Hong Tsun Simon is a CFA® charterholder currently with A. Montag & Associates and has five years of industry experience. Prior to joining Montag in 2026, he worked at Forthright Partners LLC for five years and at BNY Mellon Wealth Management for fifteen years. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by offering discretionary portfolio management, financial planning, consulting, and limited trustee or executor services. The firm emphasizes individualized investment objectives through fundamental and technical equity analysis, mutual fund and ETF selection, and fixed-income management.

Jeffery Wright is a CFA® charterholder with 13 years of industry experience. He is a founding member of Wright Wealth LLC, where he has worked since 2022, and also founded 550 Capital Partners LLC, a firm focused on raising capital to invest in startup businesses. His prior experience includes roles at Bank of America and Merrill Lynch. Wright Wealth LLC serves individuals, including high-net-worth clients, retirement plan sponsors, charitable organizations, and businesses, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a multi-faceted asset-allocation approach combining passive and active strategies, maintains a relatively large physical presence for a five-advisor team, and provides ancillary services such as a financial-planning app membership and facilitated tax preparation.

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.

De'shawn Owens is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Cambridge Investment Research. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Margaret Sims is a CFP® professional at MartinWright Advisory, LLC with eight years of industry experience. She has worked at Balentine, LLC and Truist Advisory Services before joining MartinWright in 2026. MartinWright Advisory, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including institutional investors, individuals, trusts and estates, and retirement plans. The firm uses both active and passive investment approaches, emphasizing diversification and continuous portfolio management with a range of tools tailored to client objectives.

Michael Fields is a CFP® with 21 years of industry experience, currently serving as an advisor at Southbridge Advisors, LLC since 2019. He has also worked at Wealth and Pension Services Group Inc. since 2013. Outside of his advisory role, he is the CFO of Door & Decor, LLC, where he manages business administration, finances, and marketing. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and offers both discretionary and non-discretionary account management, incorporating third-party investment advisers when appropriate.

Richard Houghton is a financial advisor with Partners Capital Services, Inc. based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at American Capital Partners, LLC since 2013 and L.M. Kohn & Company since 2012. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm serves approximately 195 clients with a team of 12 advisors and manages around $94.1 million in client assets, offering personalized investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Stephen Griner is a CFA® charterholder with 22 years of industry experience and has been with Persium Advisors, LLC since 2010. He is a managing partner of Palmares Capital Partners, LLC, an investment firm providing capital to lower middle market companies. Griner also serves as co-vice chair of the Southeast Membership Committee and executive committee for Business Executives for National Security and is president of the board of directors and finance committee for City Academy of Atlanta. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm employs fundamental analysis and model portfolios to tailor allocations based on clients’ financial plans and risk tolerances, supporting clients with hands-on plan governance and fiduciary services.

Ryan Floyd is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He has been with West Paces Advisors, Inc. since 2016, currently serving as part of a four-advisor team in Atlanta, GA. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm manages nearly $1 billion in discretionary assets and offers customized investment programs implemented through index, engineered, or active strategies, including access to non-traditional investments for qualified investors.

Chandler Warren is a financial advisor at Veracity Capital LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Veracity Capital, he worked at 49 Financial and Purshe Kaplan Sterling Investments. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses, utilizing a long-term, customized portfolio approach that includes discretionary management and option overlay strategies.

Willem Jau Hattink is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Meadow Creek since 2018, following roles at SunTrust Advisory Services and SunTrust Bank. Outside of advising, he is a part-owner and manager of a healthcare business, Hemo LLC. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for about 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, annuity management, and project-based consulting, with a notable approach that includes both discretionary and non-discretionary asset management and the use of derivatives and margin within separately managed accounts.

Bradley Swinsburg is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Smith & Howard Wealth Management, LLC since 2016. He is based in Atlanta, GA, and holds Series 63 and Series 65 licenses. Smith & Howard Wealth Management is a discretionary investment adviser managing approximately $727 million for individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm creates customized investment plans and primarily uses mutual funds and ETFs, with access to separate account managers and a range of potential strategies.

Brooks Garrett is a CFA® charterholder and Series 66 licensee with five years of industry experience. He is currently with CPC Advisors, LLC and has previously worked at Raymond James Financial Services, Inc., Aflac Inc, and held positions at the University of Georgia and Columbus High School. Outside of advising, he works as a Senior Research Associate at Consolidated Planning Corporation. CPC Advisors provides financial planning and portfolio management services to individuals—including high-net-worth clients—as well as trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach focuses on model portfolios and asset allocation consistent with Modern Portfolio Theory, emphasizing long-term investments primarily in mutual funds, equities, and ETFs.

Valerie Nichols is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Smith & Howard Wealth Management, LLC since 2016. She is based in Atlanta, GA and is part of a six-advisor team. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients.

Tracy Kasing is a CFP® professional at Regimen Wealth, LLC in Atlanta, GA, with three years of experience in financial advising. Prior to joining Regimen Wealth, Tracy worked at Rose Animal Hospital and held positions at the University of Georgia and River Ridge High School. Regimen Wealth is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm offers discretionary investment management, financial planning, and consulting, emphasizing tailored portfolios that incorporate exchange-traded funds and a blend of fundamental, technical, cyclical, and behavioral finance methods.

Lucy Thompson is a financial advisor at Zuraw Financial Advisors, LLC in Atlanta, GA, with seven years of industry experience. She holds a Series 65 designation and has worked at Delta Air Lines since 2017, including a role as an MBA Associate. Lucy has been with Zuraw Financial Advisors since 2016. Zuraw Financial Advisors serves individuals, trusts, estates, corporations, and other legal entities, offering discretionary portfolio management and financial planning services. The firm manages approximately $520 million in assets and designs client-specific investment plans utilizing ETFs, mutual funds, individual equities, fixed income, and third-party sub-advisers.

Lisa Garris is a CFP® professional with five years of industry experience, currently serving at Marietta Wealth Management, LLC. She previously worked at Redwood Wealth Management, LLC, and devotes part of her time to supporting accounting services at a separate CPA firm. Marietta Wealth Management, LLC is a fee-only advisory firm providing wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and business entities. The firm follows an investment process guided by an internal committee and offers discretionary management using diversified asset classes tailored to client risk profiles.

Alison Gould is a financial advisor at Persium Advisors, LLC in Atlanta, GA. She holds a Series 65 designation and has been with the Persium Group since 2013. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and consults on roughly $894.4 million in pension and investment assets, using fundamental analysis and model portfolios to tailor allocations based on clients’ financial plans and risk tolerances.

Matthew Williams is a financial advisor at Riverstone Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Riverstone Advisors in 2023, he worked at Google LLC from 2016 to 2023. Riverstone Advisors provides wealth management, financial planning, investment consulting, and family office services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering customized portfolios and a distinct Family Office tier for clients with $20 million or more in investable assets.

Mark Sinderson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with SmartPath Advisors since 2020 and previously worked at Financial Clarity Partners, Liberty Partners Capital Management, and SmartPath, Inc. SmartPath Advisors provides limited-engagement financial planning services focused on retirement readiness and savings strategies primarily for individuals accessing services through their employers and high-net-worth clients. The firm emphasizes a passive investment approach using diversification and low-cost index funds, with engagements typically arranged and paid for by employers or organizations rather than individual clients.