Michael Mccool is a CFP® with 25 years of industry experience, currently serving at CPC Advisors, LLC. He has previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services. Mccool is a board member and secretary of the Atlanta Ronald McDonald House Charities, where he also serves on the finance and investment committee and chairs the development committee. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes model portfolios and asset allocation based on Modern Portfolio Theory, with ongoing account monitoring and a long-term investment approach.

Jeffrey Curtis is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Ty J. Young, Inc. since 2016. Outside of advising, Curtis is a franchise partner in OfficeZilla, an e-commerce office-supply company, where he provides oversight as a silent investor. Young Investment Advisors serves a small client base, offering non-discretionary investment consulting and portfolio management with a balanced asset-allocation approach that utilizes mutual funds, ETFs, and third-party research. The firm primarily charges fixed fees, hourly rates, and retainers, with clients maintaining custody of their assets.

Andrew Olsen is a financial advisor at Conscious Wealth Investments, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at LCG Associates Inc, Henssler Financial, and United Parcel Service. Outside of finance, he works as a freelance trumpet player. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning to individuals, families, trusts, estates, and small businesses, typically serving clients with portfolios at or above $500,000. The firm employs a long-term investment approach that incorporates fundamental and technical analysis, offering customized portfolios including equities, ETFs, bonds, and alternative investments such as options and private equity.

Terry Montano is a CFP® professional with eight years of industry experience, currently serving at Motus Wealth in Atlanta, GA. His prior roles include positions at Origin Financial, Facet Wealth, Capital Directions LLC, and TrueWealth Management LLC. He is contracted as a financial planner for Blend Financial, Inc., operating as Origin Financial. Motus Wealth provides personalized financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and family businesses. The firm employs a two-advisor team approach and bases its investment strategy on Modern Portfolio Theory, focusing on diversified, strategic asset allocation primarily through passive index funds, ETFs, and bonds.

Kenneth Shaw is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Montag since 2013. He holds the Series 63 license and is based in Atlanta, GA. Outside of his advisory role, Shaw is the Chief Financial Officer of Integral Physical Therapy, a physical therapy practice, where he manages financial and operational planning. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm employs a structured data-gathering process to establish investment objectives and implements them using a mix of equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with dedicated equity and fixed-income research.

Geoffrey Gober is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked with West Paces Advisors, Inc. since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Bank. West Paces Advisors, Inc. provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm builds customized investment programs employing a range of strategies and offers ERISA fiduciary services, managing nearly $1 billion in discretionary assets.

Charles Holloway III is a CFP® professional with 17 years of industry experience. He is currently associated with Marietta Wealth Management, LLC, where he has worked since 2015. His prior experience includes roles at Henssler Financial and UBS Financial Services. Marietta Wealth Management, LLC provides wealth management, financial planning, and retirement plan consulting services to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $1.39 billion in assets and uses an internal Investment Committee to guide portfolio construction tailored to client risk profiles.

Harrison Pettigrew is a financial advisor at Narwhal Capital Management with a Series 65 credential and four years of industry experience. He previously worked at DM Capital Management and has held various roles at the Georgia Institute of Technology and other firms. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers tailored financial planning and portfolio management, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis.

Brian Houghton is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm offers balanced investment strategies primarily through mutual funds and ETFs, delivering advice on a non-discretionary basis with quarterly reviews and periodic meetings.

Andrew Hall is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Narwhal Capital Management since 2011, contributing to the firm's team of 11 advisors based in Marietta, GA. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning, portfolio management, and retirement plan advisory services, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis methods. Its integration of investment advisory with in-house tax and accounting capabilities distinguishes it from many peer firms.

Craig Robson is a CFP® professional with 31 years of industry experience, currently working at Regent Peak Wealth Advisors, LLC. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Outside of his advisory work, he serves as a board member for Ceto, providing governance and strategic guidance, and is a member of the Cobb County Chamber of Commerce. Regent Peak Wealth Advisors offers investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios with a focus on ETFs and equities through model portfolios and third-party managers. The firm administers approximately $706 million in assets across nearly 190 client relationships.

Derek Nowatzki is a financial advisor with Haese Financial Group Inc in Mableton, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Haese Financial Group since 2011 and concurrently works part-time at AMS Services, a tax and accounting services and independent insurance agency. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets primarily on a non-discretionary basis using diversified strategies implemented through no-load or low-load mutual funds and ETFs, and offers ancillary accounting, tax services, and written financial evaluations.

Craig Seligman is a financial advisor with Proactive Wealth Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and several other firms. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm provides comprehensive financial planning and discretionary portfolio management, employing a top-down, performance-based approach with individualized asset-allocation guidelines.

Benjamin Nye is a CFA® charterholder and Series 65 licensee with 14 years of industry experience. He has been with Narwhal Capital Management since 2016, currently serving as part of an 11-advisor team. Outside of his advisory role, he owns and operates Nye Consulting, LLC, providing management consulting services to small businesses. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning and portfolio management tailored to clients’ goals, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis. Narwhal combines investment advisory services with in-house tax and accounting capabilities and serves a broad institutional client base.

David Hunter is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CPC Advisors and Raymond James Financial Services since 2016. Outside of his advisory role, he manages rental properties through Airbnb and VRBO. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation based on Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Joshua Weidie is a financial advisor at Paces Ferry Wealth Advisors, LLC with one year of industry experience. He previously worked at Alps Distributors, Inc. and G.W. Henssler & Associates, Ltd., where he spent eight and ten years respectively. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs both discretionary and non-discretionary portfolio management, utilizing a combination of passive and active strategies informed by fundamental, technical, charting, and relative-strength analysis.

Katherine Howard is a financial advisor with Meadow Creek Wealth Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Balentine and Truist Investment Services. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, offering portfolio management, financial planning, retirement plan consulting, and project-based consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing a process led by an investment committee that monitors managers and implements strategies across client accounts.

Casey Smith is a financial advisor at Wiser Wealth Management, Inc with 18 years of industry experience. He holds a Series 66 designation and has been with Wiser Wealth Management since 2001. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm uses an Investment Committee to construct diversified model portfolios primarily based on exchange-traded funds and Modern Portfolio Theory, offering services that include retirement-plan advisory and a wrap-fee program for qualifying clients.

Scott Keller is a CFA® charterholder with 23 years of industry experience. He has worked at Marietta Wealth Management, LLC since 2015 and previously spent 12 years at Henssler Financial. Keller holds a Series 63 license and is based in Marietta, GA. Marietta Wealth Management, LLC provides wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The firm manages approximately $1.39 billion in assets and employs an internal Investment Committee to develop asset-allocation models, guiding individualized portfolios based on client risk profiles.

Kevin Ross is a financial advisor with Cardea Capital Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His prior work includes roles at firms such as Equitable Advisors, LPL Financial, and Bridgeway Wealth Partners. Outside of his advisory work, Ross volunteers with ZOA, a nonprofit focused on advancing US-Israel relations, combating anti-Semitism, and protecting civil rights. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm employs a risk-based, diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost institutional mutual funds, ETFs, and selectively incorporating separately managed accounts and private investments.