Sarah Pryor is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Wealth Science Advisors LLC since 2022 and previously held positions at Northwestern Mutual Investment Services LLC and James Exley. Outside of her advisory role, she owns Wealth Science Analytics, a psychological analytics and consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm combines proprietary psychological profiling tools with modern portfolio theory to manage portfolios across multiple offices and affiliated entities.

Thomas Corrigan is a financial advisor at Register Financial Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Register Financial Advisors and Register Financial Associates since 2011. Outside of his advisory role, he serves as a trustee for the Fulton County Republican Party. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a broad range of investment instruments and strategies, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs administered through Wells Fargo Clearing Services.

Stephen Rowley is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, holding Series 63, 65, and 66 licenses with 46 years of industry experience. He has worked at H&R Block Financial Advisors, Inc. since 2005. Outside of his advisory role, he is a 20% owner of a sports photography company called BIGSHOTS and spends a small portion of his time involved with fixed annuity sales. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach incorporating economic analysis, fundamental and technical research, and various strategies tailored to client objectives.

Jason Flurry is a CFP® with 28 years of industry experience and has been with Legacy Partners Financial Group, LLC since 2005. In addition to his advisory role, he is an independent insurance agent selling fixed annuities and life insurance and works as a college planning specialist providing financial aid advisory services. Legacy Partners Financial Group offers discretionary investment management and financial planning to individuals, retirement plans, and business clients, using model portfolios constructed with Modern Portfolio Theory. The firm also provides company-sponsored retirement plan management and operates a separate college-planning service offering workshops and individualized counseling.

Clint Farabaugh is a CFP® professional with 20 years of industry experience. He is affiliated with Proactive Wealth Strategies, LLC and has previously worked at LPL Financial, INVEST Financial Corporation, and Vining Financial. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm offers comprehensive financial planning and discretionary portfolio management, employing a top-down, performance-based approach with individualized asset allocation and ongoing account monitoring.

Rhett Exley is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Wealth Science Advisors LLC, where he has worked since 2022. Prior to joining Wealth Science Advisors, Rhett spent over a decade at Northwestern Mutual in various roles across wealth management and investment management. He also owns Wealth Science Analytics, a firm providing psychological assessments and consulting. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm uses a proprietary psychological profiling tool combined with modern portfolio theory to guide its investment approach and provides a range of services including family office functions and tax preparation through affiliated entities.

Rachel Leddy is a financial advisor at Traynor Capital Management in Canton, GA, holding a Series 65 designation and four years of industry experience. She has been with Traynor Capital Management since 2022 and previously worked in education, including positions at the University of Alabama and Etowah High School. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, and business funding consulting related to ROBS transactions. The firm utilizes tailored investment strategies emphasizing direct stock ownership across various market capitalizations and employs a mix of analytical techniques to construct and monitor portfolios.

Timothy Goodwin is a CFP® with over 21 years of experience in financial advising. He has been with Goodwin Investment Advisory since 2004 and founded MCSE Stewardship, LLC in 2017, which serves as the general partner for the Goodwin Real Estate Fund and its successor. In 2021, he transitioned to co-manager and 50% owner of MCSE Stewardship. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets, employing dynamic asset allocation strategies and a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.

Weslee Williams is a financial advisor with Griffith & Werner, Inc. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Proequities Inc and Lincoln Financial Services. He also advises families on college planning to help prepare students and manage education-related debt. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation approach using equities, fixed income, mutual funds, ETFs, and combines fundamental, technical, and cyclical analysis within a framework that includes discretionary management and coordination with outside professionals.

Jerome Borzello is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with American Wealth Management since 1989. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary advisory services, employing a diverse investment approach that includes fundamental and technical research as well as strategies ranging from long-term buy-and-hold to shorter-term trading.

Louis Brown is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at firms including Homrich Berg, Wealth & Pension Services Group, Inc., and Triad Advisors, Inc. Outside of his advisory role, Brown provides consulting services to golf course developers, assisting with feasibility, architect selection, project management, and marketing. Southbridge Advisors, LLC offers comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm employs Modern Portfolio Theory to tailor asset allocations and uses both direct implementation and third-party institutional strategists as part of its investment approach.

Christopher Eddy is a CFP® with 17 years of industry experience. He has been with Berkeley Capital Partners, LLC since 2015 and previously worked at Wells Fargo Advisors and Citigroup Global Markets. Berkeley Capital Partners manages approximately $1.1 billion in assets for a diverse client base, offering discretionary portfolio management and global asset-allocation strategies. The firm also acts as a fund sponsor and private fund adviser, providing a range of investment services including retirement plan fiduciary support and a managed account wrap program.

Beau Davis is a CFP® with 27 years of industry experience, currently with BlueChip Wealth Advisors LLC in Milton, GA. His prior roles include positions at BIP Wealth, Purshe Kaplan Sterling Investments, Compass Wealth Management LLC, Morgan Stanley, and Citigroup Global Markets. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable approach that combines active and passive strategies across various asset classes, supported by subscription-based reporting tools and documented planning deliverables.

Thomas Russell is a financial advisor at Narwhal Capital Management with 15 years of industry experience and holds the Series 66 designation. He has worked at Narwhal since 2018 and has prior experience at Peachtree Tax & Advisory, Peachcap, and LPL. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management tailored to each client's goals, using diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Thomas Platt is a financial advisor at Connors Investor Services Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Connors Investor Services since 2013. He is also involved in selling fixed annuities. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, options, and treats cash as an asset class, while managing portfolios with mutual funds, ETFs, equities, fixed income, and private funds.

Troy Hutchinson III is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2006 and is also involved with MPWM Advisory Solutions LLC and Capstone Benefits Advisors. His other business activities include providing life, health, disability, and fixed annuity services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

Shawna Theriault is a CFP® professional with 19 years of industry experience, currently serving at Wiser Wealth Management, Inc. She previously worked at Henssler Financial for 11 years. Outside of financial advising, she is a health coach with Optavia and serves on the board of directors for a private family foundation in Suwanee, GA. Wiser Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individual and high-net-worth clients, as well as trusts, estates, charities, and private businesses. The firm emphasizes tax-aware, model portfolios primarily using exchange-traded funds, with a focus on long-term capital market assumptions and portfolio rebalancing.

William Raike III is a financial advisor with Woodstock Wealth Management, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously led Raike Financial Group Inc. for 24 years before joining Woodstock Wealth Management in 2018. Outside of advising, he manages a land development company that is currently inactive. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment vehicles and strategies tailored to clients’ objectives and maintains a performance-fee program alongside standard asset-based arrangements.

Blane Thompson is a Series 65-licensed financial advisor with Legacy Partners Financial Group, LLC. He has been in the industry since 2025, previously working at Pelican Investment Advisors and maintaining a separate insurance practice through T Financial Concepts LLC. Outside of financial advising, he owns and manages BT Cattle Co., a cattle and ranching operation in Texas. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers a range of investment vehicles, alongside a separate insurance practice and a college-planning service.

Tiffany Keefe is an investment advisor at MPWM Advisory Solutions LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with both MPWM Advisory Solutions and LPL Financial since 2019. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using both firm-managed models and independent managers, and sponsors a wrap fee program integrated closely with LPL Financial platforms.