Charles Webb is a financial advisor with Alder Financial Group Inc in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Alder Financial Group since 1995. Alder Financial Group provides discretionary investment management and financial planning services to individuals, families, small businesses, and trusts, managing approximately $224 million in client assets. The firm uses fundamental and macroeconomic analysis to create customized, diversified portfolios and offers ongoing monitoring with formal reviews.

Nathan Aberson is a CFP® with 16 years of industry experience, serving as an advisor at Ajax Capital Advisors, Inc. since 2009. He is also the CEO of Aberson Consulting, Inc., a company engaged in online sales of consumer products. Additionally, he holds a real estate salesperson license in Georgia, which he uses occasionally to assist family and friends with real estate transactions. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.

James Livingston is a financial advisor at Livingston Financial Planning, Inc. in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked at Alpha Financial Management Consultants and Accenture. Livingston Financial Planning, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm provides comprehensive and limited-scope financial planning, educational workshops, and investment management services, using a long-term, buy-and-hold approach focused on diversified allocations to low-cost index funds, ETFs, and investment-grade fixed income.

Tonya Hall is a CFP® professional with 10 years of experience in financial advising and has operated Hall Financial Advisors, PC since 2014. She also owns Tonya Hall CPA, PC, a tax preparation and accounting firm established in 2009. Hall Financial Advisors, PC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach with a core-and-satellite framework, combining passive index and ETF positions with active funds or individual securities, and integrates tax and accounting services through its affiliation with the principal’s CPA practice.

Joseph Gandolfo is a CFA® charterholder based in Atlanta, GA, and serves as an advisor at Factory Capital LLC. He has two years of industry experience, with prior roles at B&G Capital and Truist Securities. Gandolfo’s background also includes positions related to financial services and education during his time at Georgia Tech and the Georgia Tech Foundation. Factory Capital LLC provides portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management for institutional and other clients. The firm emphasizes the use of third-party managers and outsourced solutions, employing both active and passive strategies across various asset classes.

George Beylouni Jr. is a financial advisor at Bey-Douglas, LLC Investment Counsel in Marietta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bey-Douglas since 2000, serving as President, Senior Portfolio Manager, and CEO. Prior to this, he was with Resurgent Financial Advisors LLC beginning in 2026. Bey-Douglas provides portfolio management and retirement-plan advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charities, corporations, trusts, and estates. The firm utilizes tax-aware, large-cap equity strategies and diversified asset allocations tailored to client risk profiles, offering both discretionary and non-discretionary management.

Brian Carter is a financial advisor at Pierson Wealth Management in Atlanta, GA, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates Inc and Forever Aligned Club. Pierson Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management and limited goal-planning services. The firm uses a mix of ETFs, mutual funds, equities, and fixed-income securities guided by fundamental, technical, and modern portfolio principles, and offers a distinctive rules-based large-cap growth strategy through its Focus 5 model.

Dana Gordon is a financial advisor at Joseph Wealth Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations, managing approximately $17.6 million in client assets. The firm employs a mix of analytical approaches and offers tailored portfolios with options for active strategies, serving both high-net-worth and non-HNW clients.

Joseph Carroll is the sole advisor at The Carroll Group, Inc. in Atlanta, GA, holding a Series 65 credential and with 18 years of industry experience. He has been with The Carroll Group, Inc. since 1993. The Carroll Group provides discretionary portfolio management and investment advisory services primarily to high-net-worth families and individuals, employing a fundamental security-analysis approach to build diversified portfolios using both active and passive investment strategies. The firm maintains a very small client base with high asset concentration per client, and the owner serves as the portfolio manager.

Clayborn Pender is a Series 65-credentialed advisor at Conscious Wealth Investments, LLC in Atlanta, GA, with experience dating back to 2020. His professional background includes roles at RC Whatley & Co and the University of Georgia. Outside of his advisory work, he is involved with the Atlanta Track Club. Conscious Wealth Investments serves individuals, families, trusts, estates, and small businesses, managing approximately $272.8 million in discretionary assets. The firm employs a long-term, tailored investment approach that includes the use of derivatives and leverage strategies within separately managed accounts, combining fundamental and technical analysis to build diversified portfolios.

Rachel Webster is a CFP® and holds a Series 66 license with 14 years of industry experience. She currently works at Conscious Wealth Investments, LLC and has previously been employed by Raymond James and Associates and Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent in Atlanta, GA. Conscious Wealth Investments provides wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental and technical analysis and may utilize margin and derivatives within separately managed accounts.

Adam Hill is a CFP® with 19 years of industry experience, currently serving as an advisor at Resurgent Advisors. He previously worked for American Wealth Management, Inc. for 16 years and has been involved with Bey-Douglas LLC since 2007. Outside of his advisory role, he is active in Bey-Douglas LLC, an investment advisory business based in Marietta, GA. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management services tailored to clients’ needs. The firm employs a fundamental analysis-based investment process and constructs portfolios primarily from mutual funds, ETFs, and independent Sub-Advisors.

Justin Ostrowski is a CFA® charterholder with one year of industry experience, currently serving at Reicon Wealth Advisors, LLC. He has previously worked at Reicon Capital, LLC and held positions at Dapper Labs and Superplastic. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, and private special purpose vehicles, managing portfolios with strategies that include equities, fixed income, alternatives, and direct private-capital investments. The firm is noted for organizing pooled investment vehicles and employing performance-based compensation structures.

Matthew Reams is a CFA® charterholder with 21 years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel, LLC, and 18 years at Buckhead Capital Management, LLC. Access Investment Management, LLC is an SEC-registered adviser serving individuals and high-net-worth clients with managed account services. The firm implements tailored investment strategies using asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchases, managing assets primarily on a non-discretionary basis.

Bryson Sisson is a financial advisor at Phase Line Capital, LLC in Atlanta, GA, holding the Series 66 designation and with one year of industry experience. Prior to joining Phase Line Capital, he held roles at Purshe Kaplan Sterling, Nike, and the University of Georgia. He is also currently affiliated with the University of Georgia. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients by offering discretionary portfolio management and financial planning. The firm employs model portfolios, sub-advisers, and a diverse investment toolkit, including derivatives, to tailor advice to client objectives and risk tolerances.

Joseph Black Jr. is a financial advisor at ButlerJeffrey, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at ButlerJeffrey since 2017, following an 11-year tenure at Next Financial Group, Inc. and THE FINANCIAL SOLUTION GROUP, INC. In addition to his advisory role, he is a licensed insurance agent specializing in fixed annuities, life, health, long-term care, and disability insurance. ButlerJeffrey, LLC provides financial planning and discretionary portfolio management services to individuals, corporations, and charitable organizations. The firm emphasizes fundamental analysis, asset allocation, diversification, and risk management, managing portfolios through common stocks, mutual funds, ETFs, and fixed-income securities, while also overseeing third-party money managers for separately managed accounts.

John Foster is a financial advisor at Conscious Wealth Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Hatton Investments LLC and Raymond James & Associates, Inc. He also has prior experience at Crown Castle and Dunwoody Country Club. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis and may use margin borrowings and derivatives within separately managed accounts.

Stephen Warren is a financial advisor at Seraphim Wealth Advisors, Inc. in Atlanta, GA, with seven years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. He is licensed to sell life insurance and variable annuities. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, including high-net-worth individuals. The firm uses a combination of fundamental, quantitative, technical, and modern-portfolio-theory analysis and incorporates strategies such as short sales, margin transactions, and options trading in its investment approach.

Kathryn Edmunds is a financial advisor at The Renn Wealth Management Group, Inc. in Atlanta, GA, with 29 years of industry experience. She holds a Series 63 designation and has been with The Renn Wealth Management Group since 2002. In addition to her advisory role, she is a licensed insurance agent, providing clients with guidance on insurance needs. The Renn Wealth Management Group, Inc. offers investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans, including high-net-worth clients. The firm employs an institutional investment approach that integrates capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.

Theodore Parrish is a CFA® charterholder with 22 years of industry experience and serves as an advisor at Parrish Capital, LLC since 2015. He holds a Series 66 license and is involved in community activities as a board member of Kenny Leom's True Colors Theatre Company and as a trustee advocating for Kennesaw State University through the Kennesaw State Foundation. Parrish Capital, LLC is an SEC-registered firm providing discretionary portfolio management, financial planning, retirement plan advisory, and investment consultation to individuals, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach with proprietary model stock portfolios and manages approximately $130 million across more than 200 clients.