Andrew Edwards is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding the Series 65 designation. He began his advisory career with Wright Wealth in 2025 and has prior experience serving in the US Army from 2021 to 2026. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses, using a blend of passive and active strategies guided by modern portfolio theory. The firm also offers educational seminars, retirement plan consulting, and tax preparation assistance as part of its advisory services.

Stephen Nolan is a financial advisor with Griffith & Werner, Inc. holding Series 65 and Series 63 licenses and has one year of experience in the industry. He has served as CEO of IFH Solutions Inc. since 2011, a consulting practice specializing in services for Housing Authorities, where he works as a CPA and consultant. Griffith & Werner, Inc. serves individual and high-net-worth clients through portfolio management, financial planning, and investment consulting. The firm emphasizes building personalized investment plans with in-house constructed portfolios focused on dividend-growth equities, fixed income, and selective use of ETFs or mutual funds.

Kevin Boutwell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veracity Capital LLC. His prior experience includes roles at Veracity Capital Tax Advisors, LLC, F3 Logic, LLC, and The AYCO Company, L.P./Mercer Allied. He serves on the Board of Directors for the Cobb County Public Safety Foundation. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach using a range of asset types and analytic methods, and offers affiliated tax and insurance services.

Benjamin Crowe is a CFP® and CFA® with 21 years of industry experience. He is a managing member of Ben H. Crowe, C.P.A., LLC, a full-service CPA firm separate from his advisory role, and has worked at Marietta Wealth Management, LLC since 2015. Crowe also spent six years with Bowen-Crowe Group, LLC prior to his current firm. Marietta Wealth Management provides wealth management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and business entities. The SEC-registered, fee-only firm manages approximately $974 million in client assets and serves about 405 client households through a team of nine advisors.

Larry McNamara is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation and Series 65 license with nine years of industry experience. He has been associated with Paraklete Financial since 2024 and also operates McNamara Financial Solutions LLC. Outside of his advisory work, he serves as CFO and accountant for 3GS Services, LLC, a general maintenance and landscaping business. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers focus on tax-centered, coordinated planning and client education, working through a network of professional referrers and delivering tailored engagements without managing assets or selling financial products.

Reid Trego is a financial advisor at Goodwin Investment Advisory with four years of industry experience. He holds a Series 65 designation and has worked at Goodwin Investment Advisory since 2021. Outside of advising, he coaches existing franchisees at United Franchise Group and provides consulting services through Reid Trego Coaching. Goodwin Investment Advisory offers discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344.4 million in discretionary assets and employs dynamic asset allocation strategies using a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies.

Taylor Moody is a financial advisor at Regimen Wealth, LLC in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Regimen Wealth, he worked at Ameriprise Financial Services, Inc. and the ERA Hirsch Real Estate Team. Regimen Wealth provides discretionary investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $330 million across about 218 households and emphasizes tailored portfolios with exchange-traded funds, independent sub-advisors, and other vehicles, applying a blend of fundamental, technical, cyclical, and behavioral finance methods.

William Hutchins III is a Certified Financial Planner® with 15 years of experience in the financial services industry. He has been with Sherrill & Hutchins Financial Advisory, Inc. since 2012. Outside of his advisory role, he is a member of The Garden Of, LLC, a long-term rental property management business. Sherrill & Hutchins Financial Advisory provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm employs client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs, offering a range of wealth management and fiduciary services.

Zachary Morris is a CFP® with 14 years of industry experience and is currently with Paces Ferry Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at tru Independence Asset Management, LLC and J.P. Morgan Securities LLC. Paces Ferry Wealth Advisors manages approximately $430 million across a range of individual, high-net-worth, trust, estate, charitable, and institutional clients. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies, offering discretionary and non-discretionary advisory services tailored to diverse client needs.

Kaitlin Theobald is a CFP® professional with eight years of experience at Sherrill & Hutchins Financial Advisory Inc in Atlanta, GA. She has been with the firm since 2014, working within a team of six advisors. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm tailors portfolios according to client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs, supplemented by third-party consulting and held-away account management.

Caroline Jones is a CFP® professional with five years of industry experience. She is currently with BlueSky Wealth Advisors, LLC, where she has worked since 2020, following three years at Elwood & Goetz Wealth Advisory Group. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic, tax-efficient investment approach that includes active management and the use of sub-advisers when appropriate.

Patrick Ungashick is a financial advisor at Persium Advisors, LLC in Atlanta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Persium Advisors since 2004. Outside of his advisory role, he is involved in self-publishing several books and owns businesses that develop exit planning tools and provide merger and acquisition advisory services for family and founder-owner companies. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets, employing a fundamental analysis approach and hands-on plan governance support.

Francine Payne is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to joining Persium Advisors, she worked for Republic National Distributing Co., LLC for 21 years. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement-plan services alongside direct investment management and financial planning. The firm manages discretionary assets exceeding $580 million and provides consulting for nearly $1 billion in pension and investment assets.

Olga Lee is a CFA® charterholder based in Atlanta, GA, with 16 years of industry experience. She has worked at A. Montag & Associates since 2006. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Stephen Michael is a financial advisor at Marietta Wealth Management, LLC in Marietta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marietta Wealth Management since 2016. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, managing approximately $974 million in client assets through a team of nine advisors.

Thomas Tillery is a CFP® and ChFC® with 20 years of experience in financial planning. He has worked at Paraklete Financial, Inc. since 2006. Outside of his advisory role, he serves as vice president of Financial Planning Advocate, LLC, where he writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Paraklete Financial provides fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers prepare comprehensive plans without managing assets or selling financial products, focusing on tax-centered, coordinated planning delivered by CPA/PFS credentialed advisers.

Jeffrey Taylor is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. He has been with Crescent Wealth Advisory since 2009 and Crescent Wealth Management since 2003, and has prior experience with Purshe Kaplan Sterling Investments and Lion Street Financial. Taylor is also involved in sales and marketing for fixed life insurance through Crescent Wealth Management. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm manages approximately $87.5 million across about 49 clients and employs a team of six investment professionals who use fundamental and technical analysis to construct individualized portfolios, offering continuous supervision, rebalancing, and access to alternative solutions including cryptocurrency accounts and third-party cash management programs.

Solomon Cohen is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at HB Wealth Management, The Vanguard Group, Connect America, and Northwestern Mutual. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, family office services, and third-party money manager selection for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily using ETFs and equities, and often implements strategies through sub-advisers or third-party managers.

Wesley Hackney is a CFP® with 12 years of industry experience, currently serving at Marietta Wealth Management, LLC since 2015. He holds a Series 63 license and works within a team of nine advisors based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and uses a team-based approach supported by an Investment Committee to guide portfolio management.

Landon Morgan is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Partners, he worked at Thompson & Thurman Financial, C1 Insurance Group, and Pierce Tax Service. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers additional services including company-sponsored retirement plan management and a college-planning service that provides workshops and individual counseling.