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.

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.

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®-credentialed financial advisor with 14 years of industry experience, currently serving at Asset Guidance Group, LLC. He has worked at the firm since 2012 and was previously associated with First American National Investment Advisors. In addition to his advisory role, Nichols is an attorney at WR Nichols Law, LLC, where he provides legal services. Asset Guidance Group is a fee-based advisory firm serving individuals and families, including accredited investors, with financial planning and portfolio management. The firm combines automated investment strategies with human oversight and offers additional services such as private-placement due diligence, a subscription-based research publication, and educational seminars.

Colton Sowash is a financial advisor with Sunglow Wealth Advisory LLC in Snellville, GA, holding a Series 66 credential and four years of industry experience. He is also the owner of Big Creek Capital Management, an investment advisory firm focused on developing and managing client portfolios. Sowash's prior experience includes roles at LCG Associates and Mercer University. Sunglow Wealth Advisory LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, privately held companies, and qualified retirement plans. The fee-only firm manages approximately $73.7 million, employing a value-oriented, fundamental analysis approach that incorporates options strategies and emphasizes diversification and a multi-year investment horizon.

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.

Patrick Renn is a financial advisor with The Renn Wealth Management Group, Inc. in Atlanta, GA. He holds a Series 63 designation and has 55 years of industry experience, including long-term roles at Bisys and Raymond James Financial Services, Inc. Outside of advising, Renn serves on the finance and investment committees of multiple nonprofits and is the author of a published book titled "Finding Your Money's Greater Purpose." The Renn Wealth Management Group provides investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans. The firm employs an institutional investment approach that includes capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.

Stephen Davenport is a CFA® charterholder with nine years of industry experience. He is a founding advisor at Circa Capital, LLC and has previously worked at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and Columbia Management Advisors. Circa Capital primarily serves individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm employs a long-term, quality-and-value oriented investment approach with concentrated portfolios and utilizes fundamental analysis, discretionary portfolio management, and project-based consulting.

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.

Jay Cohen is a financial advisor at Monterey Wealth with 24 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. Prior to joining Monterey Wealth in 2020, he worked at LPL Financial for 15 years and held positions at Independent Financial Partners and M HOLDINGS SECURITIES, Inc. Cohen has experience in designing and implementing employee benefits, including group life, disability, and retirement plans. Monterey Wealth provides investment advisory and financial planning services to individuals, corporations, and pension and profit-sharing plans. The firm tailors client advice to objectives, time horizon, and risk tolerance, employing various strategies such as asset allocation and dollar-cost averaging.

Robert Gaillard is a financial advisor at Arch Partners Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, and corporate clients. The firm primarily employs passive investment strategies using mutual funds and ETFs and manages approximately $109 million in discretionary assets.

Jamie Stolz is a CFP® professional with 15 years of industry experience, currently serving as an advisor at TandemGrowth Financial Advisors, LLC since 2014. He is also the owner of TAYLORMADE BABY CLOTHES LLC, a business specializing in handmade children's clothing and gifts. TandemGrowth Financial Advisors provides comprehensive wealth management and financial planning services to individuals, high net worth households, trusts, and estates. The firm manages strategic long-term portfolios primarily through mutual funds and ETFs, incorporates various analytical approaches, and offers unique services such as a NextGen program and healthcare planning partnerships.

Jason Lina is a CFP® and CFA® with 15 years of industry experience. He is the sole advisor at Golden Bell Financial Planning, LLC, where he has worked since 2019. Prior to founding Golden Bell, he was with Resource Planning Group for nine years and Cedar Rowe Partners for two years. Golden Bell Financial Planning offers discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses an evidence-based investing approach focused on strategic asset allocation and factor tilts, managing over $200 million in assets with a portfolio minimum generally set at $2 million.

Catherine Mathis is a CFP® professional with 20 years of experience in the financial services industry. She is affiliated with Berkeley Advisors, Inc., where she has worked since 2004, and previously spent 12 years at ProEquities, Inc. Outside of her advisory role, she is an author of historical fiction, including a novel set in medieval Portugal titled *Death in Coimbra*. Berkeley Advisors is a small, supported registered investment adviser serving individuals, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a planning-first approach based on Modern Portfolio Theory, using primarily mutual funds and ETFs alongside individual securities and derivatives when suitable.