Jonathan Lindvig is a financial advisor at Peachtree Wealth Advisors, Inc. in Atlanta, GA, with 24 years of industry experience. He holds the Series 66 designation and has worked at Peachtree Wealth Advisors since 2004, including a concurrent role at Arkadios Capital beginning in 2023. Outside of his advisory work, he is a limited partner in a commercial real estate LLC. Peachtree Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a fundamental, top-down investment approach with strategies ranging from long-term buy-and-hold to short-term trading.

Jeffrey Ash is a financial advisor at McCormack Financial Planning Inc. in Atlanta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wellington Management and J.P. Morgan Securities LLC. Ash also serves as Director of Trading & Operations at McCormack Financial Planning. McCormack Financial Planning serves individual clients and small businesses, offering financial planning, advisory services, and discretionary asset management through a wrap-fee program. The firm employs a long-term, tailored investment approach utilizing fundamental, technical, and charting analysis, incorporating individual equities, bonds, mutual funds, ETFs, and option strategies.

Jonathan Sard is a CFP® professional with 30 years of industry experience. He is the president and an investment advisor representative at Sard Wealth Management Group, LLC, where he has worked since 2007. Prior to founding his firm, Sard was with Securities Service Network, Inc. from 2002 to 2020 and has also been involved in life, disability, long-term care, and annuity insurance sales since 1992. Sard Wealth Management Group provides discretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm employs a primarily long-term, customized investment approach focused on low-cost, diversified mutual funds and ETFs, while also utilizing individual stocks, bonds, and derivative instruments as appropriate.

Larren Odom is a CFP® with 19 years of industry experience, currently serving as an advisor at Chastain Wealth Management since 2016. Prior to this, he worked at Redwood Wealth Management for eight years. He holds a Series 65 license and is based in Atlanta, GA. Chastain Wealth Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, trusts, and estates. The firm manages approximately $144 million in discretionary assets and employs a client-centric approach that often begins with financial profiling and planning before transitioning to ongoing asset management.

Connie Partridge is a financial advisor with The Moorings Group, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with The Moorings Group since 2003. The Moorings Group provides discretionary portfolio management and sub-advisory services to individuals, trusts, estates, charitable organizations, corporations, foundations, municipalities, and other business entities. The firm specializes in actively managed, customized fixed-income portfolios with a primary focus on municipal securities and manages a limited number of balanced portfolios.

Jennifer Smalley is a financial advisor with Wickham Financial & Insurance Services in Marietta, GA. She holds a Series 66 designation and has 11 years of industry experience, including nine years at Thrivent Financial and ten years at Thrivent Investment Management Inc. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in regulatory assets and uses a combination of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Margaret Cargle is a ChFC® credentialed financial advisor with Heinz Investments in Atlanta, GA, bringing two years of industry experience. She has been with Heinz & Associates, Inc., operating as Heinz Investments, since 2014 in various capacities. Heinz Investments serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets through a two-advisor team, offering investment management and advisory consultation with a focus on fundamental analysis and a core-and-satellite asset allocation strategy.

Christopher Blythe is a financial advisor at Cigx, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at IBA, Advent Health, and Agfa. Outside of advising, he serves as President and CEO of MOR3 LLC, a business consulting firm focused on operational efficiency. Cigx serves individual investors, retirement plans, charitable institutions, foundations, trusts, endowments, and businesses by providing discretionary portfolio management and financial planning services. The firm employs a top-down asset-allocation approach using ETFs and other securities, managing accounts within four risk-based model portfolios with an emphasis on long-term holdings and defined sell disciplines.

Wayne Davis Jr. is a financial advisor with Strickland Davis Advisors LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Strickland Davis Advisors since 2016. The firm's principal is also a CPA and dedicates significant time to an affiliated accounting practice that shares office space with the advisory business. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm focuses on individualized, IPS-driven asset allocation and long-term investing, offering a range of investment solutions including model- and manager-based portfolios through Savant Wealth Management.

Marc Baylin is a CFA® charterholder with 12 years of industry experience. He is a co-founder of MB Advisors LLC and serves as a board member of File And Serve Express, a private company providing workflow management for the legal profession. He dedicates about 10 hours per month to this role and participates in quarterly meetings. MB Advisors LLC provides discretionary investment management and consulting primarily to high-net-worth individuals, focusing on customized portfolios and ongoing personal client contact. The firm employs two distinct equity strategies and utilizes options and derivatives as part of its research-driven investment approach.

Mark Sofge is a CFP® with 10 years of industry experience, currently serving at Charleston Equity Partners, LLC since 2019. He has prior experience with Piedmont Private Equity and Yukon Property Consultants, where he is involved in real estate holdings and solar farm development. Charleston Equity Partners manages the Charleston Opportunity Zone Fund, focusing on direct or indirect investments in qualified opportunity zone real estate for accredited investors. The firm operates on a discretionary basis with an emphasis on investment oversight and compliance with tax-driven holding requirements.

Steven Fehlenberg is a financial advisor with Ascension Wealth Advisors, holding a Series 65 license and bringing 10 years of industry experience. He also maintains a Certified Public Accountant (CPA) designation and provides tax and accounting services through his firm, Steven R. Fehlenberg & CO., P.C., dedicating less than 10% of his time to this work. His career includes over three decades in accounting and financial services. Ascension Wealth Advisors offers financial planning and consulting primarily to individuals, including high-net-worth clients, and small businesses. The firm provides tailored, one-on-one advisory services and refers clients to unaffiliated third-party money managers for investment implementation, without taking discretionary authority or custody of client assets.

Charles Webb is a financial advisor with Alder Financial Group Inc in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Alder Financial Group since 1995. Alder Financial Group provides discretionary investment management and financial planning services to individuals, families, small businesses, and trusts, managing approximately $224 million in client assets. The firm uses fundamental and macroeconomic analysis to create customized, diversified portfolios and offers ongoing monitoring with formal reviews.

James Livingston is a financial advisor at Livingston Financial Planning, Inc. in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked at Alpha Financial Management Consultants and Accenture. Livingston Financial Planning, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm provides comprehensive and limited-scope financial planning, educational workshops, and investment management services, using a long-term, buy-and-hold approach focused on diversified allocations to low-cost index funds, ETFs, and investment-grade fixed income.

Tonya Hall is a CFP® professional with 10 years of experience in financial advising and has operated Hall Financial Advisors, PC since 2014. She also owns Tonya Hall CPA, PC, a tax preparation and accounting firm established in 2009. Hall Financial Advisors, PC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach with a core-and-satellite framework, combining passive index and ETF positions with active funds or individual securities, and integrates tax and accounting services through its affiliation with the principal’s CPA practice.

George Beylouni Jr. is a financial advisor at Bey-Douglas, LLC Investment Counsel in Marietta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bey-Douglas since 2000, serving as President, Senior Portfolio Manager, and CEO. Prior to this, he was with Resurgent Financial Advisors LLC beginning in 2026. Bey-Douglas provides portfolio management and retirement-plan advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charities, corporations, trusts, and estates. The firm utilizes tax-aware, large-cap equity strategies and diversified asset allocations tailored to client risk profiles, offering both discretionary and non-discretionary management.

Brian Carter is a financial advisor at Pierson Wealth Management in Atlanta, GA, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates Inc and Forever Aligned Club. Pierson Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management and limited goal-planning services. The firm uses a mix of ETFs, mutual funds, equities, and fixed-income securities guided by fundamental, technical, and modern portfolio principles, and offers a distinctive rules-based large-cap growth strategy through its Focus 5 model.

Dana Gordon is a financial advisor at Joseph Wealth Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations, managing approximately $17.6 million in client assets. The firm employs a mix of analytical approaches and offers tailored portfolios with options for active strategies, serving both high-net-worth and non-HNW clients.

Larry Boggs is a financial advisor with D.L. Fields Advisory Group, LLC in Atlanta, GA, holding Series 63, 65, and 66 designations with 37 years of industry experience. He has worked at International Assets Investment Management, LLC and International Assets Advisory, LLC since 2019 and previously spent eight years combined at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves as president of Boggs & Associates, LLC, a private label entity for financial planning, and provides notary public services. D.L. Fields Advisory Group offers financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides personalized advice on an asset-management and hourly planning basis, utilizing fundamental and technical analysis with third-party research, and maintains a flexible investment approach without formal account minimums.

Joseph Carroll is the sole advisor at The Carroll Group, Inc. in Atlanta, GA, holding a Series 65 credential and with 18 years of industry experience. He has been with The Carroll Group, Inc. since 1993. The Carroll Group provides discretionary portfolio management and investment advisory services primarily to high-net-worth families and individuals, employing a fundamental security-analysis approach to build diversified portfolios using both active and passive investment strategies. The firm maintains a very small client base with high asset concentration per client, and the owner serves as the portfolio manager.