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.

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.

Suzanne Doyle is a financial advisor at Incompass Financial Partners, LLC with nine years of industry experience. She holds Series 63, Series 66, and Series 65 designations. Prior to joining Incompass Financial Partners in 2024, she was involved with St Peter Chanel Catholic Church and Fulton County Schools. Incompass Financial Partners, LLC is an SEC-registered investment adviser offering discretionary asset management and financial planning to individuals and high-net-worth clients. The firm manages approximately $192 million in discretionary assets with a tailored investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies.

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.

J Cameron Zabko is a CFP® professional with four years of industry experience. He is the principal and sole owner of Westhollow Wealth Management, where he has worked since 2024. Prior to founding Westhollow, he was affiliated with CWM, LLC and Jon Baker Financial Group. Outside of his advisory role, Zabko engages in authorship. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities, offering integrated wealth management that includes financial planning and discretionary asset management. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, with a focus on long-term holdings, periodic rebalancing, and tax-aware strategies.

Jonathan Sard is a CFP® professional with 30 years of industry experience. He is the president and an investment advisor representative at Sard Wealth Management Group, LLC, where he has worked since 2007. Prior to founding his firm, Sard was with Securities Service Network, Inc. from 2002 to 2020 and has also been involved in life, disability, long-term care, and annuity insurance sales since 1992. Sard Wealth Management Group provides discretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm employs a primarily long-term, customized investment approach focused on low-cost, diversified mutual funds and ETFs, while also utilizing individual stocks, bonds, and derivative instruments as appropriate.

John Newsome is a financial advisor at NewCorp Wealth Management in Alpharetta, GA, with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Maryland Financial Group, among others. He is co-owner of NewCorp Financial Services and also works as an insurance agent providing insurance and fixed annuity solutions. NewCorp Wealth Management serves individual clients, including high-net-worth households, corporate clients, and sponsors of employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting with tailored portfolios reviewed regularly and advisory services delivered through a small team.

Nimish Patel is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience, currently serving as an advisor at A & P Wealth Management since 2015. Prior to this, he worked at MCAP Investment Management, LLC. A & P Wealth Management provides discretionary portfolio management, active trading programs, and advisory consultations to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, combining longer-term diversified portfolio management with an active trading approach that includes options writing, short sales, and margin borrowing.

Jennifer Smalley is a financial advisor with Wickham Financial & Insurance Services in Marietta, GA. She holds a Series 66 designation and has 11 years of industry experience, including nine years at Thrivent Financial and ten years at Thrivent Investment Management Inc. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in regulatory assets and uses a combination of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

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.

Timothy Mersereau is a ChFC® with 23 years of industry experience. He has been with Mersereau & Lazenby, LLC since 1994. Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates, and businesses by providing financial planning and discretionary investment management along with tax, auditing, and accounting services. The firm operates as a fee-only advisor offering integrated planning and typically implements strategies through a globally diversified asset allocation using both passive and actively managed funds.

Steven Fehlenberg is a financial advisor with Ascension Wealth Advisors, holding a Series 65 license and bringing 10 years of industry experience. He also maintains a Certified Public Accountant (CPA) designation and provides tax and accounting services through his firm, Steven R. Fehlenberg & CO., P.C., dedicating less than 10% of his time to this work. His career includes over three decades in accounting and financial services. Ascension Wealth Advisors offers financial planning and consulting primarily to individuals, including high-net-worth clients, and small businesses. The firm provides tailored, one-on-one advisory services and refers clients to unaffiliated third-party money managers for investment implementation, without taking discretionary authority or custody of client assets.

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.

Tonya Hall is a CFP® professional with 10 years of experience in financial advising and has operated Hall Financial Advisors, PC since 2014. She also owns Tonya Hall CPA, PC, a tax preparation and accounting firm established in 2009. Hall Financial Advisors, PC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach with a core-and-satellite framework, combining passive index and ETF positions with active funds or individual securities, and integrates tax and accounting services through its affiliation with the principal’s CPA practice.

George Beylouni Jr. is a financial advisor at Bey-Douglas, LLC Investment Counsel in Marietta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bey-Douglas since 2000, serving as President, Senior Portfolio Manager, and CEO. Prior to this, he was with Resurgent Financial Advisors LLC beginning in 2026. Bey-Douglas provides portfolio management and retirement-plan advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charities, corporations, trusts, and estates. The firm utilizes tax-aware, large-cap equity strategies and diversified asset allocations tailored to client risk profiles, offering both discretionary and non-discretionary management.

Afzal Mithwani is a financial advisor at Nexus Capital Inc with 22 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at firms including Cambridge Investment Research and Transamerica Financial Advisors. Outside of his advisory role, Mithwani is an IRS Enrolled Agent providing tax preparation services and is involved in insurance product sales. Nexus Capital offers financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm focuses on tailored investment recommendations based on fundamental analysis and long-term holdings, often using passively managed ETFs.

Daniel Signorelli Heise is a financial advisor at Weston Capital Insights with a Series 65 designation and four years of industry experience. He previously worked at ABC Financial, Evo W12 LLC, and Sprinklr Inc. Heise is also a non-managing member of DGF 7 GP, LLC, a general partner to an unaffiliated venture capital fund. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and foreign investors, offering discretionary and non-discretionary portfolio management, model portfolio implementation, and financial planning. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and uses a variety of time-horizon strategies, including options and margin when appropriate.