Carly O'Brien is a financial advisor at Wealth Science Advisors LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wealth Science Advisors, she worked at William Blair for one year and spent four years at the University of Georgia. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm integrates proprietary tools like Finprint™ and a Money Happiness™ framework with modern portfolio theory principles, managing portfolios through mutual funds, ETFs, and separate account managers across nine offices.

Kurt Grimmer is a financial advisor at American Wealth Management, Inc. with 14 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Edward Jones, and Wells Fargo Clearing. Outside of his advisory role, he serves as a commissioner for the Peninsula Metropolitan Park District and the Tacoma Narrows Airport Advisory Commission. American Wealth Management, Inc. serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs both tactical and strategic investment approaches, utilizing macro- and microeconomic analysis, fundamental and technical research, and option strategies to align portfolios with client objectives.

Justin Pitcock is a CFP® with eight years of industry experience, currently serving as a financial advisor at Goodwin Investment Advisory since 2018. Prior to joining Goodwin, he worked for the Georgia Secretary of State from 2016 to 2018. He serves as a pro bono Investment Committee Member for Infinite Giving Advisory Services, Inc., a registered investment adviser that supports charitable organizations. Goodwin Investment Advisory provides investment management, retirement-plan advisory, financial consulting, and dynamic financial planning to individuals—including high-net-worth clients—as well as retirement plans, trusts, charities, and corporate clients. The firm employs Dynamic Asset Allocation strategies using proprietary models, Fidelity model portfolios, and selected third-party managers, with an emphasis on mutual funds, ETFs, individual securities, and alternative investments for qualifying clients.

James Jennings Jr. is a financial advisor at Unity Financial Planning Group LLC with 17 years of industry experience. He holds a Series 66 credential and has worked at firms including NFP and Silver Oak Securities. Jennings is also involved with nonprofit organizations supporting education, serving as an officer and director for the Paulding Education Foundation and the Bartow Edification Foundation. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services using a disciplined investment process focused on fundamental analysis and long-term holdings.

Michael Eddy is a financial advisor with Berkeley Capital Partners, LLC in Milton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Triad Advisors, Inc. since 2015 alongside his role at Berkeley Capital Partners, where he is a managing partner. Berkeley Capital Partners manages discretionary portfolios for a diverse client base including individuals, trusts, and institutions, employing global asset allocation strategies across various asset classes. The firm is known for sponsoring private pooled investment vehicles and utilizing performance-based incentive structures, operating multiple offices, and incorporating derivatives and leverage in managed accounts.

Gregory Phelps is a financial advisor at Griffith & Werner, Inc. in Canton, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ProEquities Inc and Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in part-time family farming. Griffith & Werner, Inc. provides portfolio management, financial planning, and investment consulting services primarily to individual and high-net-worth clients. The firm emphasizes personalized investment plans with portfolios constructed in-house, focusing on dividend-growth equities and managing tax exposure through strategies like loss harvesting and covered-call writing.

Anthony Palazzo is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He has worked at Berkeley Capital Partners, LLC since 2015 and previously held roles at Triad Advisors, Inc., Wells Fargo Advisors, and Citigroup Global Markets. Berkeley Capital Partners, LLC is an SEC-registered investment adviser managing approximately $1.1 billion in assets for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable institutions. The firm focuses on discretionary portfolio management and global asset allocation using a variety of investment vehicles and also sponsors private funds and a managed account wrap program.

Michael Turgeon is a financial advisor at Unity Financial Planning Group LLC with over 38 years of industry experience. He holds the ChFC® designation and securities licenses (Series 63, 65, 66). Prior to joining Unity Financial Planning Group in 2025, he worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Thrivent Financial. Outside of advising, he leads an invention project in the apparel industry focused on innovative accessories and co-manages a financial networking platform. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, emphasizing fundamental analysis, strategic asset allocation, and long-term holdings implemented through ETFs, mutual funds, and individual equities.

James Beck is a financial advisor at Griffith & Werner, Inc. with two years of industry experience. Prior to joining the firm, he worked for seven years at The Home Depot SSC. Griffith & Werner, Inc. serves individual and high-net-worth clients by providing portfolio management, financial planning, and investment consulting services. The firm constructs portfolios in-house, focusing on individual equity positions with dividend-growth characteristics, along with fixed income and select ETFs or mutual funds.

Herman Hugo is a financial advisor at Goodwin Investment Advisory in Woodstock, GA, holding a Series 65 credential. He has been with Goodwin Investment Advisory since 2021 and previously worked at Infineon Technologies for nine years. Outside of his advisory role, he is involved with Hugo Link, LLC. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets and employs dynamic asset allocation strategies using a range of investment vehicles, including proprietary offerings such as the Goodwin Large-Cap 20.

Benjamin Treece is a financial advisor with Unity Financial Planning Group LLC in Kennesaw, GA, holding a Series 66 designation and 15 years of industry experience. He previously worked at San Blas Advisory and San Blas Securities and has been involved in various business activities including writing an informational newsletter called Pickle Jar Finance and consulting on a software solution for statistical analysis. He is also an owner of a staffing company and has experience managing private business ventures. Unity Financial Planning Group serves individuals, families, and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management using a combination of individual stocks, ETFs, and mutual funds, guided by customized Investment Policy Statements and a mix of proprietary and tailored portfolios.

Rodney Thomas is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation. He has been affiliated with Legacy Partners since 2026 and has over two decades of experience with Future Planning Solutions, LLC and College Funding Awareness and Service Team, LLC. He is involved in college planning services through workshops and counseling. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and incorporates a mix of fundamental, technical, cyclical, and charting analyses in portfolio construction.

Lauren Tanksley is a CFP® professional with 14 years of experience in financial advisory. She is currently with Compass Financial Advisory Services, LLC, where she has worked since 2022. Her prior experience includes roles at Brokers International Financial Services, Woodbury Financial Services, and Questar Asset Management. Outside of her advisory work, she provides divorce consulting services through Divorce Sense, assisting divorcing couples with financial organization and budgeting. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, with a focus on retirement planning for employees and retirees of Publix Super Markets, Inc. The firm manages approximately $527 million in assets and offers a distinctive open-architecture wrap fee program alongside a retirement income-centric investment approach.

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.

Jeffrey Hardesty is a financial advisor with Woodstock Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at Woodstock Financial Group, Inc. and Waddell & Reed. He is also a licensed independent agent for life, accident, sickness, and variable products, with part-time involvement in term life insurance sales. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and third-party asset manager access for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment vehicles and strategies, offers a performance-fee program, and employs third-party managers for select mandates.

Jeffery Pierce is a financial advisor with Berkeley Capital Partners, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Berkeley Capital Partners since 2018 and previously worked at Invesco from 2015 to 2018. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, and businesses. The firm employs global asset allocation strategies across multiple asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

William Gardner is a financial advisor at Arkos Global Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and River Church. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside diverse investment strategies, including active management and margin borrowing, serving both retail and high-net-worth clients.

Frank Akridge is a CFP® professional with 25 years of industry experience. He is currently affiliated with Optivise Advisory Services LLC and has been involved with Financial Pathfinder, LLC and Freedom Consultants LLC, a non-investment-related internet wholesale retail business he co-manages with his spouse. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios with diverse allocations and a co-advisory program for employer-sponsored defined contribution plans.

Marci Silverman is a financial advisor with Thayer Partners LLC in Alpharetta, GA, holding 14 years of industry experience. She was previously with Linder Financial Services for 28 years before joining her current firm. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, overseen by a Chief Investment Officer.

Lester Brackley is a financial advisor with Arkos Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arkos Global Advisors since 2020 and previously at Lakeview Capital Partners, LLC from 2015 to 2020. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, using fundamental, technical, cyclical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic reviews of client accounts.