Scott Clanton is a CFP® with 11 years of industry experience, currently serving as Vice President at Chancellor Wealth Management, Inc. He has been affiliated with The Chancellor Group, Inc., The O. N. Equity Sales Company, and Ohio National Financial Services since 2014. In addition to his advisory role, Clanton is a licensed insurance agent specializing in life, accident, and sickness insurance. Chancellor Wealth Management provides comprehensive financial planning and discretionary investment management primarily for individuals and high net worth clients. The firm uses a structured risk-profiling tool to guide diversified asset allocation and offers retirement plan education and access to third-party asset management platforms.

Vadzim Yazvinski is a CFA® charterholder with 16 years of industry experience, currently serving at Jordan Capital AM, LLC since 2008. He is also involved with The Jordan Company, a real estate development and manufacturing investment firm, where he assesses investment opportunities. Jordan Capital AM, LLC provides discretionary investment management primarily to high-net-worth individuals and operates both separately managed accounts and a private pooled vehicle, Jordan Capital Partners, LP. The firm employs a combination of fundamental and technical analysis and focuses on income-oriented strategies alongside broader equity investments.

Faye Sykes is a financial advisor at Tuttle Wealth Partners LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Capital Asset Advisory Services, LLC. In addition to her advisory role, she is CEO of Social Security Benefit Planners and is involved in life insurance sales through Scarlet Oak Financial Services. Tuttle Wealth Partners provides investment management and financial planning services to retail and institutional clients, offering customized portfolio management, tax-aware strategies, and retirement-plan consulting. The firm uses proprietary models and a diverse investment universe that includes exchange-listed securities, ETFs, options, and commodity interests.

Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.

Bradley Harmon is a financial advisor with Harmon Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1989 and has been a partner at Harmon Financial Advisors since 2007. Outside of finance, he is a silent partner in a boutique gym operated by his son. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities, focusing on tailored advice without discretionary portfolio management. The firm bills clients on an hourly basis and offers planning reviews on request, referring clients to affiliated services when discretionary management is appropriate.

Courtney Deveau is a financial advisor at Peachtree Investment Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining Peachtree in 2023, Deveau worked at Pace Academy and The Museum of Modern Art. Peachtree Investment Partners provides discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities, managing approximately $336 million across about 227 client accounts. The firm emphasizes long-term, growth-oriented investing primarily in common stocks selected through fundamental analysis, complemented by bonds and index ETFs.

Kenneth Baer is a financial advisor with Baer Wealth Management in Marietta, GA, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He is also a partner and investor in Kevmarken, LLC, a gourmet food delivery business. Baer Wealth Management manages approximately $294.3 million, providing discretionary portfolio management to individuals, high-net-worth clients, and retirement plans, including serving as ERISA fiduciaries. The firm employs a long-term, manager-driven investment approach and conducts detailed due diligence on private alternative investments.

Andrew Olsen is a financial advisor with Conscious Wealth Investments, LLC in Atlanta, GA, holding a Series 65 designation. He has held positions at several firms since 2020 and joined Conscious Wealth Investments in 2024. Outside of finance, he works as a freelance trumpet player. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning to individuals, families, trusts, estates, and small businesses. The firm manages portfolios using a combination of fundamental and technical analysis, incorporating equities, ETFs, bonds, and alternative instruments, and may employ margin and derivatives within separately managed accounts.

Scott Mackenzie is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Private Family Wealth Advisors in Atlanta, GA. He previously worked for Wells Fargo Advisors Financial Network LLC from 2009 to 2023. Private Family Wealth Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm primarily provides discretionary portfolio management using a range of investment strategies and routinely employs third-party sub-advisers and model managers to implement and monitor client portfolios.

John David Huff is a financial advisor at Piedmont Investment Advisory, LLLP in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has worked with Piedmont Investment Advisory since 2004. Huff is also involved as managing member of Piedmont Capital, LLC, the general partner for a private fund managed by the firm. Piedmont Investment Advisory provides investment advisory and portfolio management services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical research, considers tax implications in its investment decisions, and manages both discretionary and non-discretionary accounts.

Sarah Lee is a financial advisor with Holcombe Financial, Inc. She holds Series 65 and Series 63 licenses and has been with the firm since 2017, including a prior role at Balentine LLC from 2015 to 2017. Holcombe Financial provides financial planning, discretionary portfolio management, retirement plan advisory, and general consulting to individuals, employer-sponsored plans, and pooled investment vehicles. The firm uses a proprietary planning tool called "BluePages" and focuses on long-term, allocation-driven investment strategies that include mutual funds, ETFs, and private fund exposures.

Alexander Johnson is a financial advisor at Holcombe Financial, Inc. in Atlanta, GA, holding a Series 65 designation. He has two years of industry experience, including prior roles at Reicon Capital and Fusion Connect. Holcombe Financial, Inc. provides financial planning, discretionary portfolio management, and consulting services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs a generally long-term, diversified investment approach and manages both discretionary and non-discretionary client assets totaling approximately $379 million.

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 financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 15 years of industry experience. He holds a Series 65 designation and has been with Ajax Capital Advisors since 2010. In addition to his advisory role, Aaron works as an independent contractor and attorney specializing in family law and civil litigation. Ajax Capital Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.

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 with Maven Capital Partners, LLC based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. He is also the managing partner at Reicon Capital, LLC, where he is responsible for identifying and reviewing public and private investment opportunities. Maven Capital Partners provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other business entities, and serves as investment manager to private special purpose vehicles (SPVs). The firm employs strategic asset allocation across multiple asset classes and manages client accounts on a discretionary basis, with a focus on detailed client assessments and specialized investment vehicles.

John Owen Jr. is a financial advisor at COR3 Investment Partners, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at ALPS Distributors, Inc. and Southeastern Asset Management. Outside of his advisory role, he is involved in a rental property business under Affinity Ventures. COR3 Investment Partners provides discretionary investment management through separately managed accounts for high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach focused on concentrated U.S. small- and mid-cap equities with a quality and value orientation and offers sub-advisory services tailored to client-specific guidelines.