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® with 11 years of industry experience, currently serving as Vice President at Chancellor Wealth Management, Inc. He has been affiliated with The Chancellor Group, Inc., The O. N. Equity Sales Company, and Ohio National Financial Services since 2014. In addition to his advisory role, Clanton is a licensed insurance agent specializing in life, accident, and sickness insurance. Chancellor Wealth Management provides comprehensive financial planning and discretionary investment management primarily for individuals and high net worth clients. The firm uses a structured risk-profiling tool to guide diversified asset allocation and offers retirement plan education and access to third-party asset management platforms.

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.

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 Noble is a PFS™ credentialed financial advisor with 13 years of industry experience. He is affiliated with Wealth With No Regrets® in Alpharetta, GA, and has held roles at Boomfish Wealth Group, LLC since 2012. Outside of his advisory work, he serves as a financial coach with Boomfish, Inc. and acts as CFO for Tri-Craft Properties, a home building and remodeling company. Wealth With No Regrets® serves individual and high-net-worth clients, as well as small businesses and charitable organizations, providing integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles and investment plans, using fundamental and technical analysis alongside risk management to guide long-term investing.

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.

John David Huff is a financial advisor with Piedmont Investment Advisory, LLLP in Atlanta, GA. He holds a Series 65 credential and has eight years of industry experience. He has been with Piedmont Investment Advisory since 2004 and serves as the managing member of Piedmont Capital, LLC, the general partner of Piedmont Partners, LP, a private fund managed by the firm. Piedmont Investment Advisory provides investment advisory and portfolio management services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a blend of fundamental and technical research and considers tax implications when selecting securities, managing both discretionary and non-discretionary accounts.

Sarah Lee is a financial advisor at Holcombe Financial, Inc. with nine years of industry experience, including two years at Balentine LLC. She holds the Series 63 and Series 65 designations. Holcombe Financial provides financial planning, discretionary portfolio management, general consulting, and retirement plan advisory services to individuals, trusts, and pooled investment vehicles. The firm combines long-term passive asset allocation with selective active strategies and manages multiple affiliated private funds focused on income and real estate.

Alexander Johnson is a Series 65-licensed financial advisor at Holcombe Financial, Inc. with one year of industry experience. Prior to joining Holcombe Financial, he worked at Reicon Capital and Fusion Connect, and has experience at The University of Georgia and in the food service industry. Holcombe Financial provides financial planning, discretionary portfolio management, and retirement plan advisory services to individuals, trusts, and pooled investment vehicles. The firm combines long-term, buy-and-hold passive asset allocation with selective active management and serves both individual clients and affiliated private funds focused on income and real estate strategies.

Marc Daner is a CFP® and ChFC® with 37 years of industry experience. He is the principal advisor at Daner Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Daner is also a licensed independent insurance agent. Daner Wealth Management provides investment advisory and financial planning services primarily to individuals and high net worth clients, offering tailored strategies that include covered options and a flexible approach combining asset allocation, technical analysis, and ongoing account reviews.

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 with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, Triad Advisors, and LPL Financial. 34 Financial, LLC provides discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm uses fundamental, technical, and cyclical analysis to construct client-specific portfolios, managing roughly $101 million across about 90 client relationships.

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.

Graham Bailey is a financial advisor at 755 Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Edward Jones. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s client-driven approach tailors strategies to client objectives and risk tolerance and integrates affiliated tax, accounting, and insurance services within its ownership structure.

Bryan Totri is a CFP® professional with 17 years of industry experience, currently serving at St. John & Associates, Inc. since 2007. He has also held roles at Carson Wealth and CWM, LLC. 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 emphasizes client education through regular communications and uses technology, including AI tools and third-party platforms, to support portfolio management and reporting.