Kristin Mauger is a financial advisor at Gien Capital Management LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Advisors. Gien Capital Management LLC is a state-registered investment adviser serving primarily trusts, charitable entities, business owners, and estates. The firm builds individualized portfolios using a combination of fundamental, technical, charting, and cyclical analysis, managing assets on a discretionary basis with the use of third-party sub-advisors.

Lois Bafas is a financial advisor with Anovest Investment Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Anovest Financial Services and Anovest Investment Advisors since 2004. Outside of her advisory role, she is also licensed as a health and life insurance agent. Anovest serves individual households, including high-net-worth clients, by providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm employs a bottom-up, total-return investment approach with diversified portfolios tailored to clients’ risk tolerances and time horizons.

Kenneth O'Leary is a CFP® with 27 years of industry experience, currently serving as an advisor at Surepath Financial Services, LLC since 2017. His prior experience includes founding his sole proprietorship in 1999 and roles at Woodstock Financial Group and other ventures. Outside of advisory work, he owns a franchise business providing estate-planning software and is involved in direct sales of nutrition products. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management through a wrap fee program and a web-based platform. The firm also conducts educational seminars and customizes investment strategies based on clients’ objectives and risk tolerance.

Michael Fortune II is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Hamilton Capital Partners, LLC, where he has worked since 2021, following a three-year period at Hamilton Investment Counsel, LLC and two years at Fortune 401(K). Outside of his advisory role, he serves as president of Fortune Wealth Management, Inc., a non-investment-related business, and is a partner involved in general business development at Perseus Venture Partners, LLC. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a multi-disciplinary investment approach that includes fundamental, technical, quantitative, sector, and cyclical analysis to create customized portfolios consisting of various securities, which are actively monitored and rebalanced.

Gary Gerald is a financial advisor with The Marin Group Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with The Marin Group Inc. since 1999. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles, fundamental analysis, and technical analysis to guide investment decisions across a diversified mix of asset types.

Brian Henderson is a financial advisor at The Keystone Financial Alliance, LLC in Atlanta, GA, with 22 years of industry experience. He holds a Series 66 designation and has been with The Keystone Financial Alliance since 2013. Outside of his advisory role, Henderson serves as Chair of the Cobb Chamber of Commerce and is a Director on the Georgian Club Advisory Council. The Keystone Financial Alliance provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on diversified portfolio management and tailored allocations based on client objectives and risk tolerance. The firm works with independent third-party money managers and emphasizes a broad diversification approach using mutual funds, ETFs, individual securities, and options.

Robert Vavrina is a financial advisor at Centurion Advisory Group, Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at BV Associates, Okta, and Freedom Mortgage. Centurion Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and small businesses. The firm provides financial planning, investment management, retirement plan consulting, and project-based general consulting, using a long-term wealth-building approach with a mix of mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and investment history.

Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.

Sean O’Toole is a CFP® professional with 29 years of industry experience, currently serving as an advisor at 1776 Wealth LLC since 2017. Prior to this, he worked at UBS Financial Services Inc. for ten years. Outside of his advisory role, he is involved in multiple business ventures including financial technology software development through 1776ing LLC and business process improvement consulting via Clairvoyance Consulting LLC. 1776 Wealth LLC serves entrepreneurs, executives, and their families with integrated wealth management centered on financial planning, discretionary and non-discretionary portfolio management, pension consulting, and family office services. The firm manages approximately $372 million and emphasizes tailored portfolio strategies coordinated with tax and legal advisors, offering a broad range of investment options and extensive family office support.

Ravi Kahan is a financial advisor with Creative Financial Partners in Atlanta, GA, holding a Series 66 designation and over 24 years of industry experience. His prior roles include positions with Osaic Advisory Services, Arbor Point Advisors, and Securities America. Outside of advisory work, he owns several business ventures, including a coworking space and an insurance agency. Creative Financial Partners offers financial planning and employee-benefit consulting primarily to individual clients and employer plan sponsors. The firm provides non-discretionary, client-directed advice based on fundamental analysis, with clients retaining implementation authority, and operates as a solo practitioner with multiple outside business affiliations.

David Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and 19 years of industry experience. He also works as a CPA providing tax return preparation services. Carlyle Wealth Planning offers comprehensive financial planning and advisory services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on non-discretionary planning and serves a small client base, advising on a wide range of investments while not directly managing client assets.

Manoj Madhavan is a CFP® and CFA® with 12 years of industry experience. He has been with Oxford Chase Advisors LLC since 2013. Oxford Chase Advisors provides discretionary portfolio management to individuals, trusts, estates, business entities, and charitable organizations. The firm employs a model-driven investment process 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.

William Parker is a financial advisor at ABG Financial Services, Inc. in Atlanta, GA, with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Parker has been affiliated with ABG Financial Services since 1995 and has a long-standing role as owner and agent at Assured Benefits Group, Inc., where he is engaged in insurance sales. He also serves as managing director of AECS International, LLC, a non-investment related business focused on developing database management systems. ABG Financial Services is a solo registered investment adviser serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice, while outsourcing portfolio implementation to third-party managers. Its investment approach is based on modern portfolio theory and long-term trading, with ongoing due diligence and tailored model portfolios.

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.

Jason Knope is a financial advisor at Paul Manners & Associates, Inc. in Marietta, GA, holding the CFP®, CFA®, and Series 65 designations with 20 years of industry experience. He has worked at Paul Manners & Associates since 2002. Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts through actively managed, broadly diversified, low-turnover portfolios. The firm tailors portfolios to client goals and risk tolerance, focusing on individual stocks and bonds, and manages approximately $392 million in assets with a small advisory team.

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.

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.

David Yucius is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Aurora Investment Counsel in Atlanta, GA. He has been with Aurora since 2001 and also has a longstanding association with RS Equities, Inc. His credentials include the Series 63 license. Aurora Investment Counsel provides discretionary separate-account portfolio management and financial planning services primarily for high-net-worth individuals, institutional clients, and other registered investment advisers. The firm employs a fundamentals-based Growth At a Reasonable Price (GARP) investment approach, combining quantitative screening with qualitative research and focuses on long-term holdings with limited short-term trading.

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.