Stephen Sloan is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize sub-advisers and various investment strategies to meet client objectives.

Julio Barahona is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Smith & Howard since 2018, following prior roles at Patton Albertson & Miller and SunTrust Bank. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, ongoing portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers.

Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining EPG Wealth Management and Arkadios Capital in 2025, he worked at the University of Oregon and attended Pepperdine University. He holds minority ownership in two family-owned LLCs unrelated to his advisory role. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans, offering advisory services including advisor-managed portfolios, third-party money managers, financial planning, and fiduciary consulting. The firm manages accounts primarily on a discretionary basis using a range of analytical approaches and maintains a ten-advisor team across seven offices.

Eric Burnette is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with PeachCap Tax & Advisory, LLC since 2011 and also has experience at Investacorp Advisory Services Inc from 2010 to 2015. Outside of advisory work, he is an owner of Peachcap CPA's, a CPA accounting firm. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, employing diversified, model-based portfolios with continuous monitoring that utilizes fundamental, technical, and cyclical analysis.

Kenny Conwell Jr. is a financial advisor with Capitalwize, LLC in Atlanta, GA, holding a Series 65 designation and eight years of industry experience. He is also the owner of CNK Companies & Co., where he is involved in marketing, consulting, and insurance sales. Kenny has worked at Money Savvy Financial, LLC since 2017 and at CNK Companies & Co. since 2016. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily for non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio management.

James Hamilton III is a financial advisor at Resurgent Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Raymond James & Associates from 2013 to 2026. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, typically including mutual funds, ETFs, and allocations to independent Sub-Advisors.

Michael Mueller is a CFP® professional at Smith & Howard Wealth Management, LLC with nine years at the firm and five years of industry experience. Prior to joining Smith & Howard, he worked for three years at Hope Animal Medical Center. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, and retirement plan consulting, managing approximately $727 million for about 217 clients with a six-advisor team.

Andrew Smith is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA, holding a Series 65 designation with industry experience beginning in 2014. His prior roles include positions at Wealth Enhancement Group, The Investment Counsel Company, and BlackRock. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm emphasizes individualized investment plans and continuous monitoring, incorporating alternative strategies and AI tools for operational purposes.

Kevin Mahony is a CFP® with 28 years of experience in the financial industry. He is currently affiliated with D.L. Fields Advisory Group, LLC and has prior experience at United Advisors America Corporation, Alliance America Corporation, and Life of Southwest. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers personalized advice using fundamental and technical analysis, managing portfolios that include stocks, bonds, mutual funds, ETFs, and insurance-linked products.

Meghan Henderson is a financial advisor at IRC Wealth with six years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth for two separate periods totaling seven years, with prior experience at Midwest Medical Enterprises. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporating technical screening, fundamental analysis, and proprietary research, and is distinguished by its affiliation with a separately registered Commodity Trading Advisor.

Rachel Neblett is a financial advisor at Capitalwize, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Capstar Financial for five years. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process beginning with a financial audit and client intake, and often utilizes third-party managers and digital platforms for portfolio management while maintaining discretionary authority.

Jeffrey Dingle is a financial advisor at Brooklyn FI, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lido Advisors, LLC and Elwood & Goetz. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm uses a primarily passive investment approach alongside specialized outside managers and offers educational seminars and comprehensive oversight of held-away accounts.

Mote Andrews IV is a financial advisor at Rowland Miller + Partners LLC in Atlanta, GA, holding a Series 65 designation with 10 years of industry experience. He has been with Rowland Miller + Partners since 2011, contributing to the firm's advisory services. Rowland Miller + Partners LLC provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both retail and high-net-worth clients, using a fundamentals-based ranking approach for equities and constructing fixed-income portfolios tailored to client needs, with an emphasis on low turnover, tax sensitivity, and liquidity.

Kyle Grandstaff is a CFA® charterholder with eight years of industry experience. He currently works at Colton Groome Financial Advisors, LLC and has held previous roles at IFG Advisory, LPL Financial, Truist Advisory Services, Truist Securities, and SunTrust Robinson Humphrey. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm manages approximately $725 million in assets across a team of ten advisors and employs strategic asset allocation using both passive and active managers, supported by an investment committee and advanced analytical tools.

Kevin Ferguson is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Purshe Kaplan Sterling Investments and AXA Advisors, LLC before joining Ferguson Shapiro LLC, where he serves as a principal. Outside of his advisory role, he manages a separate entity for business expense and payroll administration and acts as an agent for fixed and traditional insurance products. Ferguson Shapiro LLC is a team-based SEC-registered investment adviser managing approximately $415 million for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm provides discretionary and non-discretionary portfolio management, written financial planning, and fee-based variable annuity advisory services, combining in-house strategies with third-party money managers and model execution platforms.

David Ragland is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with IRC Wealth, LLC since 2014 and is also associated with Investors Research Corporation. Ragland serves as CEO of IRC Wealth, where he provides financial planning and outsourced CFO services. IRC Wealth serves individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporates technical and fundamental research, and utilizes option-writing and commodity trading strategies through a distinct CTA affiliation.

Thomas Windom is a financial advisor at Capitalwize, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ethos Financial Planning LLC, Cambridge Investment Research Advisors Inc., and Ohio National Financial Services. Outside of financial advising, he has operated a sports performance business. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers various advisory engagements, including one-time and extended planning programs, and conducts group educational seminars and an alumni program, while commonly utilizing third-party managers for portfolio management.

David Bragman is a financial advisor with Sequoia Wealth Management, LLC in Atlanta, GA. He holds the ChFC® designation and Series 65 and 66 licenses, with 14 years of industry experience. He has been with Sequoia Wealth Management and LPL Financial since 2016. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a hybrid advisory approach combining discretionary and non-discretionary management, employing quantitative optimization, technical analysis, and option strategies.

Myles Jerdan is an advisor at Craft Wealth Services in Atlanta, GA. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Premier Financial Consulting Services, Inc. from 2016 to the present and Craft Asset Management since 2026. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management and standalone plans with a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm employs tactical allocation and options strategies and customizes advisory relationships through interviews and questionnaires, providing discretionary account management with continuous monitoring and at least annual reviews.

Garnett Keith Jr. is a CFA® and ChFC® credentialed advisor with over 21 years of industry experience. He has been with SeaBridge Investment Advisors LLC since 1996, except for a retirement period from 2017 to 2021. Outside of his primary role, he serves as Chairman of the Investment Committee for 10 Talents Investors, where he reviews private equity funds and participates in annual meetings. SeaBridge Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals and institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a discretionary sub-adviser to other advisors, supporting a variety of client types including high-net-worth individuals, foundations, and foreign investment vehicles.