Larry McNamara is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation and Series 65 license with nine years of industry experience. He has been associated with Paraklete Financial since 2024 and also operates McNamara Financial Solutions LLC. Outside of his advisory work, he serves as CFO and accountant for 3GS Services, LLC, a general maintenance and landscaping business. 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 and client education, working through a network of professional referrers and delivering tailored engagements without managing assets or selling financial products.

Sonia Crumpler is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience to her role since joining the firm in 2005. With a career in financial services dating back to 1988, Sonia has held various positions including Vice President of International Trust Services and International Financial Advisor, culminating in her current position where she focuses on comprehensive wealth management strategies. Her areas of expertise include family wealth management, personal retirement planning, portfolio management, small business strategies, and investment strategies for individuals and corporations. Sonia is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish, enhancing her ability to serve a diverse client base. Sonia holds a High School Diploma/GED from Pima Community College. She lives in Tucson with her husband and two children and is actively involved in giving back to her local community, supporting local schools, charities, and community initiatives. Outside of her professional commitments, Sonia enjoys skiing, traveling, spending time with her family, and watching movies.

Taylor Moody is a financial advisor at Regimen Wealth, LLC in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Regimen Wealth, he worked at Ameriprise Financial Services, Inc. and the ERA Hirsch Real Estate Team. 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 emphasizes tailored portfolios with exchange-traded funds, independent sub-advisors, and other vehicles, applying a blend of fundamental, technical, cyclical, and behavioral finance methods.

William Hutchins III is a Certified Financial Planner® with 15 years of experience in the financial services industry. He has been with Sherrill & Hutchins Financial Advisory, Inc. since 2012. Outside of his advisory role, he is a member of The Garden Of, LLC, a long-term rental property management business. Sherrill & Hutchins Financial Advisory 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 employs client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs, offering a range of wealth management and fiduciary services.

John Oglesby is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at West Paces Advisors, Inc. in Atlanta, GA. He has been with the West Paces organization in various capacities since 2015. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm constructs customized investment programs using a combination of index, engineered, and active strategies, managing portfolios with a long-term orientation while incorporating opportunistic trades and non-traditional investments where appropriate.

Zachary Morris is a CFP® with 14 years of industry experience and is currently with Paces Ferry Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at tru Independence Asset Management, LLC and J.P. Morgan Securities LLC. Paces Ferry Wealth Advisors manages approximately $430 million across a range of individual, high-net-worth, trust, estate, charitable, and institutional clients. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies, offering discretionary and non-discretionary advisory services tailored to diverse client needs.

Kaitlin Theobald is a CFP® professional with eight years of experience at Sherrill & Hutchins Financial Advisory Inc in Atlanta, GA. She has been with the firm since 2014, working within a team of six advisors. 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 tailors portfolios according to client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs, supplemented by third-party consulting and held-away account management.

Patrick Ungashick is a financial advisor at Persium Advisors, LLC in Atlanta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Persium Advisors since 2004. Outside of his advisory role, he is involved in self-publishing several books and owns businesses that develop exit planning tools and provide merger and acquisition advisory services for family and founder-owner companies. 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 $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets, employing a fundamental analysis approach and hands-on plan governance support.

Francine Payne is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to joining Persium Advisors, she worked for Republic National Distributing Co., LLC for 21 years. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement-plan services alongside direct investment management and financial planning. The firm manages discretionary assets exceeding $580 million and provides consulting for nearly $1 billion in pension and investment assets.

Jennifer Friberg is a CFA® charterholder and holds the Series 66 designation with six years of industry experience. She currently works at MartinWright Advisory, LLC and previously held roles at Balentine, LLC, BlackRock Investments LLC, LPL Financial, and Securities Service Network. Jennifer is based in Atlanta, GA. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to institutional investors, individuals, trusts and estates, qualified purchasers, retirement plans, and other entities. The firm employs a blend of active and passive investment strategies, emphasizing diversification and continuous portfolio management using both traditional and alternative investment tools.

Olga Lee is a CFA® charterholder based in Atlanta, GA, with 16 years of industry experience. She has worked at A. Montag & Associates since 2006. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Stephen Michael is a financial advisor at Marietta Wealth Management, LLC in Marietta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marietta Wealth Management since 2016. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, managing approximately $974 million in client assets through a team of nine advisors.

Thomas Tillery is a CFP® and ChFC® with 20 years of experience in financial planning. He has worked at Paraklete Financial, Inc. since 2006. Outside of his advisory role, he serves as vice president of Financial Planning Advocate, LLC, where he writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Paraklete Financial provides fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers prepare comprehensive plans without managing assets or selling financial products, focusing on tax-centered, coordinated planning delivered by CPA/PFS credentialed advisers.

Jeffrey Taylor is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. He has been with Crescent Wealth Advisory since 2009 and Crescent Wealth Management since 2003, and has prior experience with Purshe Kaplan Sterling Investments and Lion Street Financial. Taylor is also involved in sales and marketing for fixed life insurance through Crescent Wealth Management. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm manages approximately $87.5 million across about 49 clients and employs a team of six investment professionals who use fundamental and technical analysis to construct individualized portfolios, offering continuous supervision, rebalancing, and access to alternative solutions including cryptocurrency accounts and third-party cash management programs.

Hugh Merkel is a CFA® charterholder with five years of industry experience. He currently works at MartinWright Advisory, LLC and previously held positions at Mercer Investments, LLC, and MGI Funds Distributors, LLC. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to institutional investors, individuals, trusts and estates, qualified purchasers, retirement plans, and other entities. The firm employs both active and passive investment approaches with an emphasis on diversification and continuous portfolio management, utilizing tools such as tactical asset allocation, relative strength analysis, and alternative investments.

Solomon Cohen is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at HB Wealth Management, The Vanguard Group, Connect America, and Northwestern Mutual. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, family office services, and third-party money manager selection for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily using ETFs and equities, and often implements strategies through sub-advisers or third-party managers.

Wesley Hackney is a CFP® with 12 years of industry experience, currently serving at Marietta Wealth Management, LLC since 2015. He holds a Series 63 license and works within a team of nine advisors based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and uses a team-based approach supported by an Investment Committee to guide portfolio management.

Mohammed Ghulam Reza is a Series 65 licensed advisor with Narwhal Capital Management, where he has worked since 2022. He has three years of industry experience and previously worked at the University of Georgia and Tucker High School. He is also a partner at MOEA, a mobile application development venture focused on building models and algorithms. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management using diversified asset allocation and combines investment advisory services with in-house tax and accounting capabilities.

Owen Douglas is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 credential and with two years of industry experience. He has been with Meadow Creek since 2019, with prior experience at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, providing portfolio management, limited financial planning, and retirement plan consulting. The firm employs a structured investment process involving an investment committee and utilizes both discretionary and non-discretionary relationships, managing assets through third-party Separate Account Managers when appropriate.

Lawrence Mendel is a financial advisor at Montag with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montag & Associates Inc. since 2016, following five years at Black Diamond Investment Partners. He serves on the investment and oversight committee of the Collat Family Foundation in a volunteer capacity. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, and other advisers, providing discretionary portfolio management, financial planning, consulting, and trustee or executor services. The firm combines fundamental and technical equity analysis with fixed-income management to build individualized investment objectives and typically manages portfolios on a discretionary basis.