Scott Bremus is a financial advisor with San Blas Advisory, Inc. based in Atlanta, GA, holding a Series 66 designation and bringing 26 years of industry experience. His prior work includes roles at Eudaimonia Partners, LLC, LPL Financial LLC, Hamilton Investment Counsel, LLC, and Citigroup Global Markets, among others. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across about 664 client accounts. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using a combination of fundamental, technical, and qualitative analysis in its investment approach.

Philip Catledge is a financial advisor with CMC Financial Group, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wachovia Securities Financial Network for nine years before joining CMC Financial Group in 2018. In addition to his advisory role, he is involved in the sale of insurance products on a limited basis. CMC Financial Group 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, tailoring portfolios based on clients’ goals, risk tolerance, and time horizons, and employs a variety of analytical methods alongside both long- and short-term trading strategies.

Jeffrey Shaver is a financial advisor at 34 Financial, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at JNJ Advisors, Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, and Triad Advisors. 34 Financial, LLC is a small team managing approximately $101 million across about 90 client relationships. The firm provides discretionary investment management and financial advice to individuals, corporations, retirement plans, trusts, and institutions, using fundamental, technical, and cyclical analysis to develop client-specific investment policies.

Michael Strickland is a financial advisor at Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Strickland Davis Advisors since 2016 and also operates Strickland & Co. since 2010. Outside of his advisory roles, he is involved in a startup technology business as the owner of My Digital Business Card, LLC, and works as an insurance agent with Way of Life Group, LLC. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting for individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm emphasizes individualized investment policy statements and long-term investing, using both direct portfolio management and access to institutional-class funds through an Advisor Services program with Savant Wealth Management.

Aaron Aberson is a Series 65 licensed financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 16 years of industry experience. Since 2010, he has been with Ajax Capital Advisors and also works as an independent contractor attorney specializing in family law and civil litigation. Ajax Capital Advisors is a small, team-based investment adviser serving primarily individual and high-net-worth clients, as well as insurance companies. The firm provides financial planning and discretionary portfolio management, using a combination of fundamental and technical analysis alongside a proprietary algorithm developed by the founder.

Allan Mathis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with Berkeley Advisors, Inc. since 2019. Outside of his advisory role, Mathis volunteers as a youth soccer coach and serves as an on-site property manager and secretary for HamLam Properties, LLC. Berkeley Advisors serves individual and high-net-worth clients, as well as trusts and estates, providing ongoing financial planning and discretionary portfolio management. The firm employs a diversified, Modern Portfolio Theory–based investment approach using mutual funds, ETFs, and selected individual securities, and operates its own Wrap Fee Program.

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.

Theodore Davies is a financial advisor at Reicon Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Maven Capital Partners, LLC since 2022 and has been involved with Reicon Capital, LLC since 2000 as a managing partner, focusing on reviewing public and private investment opportunities. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and other business entities. The firm manages private special purpose vehicles (SPVs) that co-invest alongside private equity firms and implements client portfolios across multiple asset classes based on strategic asset allocation and written investment objectives.

John Owen Jr. is a financial advisor at COR3 Investment Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ALPS Distributors, Inc., Southeastern Asset Management, and DeMarche. Outside of his advisory work, he has an interest in real estate research through his involvement with Affinity Ventures. COR3 Investment Partners provides discretionary portfolio management primarily to high-net-worth individuals and related entities. The firm employs a research-driven, fundamental equity approach focused on small- and mid-cap U.S. companies, emphasizing quality and value with multi-year holding periods and downside risk controls.

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.

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.

Micah Porter is a CFP® and CFA® with 19 years of industry experience. He has been with Minerva Planning Group in Decatur, GA since 2003. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, primarily Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

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.

Stephanie Douglass is a CFA® charterholder based in Atlanta, GA, with three years of industry experience. She is currently with Reicon Wealth Advisors, LLC and has held roles at Maven Capital Partners, LLC. In addition to her advisory work, she serves as Managing Director of Reicon Capital, LLC, a family office managing alternative investment portfolios. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, and foundations, as well as managing private special purpose vehicles that co-invest with unaffiliated private equity firms. The firm implements diversified portfolios aligned with client objectives and is notable for sponsoring private pooled investment vehicles and managing associated performance-based compensation.

Kathy Weese is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nora Wealth Advisors, LLC since 2017 and previously spent 11 years at Minerva Planning Group. Based in Atlanta, GA, she holds a Series 65 license and operates as the sole advisor at Nora Wealth. Nora Wealth is an independent, fee-only advisory firm providing discretionary asset management and financial planning primarily for individual clients, as well as trusts, businesses, and retirement plans. The firm offers customized investment strategies, retirement plan consulting, and fiduciary services, managing approximately $53.6 million in discretionary assets.

Joshua Husted is a CFA® charterholder with experience in public pension systems and investment management, currently serving at Access Investment Management, LLC since 2026. His prior roles include positions at the Teachers Retirement Systems of Georgia and the Retirement Systems of Alabama. Access Investment Management, LLC provides managed account services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management with a $1,000,000 account minimum. The firm employs various investment methods and manages approximately $419.6 million in assets across a small client base.

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.

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.

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.