Natalie Gallo is a financial advisor with Regent Peak Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services primarily to individuals—including high-net-worth clients—and some corporate plan clients. The firm’s investment approach emphasizes model portfolios based on Modern Portfolio Theory, using ETFs and equities, and frequently implements strategies through sub-advisers or third-party money managers.

Robert Kaercher Jr. is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Smith & Howard since 2010. 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, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients with a six-advisor team.

Mark Sheerin is a CFP® professional with 10 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc. since 2016. He is based in Atlanta, GA, and is part of a six-advisor team at the firm. 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 focuses on client-specific investment guidelines using diversified no-load mutual funds and ETFs, and offers services such as ongoing wealth management, retirement plan advisory, and estate distribution support.

Ashish Gandhi is a financial advisor with Proactive Wealth Strategies, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. His prior experience includes six years at The Family Office and three years at Emirates Investment Bank. Outside of his advisory role, he is involved in a real estate rental business with a colleague. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm offers comprehensive financial planning and discretionary portfolio management, employing a primarily top-down, performance-based approach with individualized asset allocation and ongoing account monitoring.

Darren Beck is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been with Pathway Financial Advisors, LLC since 2008, where he works as part of a five-advisor team. Outside of his advisory role, he serves as vice president of MMB Anesthesia LLC, a company providing anesthesia services where his wife is a nurse anesthetist. Pathway Financial Advisors serves individuals, businesses, trusts, estates, and charitable organizations with integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm follows an integrated financial planning process with ongoing portfolio review and offers a range of investment and consulting services, including retirement plan engagements and private fund recommendations.

Margaret Wright is a CFA® charterholder based in Atlanta, GA, with 10 years of industry experience. She currently serves at MartinWright Advisory, LLC and has previously worked at Truist Advisory Services and SunTrust Bank. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and service. MartinWright Advisory provides investment management, financial planning, and consulting services to a diverse client base including individuals, institutions, trusts, and retirement plans. The firm employs both active and passive investment strategies with an emphasis on diversification and continuous portfolio management.

Kevin Sagui is a financial advisor at Southbridge Advisors, LLC with six years of industry experience. He holds the Series 66 and Series 65 licenses. His work history includes roles at Prudential Insurance Company of America and Amazon. Southbridge Advisors serves individual clients, corporations, charities, and pension or profit-sharing plans with comprehensive financial planning, portfolio management, and investment advice. The firm uses Modern Portfolio Theory to build diversified asset allocations and offers discretionary and non-discretionary account management, incorporating third-party investment advisers through a due-diligence process.

Harrison Fish is a CFP® and holds a Series 65 license, currently serving as an advisor at Narwhal Capital Management with two years of industry experience. He has been with Narwhal Capital Management since 2021 and also has a background including five years at Kennesaw State University. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management tailored to clients’ goals and risk tolerance, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis methods.

Michael Murray is a CFP® professional with 15 years of industry experience, currently serving at Persium Advisors, LLC since 2010. He is a partner in Navix Holdings, LLC, which develops exit planning tools, and is actively involved with Persium Consulting, LLC, providing business exit planning services. Additionally, he serves on the committee of Persium Fiduciary Services, LLC, which offers co-trustee services. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting for nearly $894.4 million in pension and investment consulting assets, employing a fundamental analysis-driven investment process tailored to clients’ financial plans and risk tolerances.

Akbar Kassam is a financial advisor with Proactive Wealth Strategies, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial and Invest Financial Corporation. Outside of advisory work, he is involved as a member of a for-profit business, New Jubilee Investors LLC. Proactive Wealth Strategies manages approximately $316 million for individuals, families, and trusts, offering comprehensive financial planning and discretionary portfolio management. The firm employs a top-down, performance-based approach with individualized asset allocation and integrates ongoing account monitoring with formal annual reviews.

Ty Young is the principal of Young Investment Advisors, Inc. in Atlanta, GA, with 22 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has operated Young Investment Advisors since 1998, as well as Ty J. Young, Inc. since 2009. Outside of advisory services, he owns and operates a racing team and manages consulting and oversight activities for his businesses. Young Investment Advisors provides investment consulting and financial planning primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy using mutual funds and exchange-traded funds, offers advice on a non-discretionary basis, and utilizes third-party research to guide asset allocation.

Ryan Miller is a financial advisor with Narwhal Capital Management in Marietta, GA, holding a Series 65 credential and one year of industry experience. Prior to joining Narwhal, he worked at Caterpillar, Inc. and the City of Avondale Estates, and he has an academic background from the Georgia Institute of Technology and Decatur High School. 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 financial planning, portfolio management, and retirement plan advisory services, employing diversified asset allocation and combining investment advisory work with in-house tax and accounting capabilities.

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.

Russell Thornton is a financial advisor with TVAMP, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wealthcare Capital Management LLC since 2009 and joined TVAMP in 2026. Outside of his advisory role, he serves on the board of trustees for the Georgia Eye Bank, where he also acts as Treasurer. TVAMP serves individual clients, including both high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities. The firm manages approximately $1.185 billion in client assets, employing a team of 23 advisors who focus on fundamental analysis and strategic asset allocation to build diversified portfolios using mutual funds, ETFs, and individual securities.

Catherine Groff is an advisor at Panoramic Capital Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Morgan Stanley and Fisher Investments, each for one year, and has a background that includes entrepreneurial experience with Green Imaging LLC. Panoramic Capital Partners LLC provides advisory services to individuals, trusts, retirement plans, nonprofits, and businesses, offering discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs tailored portfolios using a combination of in-house management and third-party sub-advisors, incorporating various asset types and continuous portfolio monitoring.

Richard Maurice is a financial advisor with Wright Wealth LLC in Marietta, GA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Ironridge Wealth Management, Waterloo Capital Management, and Black Diamond Investment Partners. Outside of his advisory work, he owns and operates a staffing agency. Wright Wealth LLC serves individuals, including high-net-worth clients, as well as retirement plan sponsors, charitable organizations, and businesses, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a combined passive and active asset-allocation approach with ongoing portfolio reviews, and it offers clients additional services such as a financial-planning app membership and facilitated tax preparation.

Varun Marneni is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Consolidated Planning Corp and Raymond James Financial Services Advisors. Marneni recently obtained an insurance license and incorporates approved insurance products into his financial planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with a long-term investment approach.

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.

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.