serves individuals, families, and institutional clients such as businesses, foundations, religious organizations, and nonprofits, providing discretionary portfolio management, financial planning, and consulting services. The firm employs mathematically designed, rules-based investment models across fixed income, equity, and alternative assets, incorporating tactical overlays and risk management strategies.

Joseph Martin is a financial advisor at Bales Financial Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Parrish Capital, LLC. In addition to his advisory role, he owns and operates Transcend Sports Performance LLC, a sports training facility. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a mix of strategies tailored to client profiles. The firm manages portfolios directly, may engage sub-advisors, and refers clients to third-party managers when appropriate.

Natalie Schmook is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been with Hayes Wealth Advisors, LLC since 2019 and previously worked at Camille Holdings DBA Lucille Roberts. Outside of her advisory role, she is a group fitness and cycle instructor at local community centers. Hayes Wealth Advisors serves individual clients, retirement plans, and corporate clients with comprehensive financial planning, discretionary portfolio management, and consulting services. The firm emphasizes a long-term, primarily passive investment approach and maintains a niche in advising optometric practices, including business valuation and practice appraisal services.

Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.

Clifford O'Conner is a financial advisor at C.W. O'Conner Wealth Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 23 years of industry experience. Clifford has been with C.W. O'Conner Wealth Advisors since 1995. C.W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary portfolio management along with ongoing monitoring and rebalancing.

Andrea Soule is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 credential with five years of industry experience. Her prior roles include positions at Indiana Trust Wealth Management and 1st Source Bank. Wealth With No Regrets® provides integrated financial planning and discretionary portfolio management for individual and high-net-worth clients, small businesses, and charitable organizations. The firm develops customized financial profiles and investment plans, implementing them through a combination of fundamental and technical analysis, long-term investing, and risk management.

John Owen is a financial advisor at COR3 Investment Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at ALPS Distributors, Inc. and Southeastern Asset Management. Outside of his advisory role, he is involved as an LLC member in Affinity Ventures, a rental property business. COR3 Investment Partners provides discretionary investment management primarily to high-net-worth individuals and institutional clients, focusing on a fundamental, research-driven approach to concentrated U.S. small- and mid-cap equities. The firm also offers sub-advisory services and tailors portfolios according to client-specific guidelines.

Larry Baugh is a CFA® charterholder with over 40 years of experience in the financial services industry, currently serving as a principal at Baugh & Associates, LLC. He has been with the firm and its predecessor since 1977. Outside of his advisory role, he serves as a director and corporate secretary for an auto dealership and is involved as a trustee in several trusts, including those related to life insurance and commercial real estate. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, institutions, and corporate clients. The firm emphasizes an income-and-growth investment approach, typically allocating client portfolios between large-cap dividend-paying stocks and fixed-income instruments, and allows margin borrowing within managed accounts as part of its operational practices.

Frederick Taylor is a financial advisor with Money & Clarity, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years and has been self-employed since 1974. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions and outsources implementation to third-party money managers, offering a range of advisor-facing products including subscription newsletters, coaching programs, and educational workshops.

Galina Courson is a CFP® and PFS™ credentialed advisor with 14 years of experience, currently with Financial Discovery in Atlanta, GA. She has been with The Financial Discovery Group, Inc. since 2010. Outside of her advisory role, she owns and operates a separate business providing accounting and tax services. Financial Discovery serves individuals, trusts, estates, custodial accounts, and solo 401(k) plans, offering both financial planning and discretionary investment management. The firm uses an asset-liability matching framework supplemented by valuation and economic-cycle analysis, with portfolios implemented across a wide range of instruments.

Deanna Suarez is a financial advisor at 1776 Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 10 years. Outside of her advisory role, she is the owner of Seven Halos, LLC, a holding company. 1776 Wealth serves entrepreneurs, executives, and their families by providing integrated wealth management focused on financial planning, portfolio management, pension consulting, and family office services. The firm manages approximately $372 million for a limited client base and emphasizes tailored portfolios coordinated with tax and legal advisors.

Paul Shaughnessy is a CFP® with 28 years of industry experience. He is currently a financial advisor at MRP Capital Investments, LLC, where he has worked since 2018. His prior experience includes roles at Merrill, SunTrust Advisory Services, Purshe Kaplan Sterling Investments, and Brookhaven Capital Group. MRP Capital Investments manages approximately $228 million, serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs a tailored investment process that uses a blend of fundamental, technical, and cyclical analysis, incorporating a variety of instruments including derivatives and digital assets where suitable.

Marvin Riddle is a financial advisor at REV Capital, LLC with 15 years of industry experience. He holds a Series 66 designation and previously operated Riddle Law Group, LLC for eight years. His background includes work as a licensed attorney, although he no longer practices law. REV Capital serves individual clients, including both high-net-worth and non-HNW households, providing portfolio management and financial planning services. The firm employs a tailored investment approach based on client objectives and risk tolerance, utilizing various strategies and conducting regular account reviews.

David Weitz is a CFA® charterholder with 24 years of experience in financial advisory roles. He is currently with Unified Investment Management, where he has worked since 2023. Prior to this, he held positions at Mercer Advisors, ACG Wealth, and Register & Akers Advisory Services, among others. Unified Investment Management offers discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as subadvisory services to other independent advisers. The firm emphasizes equity-focused portfolios and employs a variety of analytical methods and strategies, providing regular monitoring and financial planning at no additional charge.

Dave Duley is the sole advisor at Georgia Advisory Group LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has led Georgia Advisory Group since 2008. Outside of advisory services, he is a 100% owner and independent insurance agent of Georgia Advisory Group, Inc., licensed since 1982. Georgia Advisory Group provides discretionary portfolio management and limited consulting services to individuals, high-net-worth individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach focused on diversification, asset allocation, and risk management, managing approximately $105 million in client assets.

Mark McCarthy is a financial advisor at CMC Financial Group, LLC in Atlanta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for nine years. In addition to his advisory role, he is involved in insurance sales. CMC Financial Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $110 million in client assets, offering tailored portfolio management that incorporates various analytical methods and both long- and short-term trading strategies.

Kenneth Graves is the majority owner and investment advisor representative at Capital Research Advisors, LLC, with 33 years of industry experience. He has been with Capital Research Advisors since 2003 and also associated with Ceros Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a volunteer board member for Frontline Policy, which aids state decisions on education and taxation, and holds officer roles in several nonprofit and community organizations. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, nonprofits, and other financial advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes, offering model-based management, financial planning, and unified managed account licensing.

Derek Baugh is a financial advisor at Baugh & Associates, LLC in Atlanta, GA, holding a Series 65 credential with four years of industry experience. He has been with Baugh & Associates since 2005. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, corporations, pension and profit-sharing plans, estates, trusts, and other U.S. institutions. The firm’s investment approach focuses on income and growth, primarily investing in dividend-paying large-cap stocks and fixed-income instruments, and is notable for its routine use of margin borrowing within client accounts.