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.

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.

Jeffrey Hardesty is a financial advisor at Woodstock Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodstock Financial Group since 2009. Additionally, he is a licensed independent agent involved in term life insurance sales. Woodstock Wealth Management serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third‑party asset managers. The firm manages approximately $629.9 million on a discretionary basis and offers a performance‑based fee program alongside tailored investment strategies.

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.

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.

Robert Cramer is a financial advisor at Sherrill & Hutchins Financial Advisory Inc. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Sherrill & Hutchins, he worked at Anduril Industries for four years and the Central Intelligence Agency for six years. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios based on client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs with periodic rebalancing.

Matthew Burton is a CFA® charterholder with 21 years of experience in the financial advisory industry. He has been with Narwhal Capital Management since 2005. Outside of his advisory role, Burton serves as chairman of the board for Matsco Incorporated and C.W. Matthews Contracting Incorporated, where he participates in executive decision-making and strategic planning. He is also a partner in Kenview Capital LLC, a family business involved in philanthropic coordination and non-public investment evaluation. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides tailored portfolio management and financial planning, integrating fundamental, technical, and cyclical investment analysis with an emphasis on diversified asset allocation. Narwhal’s offerings include discretionary management and consulting services, complemented by in-house tax and accounting capabilities.

Alexei Lutsayev is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stargaze Tech Inc, Treeum, Silenca Tech, and Carbon Capital Services. Outside of his main role, he advises family and friends internationally on securities transactions. Persium Advisors serves retirement plan committees and individual investors, providing retirement plan advisory, direct investment management, consulting, and financial planning services. The firm manages approximately $456.3 million in discretionary assets and emphasizes fundamental analysis and tailored portfolio construction aligned with clients’ financial plans and risk tolerances.

Kenneth Budd is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. He has an ownership interest in McShan Timberlands, LLC, a timberland investment, which he occasionally receives distributions from. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million with a five-advisor team. The firm offers portfolio management, financial planning, retirement plan consulting, annuity management, and project-based consulting, using both discretionary and non-discretionary portfolio implementation.

Jackson Metzger is a financial advisor at Paces Ferry Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial LLC, GERLoftin Wealth Advisors, and United Planners Financial Services. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs a mix of passive and active investment approaches, utilizing tools such as tactical asset allocation, trend-following, options strategies, and alternative investments.

Michael Young is a Series 65-licensed financial advisor based in Atlanta, GA, currently serving as the sole advisor at Young Investment Advisors, Inc. He has one year of experience in wealth management following seven years at Dell Computers and four years at the University of Tennessee. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm employs a balanced investment strategy, primarily recommending mutual funds and occasionally exchange-traded funds, with advice based on client-provided financial information and supported by third-party research.

Thomas Keenan is a CFP®-certified financial advisor at Montag with 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Montag in 2022. Keenan holds Series 66 and Series 63 licenses. Montag serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a structured data-gathering process to develop individualized investment objectives, combining fundamental and technical equity analysis with fixed-income management.

Anthony Branca is a financial advisor with Woodstock Wealth Management, Inc. in Woodstock, GA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at Woodstock Financial Group and Monmouth Capital Management LLC. Outside of advisory work, he is involved in several non-investment business activities, including consulting through Branca Financial Group, LLC, and managing a website related to music, sports, and history via Branca Enterprises LLC. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside managed accounts and third-party manager solutions.

Ian Weinstein is a financial advisor with Regimen Wealth, LLC in Atlanta, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 25 years of industry experience. Prior to joining Regimen Wealth in 2020, he worked at Ameriprise for 20 years. Regimen Wealth provides discretionary investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $330 million across about 218 households and employs a multi-disciplinary investment approach that includes ETFs, independent sub-advisors, REITs, insurance, and private vehicles tailored to client risk tolerance and goals.

Michael Stark is a financial advisor at American Financial Advisors, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at American Financial Advisors for 34 years, in addition to a 34-year career at Delta Airlines. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves individuals and certain corporate clients, managing approximately $950 million across about 816 accounts, and employs a combination of fundamental, technical, cyclical, and qualitative analysis in its investment approach.

Andrew Pratt is a CFA® charterholder with three years of industry experience. He has worked at Wiser Wealth Management, Inc. since 2023 and previously spent 12 years at Homrich Berg. Outside of his advisory role, he manages rental properties. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs an Investment Committee to construct diversified portfolios primarily using exchange-traded funds and Modern Portfolio Theory, and offers specialized services including a wrap-fee program and retirement-plan advisory.