Michael Collopy is a CFP® with 15 years of experience in financial advisory roles. He is currently with Veracity Capital LLC and has previously worked at Compass Securities Corporation, The AYCO Company, and F3 Logic. In addition to his advisory work, he provides tax preparation and planning services through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services primarily for high-net-worth clients. The firm employs a long-term, customized investment approach using a variety of strategies and asset types, supported by affiliated entities that provide insurance and tax services.

Jerry Jones is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with IRC Wealth, a team-based firm in Atlanta, GA, and has held prior roles at firms including Northwestern Mutual and Bleakley Financial Group. Outside of his advisory work, he creates YouTube content reviewing hip hop music. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement consulting. The firm employs a disciplined investment process focused on long-term value and income strategies, including the use of ETFs, options, and commodity transactions through an affiliated Commodity Trading Advisor.

Bradley Rosen is a Series 65-licensed financial advisor with 26 years of industry experience. He is a principal at Ironview Capital Management, LLC, where he has worked since 2016, and also serves as president of Rosen Financial, Inc., operating as Longevity Financial since 1999. In addition to his advisory work, Rosen is a licensed insurance agent and a board member of a business networking group. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis, employing strategies including long- and short-term positions, option writing, and allocations to mutual funds, ETFs, and private funds.

Michael Mccool is a CFP® with 25 years of industry experience, currently serving at CPC Advisors, LLC. He has previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services. Mccool is a board member and secretary of the Atlanta Ronald McDonald House Charities, where he also serves on the finance and investment committee and chairs the development committee. CPC Advisors provides financial planning and portfolio management 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, with ongoing account monitoring and a long-term investment approach.

Kenneth Ezell is a CFA® charterholder with 22 years of industry experience. He has been with Marco Investment Management LLC since 2001. The firm serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. Marco Investment Management provides discretionary portfolio management supported by a multi-member Investment Strategy Committee, employing a range of strategies that incorporate fundamental and technical analysis as well as options and derivative techniques.

Sarah Wylde is a Certified Financial Planner (CFP®) with six years of industry experience. She has worked at Ferguson Shapiro LLC since 2019 and previously at the Public Company Accounting Oversight Board and Birnbrey, Minsk, Minsk and Perling. Outside of her advisory role, she operates Sarah Wylde CPA LLC, providing seasonal tax preparation services. Ferguson Shapiro LLC is a team-based SEC-registered investment adviser managing approximately $415 million for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, written financial planning, and fee-based variable annuity advisory services, using a process that combines tailored financial planning with in-house enhanced strategies and third-party money managers.

William Shannon is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2019 and has prior experience in the hospitality industry. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, fiduciary services, and project-based consulting, utilizing discretionary portfolio management with tailored investment policies and access to alternative investments for qualified clients.

Terry Montano is a CFP® professional with eight years of industry experience, currently serving at Motus Wealth in Atlanta, GA. His prior roles include positions at Origin Financial, Facet Wealth, Capital Directions LLC, and TrueWealth Management LLC. He is contracted as a financial planner for Blend Financial, Inc., operating as Origin Financial. Motus Wealth provides personalized financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and family businesses. The firm employs a two-advisor team approach and bases its investment strategy on Modern Portfolio Theory, focusing on diversified, strategic asset allocation primarily through passive index funds, ETFs, and bonds.

Timothy Dougherty is a financial advisor at Bay Colony Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory role, he hosts a biotechnology-focused podcast. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines a long-term, fundamental investment approach with family-office and concierge services alongside institutional retirement plan offerings.

Christopher Conkell is a CFP® professional with 11 years of industry experience, currently serving at Cahaba Wealth Management, Inc. He has been with Cahaba Wealth Management for 15 years. Outside of his advisory role, Conkell is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm uses a team approach to build individualized plans with ongoing monitoring and incorporates alternative strategies when suitable.

Robert Durham is a financial advisor with Anchyra Partners LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Prior to joining Anchyra Partners in 2025, he worked at Stephens Inc. for six years and briefly at Wells Fargo Advisors in 2016. He serves as an advisory board member for Clockwork, a consulting firm for startups and mid-sized businesses. Anchyra Partners LLC provides portfolio management, financial planning, retirement-rollover guidance, and third-party manager selection primarily for high-net-worth individuals and institutional clients. The firm manages client accounts on a discretionary basis, utilizing a range of investment vehicles including equities, bonds, alternatives, and digital assets, and integrates third-party managers and operational services to support model allocations and reporting.

Geoffrey Gober is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked with West Paces Advisors, Inc. since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Bank. West Paces Advisors, Inc. provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm builds customized investment programs employing a range of strategies and offers ERISA fiduciary services, managing nearly $1 billion in discretionary assets.

Tina Tyson is a financial advisor at Chicory Wealth with a Series 65 designation and three years of industry experience. She has previously worked at Ameriprise Financial Services and Maggie Kulyk and Associates, and operates a bookkeeping business. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, alongside tax preparation, estate planning assistance, and business consulting. The firm utilizes fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and guide financial life plans.

David Hunter is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CPC Advisors and Raymond James Financial Services since 2016. Outside of his advisory role, he manages rental properties through Airbnb and VRBO. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation based on Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Joshua Weidie is a financial advisor at Paces Ferry Wealth Advisors, LLC with one year of industry experience. He previously worked at Alps Distributors, Inc. and G.W. Henssler & Associates, Ltd., where he spent eight and ten years respectively. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs both discretionary and non-discretionary portfolio management, utilizing a combination of passive and active strategies informed by fundamental, technical, charting, and relative-strength analysis.

John Mateyko is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including World Equity Group and Fifth Third Securities. Outside of his advisory role, he serves as managing partner of IDEX Financial Group LLC. PeachCap Tax & Advisory is an SEC-registered advisory firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, employing diversified, model-based portfolios with a range of strategies from long-term holdings to option strategies.

Katherine Howard is a financial advisor with Meadow Creek Wealth Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Balentine and Truist Investment Services. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, offering portfolio management, financial planning, retirement plan consulting, and project-based consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing a process led by an investment committee that monitors managers and implements strategies across client accounts.

Max Kulyk is a financial advisor at Chicory Wealth with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years before founding M. Kulyk & Associates, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified portfolios and financial life plans.

Crawford Asman is a CFP® credentialed advisor at Cahaba Wealth Management, Inc. with two years of industry experience. He has previously worked at Morgan Stanley and California Renewable Energy. Outside of his advisory role, Asman operates a retail website on eBay where he sells old collectibles and clothing. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm employs individualized investment plans with long-term cash-flow projections and integrates workplace and external accounts for holistic portfolio oversight.

Richard Bond is a financial advisor at Highbrook Capital Partners with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Atticus Wealth Management, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Truist Investment Services. Highbrook Capital Partners provides discretionary and non-discretionary investment management, pension consulting, and standalone financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of investment strategies, including derivatives and margin trading, and manages approximately $509 million in regulatory assets.