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 with Piedmont Investment Advisory, LLLP, holding a Series 65 designation and eight years of industry experience. He has been associated with Piedmont Investment Advisory since 2004 and serves as managing member of Piedmont Capital, LLC, the general partner for the private fund Piedmont Partners, LP. Piedmont Investment Advisory provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients. The firm employs a combination of fundamental and technical research with attention to tax implications and operates both discretionary and non-discretionary accounts, including a private fund with a performance-based allocation structure.

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.

Scott Bremus is a financial advisor with San Blas Advisory, Inc. based in Atlanta, GA, holding a Series 66 designation and bringing 26 years of industry experience. His prior work includes roles at Eudaimonia Partners, LLC, LPL Financial LLC, Hamilton Investment Counsel, LLC, and Citigroup Global Markets, among others. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across about 664 client accounts. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using a combination of fundamental, technical, and qualitative analysis in its investment approach.

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.

Graham Bailey is a financial advisor at 755 Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Edward Jones. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s client-driven approach tailors strategies to client objectives and risk tolerance and integrates affiliated tax, accounting, and insurance services within its ownership structure.

Bryan Totri is a CFP® with 17 years of industry experience and has been with St. John & Associates, Inc. since 2007. He holds a Series 63 designation and works from Roswell, GA. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm uses a range of model asset-allocation portfolios combining active and passive strategies, supported by third-party sub-advisers and AI-enabled tools, with a focus on regular client communications and educational outreach.

Aaron Aberson is a Series 65 licensed financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 16 years of industry experience. Since 2010, he has been with Ajax Capital Advisors and also works as an independent contractor attorney specializing in family law and civil litigation. Ajax Capital Advisors is a small, team-based investment adviser serving primarily individual and high-net-worth clients, as well as insurance companies. The firm provides financial planning and discretionary portfolio management, using a combination of fundamental and technical analysis alongside a proprietary algorithm developed by the founder.

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 at Reicon Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Maven Capital Partners, LLC since 2022 and has been involved with Reicon Capital, LLC since 2000 as a managing partner, focusing on reviewing public and private investment opportunities. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and other business entities. The firm manages private special purpose vehicles (SPVs) that co-invest alongside private equity firms and implements client portfolios across multiple asset classes based on strategic asset allocation and written investment objectives.

John Owen Jr. is a financial advisor at COR3 Investment Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ALPS Distributors, Inc., Southeastern Asset Management, and DeMarche. Outside of his advisory work, he has an interest in real estate research through his involvement with Affinity Ventures. COR3 Investment Partners provides discretionary portfolio management primarily to high-net-worth individuals and related entities. The firm employs a research-driven, fundamental equity approach focused on small- and mid-cap U.S. companies, emphasizing quality and value with multi-year holding periods and downside risk controls.

Larry Baugh is a CFA® charterholder with over 40 years of experience in the financial services industry, currently serving as a principal at Baugh & Associates, LLC. He has been with the firm and its predecessor since 1977. Outside of his advisory role, he serves as a director and corporate secretary for an auto dealership and is involved as a trustee in several trusts, including those related to life insurance and commercial real estate. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, institutions, and corporate clients. The firm emphasizes an income-and-growth investment approach, typically allocating client portfolios between large-cap dividend-paying stocks and fixed-income instruments, and allows margin borrowing within managed accounts as part of its operational practices.

Frederick Taylor is a financial advisor with Money & Clarity, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years and has been self-employed since 1974. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions and outsources implementation to third-party money managers, offering a range of advisor-facing products including subscription newsletters, coaching programs, and educational workshops.

Galina Courson is a CFP® and PFS™ credentialed advisor with 14 years of experience, currently with Financial Discovery in Atlanta, GA. She has been with The Financial Discovery Group, Inc. since 2010. Outside of her advisory role, she owns and operates a separate business providing accounting and tax services. Financial Discovery serves individuals, trusts, estates, custodial accounts, and solo 401(k) plans, offering both financial planning and discretionary investment management. The firm uses an asset-liability matching framework supplemented by valuation and economic-cycle analysis, with portfolios implemented across a wide range of instruments.

Micah Porter is a CFP® and CFA® with 19 years of industry experience. He has been with Minerva Planning Group in Decatur, GA since 2003. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, primarily Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.