Larry Baugh is a CFA® charterholder with over 40 years of experience in the financial services industry, currently serving as a principal at Baugh & Associates, LLC. He has been with the firm and its predecessor since 1977. Outside of his advisory role, he serves as a director and corporate secretary for an auto dealership and is involved as a trustee in several trusts, including those related to life insurance and commercial real estate. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, institutions, and corporate clients. The firm emphasizes an income-and-growth investment approach, typically allocating client portfolios between large-cap dividend-paying stocks and fixed-income instruments, and allows margin borrowing within managed accounts as part of its operational practices.

Frederick Taylor is a financial advisor with Money & Clarity, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years and has been self-employed since 1974. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions and outsources implementation to third-party money managers, offering a range of advisor-facing products including subscription newsletters, coaching programs, and educational workshops.

Galina Courson is a CFP® and PFS™ credentialed advisor with 14 years of experience, currently with Financial Discovery in Atlanta, GA. She has been with The Financial Discovery Group, Inc. since 2010. Outside of her advisory role, she owns and operates a separate business providing accounting and tax services. Financial Discovery serves individuals, trusts, estates, custodial accounts, and solo 401(k) plans, offering both financial planning and discretionary investment management. The firm uses an asset-liability matching framework supplemented by valuation and economic-cycle analysis, with portfolios implemented across a wide range of instruments.

Micah Porter is a CFP® and CFA® with 19 years of industry experience. He has been with Minerva Planning Group in Decatur, GA since 2003. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, primarily Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

Deanna Suarez is a financial advisor at 1776 Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 10 years. Outside of her advisory role, she is the owner of Seven Halos, LLC, a holding company. 1776 Wealth serves entrepreneurs, executives, and their families by providing integrated wealth management focused on financial planning, portfolio management, pension consulting, and family office services. The firm manages approximately $372 million for a limited client base and emphasizes tailored portfolios coordinated with tax and legal advisors.

Stephanie Douglass is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She currently serves at Maven Capital Partners, LLC and is also involved with Reicon Wealth Advisors, LLC and Reicon Capital, LLC, where she manages alternative investment portfolios as Managing Director of a family office. Maven Capital Partners, LLC provides discretionary investment management services primarily to high-net-worth individuals, charitable organizations, foundations, and private special purpose vehicles. The firm implements portfolios through strategic asset allocation across various asset classes and manages client accounts on a discretionary basis.

Kathy Weese is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nora Wealth Advisors, LLC since 2017 and previously spent 11 years at Minerva Planning Group. Based in Atlanta, GA, she holds a Series 65 license and operates as the sole advisor at Nora Wealth. Nora Wealth is an independent, fee-only advisory firm providing discretionary asset management and financial planning primarily for individual clients, as well as trusts, businesses, and retirement plans. The firm offers customized investment strategies, retirement plan consulting, and fiduciary services, managing approximately $53.6 million in discretionary assets.

Joshua Husted is a CFA® charterholder with experience in public pension systems and investment management, currently serving at Access Investment Management, LLC since 2026. His prior roles include positions at the Teachers Retirement Systems of Georgia and the Retirement Systems of Alabama. Access Investment Management, LLC provides managed account services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management with a $1,000,000 account minimum. The firm employs various investment methods and manages approximately $419.6 million in assets across a small client base.

Marvin Riddle is a financial advisor at REV Capital, LLC with 15 years of industry experience. He holds a Series 66 designation and previously operated Riddle Law Group, LLC for eight years. His background includes work as a licensed attorney, although he no longer practices law. REV Capital serves individual clients, including both high-net-worth and non-HNW households, providing portfolio management and financial planning services. The firm employs a tailored investment approach based on client objectives and risk tolerance, utilizing various strategies and conducting regular account reviews.

David Weitz is a CFA® charterholder with 24 years of experience in financial advisory roles. He is currently with Unified Investment Management, where he has worked since 2023. Prior to this, he held positions at Mercer Advisors, ACG Wealth, and Register & Akers Advisory Services, among others. Unified Investment Management offers discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as subadvisory services to other independent advisers. The firm emphasizes equity-focused portfolios and employs a variety of analytical methods and strategies, providing regular monitoring and financial planning at no additional charge.

Mark McCarthy is a financial advisor at CMC Financial Group, LLC in Atlanta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for nine years. In addition to his advisory role, he is involved in insurance sales. CMC Financial Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $110 million in client assets, offering tailored portfolio management that incorporates various analytical methods and both long- and short-term trading strategies.

Derek Baugh is a financial advisor at Baugh & Associates, LLC in Atlanta, GA, holding a Series 65 credential with four years of industry experience. He has been with Baugh & Associates since 2005. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, corporations, pension and profit-sharing plans, estates, trusts, and other U.S. institutions. The firm’s investment approach focuses on income and growth, primarily investing in dividend-paying large-cap stocks and fixed-income instruments, and is notable for its routine use of margin borrowing within client accounts.

Jack Harmon is a partner at Harmon Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 51 years of industry experience. He has worked with Raymond James Financial since 2009 and has been involved with Harmon Financial Advisors since 1996. Outside of his advisory work, he has a longstanding role as a real estate independent contractor with Forum Management Group Inc. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm offers written plans tailored to clients' objectives without managing client assets, operating on an hourly fee basis for planning and consultative services rather than ongoing portfolio management.

J Meaders is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Magellan Planning Group in Atlanta, GA. He has held roles at Cetera, Cetera Wealth Services, and Voya Financial Advisors. In addition to his financial advisory work, Meaders is a partner at Magellan Legal, LLC, where he practices estate planning and probate law. Magellan Planning Group is an SEC-registered investment adviser that offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach combining fundamental, technical, and cyclical analysis, and may use customized model portfolios including Morningstar’s Select Stock Baskets and Wide Moat models.

Leon Frush III is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Cornerstone Financial since 2013. He also has been associated with Dempsey Lord Smith, LLC since 2012. Outside of advising, he is a 50% partner in Barewood Inc., a company involved in rental real estate management. Cornerstone Financial Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for around 200 clients. The firm uses a long-term investment approach centered on fundamental analysis and manages most client accounts on a non-discretionary basis.

Reid Funston is a financial advisor at Maven Capital Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and also serves as managing partner at Reicon Capital, LLC, where he has worked since 2000. Maven Capital Partners provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and private special purpose vehicles, combining strategic asset allocation across multiple asset classes with a focus on both managed accounts and pooled investments.

Royce Richardson is a financial advisor with PR Squared Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Ameritas Advisory Services, Ameritas Investment Company, Madison Avenue Securities, and Eiat Wealth Management. Outside of his advisory role, he owns and operates an insurance brokerage and sales business and works as a real estate consultant and associate broker. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, fiduciary services, and participant education. The firm typically manages client portfolios on a largely non-discretionary basis, using model allocations, sub-advisors, and platform tools, with regular account reviews and a focus on retirement-plan education and ongoing consulting.

Cody Collins is a financial advisor at 34 Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Homrich Berg Wealth Management for six years. 34 Financial, LLC is a small team-based firm providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $101 million across about 90 client relationships, using fundamental, technical, and cyclical analysis to construct and monitor portfolios on a discretionary basis.

David Duncan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Monterey Wealth since 2020. Prior to joining Monterey Wealth, he worked at LPL Financial and Triage Consulting Group. He is also a licensed independent insurance agent in Atlanta, Georgia. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension plans. The firm’s approach includes tailored asset management and retirement plan consulting, using various strategies such as asset allocation and technical analysis.

William Scott is a CFP® professional with three years of industry experience. He is currently associated with MAI Capital Management, LLC and previously worked at Waypoint Wealth Counsel LLC for nine years. Before entering the financial services industry, he studied at the University of Georgia. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, employing a mix of fundamental and technical analyses alongside manager-based sleeves and co-managed private funds.