Kelly Dowdy is a CFP® professional with nine years of experience at HC Advisors LLC and fourteen years at Henning, Dowdy & Jones, LLC, where she serves as Managing Partner of the CPA firm. She is based in Sandy Springs, GA. HC Advisors LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a range of investment strategies and offers both discretionary and non-discretionary portfolio management along with modular financial planning and consulting services.

John Cronin is a financial advisor at BlueChip Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Merrill Lynch, and Raymond James & Associates. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach that combines active and passive strategies and uses subscription-based reporting tools and educational sessions as part of its client services.

Brian Johnston is a CFP® with 23 years of industry experience. He is a managing director at Forthright Wealth Management, LLC, where he has worked since 2015. Prior to that, he was associated with Purshe Kaplan Sterling Investments starting in 2015. Johnston serves as treasurer for the Alpharetta Elementary PTO. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets across a seven-advisor team and constructs customized, primarily long-term portfolios using mutual funds, ETFs, individual stocks, and bonds.

John Mctyre is a financial advisor at Financial Consultants Group Inc. with a Series 65 credential and one year of industry experience. Before joining Financial Consultants Group Inc., he worked briefly at Scott Curry State Farm and has experience from roles at the Ramsey Student Center and Camp All-American. Financial Consultants Group Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, discretionary trading approach using fundamental analysis, modern portfolio theory, and technical analysis.

Stephen Amason is a CFP® professional with one year of experience, currently serving at ForthRight Wealth Management, LLC. He has prior experience with HB Wealth Management, LLC and Frazier & Deeter, LLC. ForthRight Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets across a seven-advisor team, constructing primarily long-term customized portfolios using mutual funds, ETFs, individual stocks, and bonds.

Nancy Houska is a financial advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at Keystone Financial Group, Inc. since 2012 and previously at Cambridge Investment Research Inc. from 2012 to 2017. In addition to her advisory role, she serves as an independent insurance agent, liaising between clients and insurance providers. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary portfolio management using model portfolios primarily of mutual funds and ETFs, along with comprehensive financial planning services at no additional charge.

Scott Voigt is a CFP®, CFA®, and Series 65-licensed advisor with 15 years of industry experience. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Robert Miller is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with LPL Financial since 2008 and has been with MPWM Advisory Solutions since 2020. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses a long-term, diversified investment approach based on fundamental analysis and modern portfolio theory, offering multiple implementation pathways including in-house models and oversight of independent managers.

Mark Lloyd is a financial advisor at The Lloyd Advisory Group in Suwanee, GA, with 2 years of industry experience and a Series 65 designation. He has worked at Lloyd Advisory Services, LLC since 2011. Lloyd also serves as Client Relations Manager at The Lloyd Group, Inc., an insurance agency where he manages client service operations and assists with account applications and rollovers. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts, utilizing third-party model portfolios and ongoing rebalancing. The firm’s investment approach incorporates a three-bucket framework emphasizing growth, income, and fixed insurance-based assets, and it integrates commissionable insurance sales as a key component of its advisory process.

James Loftin is a CFP® professional with 26 years of industry experience. He is the principal at Loftin Wealth Partners in Johns Creek, GA, and has held roles at multiple financial and insurance firms since 2009. He serves as president of the Financial Planning Association of Georgia as of 2023. Loftin Wealth Partners is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for individuals, charitable organizations, and corporations. The firm provides portfolio management and financial planning services, employing strategies that may include hedging, leverage, and options, and offers both discretionary and non-discretionary account management.

Connor Jones is a CFP® professional with six years of industry experience, currently serving at Wealth Science Advisors LLC since 2022. He previously worked at Northwestern Mutual Wealth Management Co and Northwestern Mutual Investment Services LLC from 2019 to 2022. Outside of his advisory role, Jones owns Wealth Science Analytics, a psychological analytics and consulting business, and serves on the finance committee of Northlands Church. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and comprehensive financial planning services. The firm integrates proprietary psychological profiling and a Money Happiness™ framework with modern portfolio theory to manage client portfolios across multiple offices, overseeing approximately $558.7 million in assets.

Craig Pfau is a financial advisor at Arca Wealth, LLC with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Triad Advisors. Arca Wealth, LLC is a registered investment adviser serving individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing a client-centered approach that includes diversified asset allocations across multiple investment strategies.

Jose Chavez Cuellar is a financial advisor at Large and Gilbert Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Deloitte, The Home Depot, and Sam's Club. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension plans, and business entities. The firm offers discretionary portfolio management using model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Evelyn Perez is a financial advisor at MPWM Advisory Solutions LLC with four years of industry experience. She holds the Series 66 designation and has worked at MPWM Advisory Solutions and LPL Financial, LLC among other firms. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Bradford Gilliam is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Verisail Partners, LLC and also owns Rooted Landscape, a landscaping business he has operated since 2017. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Daniel Newberg is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Berkeley Capital Partners, LLC since 2015. He previously worked at Triad Advisors, Inc. for one year. Berkeley Capital Partners, LLC is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, corporations, and small businesses. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive allocations.

Ginette Mayer is a financial advisor with MPWM Advisory Solutions LLC and holds a Series 66 designation. She has three years of industry experience, including roles at LPL Financial and Mayer Private Wealth. Outside of advisory work, she operates a DBA related to her LPL business under Mayer Private Wealth Management. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies across multiple platforms.

Mark Winston is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Wellspring Wealth Management LLC since 2017 and previously at Planmark Capital Management and LPL Financial. He provides investment advisory services primarily through Wellspring Wealth Management, an independent registered investment advisor firm. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and certain business or retirement entities with tailored wealth management and advisory services. The firm’s investment process includes strategic asset allocation overseen by an internal Investment Policy Committee, with access to a range of mutual funds, ETFs, alternative investments, and third-party wrap programs.

John Hayes is a financial advisor with LongView Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at M. S. Howells & Co, Cambridge Investment Research, and CCF Investments, among others. Outside of advising, he serves as Chairperson for the Finance Committee at Madison First United Methodist Church. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion for individuals, pension and profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing a variety of investment strategies and integrating third-party solutions alongside less common services such as held-away account management.

Timothy McGannon is a financial advisor at Strategic Wealth Partners, Ltd. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Securities, Inc. and Suntrust Capital Markets Inc. from 2006 to 2022. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion across 19 advisors and employs a range of investment strategies including fundamental, technical, and charting analysis to create diversified portfolios.