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

Margaret Sims is a CFP® with nine years of industry experience currently serving at MartinWright Advisory, LLC. She previously worked at Truist Advisory Services and Balentine, LLC, among other firms. MartinWright Advisory is a seven-advisor team managing approximately $160.7 million in discretionary assets for about 108 clients. The firm combines active and passive management with techniques such as relative-strength and technical analysis, tactical asset allocation, and selective use of options and alternative investments.

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 at Partners Capital Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Capital Partners, Llc, L.M. Kohn & Company, Raymond James & Associates, and Wells Fargo Clearing. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts through a combination of discretionary and non-discretionary management, utilizing fundamental and technical analysis as well as third-party manager reviews.

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 four years of industry experience. His prior roles include positions at 49 Financial, Thrivent Advisor Network, 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. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, and may engage outside managers and option overlay strategies as part of its investment process.

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 eight years of industry experience. She holds a Series 65 designation and has worked at Delta Air Lines since 2017 in various capacities, including as an MBA Associate. Thompson also spent two years at Dartmouth Tuck School of Business prior to her current role. Zuraw Financial Advisors serves individuals, trusts, estates, corporations, and other legal entities, providing discretionary portfolio management and financial planning services. The firm manages approximately $520 million in assets and implements client-specific investment plans using ETFs, mutual funds, individual equities, and fixed income, supported by owner-led oversight and a compact team structure.

Lisa Garris is a CFP® professional at Marietta Wealth Management, LLC with five years of industry experience. She previously worked with Redwood Wealth Management, LLC, and also devotes part of her time to supporting accounting services as an associate at Ben H. Crowe C.P.A. LLC, a full-service CPA firm. Marietta Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $1.39 billion in client assets and employs an investment process guided by an internal committee that constructs portfolios based on client risk profiles and a variety of investment vehicles.

Alison Gould is a financial advisor with Persium Advisors, LLC in Atlanta, GA. She holds the Series 65 designation and has one year of industry experience. Alison has been with the Persium Group since 2013. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement-plan services alongside investment management, consulting, and financial planning. The firm employs fundamental analysis and model portfolios, generally acts as a fiduciary, and provides comprehensive support including investment policy documentation, plan design assistance, and committee education.

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.

Jared Haubenstock is a CFP® with nine years of industry experience, currently serving as a financial advisor at Regimen Wealth, LLC in Atlanta, GA. He has held positions at Regimen Wealth since 2020, with prior experience at Ameriprise Financial Services and Fidelity Investments Institutional Service Company. Regimen Wealth provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm employs an evidence-driven, model-based investment approach emphasizing diversified core allocations with tailored strategies suited to clients’ tax, liquidity, and investment needs.

Georgi Ivanov is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with Maple Capital Management, Inc., where he has worked since 2026. Prior to joining Maple Capital Management, he held roles at Mastercard International, Nexo, Wells Fargo Corporation, Angel Oak Capital Advisors, and Upper Iowa University. Maple Capital Management provides portfolio management and investment consulting to individuals, families, trusts, retirement plans, and institutional clients. The firm emphasizes fundamental analysis of individual securities and offers tailored account strategies across equity, fixed income, and cash management.

Joel Rabanal is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He previously worked at BB&T in Retirement and Institutional Services and BB&T Corporation. 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.