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.

William Mccutchen is a PFS™ credentialed advisor with two years of experience at Paraklete Financial, Inc. He has also been involved with Marty McCutchen CPA PC since 2006. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on coordinated, tax-centered planning delivered by CPA/PFS advisers, emphasizing comprehensive plans without managing client assets or selling financial products.

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.

Veronica Dibble is a financial advisor at Goodwin Investment Advisory with eight years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including Big Dream Consulting, Bank of America, and J.P. Morgan. Goodwin Investment Advisory provides investment management, retirement-plan advisory, financial consulting, and dynamic financial planning services to individuals, retirement plans, trusts, charities, and corporate clients. The firm employs Dynamic Asset Allocation strategies and utilizes a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Helen Donahue is a CFA® charterholder with 23 years of experience in the financial industry. She has worked at Montag and its predecessor firms since 1997. Donahue serves as a member of the Holy Innocents Episcopal School Investment Committee, a volunteer role she has held since 2014. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured process to establish investment objectives and implements strategies through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

David Hale is a financial advisor at Narwhal Capital Management with one year of industry experience. Prior to joining Narwhal Capital Management, he worked at Color Reflections and spent over a decade with MLB/MiLB. Hale serves as treasurer for Deep Dive Ventures LLC, a business investment partnership. 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 tailored portfolio management and financial planning, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis methods.

Christophe Cadiou is a financial advisor at Plum Street Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Plum Street Advisors in 2024, he spent ten years at PricewaterhouseCoopers LLP and retired briefly from 2022 to 2023. Plum Street Advisors is a boutique wealth management firm serving individuals, including high-net-worth clients, charitable organizations, and retirement-plan sponsors. The firm employs a goals-based investment process centered on strategic asset allocation, low-cost ETFs and mutual funds, active rebalancing, and tax-aware management, and utilizes third-party quantitative model platforms as part of its separately managed account solutions.

Jeremy Hudson is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Golden Reserve Retirement, LLC and previously worked at Hoffman Financial Group, Retirement Wealth Advisors, and Impact Partnership. Outside of his advisory role, he is involved in using fixed indexed annuities and life insurance as part of financial planning for clients. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice, ongoing portfolio management, and retirement planning. The firm emphasizes long-term, diversified investment strategies and integrates estate-planning and tax services within a fixed annual fee structure.

Clark Weeks is a financial advisor with Intercarolina Financial Services, Inc. He holds a Series 66 credential and has 16 years of industry experience. Prior to his current role, Weeks worked at Dempsey Lord Smith, LLC for 11 years and has been associated with Wrs since 2005. He serves on the board of trustees and the finance committee for the Secamp Association, Newfound Harbor Institute, advising on pension plans and investment performance. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Alexander Alba is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Regent Peak Wealth Advisors, LLC with five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Merit Financial Group, LPL Financial, and Ameriprise Financial Services. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to individuals and corporations, managing portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers discretionary portfolio management, financial planning, pension consulting, and family office services.

Richard Bond is a financial advisor at Highbrook Capital Partners in Atlanta, GA, with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Atticus Wealth Management, Wells Fargo Clearing, and Truist Investment Services. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm utilizes a multi-disciplinary investment process and implements strategies through institutional platforms and separately managed accounts.

Janet Miller is a CFA® charterholder with 15 years of industry experience. She has been with Rowland Miller + Partners LLC and its predecessor firm since 1981. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process combined with tailored investment-grade fixed income strategies, managing portfolios with generally low turnover and tax considerations.

Christine Quillian is a CFP® and CFA® with 20 years of experience in financial advisory services. She has worked at A. Montag & Associates since 2010, following prior roles at Optimum Investment Advisors, LLC and Quillian Capital Management, LLC. She is based in Atlanta, GA. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by providing discretionary portfolio management, ongoing financial planning, and limited trustee or executor services. The firm employs a structured data-gathering process to develop individualized investment objectives and uses a mix of fundamental and technical equity analysis, mutual fund and ETF selection, and dedicated fixed-income management.

Isaiah Bircher is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and four years of industry experience. Prior to joining Legacy Partners Financial Group in 2026, he worked at Grossman & Associates, Bankers Life, Builders First Source/Prudent Electric, and Selkirk Landscaping. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and business clients. The firm employs model portfolios based on Modern Portfolio Theory, focusing on asset allocation and periodic rebalancing, and utilizes a variety of investment vehicles including stocks, bonds, mutual funds, and REITs.

Brendan Wagner is a financial advisor at Montag with 14 years of industry experience. He holds a Series 65 designation and has worked at A. Montag & Associates, Inc. since 2017, following a one-year tenure at Gratus Capital, LLC. Montag is a team-based firm serving high-net-worth individuals, families, trusts, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm combines fundamental and technical equity analysis with fixed-income management and operates with a specialized internal structure to support its advisory services.

James Senkbeil is a financial advisor with Benedict Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Charles Street Asset Management, LLC and LPL Financial, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent registered investment advisor firm. Benedict Financial Advisors, Inc. offers discretionary portfolio management, limited financial planning focused on retirement income, and educational services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes developing tailored financial profiles and investment plans, employing a variety of analysis techniques, and maintains a structured client education and communications program.

Ashley Thompson is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Benedict Financial Advisors, Inc. since 2006. Thompson is also a notary public in Cobb County, Georgia. Benedict Financial Advisors, Inc. provides discretionary portfolio management and limited financial planning focused on retirement income, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a tailored investment approach using stocks, ETFs, mutual funds, and bonds, combined with fundamental and technical analysis, and places emphasis on client education through publications and events.

John Massey is a financial advisor at Marietta Wealth Management, LLC, holding Series 65 and Series 66 licenses with 16 years of industry experience. He worked for Qualified Plans, LLC for 21 years before joining Marietta Wealth Management in 2019. Marietta Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs an internal Investment Committee to develop asset allocation models and guides advisors in creating individualized portfolios using mutual funds, ETFs, REITs, bonds, equities, and separately managed accounts.