Adam Meyer is a financial advisor at Moonstone Asset Management, Inc. He holds a Series 65 credential and has one year of industry experience. Prior to joining Moonstone, he worked at Twin Oak ETF Company, Huron Consulting Group, and Envision Healthcare. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning, and consulting. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, equities, fixed income, and leveraged instruments, with ongoing monitoring and annual reviews.

Kaena Farmer is a financial advisor at Hamilton Capital Advisors LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Accenture, as well as holding a position at Morehouse College. Hamilton Capital Advisors primarily provides investment management, retirement-plan advisory, and consulting services to pooled and institutional investment programs, while offering portfolio management and financial planning for private clients on a limited basis. The firm integrates fundamental and technical analysis with discretionary management and outsourced third-party manager solutions, managing approximately $87 million in client assets as of December 31, 2025.

Kimberly Brown is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with two years of industry experience. She has been with Persium Advisors since 2017 and previously worked at D'Huyvetter & Swichkow, PC. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting on nearly $894.4 million in pension and investment assets, utilizing fundamental analysis and tailored portfolio allocations based on clients’ financial plans and risk tolerances.

Richard Wells is a financial advisor at Marco Investment Management LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Stansberry Asset Management and Camarda Wealth Advisory Group before joining Marco Investment Management in 2019. Marco Investment Management serves individual and institutional clients such as high-net-worth individuals, pension plans, corporations, and government entities. The firm employs a team-based investment approach focusing on high-quality equities, mid-cap opportunities, and value processes, utilizing options and derivatives within tailored portfolio strategies.

Timothy Benbow is a CFP® with 18 years of experience in financial advisory services. He is currently with Wright Wealth LLC and has previously worked at NovaPoint Capital LLC, Bull's Eye Investment Group, Waterloo Capital Management, and Black Diamond Investment Partners. Wright Wealth LLC provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies with fundamental, technical, and tactical analysis and offers services including discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and tax preparation assistance.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.

Natalie Gallo is a financial advisor with Regent Peak Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services primarily to individuals—including high-net-worth clients—and some corporate plan clients. The firm’s investment approach emphasizes model portfolios based on Modern Portfolio Theory, using ETFs and equities, and frequently implements strategies through sub-advisers or third-party money managers.

Brian Gately is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Anchyra Partners LLC and previously spent 10 years at Goldman Sachs & Co. based in Atlanta, GA. Anchyra Partners LLC is a registered investment adviser serving high-net-worth individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm employs a broad range of investment tools and maintains structured relationships with third-party platforms and custodians to provide tailored investment solutions.

Frederick Wright IV is a financial advisor with NovaPoint Capital LLC in Atlanta, GA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining NovaPoint Capital in 2019, he worked at Brightworth, LLC for three years. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies, combining quantitative, fundamental, and technical analysis to manage portfolios typically consisting of 30–50 stocks.

Steven Edwards is a financial advisor with Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize strategies such as options, margin, and short sales when appropriate.

Jennifer Mccarthy is a CFP® with eight years of experience in financial advising. She has been with Patton Albertson Miller Group, LLC since 2019 and previously worked at Anthony Smith Advisors, Inc. from 2016 to 2019. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, with access to alternative investments and third-party tools for portfolio management and risk analysis.

Robert Kaercher Jr. is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Smith & Howard since 2010. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients with a six-advisor team.

Mark Sheerin is a CFP® professional with 10 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc. since 2016. He is based in Atlanta, GA, and is part of a six-advisor team at the firm. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm focuses on client-specific investment guidelines using diversified no-load mutual funds and ETFs, and offers services such as ongoing wealth management, retirement plan advisory, and estate distribution support.

Darren Beck is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been with Pathway Financial Advisors, LLC since 2008, where he works as part of a five-advisor team. Outside of his advisory role, he serves as vice president of MMB Anesthesia LLC, a company providing anesthesia services where his wife is a nurse anesthetist. Pathway Financial Advisors serves individuals, businesses, trusts, estates, and charitable organizations with integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm follows an integrated financial planning process with ongoing portfolio review and offers a range of investment and consulting services, including retirement plan engagements and private fund recommendations.

Margaret Wright is a CFA® charterholder based in Atlanta, GA, with 10 years of industry experience. She currently serves at MartinWright Advisory, LLC and has previously worked at Truist Advisory Services and SunTrust Bank. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and service. MartinWright Advisory provides investment management, financial planning, and consulting services to a diverse client base including individuals, institutions, trusts, and retirement plans. The firm employs both active and passive investment strategies with an emphasis on diversification and continuous portfolio management.

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.

Richard Artzi is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at firms including Triad Advisors, Inc. and Acg Wealth, Inc., and serves as president of ROA Financial Services, LLC, a non-investment-related business. He is also involved as a general partner in G&R Partners, LLC, focusing on private equity fund due diligence and capital raising. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm customizes investment plans based on client objectives and typically manages accounts on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis along with alternative investments for qualified investors.

Zachary Cloud is a financial advisor at Anchyra Partners LLC with 23 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and previously worked for Goldman Sachs & Co. for 10 years. Outside of his advisory role, he is a minority shareholder in a restaurant business. Anchyra Partners LLC serves high-net-worth individuals and institutional clients by providing portfolio management, financial planning, and third-party manager selection. The firm focuses on discretionary account management with a wide range of investment options and uses third-party platforms to enhance operational efficiency.

Andrew May is a CFP® professional with 30 years of industry experience, currently serving at Register Financial Advisors, LLC. He has worked with Register & Akers Advisory Services, LLC and Register & Akers Investments, Inc. since 2008. Outside of his financial advisory role, he is also a musician, performing live locally as a singer and guitarist with music available for download. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm employs a range of investment instruments and strategies, including discretionary and non-discretionary portfolio management, and utilizes model allocations with regular monitoring and reporting.

Gerald Mcgill is a CFA® charterholder with 30 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2025. Prior to that, he spent eight years at Raymond James & Associates and five years at Cornerstone Investment Partners, LLC. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, estates, foundations, businesses, and registered investment advisors. The firm manages approximately $786.7 million in assets with a small advisory team and employs a customized investment approach using individual stocks, ETFs, mutual funds, private and alternative investments, along with fundamental and technical analysis.