Manoj Madhavan is a CFP® and CFA® with 13 years of experience in financial advising. He has been with Oxford Chase Advisors LLC since 2013. Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships with a three-advisor team. The firm provides discretionary, fee-only portfolio management to individuals, business entities, trusts, estates, and charitable organizations using separately managed accounts and model portfolios tailored to client risk profiles.

Jacob Jones is a financial advisor at 755 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Milliken & Co. Outside of his advisory role, he is involved with 755 Mortgage, providing mortgage and real estate services. 755 Financial is an SEC-registered investment adviser that offers portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary managed accounts. The firm tailors investment strategies to client objectives and employs various techniques including asset allocation and dollar-cost averaging.

William Parker is a financial advisor at ABG Financial Services, Inc. in Atlanta, GA, with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Parker has been affiliated with ABG Financial Services since 1995 and has a long-standing role as owner and agent at Assured Benefits Group, Inc., where he is engaged in insurance sales. He also serves as managing director of AECS International, LLC, a non-investment related business focused on developing database management systems. ABG Financial Services is a solo registered investment adviser serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice, while outsourcing portfolio implementation to third-party managers. Its investment approach is based on modern portfolio theory and long-term trading, with ongoing due diligence and tailored model portfolios.

Steven Wykoff is a CFP® with 20 years of industry experience and has been with Mersereau, Lazenby & Rockas, L.L.C. since 2005. He holds the Series 66 designation and is based in Suwanee, GA. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients, managing approximately $76.6 million in client assets. The firm combines investment advisory services with tax, auditing, and accounting capabilities, utilizing goal-based, globally diversified strategies with both passive and active investments.

Jason Knope is a financial advisor at Paul Manners & Associates, Inc. in Marietta, GA, holding the CFP®, CFA®, and Series 65 designations with 20 years of industry experience. He has worked at Paul Manners & Associates since 2002. Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts through actively managed, broadly diversified, low-turnover portfolios. The firm tailors portfolios to client goals and risk tolerance, focusing on individual stocks and bonds, and manages approximately $392 million in assets with a small advisory team.

Brandy Wright is a CFP®-certified financial advisor with over 21 years of industry experience. She has worked at Blake Financial Counsel, LLC since 2019, following prior roles at Modera Wealth Management, LLC and Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel. Blake Financial Counsel primarily serves high-net-worth individuals, including Fortune 500 executives, retirees, and clients undergoing divorce, providing comprehensive wealth management, discretionary portfolio management, and specialized divorce financial planning and litigation support. The firm employs a fundamental analysis-driven investment approach, typically using passive, low-cost funds and fixed income, and focuses on tailored strategies for complex client situations.

Laura Rockas is a CFP® professional with 7 years of industry experience. She has been with Mersereau, Lazenby & Rockas, L.L.C. since 2003. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients. The firm offers a combination of tax, auditing, accounting, and advisory services, implementing goal-based strategies with a focus on globally diversified asset allocation.

Alan Anderson is a CFP® and holds a Series 66 license, with 18 years of experience in financial advising. He has been with Carlyle Wealth Planning since 2009 and also has a decade of experience at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved in insurance sales and provides Medicare advice through affiliated agencies. Carlyle Wealth Planning offers comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary, in-depth planning and serves a small client roster, advising on a broad array of investment types, including alternative and direct investment programs.

David Yucius is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Aurora Investment Counsel in Atlanta, GA. He has been with Aurora since 2001 and also has a longstanding association with RS Equities, Inc. His credentials include the Series 63 license. Aurora Investment Counsel provides discretionary separate-account portfolio management and financial planning services primarily for high-net-worth individuals, institutional clients, and other registered investment advisers. The firm employs a fundamentals-based Growth At a Reasonable Price (GARP) investment approach, combining quantitative screening with qualitative research and focuses on long-term holdings with limited short-term trading.

Manish Kapoor is a CFA® charterholder with six years of industry experience. He has worked at Oxford Chase Advisors LLC since 2013 and has held a position at Nokia since 2001. Oxford Chase Advisors LLC manages approximately $89.6 million for around 320 clients through discretionary, fee-only portfolio management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, employing model portfolios with an emphasis on individual equities and ETFs tailored to client risk profiles.

Michael Agurkis is a CFP® and Series 66-licensed financial advisor with 20 years of experience, currently serving at CommonWealth Financial Planners Inc. in Roswell, GA. He has worked with Raymond James Financial Services, Inc. throughout his career and serves as Treasurer and Board Member of the Rotary Club of Roswell. CommonWealth Financial Planners provides personalized financial planning and investment management to individuals, retirement plans, corporations, and small businesses, serving both high-net-worth and non-HNW clients. The firm typically delivers advice on a non-discretionary basis using a blend of fundamental, technical, charting, and cyclical analysis.

William Frerking II is a financial advisor with Georgia Advisory Group LLC in Alpharetta, GA, holding a Series 66 designation and nine years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management Inc throughout his career. Outside of his advisory role, he serves as Head of the Board of Stewardship at Living Faith Lutheran Church and coaches varsity football and junior varsity basketball at Wesleyan School. Georgia Advisory Group provides discretionary portfolio management and limited consulting services primarily to individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach emphasizing diversification, asset allocation, and risk management, managing approximately $105 million in client assets.

John Diczok is a financial advisor at Anovest Investment Advisors with 29 years of industry experience. He has been with Anovest Investment Advisors since 2007 and with the affiliated firm Anovest Financial Services since 2005. Outside of his advisory role, he volunteers with a nonprofit children’s website and prepares income taxes during the tax season. Anovest serves individual households, including high-net-worth clients, providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm uses a bottom-up, total-return investment approach with diversified strategies across multiple asset classes and offers personalized portfolio options tailored to clients’ time horizons and risk tolerances.

Andres Romero is a financial advisor with E2E Financial in Atlanta, GA, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of advisory services, he is involved in business consulting and public speaking. E2E Financial provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and corporate entities. The firm emphasizes long-term trading and portfolio construction using modern portfolio theory combined with fundamental, cyclical, and quantitative analysis, and it offers weekly market and sector-specific newsletters.

Mason Ware is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth With No Regrets®, he was affiliated with Boomfish Wealth Group, LLC, operating under the same brand. Wealth With No Regrets® provides integrated financial planning and discretionary portfolio management to individual and high-net-worth clients, small businesses, and charitable organizations. The firm emphasizes customized financial profiles and investment plans implemented through a disciplined approach that includes fundamental and technical analysis, long-term investing, and risk management.

Scott Clanton is a CFP® with 11 years of industry experience, currently serving as Vice President at Chancellor Wealth Management, Inc. He has been affiliated with The Chancellor Group, Inc., The O. N. Equity Sales Company, and Ohio National Financial Services since 2014. In addition to his advisory role, Clanton is a licensed insurance agent specializing in life, accident, and sickness insurance. Chancellor Wealth Management provides comprehensive financial planning and discretionary investment management primarily for individuals and high net worth clients. The firm uses a structured risk-profiling tool to guide diversified asset allocation and offers retirement plan education and access to third-party asset management platforms.

Collin Adams is a financial advisor at Ridge Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and First Allied Securities, Inc. prior to his current role. Ridge Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors. The firm manages approximately $167.1 million in discretionary assets and offers wealth management, financial planning, portfolio management, and pension consulting services through a team of four advisors.

Vadzim Yazvinski is a CFA® charterholder with 16 years of industry experience, currently serving at Jordan Capital AM, LLC since 2008. He is also involved with The Jordan Company, a real estate development and manufacturing investment firm, where he assesses investment opportunities. Jordan Capital AM, LLC provides discretionary investment management primarily to high-net-worth individuals and operates both separately managed accounts and a private pooled vehicle, Jordan Capital Partners, LP. The firm employs a combination of fundamental and technical analysis and focuses on income-oriented strategies alongside broader equity investments.

Faye Sykes is a financial advisor at Tuttle Wealth Partners LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Capital Asset Advisory Services and Northwestern Mutual Investment Management. In addition to her advisory role, she is CEO of Social Security Benefit Planners and also involved in life insurance sales through Scarlet Oak Financial Services. Tuttle Wealth Partners LLC provides investment advisory and financial planning services to retail and institutional clients, offering customized portfolio management and consulting tailored to client objectives and risk tolerance. The firm utilizes proprietary models and engages sub-advisers while maintaining responsibility for client relationships.

Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.