Elizabeth Hamilton Walker is a financial advisor with Wealth Science Advisors LLC, holding Series 65 and Series 63 licenses and possessing 18 years of industry experience. She worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2007 to 2022 before joining Wealth Science Advisors in 2022. In addition to her advisory role, she owns a psychological analytics and consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and comprehensive financial planning. The firm uses a proprietary psychological profiling tool and a Money Happiness™ framework integrated with modern portfolio theory and offers a range of services through multiple affiliated entities across nine offices.

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.

Erik Anhaus is a financial advisor at Beam Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and BEAM Wealth Advisors (formerly Benedetti, Gucer & Associates) since 2013. Outside of his advisory role, he serves as a committee member for Business Networking International, reviewing new member applications. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a variety of investment strategies guided by asset allocation and portfolio theory, supported by licensed software and independent manager selection, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Gary Burger is a financial advisor at Park Square Financial Group LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Park Square Financial Group, he operated Gary Burger Investments LLC since 2008. Additionally, Gary is a licensed insurance agent. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates with discretionary investment management, financial planning, and consulting services. The firm employs an asset-allocation approach that uses equities, ETFs, and mutual funds, and it serves as a wrap fee program sponsor managing advisory accounts through third-party model managers and administrative services.

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.

Christopher Cristallo is a CFP®-certified financial advisor with nine years of industry experience. He has been with BEAM Wealth Advisors, Inc. and its predecessor firms since 2019, following prior roles at Cetera Advisor Networks LLC and LPL Financial, LLC. Cristallo is based in Atlanta, GA. BEAM Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, employing portfolio construction techniques grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, with integrated tax, CPA, and insurance services available under separate engagements.

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.

John Massey is a financial advisor at Marietta Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 registrations and previously worked for Qualified Plans, LLC for 21 years before joining his current firm in 2019. Marietta Wealth Management provides wealth management, financial planning, retirement plan consulting, and general consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $1.39 billion in assets for about 448 client relationships and employs an Investment Committee to guide portfolio construction using a range of investment vehicles based on client risk profiles.

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.

Robert Donnell is a CFP® professional with 24 years of industry experience, currently serving at Southbridge Advisors, LLC since 2019. He has held roles at Wealth and Pension Services, Group Inc. and Teton Capital Advisors since 2011, and previously worked at Triad Advisors. Outside of investment advisory, he participates in a referral arrangement related to state and federal tax credits with McMillan & Associates. 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.

George Richerson is a financial advisor at Southbridge Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealth and Pension Services Group, Inc. and Triad Advisors Inc. Outside of advising, he participates in a referral arrangement for state and federal tax credits through McMillan & Associates. 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 employs both direct strategies and third-party Institutional Strategists selected through a due-diligence process.

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.

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.

Baburhan Gucer is a financial advisor with Beam Wealth Advisors, Inc. in Atlanta, GA, holding CFP® and ChFC® designations with 27 years of industry experience. He has been with Beam Wealth Advisors and its predecessor entities since 2013. Outside of his advisory work, he serves as Vice President of the Galatasaray USA Alumni Association and is involved in several business ventures including timber management and CPA services. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.