Martin Lysaght is a financial advisor with Magellan Planning Group in Atlanta, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked for Bey-Douglas, LLC Investment Counsel for 13 years before joining Magellan Planning Group. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, employing a mix of long- and short-term positions and cash hedges, and may implement customized model portfolios.

Rebecca Richardson is a CFP® with five years of industry experience, currently serving as an advisor at ATLas Investment Advisors. Her prior experience includes roles at Advisory Services Network, LLC, Resource Planning Group, and KPMG. In addition to her advisory work, she provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, employing an evidence-based investment approach centered on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

Curtis Parker is a financial advisor at Mason Westbridge Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including the use of third-party asset managers and a range of allocation models adjusted for market conditions.

John Huber is a CFP® and CFA® with 14 years of industry experience. He has been with Financial Discovery since 2010. Financial Discovery provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, and retirement accounts. The firm uses an asset-liability matching framework combined with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews to clients.

George Mauser is a CFP® with 14 years of industry experience and currently serves as a financial advisor at ATLas Investment Advisors. His prior roles include positions at Advisory Services Network LLC and Resource Planning Group, Ltd. Outside of advisory work, he also provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, using an evidence-based investing approach focused on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

Julian Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC with over 53 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Ameritas Investment Corp and Dominion Investor Services. Outside of his advisory role, he owns J.F.H. Financial Solutions, a business focused on marketing life insurance and retirement planning products, and serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit supporting women with breast cancer. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm conducts public educational seminars and combines non-discretionary retail asset allocation with pension consulting and ERISA plan management services.

Larry Forbus is an advisor at Paul Manners & Associates, Inc. in Marietta, GA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Paul Manners & Associates since 1990. Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts. The firm manages separate long-only portfolios using an actively managed, broadly diversified, low-turnover approach that blends fundamental and technical analysis.

Richard Stjohn is a financial advisor at St. John & Associates, Inc. in Roswell, GA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with St. John & Associates since 1992. Outside of his advisory role, he is a managing member with his wife in a real estate limited partnership. 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 employs predefined model allocations across various asset classes and integrates third-party sub-advisers and AI-enabled tools, with a focus on client communication, education, and technological support for held-away accounts.

Nicole Wright is a CFP® professional with 12 years of experience in financial advising. She has been with Financial Discovery Group since 2012. Financial Discovery Group provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, custodial accounts for minors, and individual/solo 401(k) plans. The firm uses an asset-liability matching framework with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews across a broad range of investment instruments.

Scott Adams is a financial advisor with Ridge Capital Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Adams is also involved with Capital Asset Monitoring, LLC as a consultant. Ridge Capital Management provides wealth management and financial planning services to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs diversified investment strategies based on client goals and risk tolerances, offering portfolio management, financial and estate planning coordination, and pension consulting.

Charles Maton is a CFP® professional with 44 years of industry experience. He has worked at StoneX Securities Inc. since 2002 and has been with CG Maton Advisory, Inc. since 1989. He is also the owner and president of CG Maton Agency, Inc., a management company providing insurance services. CG Maton Advisory, Inc. operates as an investment manager serving pooled vehicles, institutional accounts, individuals, trusts, pensions, and business entities. The firm uses a combination of top-down and bottom-up analysis with fundamental, technical, and cyclical methods, focusing on asset allocation, diversification, and long-term growth across multiple asset classes.

Russell Holcombe is a CFP® professional with 21 years of industry experience. He has been with Holcombe Financial, Inc. since 2003 and serves as one of three advisors at the firm. Outside of his advisory role, he is a licensed real estate broker involved in non-investment-related real estate activities. Holcombe Financial provides financial planning, discretionary portfolio management, consulting, and retirement plan advisory services to individuals, trusts, and pooled investment vehicles. The firm manages accounts primarily on a discretionary basis and is notable for its management of multiple affiliated private funds focused on income and real estate strategies.

Keith Johnson is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Integras Partners since 2014 and is also involved as a managing member of a commercial real estate firm. Integras Partners serves individual investors, retirement plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting, employing tailored model portfolios and a range of investment strategies including derivatives and option writing.

Nelson Gary Jr. is a financial advisor at Leechgary Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leechgary since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related advisory services primarily to individual clients, including high-net-worth individuals. The firm serves a small client base with approximately 28 relationships and $21 million in assets under management, focusing on individualized portfolio oversight.

Wallace Nichols Jr. is a CFP® professional with 14 years of industry experience, currently serving at Asset Guidance Group, LLC in Roswell, GA. He has been with the firm since 2012 and also works as an attorney at WR Nichols Law, LLC. Asset Guidance Group advises individuals and families, including accredited investors, through fee-based financial planning and portfolio management. The firm blends proprietary rules-based models with human judgment and offers services such as automated discretionary management, private placement due diligence, educational seminars, and a paid weekly research publication.

Jack Eason is a financial advisor with Georgia Advisory Group LLC and holds the Series 65 designation. He has experience working with the Department of Defense - Army since 2021 and previously attended the United States Military Academy and New Berlin High School. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm focuses on individual equities, narrow ETFs, and options strategies, and manages client accounts on a discretionary basis with monthly monitoring.

Stephen Davenport is a CFA charterholder with nine years of experience in the financial industry. He is currently an advisor at Circa Capital, LLC, where he has worked since 2021. His prior roles include positions at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and SunTrust Bank. Circa Capital, LLC provides financial planning, discretionary portfolio management, and consulting services primarily to high-net-worth individuals and their trusts, estates, and retirement accounts. The firm emphasizes fundamental analysis and a long-term investment philosophy focused on quality and value, managing portfolios typically consisting of 25 to 50 equity positions with the potential use of hedging strategies.

Vickie Klepper is a CFP® professional with four years of experience in financial advising. She is the sole advisor at Creative Financial Partners, where she has worked since 2021. Her prior experience includes roles at Harrell Investment Partners, Asset Management Advisors, Aspiriant, Terry McDaniel & Co Investment Counsel, and FMP Wealth Advisers. Creative Financial Partners provides financial planning and employee-benefit consulting primarily for individual clients and employer plan sponsors. The firm offers client-directed, non-discretionary advice with a focus on fundamental investment analysis, and maintains a solo-practitioner model serving approximately 115 clients.

Randy Brunson is a financial advisor at Centurion Advisory Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centurion Advisory Group, LLC since 2006. Centurion Advisory Group serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, providing financial planning, investment management, retirement plan consulting, and project-based general consulting. The firm uses proprietary asset-allocation models combining fundamental and technical analysis and implements portfolios through mutual funds, ETFs, and individual securities.

Lisa Helin is a CFP® professional at Baer Wealth Management with 7 years of industry experience. Her prior work includes roles at Cooks Warehouse Inc. and a period of retirement. Baer Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, and retirement plans, including ERISA fiduciary services. The firm employs a long-term, manager-driven investment approach and conducts detailed due diligence on private alternative investments.