Robert Jamison is a CFP® professional with 23 years of industry experience. He has been with Jamison Private Wealth Management, Inc., formerly Diversified Financial Planning, since 1998. The firm provides portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, and charitable organizations. Jamison Private Wealth Management offers individualized investment plans primarily through direct equity selection and supplements them with other investment vehicles, managing approximately $1.05 billion across a small advisory team.

Thomas Tillery is a CFP® and ChFC® with 20 years of experience in financial planning. He has worked at Paraklete Financial, Inc. since 2006. Outside of his advisory role, he serves as vice president of Financial Planning Advocate, LLC, where he writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Paraklete Financial provides fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers prepare comprehensive plans without managing assets or selling financial products, focusing on tax-centered, coordinated planning delivered by CPA/PFS credentialed advisers.

Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 23 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital, LLC, and ACG Wealth Inc. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable approach combining active and passive investment strategies and incorporates subscription-based reporting tools and documented planning deliverables in its client services.

Wesley Hackney is a CFP® with 12 years of industry experience, currently serving at Marietta Wealth Management, LLC since 2015. He holds a Series 63 license and works within a team of nine advisors based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and uses a team-based approach supported by an Investment Committee to guide portfolio management.

Landon Morgan is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Partners, he worked at Thompson & Thurman Financial, C1 Insurance Group, and Pierce Tax Service. 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 additional services including company-sponsored retirement plan management and a college-planning service that provides workshops and individual counseling.

Lori Morell is a financial advisor at Thayer Partners LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Linder Financial Services since 2018. Prior to her career in financial advising, she spent 34 years at Kimberly-Clark Corp. Thayer Partners LLC offers customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach using diversified portfolios of mutual funds, ETFs, individual securities, and independent managers, operating through a multi-office advisor network.

Mohammed Ghulam Reza is a Series 65 licensed advisor with Narwhal Capital Management, where he has worked since 2022. He has three years of industry experience and previously worked at the University of Georgia and Tucker High School. He is also a partner at MOEA, a mobile application development venture focused on building models and algorithms. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management using diversified asset allocation and combines investment advisory services with in-house tax and accounting capabilities.

Geri Lanning is a CFP® and holds a Series 66 license, currently serving as a Senior Wealth Advisor at CPC Advisors, LLC with six years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and AMB Group, LLC. Lanning is also associated with Consolidated Planning Corporation, Inc. and CPC Holding Company, LLC in senior advisory roles. CPC Advisors, LLC serves a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs an asset allocation and model-driven investment approach, utilizing third-party managers and the Raymond James institutional platform for portfolio management and execution.

Jerold Sniderman is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has held leadership roles at Sniderman Wealth Management, LLC and The Sniderman Group, LLC, among other firms. Outside of his advisory work, he serves as president of a local homeowners association, a nonprofit role he has held since 2005. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management services to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor portfolios to client objectives and risk tolerances, offering both discretionary and non-discretionary management and recommending institutional strategists when appropriate.

Cara Marinovich is a CFP® professional with eight years of industry experience. She has worked at Marietta Wealth Management since 2018 and previously was with Oakbridge Partners, Ltd from 2012 to 2018. Marietta Wealth Management is an SEC-registered, fee-only firm serving individuals, families, trusts, estates, and business entities. The firm manages approximately $974 million in client assets and provides wealth management, financial planning, retirement-plan consulting, and fiduciary services through a team of nine advisors.

Sarah Gallagher is a CERTIFIED FINANCIAL PLANNER™ with 14 years of industry experience. She currently works at Facet and has previous experience at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Her background also includes five years with Fulton County Schools. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients through phone, video, and a proprietary platform. The firm offers a broad range of planning services and implements model-based asset allocations using technology-driven processes and a flat subscription fee structure.

Walter Storm III is a financial advisor at StoneX Advisors Inc. with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Securities Inc. since 1991. Outside of his advisory role, he serves as CFO of Walter E. Storm & Associates, Inc., a financial services business. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary services through independent advisors and an in-house Private Client Group, utilizing various model-based solutions and third-party money managers.

Gene Henssler is a financial advisor with Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been involved with Henssler Asset Management, LLC since 1998 and G.W. Henssler & Associates Ltd. since 1987. He is also an officer and minority owner of Cherokee National Trust Co. Henssler Financial serves a diverse client base including individuals, pension plans, registered mutual funds, other advisers, and municipal entities. The firm employs a cash-flow based investment process known as the “Ten Year Rule,” combining fixed-income strategies with equity allocations and integrates automated asset management and tax-loss harvesting options.

Justin Wagner is a financial advisor with Henssler Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Henssler Financial in 2017. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment process known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships, supported by affiliated accounting, real estate, and legal partnerships.

Samantha Greckel is a CFP® professional with five years at Henssler Financial and one year of industry experience. Prior to joining Henssler Financial, she attended Georgia College and State University for four years. Henssler Financial is a multi-team registered investment adviser serving individual clients, investment advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven "Ten Year Rule" investment approach, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

Stephen Oneil is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he is involved with North Georgia Wealth Advisors, focusing on marketing financial services and life insurance sales. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers. The firm manages assets primarily on a non-discretionary basis and supports a range of portfolio programs and co-advisory arrangements.

Greg Dangar is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2010. In addition to his advisory work, he serves as president of the Georgia chapter of the National Association of Tax Professionals and is involved in accounting and tax consulting through Dangar Associates. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Christopher Sheridan is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and three years of industry experience. He has held roles at several firms, including Royal Alliance Associates, Inc., John Hancock, and runs insurance agencies focused on health insurance products and annuities. Sheridan also has experience in administrative duties for an insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm employs a range of investment strategies including firm-managed and advisor-managed models and offers discretionary asset management and retirement plan services.

Jacob Pritchard is a CFP® professional at Henssler Financial with six years of industry experience. He previously worked at Turnkey Planning Solutions, the University of Georgia, SignatureFD, and McDonald's. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a cash-flow oriented investment approach known as the “Ten Year Rule,” combining fixed-income allocations with high-quality equities and model portfolios, and offers a range of services from financial planning to sub-advisory relationships.

Michael Weinberger is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2021, following five years at Retirement Wealth Advisors, Inc. Additionally, he serves as Director of Advanced Markets at The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset-allocation and overlays.