John Massey is a financial advisor at Marietta Wealth Management, LLC, holding Series 65 and Series 66 licenses with 16 years of industry experience. He worked for Qualified Plans, LLC for 21 years before joining Marietta Wealth Management in 2019. Marietta Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs an internal Investment Committee to develop asset allocation models and guides advisors in creating individualized portfolios using mutual funds, ETFs, REITs, bonds, equities, and separately managed accounts.

Robert Donnell is a CFP® professional with 24 years of industry experience, currently serving at Southbridge Advisors, LLC since 2019. He has held roles at Wealth and Pension Services, Group Inc. and Teton Capital Advisors since 2011, and previously worked at Triad Advisors. Outside of investment advisory, he participates in a referral arrangement related to state and federal tax credits with McMillan & Associates. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and offers both discretionary and non-discretionary account management, incorporating third-party investment advisers when appropriate.

George Richerson is a financial advisor at Southbridge Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealth and Pension Services Group, Inc. and Triad Advisors Inc. Outside of advising, he participates in a referral arrangement for state and federal tax credits through McMillan & Associates. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and employs both direct strategies and third-party Institutional Strategists selected through a due-diligence process.

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc. based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including a one-year tenure at Voya Financial Advisors. Bermudez is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management to a small number of individual clients, focusing on balanced asset allocation using mutual funds and ETFs. The firm offers non-discretionary advisory services primarily through fixed fees, hourly billing, and retainers, with clients retaining custody of their assets and proxy voting rights.

Ellis Liddell is an investment advisor at ELE Advisory Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked in hospitality and entertainment before joining ELE Wealth Management, Inc. He also serves as a director for a wealth-building program and works as an insurance agent. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars for individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing portfolios across various asset classes while largely maintaining non-discretionary client control.

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 designations with five years of industry experience. Prior to joining Regent Peak Wealth Advisors in 2026, he worked at Ivy Asset Group and CAIS Capital LLC, among other firms. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, family office and wealth-planning services, and selects third-party money managers for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, and frequently uses sub-advisers or third-party managers in its strategies.

Thomas Klecker is a financial advisor at Narwhal Capital Management with a Series 65 designation and one year of industry experience. His prior work includes positions at Tsunami and educational roles at the University of Utah and Alexandria Area Schools. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management services, employing diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Matthew Lunger is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wright Wealth in 2026, he operated as a self-employed consultant and led Kate Lunger Consulting over an eight-year period combined. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies within its asset allocation approach, offering discretionary portfolio management, retirement plan consulting, and tax preparation assistance, alongside educational seminars and a membership program for client engagement.

William Medcalf is a CFP® professional with experience at Wiser Wealth Management, Inc. since 2023. His prior roles include positions at Turner & Patat, P.C., Elwood & Goetz Wealth Advisory Group, and Raymond James. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs diversified model portfolios based on Modern Portfolio Theory and offers specialized services such as the Flightpath wrap-fee program and retirement-plan advisory solutions.

Aiki Altmets is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Regimen Wealth, LLC since 2020 and previously spent five years at Ameriprise Financial Services, LLC. Regimen Wealth, LLC is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm provides discretionary investment management, financial planning, and consulting, focusing on tailored portfolios that incorporate exchange-traded funds, sub-advisors, REITs, insurance, and private vehicles, using a blend of fundamental, technical, cyclical, and behavioral finance methods.

William Bowen is a CFP® with 12 years of experience in the financial advisory industry. He has been with Persium Advisors, LLC since 2013. Bowen holds the Series 63 license and is based in Atlanta, GA. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on about $894.4 million in pension and investment consulting assets.

Michael Baratta is a financial advisor with Fiscal Wisdom Wealth Management LLC in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, having worked at firms including Portsmouth Financial Services, Securian Financial Services Inc., and Virginia Asset Management. Baratta is also the owner of Baratta Investments, LLC, where he engages in equity trading. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolio construction, financial planning across retirement, tax, estate, and business succession areas, and facilitates referrals to third-party money managers while maintaining a diverse range of investment strategies.

Beth Conklin is a ChFC® with two years of industry experience, currently serving as an advisor at Paces Ferry Wealth Advisors, LLC. She previously worked at Chappell Financial Group, LLC for 12 years. She is also listed as an agent on certain life and disability insurance policies associated with a family business succession plan. Paces Ferry Wealth Advisors manages approximately $430 million across several hundred accounts, providing wealth management, financial planning, retirement plan consulting, and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutional plans. The firm employs a combination of fundamental, technical, and charting analysis along with both passive and active management strategies, including leveraged approaches for some high-net-worth clients.

William Jones is a financial advisor at Paraklete Financial, Inc. with a PFS™ designation and two years of industry experience. He has worked at Paraklete Financial since 2023 and previously spent two years at Terra Group. Jones has also been associated with Jones CPAs and Advisors, Inc. since 2014. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers focus on tax-centered, coordinated planning without managing client assets or selling financial products, working closely with external investment, legal, tax, and insurance advisers.

Hannah Thompson is a CFP® professional with six years of industry experience. She is currently with MartinWright Advisory, LLC, where she has worked since 2026. Her prior experience includes roles at Truist Investment Services, Truist Advisory Services, and SunTrust Investment Services. MartinWright Advisory is a privately owned firm managing approximately $160.7 million in discretionary assets for about 108 clients. The firm combines active and passive investment techniques, including tactical asset allocation and the use of options, to serve its diverse client base while maintaining formal relationships with other advisory providers for operational support.

George Beylouni Jr. is a financial advisor with Resurgent Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and 41 years of industry experience. He is also president, senior portfolio manager, and CEO of Bey-Douglas LLC, an investment advisory firm he has operated since 2000. Resurgent Advisors is a seven-advisor team managing approximately $355 million and serves individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on financial planning and ongoing investment management using fundamental analysis, employing mutual funds, ETFs, Sub-Advisors, and selected individual securities.

Caroline Hajost is a financial advisor at Builder Investment Group with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Builder Investment Group in 2024, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis and is notable for sponsoring pooled investment vehicles and managing private syndications.

Raymond Prophater III is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Persium Advisors since 2011. Outside of his advisory role, he is a partner in Navix Holdings, LLC and Persium Group, LLC, which develop and provide business exit planning consulting services. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456 million in discretionary assets and provides consulting for nearly $894 million in pension and investment assets, using fundamental analysis and tailored portfolio construction based on clients’ financial plans and risk tolerances.

Jessica Sherrill is a CFP® with 18 years of industry experience and has been with Sherrill & Hutchins Financial Advisory Inc. in Atlanta, GA for 10 years. She 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 uses client-specific investment guidelines and primarily implements strategies through diversified no-load mutual funds and ETFs, offering a range of wealth management and retirement plan advisory services.

Adam Hill is a CFP® and Series 66 credentialed advisor with 19 years of industry experience. He currently works at Resurgent Advisors and has been with Resurgent Financial Advisors LLC since 2026. Prior to that, he spent 16 years at American Wealth Management, Inc. He is also involved with Bey-Douglas LLC, an investment advisory firm based in Marietta, GA. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million in assets, serving individuals and families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and specialized advisory services guided by fundamental analysis.