Kyle Willemse is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining EPG Wealth Management in 2023, he worked at Nasdaq eVestment from 2021 to 2023 and held various roles in education and financial services. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans typically managed on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis, and offers a wrap fee program alongside advisor-managed accounts.

Matthew Blumberg is a PFS™ credentialed financial advisor with two years of experience at Paraklete Financial, Inc. He has a background in accounting, having worked at Matthew Blumberg CPA PLLC from 2020 to 2026 and at Mitchell Taylor CPA PA from 2015 to 2020. Blumberg also operates MATTHEW BLUMBERG CPA PLLC d/b/a PALM BEACH TAX ADVISORS. Paraklete Financial provides integrated, fee-for-service financial planning primarily to individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on tax-centered, coordinated planning delivered by CPA/PFS advisers and does not manage assets or sell financial products.

Raymond Brown is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Goodwin Investment Advisory with three years of industry experience. He has been involved with Cast & Crew Production since 2012. Outside of his advisory role, he operates Production Badger, LLC, a service and rental company providing plastic ID card printers and supplies primarily for film industry production teams. Goodwin Investment Advisory manages approximately $344.4 million in discretionary assets across about 358 client relationships, serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including proprietary strategies and partnerships with institutional providers.

Amy Carcione is a CFA® charterholder and holds Series 63 and Series 65 licenses. She has five years of industry experience and has been with A. MONTAG & Associates since 2020. Prior to joining Montag, she worked for Fulton County Schools for one year. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other advisers, using a structured investment process that incorporates fundamental and technical analysis. The firm combines institutional-scale assets with a compact advisor team and offers bundled financial planning for existing clients at no additional charge.

Patricia Steward is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation with 16 years of industry experience. She has worked at Paraklete Financial since 2010 and previously spent 31 years at Steward Ingram & Cooper PLLC. Paraklete Financial offers integrated, fee-for-service financial planning focused on individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers provide tax-centered, coordinated long-form planning without managing client assets or selling financial products, working closely with outside specialists to implement comprehensive plans.

Richard Maurice is a financial advisor at Wright Wealth LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ironridge Wealth Management, Waterloo Capital Management, and Black Diamond Investment Partners. Outside of advising, he owns and operates a staffing agency. Wright Wealth provides investment management and financial planning to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm builds portfolios using a blend of passive and active strategies and offers services including discretionary portfolio management, retirement plan consulting, and tax preparation assistance.

Anna Hubert is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Athena Health and Tulane University. Persium Advisors serves retirement plan committees along with individual and high-net-worth investors, providing a range of retirement plan services, investment management, and financial planning. The firm manages approximately $583.6 million in discretionary assets and offers consulting for over $955 million in pension and investment assets, using fundamental analysis and model portfolios as part of its fiduciary investment approach.

Samuel Frost is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Narwhal Capital Management since 2016. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers tailored financial planning and portfolio management, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis, while also providing in-house tax and accounting services.

Daren Sexton is a financial advisor with CPC Advisors, LLC in Woodstock, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J Thompson Ross Investments, Wells Fargo Advisors, Raymond James Financial Services, and Consolidated Planning Corporation. In addition to his advisory work, he assists the business owner and branch manager at Consolidated Planning Corporation in daily operations and portfolio management. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation consistent with Modern Portfolio Theory, with a focus on long-term investments in mutual funds, equities, and ETFs.

Benjamin Laufer is a financial advisor with Paces Ferry Wealth Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2024. Prior to his advisory role, he was involved in coaching lacrosse at the high school level and served with the Georgia Lacrosse Officials Association. Paces Ferry Wealth Advisors manages approximately $430 million across various client types, offering wealth management, financial planning, retirement plan consulting, and portfolio management. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies.

Robert Takacs is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, and San Blas Advisory. He has served as treasurer of the Marine Corp Coordinating Council of Georgia, a registered charitable organization, for approximately seven years. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan services, and access to third-party money managers. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets primarily on a non-discretionary basis.

Cathal Carson is a CFP® credentialed financial advisor with two years of industry experience. He is currently with American Financial Advisors, LLC and has previous experience at Steward Partners Investment Advisory, Steward Partners Global Advisory, Henssler Financial, and OTR Capital. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves both individuals and corporate clients, managing approximately $950 million across about 816 accounts with a focus on standardized portfolios and institutional platform services.

Hong Tsun Simon is a CFA® charterholder currently with A. Montag & Associates and has five years of industry experience. Prior to joining Montag in 2026, he worked at Forthright Partners LLC for five years and at BNY Mellon Wealth Management for fifteen years. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by offering discretionary portfolio management, financial planning, consulting, and limited trustee or executor services. The firm emphasizes individualized investment objectives through fundamental and technical equity analysis, mutual fund and ETF selection, and fixed-income management.

Jeffery Wright is a CFA® charterholder and Series 66 licensee with 13 years of industry experience. He is a founding member of Wright Wealth LLC and also founded 550 Capital Partners LLC, where he focuses on raising capital for startup investments. His prior experience includes roles at NovaPoint Capital LLC, Bank of America, N.A., and Merrill. Wright Wealth LLC provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies based on asset allocation and offers educational seminars along with a membership program that includes financial tools and limited advisor communication.

Theodore Noble is a CFP® professional with 18 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc since 2012. He is based in Atlanta, GA, and is part of a six-advisor team. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm uses client-specific investment guidelines with diversified no-load mutual funds and ETFs, and offers estate distribution support and ERISA-facing retirement plan services.

Wade Marcy is a financial advisor at Unity Financial Planning Group LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory role, Mr. Marcy owns Unity Life & Legacy, where he assists clients with insurance needs, and he is a co-manager of Financial Concierge Partners, LLC, a networking platform for financial referral partners. 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 fundamental analysis and strategic asset allocation through a mix of ETFs, mutual funds, and individual equities.

Darrell Ellis is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Ideal Office Machines, Cornerstone Life, LLC, and State Farm Insurance. Outside of his advisory work, he is involved with Cornerstone Life, LLC, a company he has been associated with for six years. Legacy Partners Financial Group provides discretionary investment management and financial planning for individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and employs a range of analytical methods to construct and manage diversified portfolios.

Ethan Loppatto is a financial advisor with Patton Albertson Miller Group, LLC in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining his current firm, he held roles at Cetera Wealth Services, Avantax Investment Services, and Royal Martin Inc. Outside of advising, he provides administrative support to financial advisors through Legacy Capital Advisors, LLC. Patton Albertson Miller Group is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing model allocations and individualized investment policies, with access to alternative investments and a broad service ecosystem.

Margaret Sims is a CFP® with nine years of industry experience currently serving at MartinWright Advisory, LLC. She previously worked at Truist Advisory Services and Balentine, LLC, among other firms. MartinWright Advisory is a seven-advisor team managing approximately $160.7 million in discretionary assets for about 108 clients. The firm combines active and passive management with techniques such as relative-strength and technical analysis, tactical asset allocation, and selective use of options and alternative investments.

Michael Fields is a CFP® with 21 years of industry experience, currently serving as an advisor at Southbridge Advisors, LLC since 2019. He has also worked at Wealth and Pension Services Group Inc. since 2013. Outside of his advisory role, he is the CFO of Door & Decor, LLC, where he manages business administration, finances, and marketing. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and offers both discretionary and non-discretionary account management, incorporating third-party investment advisers when appropriate.