George Williamson is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Williamson Advisory Services, Inc. since 2011 and is also the owner of a certified public accounting firm, George B. Williamson, CPA, LLC. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans. The firm manages approximately $105 million across 73 clients, offering discretionary and non-discretionary portfolio management along with pension consulting services, combining investment management with affiliated CPA resources under common control.

Vincent Rokose is a financial advisor at Vantage Legacy Advisors, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His career includes roles at First Financial Security, Inc., Lifeanswers Financial Group, and Global Asset Management Group, Inc. He is also an insurance agent at Lifeanswers Financial Group. Vantage Legacy Advisors is a state-registered investment adviser serving individuals and high-net-worth clients with personalized investment management and financial planning. The firm emphasizes modern portfolio theory and passive management, often delegating portfolio management to unaffiliated sub-advisers.

Devin Alphin is a financial advisor at PR Squared Wealth Management LLC in Atlanta, GA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MassMutual Life Insurance Company and TIAA-CREF. Devin is also involved in several outside financial activities, including operating as a sole proprietor insurance agent and working with financial firms Capitalwize, LLC and Melanin Money. PR Squared Wealth Management serves individual investors and retirement plan sponsors with asset management, financial planning, and ERISA 3(21) fiduciary services. The firm primarily manages assets on a non-discretionary basis, incorporates model allocations and third-party solutions, and emphasizes retirement-plan participant education and structured ongoing consulting.

Lindsey Turner is a Series 65-licensed financial advisor with two years of industry experience, currently practicing at Freedom Wealth Coaching, LLC in Woodstock, GA. Prior to rejoining Freedom Wealth Coaching in 2025, Turner worked at Mathies Financial Partners and held various roles in other firms since 2018. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory arrangement with Matson Money, combining client relationship management with discretionary portfolio management, and focuses notably on retirement plan and pension consulting at the plan level.

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.

Frank Johnson is a CFP® with seven years of industry experience and holds a Series 63 license. He is an advisor at Hanover Advisors, Inc and has been associated with Hanover Group, LLC since 2000. Outside of advisory work, he is the sole member of Holt Cedartown, LLC, a commercial real estate entity. Hanover Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting services, managing approximately $353 million in assets with a small team of advisors.

David Frank is a financial advisor with Peachtree Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Peachtree Wealth Advisors since 2005 and previously spent 17 years with Triad Advisors, Inc. and three years at Arkadios Capital. Peachtree Wealth Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a fundamental, top-down investment approach across a range of strategies, including long-term buy-and-hold and short-term trading.

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.

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.

Jeffrey Levitan is a financial advisor with Vantage Legacy Advisors, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with several entities including Transformation Financial, Inc. and the All for One Foundation, a children’s charity he founded. Levitan also serves as a board member for Associate Owners Group, Inc., a reinsurance company. Vantage Legacy Advisors provides individualized investment management and financial planning for individuals and high-net-worth clients, utilizing a combination of passive management and multiple analytical methods. The firm delegates portfolio management to unaffiliated registered investment advisers and incorporates client-directed rebalancing and account actions.

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.

Lorraine Eason is a CFP® professional with three years of industry experience, currently serving as an advisor at Alder Financial Group Inc in Atlanta, GA. She has been with The Alder Financial Group, Inc. since 2006. Alder Financial Group provides discretionary investment management and financial planning to individuals, families, small businesses, and trusts, managing approximately $224 million in client assets. The firm uses fundamental and macroeconomic analysis to create customized, diversified portfolios and supports portfolio construction with internal analytical tools, ongoing monitoring, and formal reviews.

Russell Holcombe is a CFP® professional with 21 years of industry experience. He is the principal at Holcombe Financial, Inc., where he has worked since 2003. Outside of his advisory role, he is a licensed real estate broker involved in a non-investment-related real estate business. Holcombe Financial serves individual investors including high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm provides financial planning, discretionary portfolio management, and retirement-plan advisory services, employing a long-term, buy-and-hold investment approach supplemented by diverse asset strategies and managing several private pooled funds.

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.

Sean Todd is a CFP® with 12 years of experience at Estate Management Counselors, LLC and over 30 years running his own law practice, Sean G. Todd, P.C., where he provides estate, tax, and asset protection planning. He is based in Atlanta, GA. Todd's other business activities include operating a law office as a sole practitioner. Estate Management Counselors, LLC delivers fee-based financial planning and investment management to individuals, trusts, estates, and small businesses using a strategic asset allocation approach that combines passively managed index funds and ETFs with active management. The firm integrates affiliated legal, accounting, and insurance services but clients are not required to use them.