Michael Callahan is a financial advisor at Xception Family Office with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Hightower and Wellspring Associates. In addition to his advisory role, Callahan is an attorney providing business and estate planning legal services through Kan Clark, LLP. Xception Family Office delivers wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and select corporate clients. The firm’s investment approach incorporates asset allocation with a mix of passive vehicles and specialist third-party managers, supported by quantitative and qualitative due diligence.

Ronaldo Bastos is a financial advisor at Weston Capital Insights with five years of industry experience. He holds a Series 65 designation and has worked exclusively at RDL Capital LLC dba Weston Capital Insights since 2018. Outside of advising, he is the owner of LOCANDA MIA INVESTMENTS, LLC. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and non-U.S. persons, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and utilizes a range of strategies, including options and margin trading.

Sam Evans is a CFA® charterholder based in Duluth, GA, with 15 years of industry experience. He currently operates Evans Wealth Management and has been affiliated with Legacy Planning Group, Inc. and Golden Years Advisory, LLC. In addition to his advisory work, Evans teaches accounting and finance on a part-time basis. Evans Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, generally those with at least $1 million in investable assets. The firm provides comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis, and incorporates tax considerations and a mix of public and private market strategies.

Desmond Blue is a Wealth Management Advisor with eight years of experience in financial advising. Prior to his career in finance, he played professional basketball across five continents, an experience that informs his disciplined and long-term approach to wealth management. He specializes in addressing the complexities that arise as clients' income and financial situations grow, particularly for business owners, athletes, and high-achieving individuals. His expertise includes investment strategy, tax-aware planning, business exit and liquidity events, and estate and legacy planning services. Desmond holds a Bachelor of Science in Business Administration from Lee University and an MBA from Liberty University. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is affiliated with the Cherokee Chamber of Commerce. Outside of his professional work, Desmond resides in Canton, GA with his wife, Jill. He is involved in community organizations such as City Takers, City of Refuge, and Heartbound Ministries. In his personal time, he enjoys baseball, football, music, reading, traveling, watching movies, training youth in basketball, and attending Crossover ATL church.

Timothy Rigby is a financial advisor with Investors Asset Management of Georgia Inc in Atlanta, holding a Series 63 designation and 48 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, corporations, trusts, foundations, and retirement plans. The firm offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.

Timothy McGukin is a financial advisor at Arkos Global Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Arkos Global Advisors since 2020. Prior to that, he was with Lakeview Capital Partners, LLC from 2016 to 2020 and has been involved with Kane McGukin, LLC since 2015. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis, and performs ongoing monitoring and manager due diligence.

Cynthia Derso is a financial advisor at Proactive Wealth Strategies, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial and INVEST Financial Corp. Derso has been with Proactive Wealth Strategies on multiple occasions, most recently since 2022. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm uses a predominantly top-down, performance-based approach to create individualized asset-allocation guidelines and offers comprehensive financial planning and discretionary portfolio management.

Rhonda Gilbert is a Series 66-credentialed financial advisor with 27 years of industry experience. She is affiliated with Large and Gilbert Wealth Advisory and has previously worked at Cambridge Investment Research, Inc. Outside of her financial advisory role, she is involved in several non-investment business activities including commercial property rental and serving as president of a company that sells construction accounting software. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering discretionary portfolio management primarily through firm-developed model portfolios of mutual funds and exchange-traded funds, along with comprehensive financial planning services.

Gavin Borzello is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Wealth Management since 1998. Outside of advising, he works part-time as an insurance agent. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and discretionary and non-discretionary advisory services, employing a range of investment strategies based on economic analysis and research.

Robert Goggin is a Series 65 licensed financial advisor with 17 years of industry experience. He has worked at Atticus Wealth Management since 2018 and previously held positions at Wealth Management Advisors, Peachcap Tax & Advisory, Haven Capital, and Solidus Wealth Management. Atticus Wealth Management is an SEC-registered firm serving individuals, retirement plans, and business entities, typically those with at least $500,000 in investable assets. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies and maintaining discretionary management with regular portfolio oversight.

James Francis IV is a financial advisor with ALTA Capital Management LLC in Alpharetta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience, including 23 years at Montag & Caldwell and 2 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, using a quality-growth, bottom-up investment process that incorporates quantitative models and Investment Committee oversight. The firm serves a range of clients with strategies that include equity, fixed income, balanced mandates, and employs sub-advisers, derivatives, and AI-assisted models in certain portfolios.

Ashish Gandhi is a financial advisor at Proactive Wealth Strategies, LLC with one year of industry experience. He previously worked at The Family Office and Emirates Investment Bank. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm employs a predominantly top-down, performance-based approach and constructs individualized asset-allocation guidelines, managing most portfolios on a discretionary basis and integrating financial planning into its investment process.

Valeri Bishop is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Wellspring, Bishop worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of financial advising, Bishop owns a short-term vacation rental property in Cleveland, GA. Wellspring Wealth Management provides investment advisory, financial planning, portfolio management, and consulting services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to multiple investment platforms and third-party managers.

Gabrielle Kong is a financial advisor at BEAM Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Gratus Capital, LLC, and Carroll Financial. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets, serving individuals, businesses, trusts, estates, and retirement plans. The firm focuses on asset allocation, diversification, and portfolio construction grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, offering wealth management, financial planning, portfolio management, and ERISA consulting.

Kaila Brooks is a financial advisor at Park Square Financial Group LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Csenge Advisory Group, LLC and Lion Street Financial, along with work experience at Ansley Golf Club and Georgia Southern University. Park Square Financial Group serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach that integrates fundamental, quantitative, and technical analysis, primarily using equities, ETFs, and mutual funds within a wrap fee program structure.

Patricia Hayton is a financial advisor with CPC Advisors, LLC, holding a Series 66 designation and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors, along with 15 years at J Thompson Ross Investments. She also serves as Operations Manager for CPC Advisors. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

Kelly Dowdy is a CFP® professional with nine years of experience at HC Advisors LLC and fourteen years at Henning, Dowdy & Jones, LLC, where she serves as Managing Partner of the CPA firm. She is based in Sandy Springs, GA. HC Advisors LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a range of investment strategies and offers both discretionary and non-discretionary portfolio management along with modular financial planning and consulting services.

Kevin Sagui is a financial advisor at Southbridge Advisors, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles at Amazon and the Cherokee Town & Country Club. Southbridge Advisors serves individual clients, corporations, charities, and pension or profit-sharing plans by providing comprehensive financial planning and portfolio management. The firm employs Modern Portfolio Theory to create diversified asset allocations and offers discretionary and non-discretionary management, incorporating third-party investment adviser recommendations through a due diligence process.

John Cronin is a financial advisor at BlueChip Wealth Advisors LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at BIP Wealth, J.P. Morgan Securities, Merrill Lynch, and Raymond James & Associates. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach using a mix of active and passive strategies, with a formal emphasis on subscription-based reporting tools and documented planning deliverables.

Brian Johnston is a CFP® with 23 years of experience in the financial services industry. He is affiliated with Forthright Wealth Management, LLC, where he has worked since 2015, and previously held roles at Purshe Kaplan Sterling Investments, Truist Investment Services, and Ameriprise. Johnston serves as treasurer for the Alpharetta Elementary PTO. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets for approximately 567 clients and constructs customized portfolios primarily focused on long-term investments.