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.

Andrew Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at Wellspring Associates and The Leaders Group Inc. Wellspring Wealth Management LLC provides investment advisory, financial planning, and portfolio management services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm uses individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to LPL Financial programs while employing multiple industry affiliations and dual registrations.

Isaiah Bircher is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and four years of industry experience. Prior to joining Legacy Partners Financial Group in 2026, he worked at Grossman & Associates, Bankers Life, Builders First Source/Prudent Electric, and Selkirk Landscaping. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and business clients. The firm employs model portfolios based on Modern Portfolio Theory, focusing on asset allocation and periodic rebalancing, and utilizes a variety of investment vehicles including stocks, bonds, mutual funds, and REITs.

Marcus Ashworth is a CFP® with 29 years of experience in the financial industry. He has been with BlueChip Wealth Advisors LLC since 2009, previously operating under the name Ashworth Sullivan Wealth Management Group, and worked with Triad Advisors from 2009 to 2021. Outside of advising, he is the sole owner and hunting guide of a timber farm and hunting preserve in Central Georgia. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach, combining active and passive strategies vetted by an internal committee, and incorporates subscription-based reporting tools and educational resources in its client services.

Steven Dougherty is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining MPWM Advisory Solutions in 2019, he was associated with LPL Financial and had a two-year retirement period. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes a long-term, diversified investment approach using a mix of firm-managed models and third-party managers, supported by its role as sponsor of a bundled wrap program and integration with LPL Financial.

Jeff Wills is a financial advisor with Forthright Wealth Management, LLC in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including roles at Truist Investment Services and Wells Fargo Clearing. Mr. Wills is a part-owner of an office suite in Alpharetta through his LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, providing wealth management, investment management, and financial planning. The firm manages over $773 million in assets and offers customized, primarily long-term portfolios while delivering detailed performance reporting beyond standard custodian statements.

Carly O'Brien is a financial advisor at Wealth Science Advisors LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wealth Science Advisors, she worked at William Blair for one year and spent four years at the University of Georgia. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm integrates proprietary tools like Finprint™ and a Money Happiness™ framework with modern portfolio theory principles, managing portfolios through mutual funds, ETFs, and separate account managers across nine offices.

Kurt Grimmer is a financial advisor at American Wealth Management, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at American Wealth Management since 2020 and Wells Fargo Advisors Financial Network since 2015. Outside of his advisory work, he serves as a commissioner for the Peninsula Metropolitan Park District and the Tacoma Narrows Airport Advisory Commission in Washington. American Wealth Management is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm employs a range of investment strategies informed by micro- and macroeconomic analysis, fundamental and technical research, and offers both discretionary and non-discretionary advisory services.

Justin Pitcock is a CFP® with eight years of industry experience, currently serving as a financial advisor at Goodwin Investment Advisory since 2018. Prior to joining Goodwin, he worked for the Georgia Secretary of State from 2016 to 2018. He serves as a pro bono Investment Committee Member for Infinite Giving Advisory Services, Inc., a registered investment adviser that supports charitable organizations. Goodwin Investment Advisory provides investment management, retirement-plan advisory, financial consulting, and dynamic financial planning to individuals—including high-net-worth clients—as well as retirement plans, trusts, charities, and corporate clients. The firm employs Dynamic Asset Allocation strategies using proprietary models, Fidelity model portfolios, and selected third-party managers, with an emphasis on mutual funds, ETFs, individual securities, and alternative investments for qualifying clients.

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.

Michael Eddy is a financial advisor with Berkeley Capital Partners, LLC in Milton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Triad Advisors, Inc. since 2015 alongside his role at Berkeley Capital Partners, where he is a managing partner. Berkeley Capital Partners manages discretionary portfolios for a diverse client base including individuals, trusts, and institutions, employing global asset allocation strategies across various asset classes. The firm is known for sponsoring private pooled investment vehicles and utilizing performance-based incentive structures, operating multiple offices, and incorporating derivatives and leverage in managed accounts.

Gregory Phelps is a financial advisor at Griffith & Werner, Inc. in Canton, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ProEquities Inc and Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in part-time family farming. Griffith & Werner, Inc. provides portfolio management, financial planning, and investment consulting services primarily to individual and high-net-worth clients. The firm emphasizes personalized investment plans with portfolios constructed in-house, focusing on dividend-growth equities and managing tax exposure through strategies like loss harvesting and covered-call writing.

Samuel Hutto is a financial advisor with Legacy Planning Advisors, LLC and holds a Series 66 designation. He has experience working with The Strategic Financial Alliance, Ameriprise Financial, and has a background that includes roles in education and entrepreneurship. Outside of finance, he was involved with Kona Ice, a mobile dessert business. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach supported by third-party managers and provides retirement plan consulting and participant education.

Anthony Palazzo is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He has worked at Berkeley Capital Partners, LLC since 2015 and previously held roles at Triad Advisors, Inc., Wells Fargo Advisors, and Citigroup Global Markets. Berkeley Capital Partners, LLC is an SEC-registered investment adviser managing approximately $1.1 billion in assets for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable institutions. The firm focuses on discretionary portfolio management and global asset allocation using a variety of investment vehicles and also sponsors private funds and a managed account wrap program.

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.

James Beck is a financial advisor at Griffith & Werner, Inc. with two years of industry experience. Prior to joining the firm, he worked for seven years at The Home Depot SSC. Griffith & Werner, Inc. serves individual and high-net-worth clients by providing portfolio management, financial planning, and investment consulting services. The firm constructs portfolios in-house, focusing on individual equity positions with dividend-growth characteristics, along with fixed income and select ETFs or mutual funds.

Joshua Studebaker is a financial advisor at Loftin Wealth Partners with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Prudential / LPL Enterprise LLC, BJM Financial, Inc., and 49 Wealth Management. Outside of advising, he is involved with Spark Collective Holdings LLC and works with Heart of Georgia Health Insurance and Virtus Accounting. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management and employs strategies such as hedging, leverage, and options when appropriate.

Herman Hugo is a financial advisor at Goodwin Investment Advisory in Woodstock, GA, holding a Series 65 credential. He has been with Goodwin Investment Advisory since 2021 and previously worked at Infineon Technologies for nine years. Outside of his advisory role, he is involved with Hugo Link, LLC. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets and employs dynamic asset allocation strategies using a range of investment vehicles, including proprietary offerings such as the Goodwin Large-Cap 20.

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.

Rodney Thomas is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation. He has been affiliated with Legacy Partners since 2026 and has over two decades of experience with Future Planning Solutions, LLC and College Funding Awareness and Service Team, LLC. He is involved in college planning services through workshops and counseling. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and incorporates a mix of fundamental, technical, cyclical, and charting analyses in portfolio construction.