Philip Catledge is a financial advisor with CMC Financial Group, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wachovia Securities Financial Network for nine years before joining CMC Financial Group in 2018. In addition to his advisory role, he is involved in the sale of insurance products on a limited basis. CMC Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $110 million in client assets, tailoring portfolios based on clients’ goals, risk tolerance, and time horizons, and employs a variety of analytical methods alongside both long- and short-term trading strategies.

Jeffrey Shaver is a financial advisor at 34 Financial, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at JNJ Advisors, Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, and Triad Advisors. 34 Financial, LLC is a small team managing approximately $101 million across about 90 client relationships. The firm provides discretionary investment management and financial advice to individuals, corporations, retirement plans, trusts, and institutions, using fundamental, technical, and cyclical analysis to develop client-specific investment policies.

Michael Strickland is a financial advisor at Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Strickland Davis Advisors since 2016 and also operates Strickland & Co. since 2010. Outside of his advisory roles, he is involved in a startup technology business as the owner of My Digital Business Card, LLC, and works as an insurance agent with Way of Life Group, LLC. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting for individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm emphasizes individualized investment policy statements and long-term investing, using both direct portfolio management and access to institutional-class funds through an Advisor Services program with Savant Wealth Management.

Bryan Totri is a CFP® with 17 years of industry experience and has been with St. John & Associates, Inc. since 2007. He holds a Series 63 designation and works from Roswell, GA. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm uses a range of model asset-allocation portfolios combining active and passive strategies, supported by third-party sub-advisers and AI-enabled tools, with a focus on regular client communications and educational outreach.

Aaron Aberson is a financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 15 years of industry experience. He holds a Series 65 designation and has been with Ajax Capital Advisors since 2010. In addition to his advisory role, Aaron works as an independent contractor and attorney specializing in family law and civil litigation. Ajax Capital Advisors provides financial planning and portfolio management services 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.

Walter Richards is a financial advisor at Capital Research Advisors, LLC in Suwanee, GA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Brightstar 2911, LLC, Make a Miracle, and Work 4 a Living International. Capital Research Advisors serves individuals, families, and institutional clients such as businesses, foundations, religious organizations, and nonprofits, providing discretionary portfolio management, financial planning, and consulting services. The firm employs mathematically designed, rules-based investment models across fixed income, equity, and alternative assets, incorporating tactical overlays and risk management strategies.

Allan Mathis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with Berkeley Advisors, Inc. since 2019. Outside of his advisory role, Mathis volunteers as a youth soccer coach and serves as an on-site property manager and secretary for HamLam Properties, LLC. Berkeley Advisors serves individual and high-net-worth clients, as well as trusts and estates, providing ongoing financial planning and discretionary portfolio management. The firm employs a diversified, Modern Portfolio Theory–based investment approach using mutual funds, ETFs, and selected individual securities, and operates its own Wrap Fee Program.

Natalie Schmook is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been with Hayes Wealth Advisors, LLC since 2019 and previously worked at Camille Holdings DBA Lucille Roberts. Outside of her advisory role, she is a group fitness and cycle instructor at local community centers. Hayes Wealth Advisors serves individual clients, retirement plans, and corporate clients with comprehensive financial planning, discretionary portfolio management, and consulting services. The firm emphasizes a long-term, primarily passive investment approach and maintains a niche in advising optometric practices, including business valuation and practice appraisal services.

Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.

Theodore Davies is a financial advisor with Maven Capital Partners, LLC based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. He is also the managing partner at Reicon Capital, LLC, where he is responsible for identifying and reviewing public and private investment opportunities. Maven Capital Partners provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other business entities, and serves as investment manager to private special purpose vehicles (SPVs). The firm employs strategic asset allocation across multiple asset classes and manages client accounts on a discretionary basis, with a focus on detailed client assessments and specialized investment vehicles.

Clifford O'Conner is a financial advisor at C.W. O'Conner Wealth Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 23 years of industry experience. Clifford has been with C.W. O'Conner Wealth Advisors since 1995. C.W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary portfolio management along with ongoing monitoring and rebalancing.

Andrea Soule is a Series 65-licensed financial advisor with Wealth With No Regrets® in Alpharetta, GA, bringing five years of industry experience. Her prior roles include positions at Indiana Trust Wealth Management and 1st Source Bank. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial and investment plans, long-term investing, and risk management, utilizing third-party sub-advisers and the AE Wealth Management platform.

John Owen Jr. is a financial advisor at COR3 Investment Partners, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at ALPS Distributors, Inc. and Southeastern Asset Management. Outside of his advisory role, he is involved in a rental property business under Affinity Ventures. COR3 Investment Partners provides discretionary investment management through separately managed accounts for high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach focused on concentrated U.S. small- and mid-cap equities with a quality and value orientation and offers sub-advisory services tailored to client-specific guidelines.

Larry Baugh is a CFA® charterholder with over 40 years of experience in the financial services industry, currently serving as a principal at Baugh & Associates, LLC. He has been with the firm and its predecessor since 1977. Outside of his advisory role, he serves as a director and corporate secretary for an auto dealership and is involved as a trustee in several trusts, including those related to life insurance and commercial real estate. Baugh & Associates is a fee-only investment management and financial planning firm serving individuals, institutions, and corporate clients. The firm emphasizes an income-and-growth investment approach, typically allocating client portfolios between large-cap dividend-paying stocks and fixed-income instruments, and allows margin borrowing within managed accounts as part of its operational practices.

Frederick Taylor is a financial advisor with Money & Clarity, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years and has been self-employed since 1974. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions and outsources implementation to third-party money managers, offering a range of advisor-facing products including subscription newsletters, coaching programs, and educational workshops.

Galina Courson is a CFP® and PFS™ credentialed advisor with 14 years of experience, currently with Financial Discovery in Atlanta, GA. She has been with The Financial Discovery Group, Inc. since 2010. Outside of her advisory role, she owns and operates a separate business providing accounting and tax services. Financial Discovery serves individuals, trusts, estates, custodial accounts, and solo 401(k) plans, offering both financial planning and discretionary investment management. The firm uses an asset-liability matching framework supplemented by valuation and economic-cycle analysis, with portfolios implemented across a wide range of instruments.

Micah Porter is a CFP® and CFA® with 19 years of industry experience. He has been with Minerva Planning Group in Decatur, GA since 2003. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, primarily Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

Deanna Suarez is a financial advisor at 1776 Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 10 years. Outside of her advisory role, she is the owner of Seven Halos, LLC, a holding company. 1776 Wealth serves entrepreneurs, executives, and their families by providing integrated wealth management focused on financial planning, portfolio management, pension consulting, and family office services. The firm manages approximately $372 million for a limited client base and emphasizes tailored portfolios coordinated with tax and legal advisors.

Stephanie Douglass is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She currently serves at Maven Capital Partners, LLC and is also involved with Reicon Wealth Advisors, LLC and Reicon Capital, LLC, where she manages alternative investment portfolios as Managing Director of a family office. Maven Capital Partners, LLC provides discretionary investment management services primarily to high-net-worth individuals, charitable organizations, foundations, and private special purpose vehicles. The firm implements portfolios through strategic asset allocation across various asset classes and manages client accounts on a discretionary basis.

Kathy Weese is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nora Wealth Advisors, LLC since 2017 and previously spent 11 years at Minerva Planning Group. Based in Atlanta, GA, she holds a Series 65 license and operates as the sole advisor at Nora Wealth. Nora Wealth is an independent, fee-only advisory firm providing discretionary asset management and financial planning primarily for individual clients, as well as trusts, businesses, and retirement plans. The firm offers customized investment strategies, retirement plan consulting, and fiduciary services, managing approximately $53.6 million in discretionary assets.