Steven Wykoff is a CFP® with 20 years of industry experience and has been with Mersereau, Lazenby & Rockas, L.L.C. since 2005. He holds the Series 66 designation and is based in Suwanee, GA. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients, managing approximately $76.6 million in client assets. The firm combines investment advisory services with tax, auditing, and accounting capabilities, utilizing goal-based, globally diversified strategies with both passive and active investments.

Brandy Wright is a CFP®-certified financial advisor with over 21 years of industry experience. She has worked at Blake Financial Counsel, LLC since 2019, following prior roles at Modera Wealth Management, LLC and Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel. Blake Financial Counsel primarily serves high-net-worth individuals, including Fortune 500 executives, retirees, and clients undergoing divorce, providing comprehensive wealth management, discretionary portfolio management, and specialized divorce financial planning and litigation support. The firm employs a fundamental analysis-driven investment approach, typically using passive, low-cost funds and fixed income, and focuses on tailored strategies for complex client situations.

Laura Rockas is a CFP® professional with 7 years of industry experience. She has been with Mersereau, Lazenby & Rockas, L.L.C. since 2003. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients. The firm offers a combination of tax, auditing, accounting, and advisory services, implementing goal-based strategies with a focus on globally diversified asset allocation.

James Bridges is a CFP® with 19 years of industry experience, currently serving as Managing Director at Family Capital Advisors, LLC since 2018. His prior experience includes roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. In addition to his advisory work, he is a director and owner of Family Capital Advisors Insurance Group, LLC, which provides insurance options to clients. Family Capital Advisors, LLC offers investment advisory and financial planning services to individuals and high-net-worth clients, managing both discretionary and non-discretionary accounts with a range of investment strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm integrates third-party AI and machine-learning tools into its processes and combines advisory services with broker-dealer registration and insurance offerings.

Alan Anderson is a CFP® and holds a Series 66 license, with 18 years of experience in financial advising. He has been with Carlyle Wealth Planning since 2009 and also has a decade of experience at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved in insurance sales and provides Medicare advice through affiliated agencies. Carlyle Wealth Planning offers comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary, in-depth planning and serves a small client roster, advising on a broad array of investment types, including alternative and direct investment programs.

Christopher Morris is a financial advisor at CMA Financial Services with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory work, Morris operates a CPA practice and has authored a book. CMA Financial Services serves individual investors, including high-net-worth clients, as well as trusts, estates, and business entities. The firm offers discretionary asset management and financial planning, using a combination of fundamental, technical, and charting analysis with tailored portfolio strategies that include options and derivatives.

Jessica Morris is a CFP® with 14 years of industry experience, currently serving at CMA Financial Services since 2016. She is also involved with Jessica's Enterprises, Ltd., where she brokers insurance products. Jessica is based in Atlanta, GA. CMA Financial Services serves individual investors, trusts, estates, and business entities through a two-advisor practice managing approximately 90 client relationships. The firm provides discretionary asset management and written financial planning, utilizing a blend of fundamental, technical, and charting analysis along with option-writing strategies to tailor portfolios to client objectives.

Manish Kapoor is a CFA® charterholder with 13 years at Oxford Chase Advisors LLC and 25 years of experience at Nokia. He is based in Peachtree Corners, GA, and has worked in the financial advisory industry for five years. Oxford Chase Advisors provides discretionary portfolio management to individuals, trusts, estates, business entities, and charitable organizations. The firm employs a model-driven investment approach focused on publicly traded equities, ETFs, dividend-paying and preferred stocks, and warrants, managing approximately $83 million in discretionary assets across about 220 client relationships.

Michael Agurkis is a CFP® professional affiliated with Commonwealth Financial Planners Inc in Roswell, GA, with 19 years of industry experience. He has been with Commonwealth Financial Planners and Raymond James Financial Services since 2006. He serves as Treasurer and Board Member for the Rotary Club of Roswell, where he manages financial records and reporting. CommonWealth Financial Planners provides personalized financial planning and investment management to individuals, retirement plans, corporations, and small businesses, serving both high-net-worth and non-HNW clients. The firm typically delivers advice on a non-discretionary basis, utilizing a combination of fundamental, technical, charting, and cyclical analysis in its recommendations.

Andres Romero is a financial advisor with E2E Financial in Atlanta, GA, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of advisory services, he is involved in business consulting and public speaking. E2E Financial provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and corporate entities. The firm emphasizes long-term trading and portfolio construction using modern portfolio theory combined with fundamental, cyclical, and quantitative analysis, and it offers weekly market and sector-specific newsletters.

Collin Adams is a financial advisor at Ridge Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and First Allied Securities, Inc. prior to his current role. Ridge Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors. The firm manages approximately $167.1 million in discretionary assets and offers wealth management, financial planning, portfolio management, and pension consulting services through a team of four advisors.

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 with Tuttle Wealth Partners LLC in Brookhaven, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has held roles at Capital Asset Advisory Services, Scarlet Oak Financial Services, and Social Security Benefit Planners. In addition to her advisory work, she serves as CEO of Social Security Benefit Planners, focusing on marketing management and training. Tuttle Wealth Partners provides investment management, financial planning, and consulting to retail and institutional clients through separately managed accounts, retirement-plan services, and one-off financial planning engagements. The firm manages approximately $75 million in assets, emphasizing customized model programs and tax-aware strategies with access to proprietary ETF offerings through an affiliated commodity trading advisor.

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.

Reagan Curl is a financial advisor with Networth Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Berkeley Advisors, LPL Financial, and IFG Advisory. In addition to advisory work, he operates an affiliated tax preparation and accounting service. NetWorth Financial Services is a wealth management firm serving individuals, pension plans, charitable organizations, and other entities with a focus on comprehensive financial planning, consulting, and portfolio management. The firm utilizes fundamental analysis and strategic asset allocation, employing a range of securities for long-term growth and income, and integrates financial planning with portfolio management.

John David Huff is a financial advisor at Piedmont Investment Advisory, LLP with seven years of industry experience. He holds the Series 65 designation and has been associated with Piedmont Investment Advisory since 2004. He is also involved in managing Piedmont Partners, LP as the general partner through Piedmont Capital, LLC. Piedmont Investment Advisory, LLLP 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 blend of fundamental and technical research, considers tax implications in selecting securities, and manages a private fund with a performance allocation structure involving equity derivatives and a carried interest arrangement.

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.