Cort Haber is a CFP® with 18 years of experience in financial advising, currently serving at Xception Family Office. His prior experience includes roles at New Republic Capital, Haber Investment Counsel, UBS Financial Services, and several other firms. He is a managing member of a family investment partnership that oversees investment decisions and tax filings. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, and institutions. The firm emphasizes customized investment programs based on strategic asset allocation and combines passive and active management approaches.

Jaqueline Schadeck is a CFP® professional with seven years of experience in financial advising. She is the principal of Golden Wealth Strategies, where she has worked since 2019. Prior to founding her firm, she held roles at several wealth management firms including AE Wealth Management, Impact Partnership Wealth, and Capitalwize. Outside of advising, she is an independent insurance agent and author. Golden Wealth Strategies provides wealth management services and recommends third-party investment management platforms rather than managing client assets directly. The firm uses fundamental analysis and ongoing review to select and monitor recommended strategies, and offers written financial planning and educational webinars.

Richard Holland is a financial advisor at Monterey Wealth with 14 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at firms including Wealthspire Retirement Advisory, NFP Retirement, Inc., and Afs Advisors, LLC. Outside of his advisory role, Holland serves as a trustee for several family trusts and is a board member of the Dunwoody Police Foundation, a nonprofit organization; he also acts as Membership Chairman at The Standard Golf Club in Johns Creek, GA. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers tailored advice based on client objectives and risk tolerance, employing various strategies such as asset allocation and dollar-cost averaging, and manages both discretionary and non-discretionary assets.

Trenton Bryde is a financial advisor at Factory Capital LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at B&G Capital Partners LLC and Cresset Capital, as well as work at the University of Georgia. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm leverages outsourced solutions and third-party managers across active and passive strategies, including alternative asset classes, while maintaining disclosures on affiliations and conflicts of interest.

Matthew Eads is a CFA charterholder with 21 years of industry experience. He has been with Eads & Heald Investment Counsel since 1993. Eads & Heald Wealth Management is a four-advisor team based in Atlanta that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified equity or balanced portfolios with an emphasis on low turnover and full investment.

Jonathan Lindvig is a financial advisor with Peachtree Wealth Advisors, Inc., holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Morgan Stanley DW Inc., Triad Advisors, Inc., and Arkadios Capital before his long tenure at Peachtree Wealth Advisors. Lindvig is also involved as an insurance agent with multiple carriers. Peachtree Wealth Advisors, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and institutions such as pension plans, foundations, and trusts. The firm employs a top-down, fundamental investment approach and manages accounts internally while utilizing third-party managers, maintaining a high client-to-advisor ratio with two advisors serving roughly 450 clients.

Jeffrey Ash is a financial advisor at McCormack Financial Planning Inc. in Atlanta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wellington Management and J.P. Morgan Securities LLC. Ash also serves as Director of Trading & Operations at McCormack Financial Planning. McCormack Financial Planning serves individual clients and small businesses, offering financial planning, advisory services, and discretionary asset management through a wrap-fee program. The firm employs a long-term, tailored investment approach utilizing fundamental, technical, and charting analysis, incorporating individual equities, bonds, mutual funds, ETFs, and option strategies.

Julia Prescott is a CFP® professional with eight years of industry experience, currently serving as an advisor at Blake Financial Counsel, LLC since 2019. She also works as a distributor for Juice Plus Company, a multi-level marketing business, outside of her financial advisory role. Blake Financial Counsel primarily serves high-net-worth individuals, including executives, retirees, and clients undergoing divorce, offering comprehensive wealth management and specialized divorce financial planning. The firm employs a fundamental analysis approach with individualized asset allocation, focusing on passive, low-cost investments and tailored financial solutions.

Jonathan Sard is a CFP® with 30 years of industry experience. He is president and an investment advisor representative at Sard Wealth Management Group, LLC, where he has worked since 2007. Prior to founding his firm, he spent 18 years at Securities Service Network, Inc. Sard is also a licensed insurance agent offering life, disability, long-term care insurance, and annuities. Sard Wealth Management Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm’s investment approach is customized and primarily long-term, focusing on low-cost, diversified mutual funds and ETFs while incorporating individual stocks and bonds as appropriate.

Larren Odom is a CFP® with 19 years of industry experience, currently serving as an advisor at Chastain Wealth Management since 2016. Prior to this, he worked at Redwood Wealth Management for eight years. He holds a Series 65 license and is based in Atlanta, GA. Chastain Wealth Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, trusts, and estates. The firm manages approximately $144 million in discretionary assets and employs a client-centric approach that often begins with financial profiling and planning before transitioning to ongoing asset management.

Wayne Davis Jr. is a financial advisor with Strickland Davis Advisors LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Strickland Davis Advisors since 2016. The firm's principal is also a CPA and dedicates significant time to an affiliated accounting practice that shares office space with the advisory business. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm focuses on individualized, IPS-driven asset allocation and long-term investing, offering a range of investment solutions including model- and manager-based portfolios through Savant Wealth Management.

Marc Baylin is a CFA® charterholder with 12 years of industry experience. He is a managing advisor at MB Advisors LLC in Atlanta, GA, where he has worked since 2013. Baylin also serves as a board member of File And Serve Express, a private company providing workflow management solutions for the legal profession. MB Advisors offers discretionary, customized investment management and financial consulting to individuals and high-net-worth clients. The firm employs a fundamental, bottom-up research process and implements two core strategies focused on equity returns and intrinsic value, managing concentrated, benchmark-agnostic portfolios with a selective client base.

Mark Sofge is a CFP® with 10 years of industry experience, currently serving at Charleston Equity Partners, LLC since 2019. He has prior experience with Piedmont Private Equity and Yukon Property Consultants, where he is involved in real estate holdings and solar farm development. Charleston Equity Partners manages the Charleston Opportunity Zone Fund, focusing on direct or indirect investments in qualified opportunity zone real estate for accredited investors. The firm operates on a discretionary basis with an emphasis on investment oversight and compliance with tax-driven holding requirements.

Nathan Aberson is a CFP® with 16 years of industry experience, serving as an advisor at Ajax Capital Advisors, Inc. since 2009. He is also the CEO of Aberson Consulting, Inc., a company engaged in online sales of consumer products. Additionally, he holds a real estate salesperson license in Georgia, which he uses occasionally to assist family and friends with real estate transactions. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.

James Livingston is a financial advisor with Livingston Financial Planning, Inc. in Atlanta, GA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Livingston Financial Planning, he worked at Alpha Financial Management Consultants and Accenture. Livingston Financial Planning serves individual investors, trusts, estates, charitable organizations, and small businesses, offering fee-only financial planning and investment management. The firm employs a long-term, buy-and-hold investment approach focused on diversified low-cost index funds, ETFs, and bonds, primarily managing assets on a non-discretionary basis.

Ruth Goldstein is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mainstreet Financial Group LLC. Her previous roles include positions at Advisory Alpha, LLC, Planners Alliance LLC, and AlphaStar Capital Management, LLC. She also directs Mainstreet Financial Education, Inc., where she provides financial literacy workshops and seminars on topics such as retirement, investment, and Medicare insurance. Mainstreet Financial Group LLC serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach utilizing asset allocation, fundamental analysis, and model portfolios that may include Dimensional mutual funds and ETFs.

Joseph Gandolfo is a CFA® charterholder based in Atlanta, GA, and serves as an advisor at Factory Capital LLC. He has two years of industry experience, with prior roles at B&G Capital and Truist Securities. Gandolfo’s background also includes positions related to financial services and education during his time at Georgia Tech and the Georgia Tech Foundation. Factory Capital LLC provides portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management for institutional and other clients. The firm emphasizes the use of third-party managers and outsourced solutions, employing both active and passive strategies across various asset classes.

Brian Carter is a financial advisor at Pierson Wealth Management in Atlanta, GA, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates Inc and Forever Aligned Club. Pierson Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management and limited goal-planning services. The firm uses a mix of ETFs, mutual funds, equities, and fixed-income securities guided by fundamental, technical, and modern portfolio principles, and offers a distinctive rules-based large-cap growth strategy through its Focus 5 model.

Joseph Carroll is the sole advisor at The Carroll Group, Inc. in Atlanta, GA, holding a Series 65 credential and with 18 years of industry experience. He has been with The Carroll Group, Inc. since 1993. The Carroll Group provides discretionary portfolio management and investment advisory services primarily to high-net-worth families and individuals, employing a fundamental security-analysis approach to build diversified portfolios using both active and passive investment strategies. The firm maintains a very small client base with high asset concentration per client, and the owner serves as the portfolio manager.

Justin Ostrowski is a CFA® charterholder with one year of industry experience, currently serving at Reicon Wealth Advisors, LLC. He has previously worked at Reicon Capital, LLC and held positions at Dapper Labs and Superplastic. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, and private special purpose vehicles, managing portfolios with strategies that include equities, fixed income, alternatives, and direct private-capital investments. The firm is noted for organizing pooled investment vehicles and employing performance-based compensation structures.