Steven Mayer is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MPWM Advisory Solutions since 2015 and has worked with LPL Financial since 2010. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Charles Arnold III is a financial advisor with ForthRight Wealth Management, LLC in Alpharetta, GA, holding a Series 65 credential and two years of industry experience. Prior to joining ForthRight, he worked as a contracted lacrosse coach with 3d Lacrosse and Mount Pisgah Christian School. Outside of his advisory role, he coaches youth lacrosse on weekends. ForthRight Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, providing wealth management, investment management, and financial planning. The firm manages over $770 million across a seven-advisor team, constructing customized, primarily long-term portfolios using a variety of investment vehicles while maintaining active portfolio oversight.

Sandra Fricks is a CFP® professional with nine years at Financial Consultants Group Inc and a total of 15 years in the financial industry, including six years at Premier Financial. Based in Cumming, GA, she has experience working within a team of six advisors. Outside of her advisory role, she is a member manager of a rental business in Buford, GA. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and maintains quarterly reporting and annual reviews.

Donald Ruffin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Park Square Financial Group LLC and has held roles at Csenge Advisory Group, Lion Street Financial, and FSC Securities. Outside of his advisory work, he manages Midtown 86 Properties, LLC, overseeing property maintenance and tenant relations. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach with equities, ETFs, and mutual funds, uses third-party model managers, and operates a wrap fee program that integrates advisory, execution, custody, and reporting services.

Chad Durden is a financial advisor at LongView Wealth Management in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Prior to joining LongView, he was a partner at Novogradac & Company LLP for 17 years, where he supervised and directed financial statement audits and tax preparation services. He also owns Durden Tax & Advisory Services, a tax preparation and consulting practice for individuals. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers a range of services including asset management, financial planning, divorce consulting, and access to third-party manager programs, employing both discretionary and non-discretionary account management approaches.

Olin Armentrout is a financial advisor with Investors Asset Management of Georgia Inc. in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Outside of his advisory role, Armentrout owns and operates a business providing services to livestock producers to verify beef cattle for export to Japan and manages a family farm raising beef cattle in Virginia. Investors Asset Management of Georgia offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and foundations. The firm employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.

Oscar Spain is a CFP® professional with 16 years of industry experience. He has been with Jamison Private Wealth Management, Inc. (formerly Diversified Financial Planning) since 2002. Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes individualized investment plans focused on common stocks, mutual funds, ETFs, and select fixed-income instruments, incorporating fundamental and cyclical analysis, and offers in-house tax preparation through CPA-qualified staff.

Kelson Brunelle is a financial advisor at Amerity Wealth Management, LLC in Alpharetta, GA, holding a Series 65 license with one year of industry experience. Prior to joining Amerity, he worked at Hoffman Financial Group for five years and has a background that includes roles at Eagle Watch Golf Club and Northwood Golf Club. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, including high-net-worth households, as well as businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets across various investment platforms and offers services such as asset management, financial planning, retirement consulting, and specialized UK pension transfer and management.

Michael Brown is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Berkeley Capital Partners since 2016 and concurrently serves as a Software Consultant at IBM. Outside of his advisory role, Michael is President of Brown Development Partners, LLC, a company involved in buying, renovating, and selling houses in the Atlanta metropolitan area. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, and other entities. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

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.

Angelique Dumler is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at InLight Wealth Management since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Inlight Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, corporations, trusts, estates, charitable organizations, and retirement plans. The firm develops tailored financial profiles and investment plans, implements strategies through direct management or recommended external managers, and employs derivatives and options strategies in separately managed accounts.

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.

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.

Andrew Lloyd is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 65 designation and three years of industry experience. He has been involved with Lloyd Advisory Services, LLC since 2022 and The Lloyd Group, Inc. since 2019. Outside of his advisory role, he works as a client design specialist in an affiliated insurance agency. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm employs a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

Dewitt Weaver is a CFP® with 29 years of industry experience and has been with Weaver Capital Management, LLC since 2005. He holds a Series 63 license and is based in Suwanee, GA. Weaver Capital Management, LLC provides fee-only investment management and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting to employer-sponsored plans. The firm employs a long-term, value-oriented investment approach using model portfolios tailored to client risk profiles and incorporates alternative strategies and tactical ETF adjustments to manage risk.

Christopher Eddy is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. He has been with Berkeley Capital Partners, LLC since 2015. Berkeley Capital Partners is an SEC-registered investment adviser managing approximately $1.1 billion in assets for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable institutions. The firm offers discretionary portfolio management and global asset-allocation strategies tailored to individual goals, and also serves as a fund sponsor and private fund adviser that invests in real estate, private equity, and private debt.

Beau Davis is a CFP® with 27 years of industry experience, currently serving as an advisor at BlueChip Wealth Advisors LLC since 2021. He previously worked at Purshe Kaplan Sterling Investments for eight years and Compass Wealth Management LLC for ten years. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, third-party manager selection, comprehensive financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable approach utilizing a mix of active and passive strategies, with formal subscription-based reporting tools and documented planning deliverables integrated into client engagements.

Derek Rackley is a financial advisor at Loftin Wealth Partners with Series 65 and Series 66 credentials and four years of industry experience. He has previously worked with GER Loftin Wealth Advisors and Trust Homes. Outside of finance, Rackley is involved in sports media as a host and analyst for the Atlanta Falcons and Westwood One Sports Radio and is the owner of Amrack Fitness. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations, managing approximately $344.5 million in discretionary assets. The firm customizes portfolios based on client objectives, utilizing various investment strategies including asset allocation, technical analysis, and options trading.