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.

Ellis Liddell is a financial advisor with ELE Advisory Services, Inc. in Marietta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at ELE Wealth Management, Inc. and positions outside finance in the restaurant and entertainment sectors. He also serves as Wealth Builder Program Builder Director and Insurance Agent at ELE Wealth Management, Inc. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm’s investment process focuses on fundamental analysis and customized Investment Policy Statements, managing a range of assets with a predominantly non-discretionary advisory approach.

Thomas Klecker is a financial advisor at Narwhal Capital Management with a Series 65 designation and one year of industry experience. His prior work includes positions at Tsunami and educational roles at the University of Utah and Alexandria Area Schools. 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 services, employing diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

William Medcalf is a CFP® professional with experience at Wiser Wealth Management, Inc. since 2023. His prior roles include positions at Turner & Patat, P.C., Elwood & Goetz Wealth Advisory Group, and Raymond James. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs diversified model portfolios based on Modern Portfolio Theory and offers specialized services such as the Flightpath wrap-fee program and retirement-plan advisory solutions.

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 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.

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 at Thayer Partners LLC with 13 years of industry experience. She has been with Linder Financial Services since 1997. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, other advisers, and retirement plans, including offshore investors. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, along with individual securities as needed, and operates through a multi-office advisor network.

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.

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.

Anthony Austreng is a CFP® and Series 66 designated advisor with 23 years of industry experience. He has been with Forthright Wealth Management, LLC since 2015 and previously worked at Truist Investment Services and Ameriprise. He is also a one-quarter owner of an office suite in Alpharetta, Georgia, through an LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning. The firm manages over $773 million across a seven-advisor team and emphasizes customized, primarily long-term portfolios with periodic performance reporting beyond standard custodian statements.

Hamilton Brandenburg is a financial advisor with CS Planning Corp and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and GM Financial. Brandenburg also operates a seasonal tax preparation service, Brandenburg Tax Services, in Canton, Georgia. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, and charitable organizations through a multi-advisor model. The firm employs a systematic investment strategy with diversified portfolios tailored to client risk profiles and goals, often managing accounts on a discretionary basis.

James Exley IV is a CFP® with 29 years of industry experience, currently serving at Wealth Science Advisors LLC since 2022. He previously worked at Northwestern Mutual and its affiliated entities for over 25 years. Outside of advisory work, he is involved in several entrepreneurial ventures including psychological analytics and consulting, consumer product design, intellectual property research, and co-authoring a book. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management and financial planning, integrating traditional investment strategies with behavioral insights through its proprietary Wealth Science Assessment and Money Happiness concept. The firm also offers operational cash management and family-office services, managing approximately $512 million in discretionary assets across multiple offices.

Lance Reising is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc in Atlanta, GA, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Lutheran Church of the Resurrection. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers model portfolios and supports various retirement plans through its Investors Choice program, employing a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis.

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.