Royce Richardson is a financial advisor with PR Squared Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Ameritas Advisory Services, Ameritas Investment Company, Madison Avenue Securities, and Eiat Wealth Management. Outside of his advisory role, he owns and operates an insurance brokerage and sales business and works as a real estate consultant and associate broker. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, fiduciary services, and participant education. The firm typically manages client portfolios on a largely non-discretionary basis, using model allocations, sub-advisors, and platform tools, with regular account reviews and a focus on retirement-plan education and ongoing consulting.

Cody Collins is a financial advisor at 34 Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Homrich Berg Wealth Management for six years. 34 Financial, LLC is a small team-based firm providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $101 million across about 90 client relationships, using fundamental, technical, and cyclical analysis to construct and monitor portfolios on a discretionary basis.

David Duncan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Monterey Wealth since 2020. Prior to joining Monterey Wealth, he worked at LPL Financial and Triage Consulting Group. He is also a licensed independent insurance agent in Atlanta, Georgia. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension plans. The firm’s approach includes tailored asset management and retirement plan consulting, using various strategies such as asset allocation and technical analysis.

William Scott is a CFP® professional with three years of industry experience. He is currently associated with MAI Capital Management, LLC and previously worked at Waypoint Wealth Counsel LLC for nine years. Before entering the financial services industry, he studied at the University of Georgia. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, employing a mix of fundamental and technical analyses alongside manager-based sleeves and co-managed private funds.

Matthew Woods is a financial advisor with Waypoint Wealth Counsel LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at MAI Capital Management, LLC and has been with Waypoint Wealth Counsel since 2014. Outside of his advisory work, he is involved in managing rental properties. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, using a mix of fundamental and technical analyses and incorporating manager-based sleeves and specialized private market strategies.

Alonso Munoz is a financial advisor at Hamilton Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Hamilton Investment Counsel, LLC before joining his current firm in 2021. Outside of his advisory role, Munoz serves as president of Poseidon Capital Management, Inc., a partnership ownership entity, and is a partner at Perseus Venture Partners, LLC, where he is involved in general business development. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach using fundamental, technical, quantitative, sector, and cyclical analyses to construct and actively manage tailored portfolios across various securities.

Barbara McCormack is a CFP® with 40 years of experience in financial planning and advisory services. She is the president of McCormack Financial Planning Inc., where she has worked since 2005. Prior to that, she was with Dempsey Lord Smith, LLC for 11 years and had shorter tenures at Cambridge Investment Research, Inc. and M.S. Howells & Co. McCormack Financial Planning, Inc. serves individual clients, including high-net-worth and non-HNW individuals, as well as small businesses. The firm offers financial planning, advisory services, and discretionary asset management through a wrap-fee program, using a long-term, tailored approach that incorporates fundamental, technical, and charting analysis.

Mark Prosper is a Series 65-licensed financial advisor with Avant Garde Capital in Atlanta, GA, where he has worked since 2010. He has 15 years of industry experience. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and investment advisory services with direct oversight of client accounts. The firm employs performance-based fee arrangements alongside traditional asset-based billing and offers educational seminars and workshops in addition to its advisory services.

Joseph Bogle is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Maven Capital Partners, LLC and Reicon Wealth Advisors LLC. He has been involved with Reicon Capital LLC since 2016. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and private special purpose vehicles, managing approximately $152.9 million in discretionary assets. The firm employs a strategic asset allocation approach across multiple asset classes and manages client accounts on a discretionary basis while sponsoring pooled private investment vehicles.

Robert Pierson is a CFP® with 42 years of industry experience. He is the principal advisor at Pierson Wealth Management in Atlanta, where he has worked since 2018, following five years at Raymond James & Associates. Outside of his advisory work, Pierson serves as CEO of Pierson Farm, a farming business in Culloden, GA. Pierson Wealth Management provides discretionary and non-discretionary portfolio management and limited goal-planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a mix of ETFs, mutual funds, individual equities, and fixed-income securities, employing fundamental, technical, and modern-portfolio principles, and offers a concentrated five-stock large-cap growth strategy under RFP Asset Management.

Robroy Wiley is a financial advisor at SmartPlan Investing in Atlanta, GA, holding a Series 65 designation with 12 years of industry experience. He has been with SmartPlan Investing since 2011. SmartPlan Investing serves primarily individual investors, along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm uses academic investing principles and the Matson Money platform to create diversified portfolios, emphasizing client coaching and periodic reviews while partnering with third-party portfolio managers for discretionary trading and rebalancing.

Donald Dusick Jr. is a financial advisor at Cornerstone Financial with 34 years of industry experience. He has held securities licenses Series 63 and Series 65 and previously worked at Dempsey Lord Smith, LLC for 11 years. Dusick is also a licensed insurance agent involved in insurance sales and implementation. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm specializes in non-discretionary portfolio management using diversified mutual funds and ETFs, emphasizing fundamental analysis with a long-term investment approach.

John Knox is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has worked at both TDCR Group, LLC and Peregrine Investment Advisors since 2010. Knox serves as a board member of Encompass Group, LLC, a healthcare textile and medical supply company. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term purchase approach primarily through mutual funds, ETFs, and individual equities. The firm operates with a four-advisor team and maintains a relatively small client roster.

Scott Stewart is a CFP® and CFA® with 24 years of industry experience. He has been with Eads & Heald Investment Counsel since 1998. Eads & Heald Wealth Management offers comprehensive financial planning and discretionary investment management for individuals, families, corporations, retirement plans, trusts, endowments, and foundations. The firm employs a top-down, fundamental investment approach focusing on high-quality, diversified equity holdings, and manages portfolios on a discretionary basis.

Matthew Hudgins is a CFA® charterholder with 18 years of industry experience. He has been the President and Owner of Mosaic Wealth Management, L.L.C. since 2007. In addition to his advisory role, he owns and operates Parliament Capital LLC, a business coaching and consulting firm focused on helping business owners improve efficiency and profitability. Mosaic Wealth Management serves individuals, trusts, pension plans, and estates by providing discretionary portfolio management alongside limited financial planning and consulting engagements. The firm manages approximately $239 million across about 75 client relationships and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies to each client’s objectives and risk tolerance.

Wesley Aikens is a financial advisor at Sunglow Wealth Advisory LLC with a Series 65 designation and six years of industry experience. He has been with Sunglow Wealth Advisory since 2019 and has operated The Aikens Firm, an accounting and tax advisory business, since 1980. The Aikens Firm provides business and individual advisement, including investment discussions as part of its CPA services. Sunglow Wealth Advisory LLC is a fee-only investment adviser managing approximately $61.5 million for about 62 clients. The firm serves individuals, trusts, estates, privately held companies, and qualified retirement plans, employing a value-oriented, fundamental analysis approach with multi-year holding periods and portfolio diversification, and it actively manages accounts primarily on a discretionary basis.

Eric Ruthman is a financial advisor with Phase Line Capital, LLC in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Edward Jones, and service in the U.S. Army from 2007 to 2019. He is a managing partner at Phase Line Capital. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a range of investment products, including derivatives, and maintains a small ownership structure with advisors who have military backgrounds.

Herschel Clanton is a CFP® with 30 years of experience in financial advising. He is president of The Chancellor Group and has been affiliated with The O.N. Equity Sales Company and Ohio National Life Insurance since 2000. He is based in Atlanta, GA. Chancellor Wealth Management is a small firm serving individuals and high-net-worth clients with comprehensive financial planning, discretionary investment management, and retirement-plan education. The firm emphasizes a risk-tolerance driven investment approach using both actively and passively managed funds, periodic rebalancing, and incorporates third-party managed strategies when appropriate.

Mark Neuman is a CFA® charterholder with 25 years of industry experience. He is the sole advisor at HERO Asset Management and has held positions at firms including Macro Risk Advisors, LLC, Bay Crest Partners LLC, and Jonestrading. Outside of his advisory work, Neuman is involved with Isacalari, LLC, a consulting business unrelated to investment activities. HERO Asset Management offers customized portfolio management and wealth advisory services to individuals, families, retirees, family offices, and small businesses. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis across a range of asset classes and provides educational resources such as market commentaries and teach-ins.

Tiffany Kent is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Wealth Engagement LLC since 2020. Her prior experience includes roles at Sanford C. Bernstein & Co., LLC and Friedberg Investment Management, Inc. Wealth Engagement offers discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to a range of clients including high-net-worth individuals, business entities, and retirement plans. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, with a focus on customized portfolio risk management.