Clayborn Pender is a Series 65-licensed advisor with Conscious Wealth Investments, LLC, based in Atlanta, GA. He has been with the firm since 2023 and has prior experience with RC Whatley & Co and the University of Georgia. Outside of his advisory role, he has been involved with the Atlanta Track Club. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build customized portfolios that may include equities, ETFs, bonds, alternatives, and options strategies.

Christopher Hohlstein is a CFA® charterholder and holds Series 63 and 65 licenses. He has five years of industry experience, currently serving at SeaBridge Investment Advisors LLC since 2021. Prior to this, he worked at BNY Mellon from 2012 to 2020 and took a one-year sabbatical in 2020. SeaBridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios and also serves other advisers as a sub-adviser, supporting a mix of retail, institutional, and adviser-client relationships.

Rachel Webster is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked at Conscious Wealth Investments, LLC since 2026, following five years at Raymond James and Associates and multiple years at Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation in Atlanta. Conscious Wealth Investments, LLC provides discretionary and non-discretionary wealth management and financial planning primarily to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a long-term investment approach that incorporates fundamental and technical analysis to build customized portfolios including equities, ETFs, bonds, and alternative investments, with an emphasis on cost and tax management and the use of derivative strategies.

Russell Hiller is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with George M. Hiller Companies, LLC since 1999. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a five-advisor team managing approximately $170 million for about 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation and diversification with a preference for long-term equity exposure using a variety of investment strategies.

Justin Ostrowski is a CFA® charterholder with one year of industry experience, currently serving at Reicon Wealth Advisors, LLC. He has previously worked at Reicon Capital, LLC and held positions at Dapper Labs and Superplastic. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, and private special purpose vehicles, managing portfolios with strategies that include equities, fixed income, alternatives, and direct private-capital investments. The firm is noted for organizing pooled investment vehicles and employing performance-based compensation structures.

Alexys Mckenzie is a financial advisor at SB Advisory, LLC with 31 years of industry experience. She has been with International Financial Solutions, Inc. since 2006. Outside of her advisory work, she is involved in several non-investment ventures, including a trucking business and handyman services, where she provides consulting and operational support. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm primarily serves individuals, businesses, and retirement plans, offering non-discretionary portfolio management, financial planning, and access to third-party manager programs.

Nicholas Hughes is a financial advisor at CPC Advisors, LLC in Tampa, FL, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Raymond James Financial Services, Edward Jones, and Bank of America. Outside of advising, he serves as Vice President of Operations for CPC Holding Company, LLC. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

Kyleigh Cobett is a Series 66-licensed advisor with CPC Advisors, LLC in Atlanta, GA, with four years of industry experience. She has held roles at Raymond James Financial Services and Consolidated Planning Corporation, now CPC Advisors, including work as a relationship manager and associate advisor. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs for long-term investment strategies.

Blake Flood is a financial advisor at CPC Advisors, LLC in Atlanta, GA, holding the CFP® designation and Series 63 license with 31 years of industry experience. He has worked at CPC Advisors since 2007 and previously at Raymond James Financial Services Advisors, Inc. He is also president of Blake A. Flood Inc., a support company unrelated to investment activities. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, utilizing mutual funds, equities, ETFs, and access to third-party managers and wrap-fee programs.

Stephan Szilvasi is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Arcus in 2026, he worked at Fidelity Investments and held various roles in academic and corporate settings. 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, managing approximately $2.5 billion in client assets. The firm employs a personalized planning approach and portfolio construction that includes a range of investment vehicles, and it acts as adviser and General Partner to private funds and pooled vehicles.

Mark Reffett is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at EPG Wealth Management since 2019 and has prior experience with Arkadios Capital, ACG Wealth, and Triad Advisors. Outside of his advisory role, he owns Stratford Capital LLC and RCM Capital LLC, both non-investment related entities. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans with advisory services including advisor-managed portfolios, third-party money managers, and financial planning. The firm uses a discretionary management approach offering customized investment plans based on client goals and risk profiles, integrating fundamental, technical, and cyclical analysis across various asset types.

George Crews is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with West Paces Advisors, Inc. since 2018 and worked at West Paces Advisors, LLC from 2015 to 2017. Based in Atlanta, GA, he is part of a four-advisor team. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients including endowments and pension plans. The firm employs a customized investment approach using a mix of index, engineered, and active strategies, with a focus on long-term management that can include opportunistic trades and non-traditional investments for qualified investors.

Stephen Sloan is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 66 registrations with 20 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 sub-advisers and various investment strategies to meet client objectives.

Julio Barahona is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Smith & Howard since 2018, following prior roles at Patton Albertson & Miller and SunTrust Bank. 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, ongoing portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers.

Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining EPG Wealth Management and Arkadios Capital in 2025, he worked at the University of Oregon and attended Pepperdine University. He holds minority ownership in two family-owned LLCs unrelated to his advisory role. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans, offering advisory services including advisor-managed portfolios, third-party money managers, financial planning, and fiduciary consulting. The firm manages accounts primarily on a discretionary basis using a range of analytical approaches and maintains a ten-advisor team across seven offices.

Daniel Hall is a financial advisor at Highbrook Capital Partners in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He previously worked at Waypoint Wealth Counsel LLC for five years and Nicholas Hoffman & Company for six years. Highbrook Capital Partners serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm employs a multi-disciplinary investment approach and utilizes a range of strategies implemented through separately managed accounts and institutional custodians.

Eric Burnette is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with PeachCap Tax & Advisory, LLC since 2011 and also has experience at Investacorp Advisory Services Inc from 2010 to 2015. Outside of advisory work, he is an owner of Peachcap CPA's, a CPA accounting firm. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, employing diversified, model-based portfolios with continuous monitoring that utilizes fundamental, technical, and cyclical analysis.

Kenny Conwell Jr. is a financial advisor with Capitalwize, LLC in Atlanta, GA, holding a Series 65 designation and eight years of industry experience. He is also the owner of CNK Companies & Co., where he is involved in marketing, consulting, and insurance sales. Kenny has worked at Money Savvy Financial, LLC since 2017 and at CNK Companies & Co. since 2016. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily for non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio management.

George Hiller Jr. is a CFP® with 21 years of industry experience, currently serving at George M. Hiller Companies, LLC since 2003. The firm is a team of five advisors based in Atlanta, GA. George M. Hiller Companies, LLC is an SEC-registered advisory firm managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, with an investment approach focused on asset allocation, diversification, and a preference for long-term equity exposure using a variety of securities and strategies.

James Hamilton III is a financial advisor at Resurgent Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Raymond James & Associates from 2013 to 2026. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, typically including mutual funds, ETFs, and allocations to independent Sub-Advisors.