J Meaders is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Magellan Planning Group in Atlanta, GA. He has held roles at Cetera, Cetera Wealth Services, and Voya Financial Advisors. In addition to his financial advisory work, Meaders is a partner at Magellan Legal, LLC, where he practices estate planning and probate law. Magellan Planning Group is an SEC-registered investment adviser that offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach combining fundamental, technical, and cyclical analysis, and may use customized model portfolios including Morningstar’s Select Stock Baskets and Wide Moat models.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Reid Funston is a financial advisor at Maven Capital Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior involvement with Reicon Wealth Advisors, LLC, and Reicon Capital, LLC, where he is a managing partner responsible for evaluating public and private investment opportunities. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and private special purpose vehicles. The firm employs a strategic asset allocation approach across various asset classes and manages approximately $153 million in discretionary assets.

Cody Collins is a financial advisor at 34 Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Homrich Berg Wealth Management for six years. 34 Financial, LLC is a small team-based firm providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $101 million across about 90 client relationships, using fundamental, technical, and cyclical analysis to construct and monitor portfolios on a discretionary basis.

David Duncan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Monterey Wealth since 2020. Prior to joining Monterey Wealth, he worked at LPL Financial and Triage Consulting Group. He is also a licensed independent insurance agent in Atlanta, Georgia. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension plans. The firm’s approach includes tailored asset management and retirement plan consulting, using various strategies such as asset allocation and technical analysis.

Alonso Munoz is a financial advisor at Hamilton Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Hamilton Investment Counsel, LLC before joining his current firm in 2021. Outside of his advisory role, Munoz serves as president of Poseidon Capital Management, Inc., a partnership ownership entity, and is a partner at Perseus Venture Partners, LLC, where he is involved in general business development. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach using fundamental, technical, quantitative, sector, and cyclical analyses to construct and actively manage tailored portfolios across various securities.

Thomas Kozelka is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His career includes roles at Janus Henderson entities from 2004 to 2022, followed by positions at Cambridge Investment Research Advisors and Adapt Wealth Advisors before joining Integras Partners in 2026. Integras Partners provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, employee benefit plans, and charitable organizations. The firm manages approximately $245 million in client assets, employing model portfolios supported by fundamental, technical, charting, and cyclical analysis, and utilizes a diverse range of investment instruments including derivatives within managed accounts.

Barbara McCormack is a CFP® with 40 years of experience in financial planning and advisory services. She is the president of McCormack Financial Planning Inc., where she has worked since 2005. Prior to that, she was with Dempsey Lord Smith, LLC for 11 years and had shorter tenures at Cambridge Investment Research, Inc. and M.S. Howells & Co. McCormack Financial Planning, Inc. serves individual clients, including high-net-worth and non-HNW individuals, as well as small businesses. The firm offers financial planning, advisory services, and discretionary asset management through a wrap-fee program, using a long-term, tailored approach that incorporates fundamental, technical, and charting analysis.

Brent Burgesser is a financial advisor at QRIA, Inc. with 26 years of industry experience and holds the Series 66 designation. His prior work includes roles at Brookwood Investment Group LLC, Belpointe Asset Management, International Assets Advisory, LPL Financial, Wells Fargo Clearing, Merrill, and Morgan Stanley DW Inc. He is also involved in insurance sales through Brookwood Insurance Group. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-method analytical approach and offers both discretionary and non-discretionary management, tailoring portfolios based on client risk tolerance, tax, and financial circumstances.

Mark Prosper is a Series 65-licensed financial advisor with Avant Garde Capital in Atlanta, GA, where he has worked since 2010. He has 15 years of industry experience. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and investment advisory services with direct oversight of client accounts. The firm employs performance-based fee arrangements alongside traditional asset-based billing and offers educational seminars and workshops in addition to its advisory services.

Joseph Bogle is a CFA® charterholder with two years of industry experience. He is currently affiliated with Maven Capital Partners, LLC and has concurrent roles at Reicon Wealth Advisors LLC and Reicon Capital LLC, where he has worked since 2016. Maven Capital Partners, LLC provides discretionary investment management services to high-net-worth individuals, charitable organizations, foundations, and other business entities, including serving as investment manager to private special purpose vehicles. The firm employs a strategic asset allocation approach across various asset classes and manages accounts on a discretionary basis while addressing conflicts between pooled vehicles and separately managed accounts.

Michael Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 license and 12 years of industry experience. He has been with his current firm since 1999, which he founded and operates alongside two other advisors. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and businesses. The firm provides discretionary portfolio management, financial planning, and tax preparation services, emphasizing long-term, asset-allocation strategies utilizing passively managed mutual funds and ETFs.

Arturo Molina Casas is a financial advisor at Mason Westbridge Asset Management LLC with nine years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at ADB Advertising Corp, PFS Investments Inc, and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and management services to individuals, retirement plans, and private investment companies, using diversified allocation models based on client risk questionnaires and Modern Portfolio Theory. The firm manages most accounts on a discretionary basis and employs a portfolio management team that monitors markets daily and conducts regular strategy reviews.

Travis Raish is a CFA® charterholder with 24 years of industry experience. He is a partner and portfolio manager at Circa Capital, LLC, where he has worked since 2011. His prior experience includes roles at Fiduciary Financial Group and Wealth With No Regrets, where he also serves as Chief Investment Officer. Circa Capital primarily serves individual investors, including high-net-worth clients, and institutions such as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis with a long-term, quality-and-value investment approach and manages concentrated portfolios tailored to client objectives.

Wesley Aikens is a financial advisor at Sunglow Wealth Advisory LLC with a Series 65 designation and six years of industry experience. He has been with Sunglow Wealth Advisory since 2019 and has operated The Aikens Firm, an accounting and tax advisory business, since 1980. The Aikens Firm provides business and individual advisement, including investment discussions as part of its CPA services. Sunglow Wealth Advisory LLC is a fee-only investment adviser managing approximately $61.5 million for about 62 clients. The firm serves individuals, trusts, estates, privately held companies, and qualified retirement plans, employing a value-oriented, fundamental analysis approach with multi-year holding periods and portfolio diversification, and it actively manages accounts primarily on a discretionary basis.

Jeffery Leech is a financial advisor at Leechgary Asset Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Leechgary Asset Management since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related investment advisory services primarily to individual clients, including high-net-worth individuals. The firm operates with a small advisor-to-client scale, supporting individualized portfolio oversight.

Mark Olson is a CFP® with 26 years of experience in financial advisory services. He is the owner and president of Olson Associates, an independent firm based in Roswell, GA, and has previously worked with Osaic Wealth, Securities America, and Securities Service Network. Olson serves as a board member of the Oakbrook Office Park Condo Association and operates an insurance consulting business as part of his practice. Olson Associates provides advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a structured five-step planning process to develop tailored financial plans and primarily manages client assets on a non-discretionary basis while offering both flat-fee planning and third-party managed account solutions.

Mark Neuman is a CFA® charterholder with 25 years of industry experience. He is the sole advisor at HERO Asset Management and has held positions at firms including Macro Risk Advisors, LLC, Bay Crest Partners LLC, and Jonestrading. Outside of his advisory work, Neuman is involved with Isacalari, LLC, a consulting business unrelated to investment activities. HERO Asset Management offers customized portfolio management and wealth advisory services to individuals, families, retirees, family offices, and small businesses. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis across a range of asset classes and provides educational resources such as market commentaries and teach-ins.

Paul Damm is a financial advisor at MRP Capital Investments, LLC in Alpharetta, GA, holding Series 65 and Series 66 licenses with 18 years of industry experience. His previous roles include positions at Balentine, Wilmington Trust Investment Management, and Aprio Wealth Management. MRP Capital Investments manages approximately $228 million for individual and high-net-worth clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis with a range of instruments, including derivatives and digital assets, while all investment decisions are made by staff rather than automated systems.

Andrew Straton is a financial advisor at Westhollow Wealth Management in Milton, GA. He holds a Series 65 designation and has experience in the financial services industry dating back to 2016, including roles at Carson Wealth and Jon Baker Financial Group. Outside of advisory work, he is involved with Bargain Bonanza, LLC. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities with integrated wealth management services that combine ongoing financial planning and portfolio management. The firm employs tailored investment programs based on clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings, rebalancing, and tax-aware monitoring.