Kyle Willemse is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining EPG Wealth Management in 2023, he worked at Nasdaq eVestment from 2021 to 2023 and held various roles in education and financial services. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans typically managed on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis, and offers a wrap fee program alongside advisor-managed accounts.

Russell Thornton is a financial advisor at TVAMP, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill, Thornton Wealth Management, LLC, and Wealthcare Capital Management LLC. Thornton serves on the board of trustees of the Georgia Eye Bank and leads its finance committee as Treasurer. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs, and offers a range of advisory and sub-advisory services.

Maury Shapiro is a financial advisor at Ferguson Shapiro LLC in Marietta, GA, with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ferguson Shapiro LLC, he worked at Axa Advisors, LLC for 19 years. Outside of investment advisory work, he is active as a group benefits insurance agent, assisting business clients with employee benefits. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary and non-discretionary advisory services, access to third-party money managers, and a wrap fee program, emphasizing a process that begins with a comprehensive review of clients’ financial situations and includes enhanced portfolio management strategies.

Catherine Groff is an advisor at Panoramic Capital Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Morgan Stanley and Fisher Investments, each for one year, and has a background that includes entrepreneurial experience with Green Imaging LLC. Panoramic Capital Partners LLC provides advisory services to individuals, trusts, retirement plans, nonprofits, and businesses, offering discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs tailored portfolios using a combination of in-house management and third-party sub-advisors, incorporating various asset types and continuous portfolio monitoring.

Varun Marneni is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Consolidated Planning Corp and Raymond James Financial Services Advisors. Marneni recently obtained an insurance license and incorporates approved insurance products into his financial planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with a long-term investment approach.

Danielle Schultz is a financial advisor at Rollins Financial Advisors, LLC with 10 years of industry experience. She holds the PFS™ designation and has a background that includes 20 years at Rollins & Van Lear PC, an affiliated CPA firm where she is a partner responsible for supervising accounting staff and overseeing tax planning and preparation. Rollins Financial Advisors, LLC manages approximately $1.588 billion in discretionary assets and provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans. The firm employs a strategy that includes the use of mutual funds, ETFs, and individual stocks and bonds, with regular portfolio reviews and adherence to fiduciary standards.

James Goolsby is a financial advisor at DAI Wealth, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Concorde Investment Services, Sowell Management, Suntrust Investment Services, and Morgan Stanley. Outside of his advisory role, he is president and owner of Paragon Wealth Counselors, a securities-related business. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and technology platforms to tailor portfolios aligned with client objectives.

Robert Schultz is a financial advisor at Rollins Financial Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. Schultz has been with the Rollins organization since 1998, including his current role at Rollins Financial Advisors since 2021. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

Stetson Ponder is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Cahaba Wealth Management, he worked in education at Oxford Middle School and Oxford High School and attended the University of Alabama. Cahaba Wealth Management is a multi-advisor firm managing approximately $1.64 billion for individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, utilizing long-term cash-flow projections and risk assessments to guide investment strategies primarily through mutual funds and ETFs, with periodic rebalancing and performance reviews.

Benjamin Laufer is a financial advisor with Paces Ferry Wealth Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2024. Prior to his advisory role, he was involved in coaching lacrosse at the high school level and served with the Georgia Lacrosse Officials Association. Paces Ferry Wealth Advisors manages approximately $430 million across various client types, offering wealth management, financial planning, retirement plan consulting, and portfolio management. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies.

Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.

Ryan Florence is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ferguson Shapiro LLC since 2022. Prior to this, he worked at Kiker Wealth Management, LLC for 11 years. Outside of his advisory role, he is involved with Florence Wealth Management LLC, a non-investment related business entity. Ferguson Shapiro LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers both discretionary and non-discretionary advisory services, access to third-party money managers, written financial plans, and a wrap fee program, with an investment process that incorporates customized policy development and enhanced portfolio management strategies.

Charlotte Disley is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Cahaba Wealth Management since 2022 and previously held positions at Global Payments and Oglethorpe University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using long-term cash-flow projections and formal risk assessments to guide investment strategies primarily involving mutual funds and ETFs.

Alexis Chambers is a financial advisor at Rollins Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier for one year and completed full-time education at Birmingham-Southern College. Rollins Financial Advisors provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans, managing approximately $1.588 billion in discretionary assets as of December 31, 2025. The firm focuses on individualized investment counseling and uses a mix of mutual funds, ETFs, and individual securities, conducting regular account reviews and maintaining fiduciary standards.

Gregory Cohn is a Series 66 licensed financial advisor with Maven Capital Partners, LLC in Atlanta, GA, where he has worked since 2018. He has 14 years of industry experience, including prior roles at MCA Securities, LLC and PNC Capital Advisors, LLC. Outside of his advisory duties, he is involved in employment services through Maven Employment, LLC. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other entities, managing approximately $152.9 million in discretionary assets. The firm offers portfolio allocation across various asset classes and serves as investment manager to private special purpose vehicles with carried interest compensation arrangements.

Theodore Noble is a CFP® professional with 18 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc since 2012. He is based in Atlanta, GA, and is part of a six-advisor team. 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 with diversified no-load mutual funds and ETFs, and offers estate distribution support and ERISA-facing retirement plan services.

Louis Williams is a CFP® with eight years of experience in the financial services industry. He has worked at Cahaba Wealth Management, Inc. since 2018 and was previously employed at PricewaterhouseCoopers from 2016 to 2018. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm emphasizes individualized investment plans, continuous portfolio oversight, and incorporates alternative strategies alongside traditional assets while utilizing AI tools for operational tasks.

De'shawn Owens is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Raymond James Financial Services Inc., Raymond James & Associates, Keller Williams First Atlanta, and Cambridge Investment Research, Inc. CPC Advisors serves individuals—including high-net-worth clients—trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach focuses on model portfolios and asset allocation aligned with Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and wrap-fee accounts.

Gilbert Bubis is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Register Financial for 25 years. Outside of his advisory role, he participates in focus groups with Jackson Associates and other research companies. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a variety of investment strategies and manages discretionary and non‑discretionary portfolios, utilizing both in‑house and third‑party managers to serve a diverse client base.

Ethan Loppatto is a financial advisor with Patton Albertson Miller Group, LLC in Atlanta, GA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Patton Albertson Miller Group, he worked at several firms including Cetera Wealth Services, Avantax Investment Services, and Royal Martin Inc. Outside of advising, he provides administrative support through Legacy Capital Advisors, LLC. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including investment management, trust and fiduciary services, and project-based consulting, with access to alternative investments and customized portfolio solutions.