Brandy Wright is a CFP®-certified financial advisor with over 21 years of industry experience. She has worked at Blake Financial Counsel, LLC since 2019, following prior roles at Modera Wealth Management, LLC and Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel. Blake Financial Counsel primarily serves high-net-worth individuals, including Fortune 500 executives, retirees, and clients undergoing divorce, providing comprehensive wealth management, discretionary portfolio management, and specialized divorce financial planning and litigation support. The firm employs a fundamental analysis-driven investment approach, typically using passive, low-cost funds and fixed income, and focuses on tailored strategies for complex client situations.

James Bridges is a CFP® with 19 years of industry experience, currently serving as Managing Director at Family Capital Advisors, LLC since 2018. His prior experience includes roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. In addition to his advisory work, he is a director and owner of Family Capital Advisors Insurance Group, LLC, which provides insurance options to clients. Family Capital Advisors, LLC offers investment advisory and financial planning services to individuals and high-net-worth clients, managing both discretionary and non-discretionary accounts with a range of investment strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm integrates third-party AI and machine-learning tools into its processes and combines advisory services with broker-dealer registration and insurance offerings.

Alan Anderson is a CFP® and holds a Series 66 license, with 18 years of experience in financial advising. He has been with Carlyle Wealth Planning since 2009 and also has a decade of experience at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved in insurance sales and provides Medicare advice through affiliated agencies. Carlyle Wealth Planning offers comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary, in-depth planning and serves a small client roster, advising on a broad array of investment types, including alternative and direct investment programs.

Christopher Morris is a CFP® with 26 years of industry experience and serves as chairman at CMA Financial Services. He has been with CMA Financial Services since 2016 and also maintains a CPA practice through Chris Morris & Assoc. PC. Additionally, he is an author of a published book. CMA Financial Services serves individual investors, high-net-worth clients, trusts, estates, and business entities, managing approximately 90 client relationships with a two-advisor team. The firm employs a combination of fundamental, technical, and charting analysis, utilizing both long- and short-term strategies, including options and derivatives within separately managed accounts.

Jessica Morris is a CFP® with 14 years of industry experience, currently serving at CMA Financial Services since 2016. She is also involved with Jessica's Enterprises, Ltd., where she brokers insurance products. Jessica is based in Atlanta, GA. CMA Financial Services serves individual investors, trusts, estates, and business entities through a two-advisor practice managing approximately 90 client relationships. The firm provides discretionary asset management and written financial planning, utilizing a blend of fundamental, technical, and charting analysis along with option-writing strategies to tailor portfolios to client objectives.

David Yucius Jr. is a CFA® charterholder with 15 years of industry experience, currently serving at Aurora Investment Counsel in Atlanta, GA. He has been with Aurora Investment Counsel since 2001 and also has longstanding ties to RS Equities, Inc. since 1995. Aurora Investment Counsel provides discretionary portfolio management and investment guidance primarily for high-net-worth individuals, institutional clients, and referring advisers. The firm focuses on U.S. equity strategies using a fundamentals-based Growth At a Reasonable Price (GARP) approach, emphasizing long-term orientation and minimized short-term trading.

Manish Kapoor is a CFA® charterholder with six years of industry experience. He has worked at Oxford Chase Advisors LLC since 2013 and has held a position at Nokia since 2001. Oxford Chase Advisors LLC manages approximately $89.6 million for around 320 clients through discretionary, fee-only portfolio management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, employing model portfolios with an emphasis on individual equities and ETFs tailored to client risk profiles.

Michael Agurkis is a CFP® and Series 66-licensed financial advisor with 20 years of experience, currently serving at CommonWealth Financial Planners Inc. in Roswell, GA. He has worked with Raymond James Financial Services, Inc. throughout his career and serves as Treasurer and Board Member of the Rotary Club of Roswell. CommonWealth Financial Planners provides personalized financial planning and investment management to individuals, retirement plans, corporations, and small businesses, serving both high-net-worth and non-HNW clients. The firm typically delivers advice on a non-discretionary basis using a blend of fundamental, technical, charting, and cyclical analysis.

John Diczok is a financial advisor at Anovest Investment Advisors with 29 years of industry experience. He has been with Anovest Investment Advisors since 2007 and with the affiliated firm Anovest Financial Services since 2005. Outside of his advisory role, he volunteers with a nonprofit children’s website and prepares income taxes during the tax season. Anovest serves individual households, including high-net-worth clients, providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm uses a bottom-up, total-return investment approach with diversified strategies across multiple asset classes and offers personalized portfolio options tailored to clients’ time horizons and risk tolerances.

Andres Romero is a financial advisor with E2E Financial in Atlanta, GA, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of advisory services, he is involved in business consulting and public speaking. E2E Financial provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and corporate entities. The firm emphasizes long-term trading and portfolio construction using modern portfolio theory combined with fundamental, cyclical, and quantitative analysis, and it offers weekly market and sector-specific newsletters.

Scott Clanton is a CFP® professional with 12 years of industry experience, currently serving as Vice President at Chancellor Wealth Management, Inc. in Atlanta, GA. He has worked concurrently with The Chancellor Group, Inc., The O. N. Equity Sales Company, and Ohio National Financial Services since 2014. In addition to his advisory role, he is a licensed insurance agent offering life, accident, and sickness insurance. Chancellor Wealth Management is a small firm serving individuals and high-net-worth clients with comprehensive financial planning, discretionary investment management, and retirement-plan education. The firm’s investment approach is risk-tolerance driven and utilizes a combination of actively and passively managed funds, third-party managed strategies, and alternative investments.

Collin Adams is a financial advisor at Ridge Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and First Allied Securities, Inc. prior to his current role. Ridge Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors. The firm manages approximately $167.1 million in discretionary assets and offers wealth management, financial planning, portfolio management, and pension consulting services through a team of four advisors.

Vadzim Yazvinski is a CFA® charterholder with 16 years of industry experience, currently serving at Jordan Capital AM, LLC since 2008. He is also involved with The Jordan Company, a real estate development and manufacturing investment firm, where he assesses investment opportunities. Jordan Capital AM, LLC provides discretionary investment management primarily to high-net-worth individuals and operates both separately managed accounts and a private pooled vehicle, Jordan Capital Partners, LP. The firm employs a combination of fundamental and technical analysis and focuses on income-oriented strategies alongside broader equity investments.

Faye Sykes is a financial advisor at Tuttle Wealth Partners LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Capital Asset Advisory Services, Scarlet Oak Financial Services, and Northwestern Mutual Investment Management. In addition to her advisory role, she is CEO of Social Security Benefit Planners, where she focuses on social security benefit planning and training. Tuttle Wealth Partners LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement services to institutional and retail clients. The firm uses proprietary and customized models tailored to client objectives and serves as an ERISA fiduciary for retirement plan recommendations.

Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.

Bradley Harmon is a financial advisor with Harmon Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1989 and has been a partner at Harmon Financial Advisors since 2007. Outside of finance, he is a silent partner in a boutique gym operated by his son. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities, focusing on tailored advice without discretionary portfolio management. The firm bills clients on an hourly basis and offers planning reviews on request, referring clients to affiliated services when discretionary management is appropriate.

Courtney Deveau is a financial advisor at Peachtree Investment Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining Peachtree in 2023, Deveau worked at Pace Academy and The Museum of Modern Art. Peachtree Investment Partners provides discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities, managing approximately $336 million across about 227 client accounts. The firm emphasizes long-term, growth-oriented investing primarily in common stocks selected through fundamental analysis, complemented by bonds and index ETFs.

Kenneth Baer is a financial advisor with Baer Wealth Management in Marietta, GA, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He is also a partner and investor in Kevmarken, LLC, a gourmet food delivery business. Baer Wealth Management manages approximately $294.3 million, providing discretionary portfolio management to individuals, high-net-worth clients, and retirement plans, including serving as ERISA fiduciaries. The firm employs a long-term, manager-driven investment approach and conducts detailed due diligence on private alternative investments.

Scott Mackenzie is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Private Family Wealth Advisors in Atlanta, GA. He previously worked for Wells Fargo Advisors Financial Network LLC from 2009 to 2023. Private Family Wealth Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm primarily provides discretionary portfolio management using a range of investment strategies and routinely employs third-party sub-advisers and model managers to implement and monitor client portfolios.

Reagan Curl is a financial advisor with NetWorth Financial Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at LPL Financial and Berkeley Advisors. In addition to advisory services, he operates a tax preparation and accounting business associated with the firm. NetWorth Financial Services is a wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm provides comprehensive financial planning and portfolio management, employing fundamental analysis and strategic asset allocation with a focus on value equities, ETFs, mutual funds, and fixed-income securities.