Gavin Borzello is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Wealth Management since 1998. Outside of advising, he works part-time as an insurance agent. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and discretionary and non-discretionary advisory services, employing a range of investment strategies based on economic analysis and research.

Robert Goggin is a financial advisor with Atticus Wealth Management in Roswell, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has worked at Atticus Wealth Management since 2018 and is also associated with Wealth Management Advisors, LLC since 2016. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically with at least $500,000 of investable assets. The firm provides portfolio management, financial planning, and pension consulting using diverse investment strategies and maintains regular portfolio oversight.

James Francis IV is a financial advisor with ALTA Capital Management LLC in Alpharetta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience, including 23 years at Montag & Caldwell and 2 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, using a quality-growth, bottom-up investment process that incorporates quantitative models and Investment Committee oversight. The firm serves a range of clients with strategies that include equity, fixed income, balanced mandates, and employs sub-advisers, derivatives, and AI-assisted models in certain portfolios.

Ashish Gandhi is a financial advisor with Proactive Wealth Strategies, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. His prior experience includes six years at The Family Office and three years at Emirates Investment Bank. Outside of his advisory role, he is involved in a real estate rental business with a colleague. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm offers comprehensive financial planning and discretionary portfolio management, employing a primarily top-down, performance-based approach with individualized asset allocation and ongoing account monitoring.

Valeri Bishop is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Wellspring, Bishop worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of financial advising, Bishop owns a short-term vacation rental property in Cleveland, GA. Wellspring Wealth Management provides investment advisory, financial planning, portfolio management, and consulting services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to multiple investment platforms and third-party managers.

Gabrielle Kong is a financial advisor at BEAM Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Gratus Capital, LLC, and Carroll Financial. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets, serving individuals, businesses, trusts, estates, and retirement plans. The firm focuses on asset allocation, diversification, and portfolio construction grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, offering wealth management, financial planning, portfolio management, and ERISA consulting.

Kaila Brooks is a financial advisor at Park Square Financial Group LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Csenge Advisory Group, LLC and Lion Street Financial, along with work experience at Ansley Golf Club and Georgia Southern University. Park Square Financial Group serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach that integrates fundamental, quantitative, and technical analysis, primarily using equities, ETFs, and mutual funds within a wrap fee program structure.

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.

Kevin Sagui is a financial advisor at Southbridge Advisors, LLC with six years of industry experience. He holds the Series 66 and Series 65 licenses. His work history includes roles at Prudential Insurance Company of America and Amazon. Southbridge Advisors serves individual clients, corporations, charities, and pension or profit-sharing plans with comprehensive financial planning, portfolio management, and investment advice. The firm uses Modern Portfolio Theory to build diversified asset allocations and offers discretionary and non-discretionary account management, incorporating third-party investment advisers through a due-diligence process.

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.

John Cronin is a financial advisor at BlueChip Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Merrill Lynch, and Raymond James & Associates. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach that combines active and passive strategies and uses subscription-based reporting tools and educational sessions as part of its client services.

Brian Johnston is a CFP® with 23 years of industry experience. He is a managing director at Forthright Wealth Management, LLC, where he has worked since 2015. Prior to that, he was associated with Purshe Kaplan Sterling Investments starting in 2015. Johnston serves as treasurer for the Alpharetta Elementary PTO. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets across a seven-advisor team and constructs customized, primarily long-term portfolios using mutual funds, ETFs, individual stocks, and bonds.

John Mctyre is a financial advisor at Financial Consultants Group Inc. with a Series 65 credential and one year of industry experience. Before joining Financial Consultants Group Inc., he worked briefly at Scott Curry State Farm and has experience from roles at the Ramsey Student Center and Camp All-American. Financial Consultants Group Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, discretionary trading approach using fundamental analysis, modern portfolio theory, and technical analysis.

Stephen Amason is a CFP® professional with one year of experience, currently serving at ForthRight Wealth Management, LLC. He has prior experience with HB Wealth Management, LLC and Frazier & Deeter, LLC. ForthRight Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets across a seven-advisor team, constructing primarily long-term customized portfolios using mutual funds, ETFs, individual stocks, and bonds.

Akbar Kassam is a financial advisor with Proactive Wealth Strategies, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial and Invest Financial Corporation. Outside of advisory work, he is involved as a member of a for-profit business, New Jubilee Investors LLC. Proactive Wealth Strategies manages approximately $316 million for individuals, families, and trusts, offering comprehensive financial planning and discretionary portfolio management. The firm employs a top-down, performance-based approach with individualized asset allocation and integrates ongoing account monitoring with formal annual reviews.

Nancy Houska is a financial advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at Keystone Financial Group, Inc. since 2012 and previously at Cambridge Investment Research Inc. from 2012 to 2017. In addition to her advisory role, she serves as an independent insurance agent, liaising between clients and insurance providers. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary portfolio management using model portfolios primarily of mutual funds and ETFs, along with comprehensive financial planning services at no additional charge.

Edward Waits is a financial advisor at Register Financial Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the board of the Adaptive Learning Center, a nonprofit focused on scholastic inclusion for children with special needs. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a range of instruments and strategies from in-house advisors and third-party strategists, providing both discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Scott Voigt is a CFP®, CFA®, and Series 65-licensed advisor with 15 years of industry experience. He has been with Verisail Partners, LLC since 2010. 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 and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Robert Miller is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with LPL Financial since 2008 and has been with MPWM Advisory Solutions since 2020. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses a long-term, diversified investment approach based on fundamental analysis and modern portfolio theory, offering multiple implementation pathways including in-house models and oversight of independent managers.

Charles Parker is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding a Series 63 designation with 49 years of industry experience. He has been with Register Financial Associates, Inc. since 2016. Outside of his advisory role, he is the owner of CMP LLC, an investment entity. Register Financial Advisors, LLC provides investment advisory and financial planning services to a range of clients including individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad set of investment instruments and strategies, combining in-house and third-party management, and offers access to multiple managed asset programs and wrap fee solutions.