James Pritchett Jr. is a financial advisor at Capital Management Services, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Capital Management Services, he worked in legal roles at Fouts Law Group, LLC, G Briceno Law Firm, and King & Spalding, LLP, among others. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, and serves as a money manager for other investment advisers. The firm employs a tactical asset allocation strategy using mutual funds and ETFs, with active rebalancing and occasional short positions.

Taylor Malone is a financial advisor with Wealth Science Advisors LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Mike Campbell. Malone also owns Wealth Science Analytics, a psychological consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and comprehensive financial planning. The firm utilizes a proprietary psychological profiling tool, Finprint™, alongside asset-allocation principles, managing portfolios on a discretionary basis with periodic client reviews.

Carson Fields is a CFP® and Series 65 credentialed advisor at Forthright Wealth Management, LLC with five years of industry experience. His prior roles include positions at the Department of Audits and Accounts and the University of Georgia Graduate School. He serves as President of the Chi Phi chapter of the Delta Pi Fraternity, overseeing budgeting and alumni events. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses with wealth management, investment management, and financial planning. The firm manages over $773 million across a seven-advisor team, delivering customized, primarily long-term portfolios using mutual funds, ETFs, stocks, bonds, and selected independent managers.

Michele Grant is a CFP® professional with 25 years of industry experience, currently serving at Financial Enhancement Group. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory work, she is a distributor for Water4Wellness, providing water filtration and hydration systems to her community. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a blend of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its multi-advisor platform.

Derek Lawson is a CFP® with 19 years of experience in financial services. He is currently affiliated with MPWM Advisory Solutions LLC in Alpharetta, GA, and has held prior roles at LPL Financial, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. Outside of his advisory work, he is involved in an insurance agency selling life, long-term care, disability, and health insurance. MPWM Advisory Solutions LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm uses a long-term, diversified investment approach incorporating model portfolios, third-party managers, and multiple implementation platforms.

Zachary Vaughn is a financial advisor with Legacy Partners Financial Group, LLC in Woodstock, GA. He holds a Series 65 designation and has experience dating from 2022, following a decade-long career at the Weld County Sheriff’s Office. Vaughn’s background includes roles at Counterflow Cornerstones and Legacy Partners Financial Group since 2026. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and businesses. The firm employs model portfolios based on Modern Portfolio Theory and integrates fundamental, technical, cyclical, and charting analyses in its investment approach.

Natalie Wheeler is a financial advisor at Wealth Science Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at World 50 and the University of Georgia. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management, financial planning, and consulting. The firm combines traditional asset allocation and modern portfolio theory with behavioral assessments, including a proprietary Wealth Science Assessment, to develop investment plans implemented mainly with mutual funds and ETFs.

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.

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.

Susan Tillery is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation with 22 years of industry experience. She has been with Paraklete Financial since 2007. Outside of her advisory role, she is president of Financial Planning Advocate, LLC, an educational services and consulting firm where she writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Additionally, she serves as a board member of the Georgia Society of CPA's. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers deliver tax-centered, coordinated planning without managing assets or selling financial products, working closely with CPAs, attorneys, and other professionals to prepare comprehensive plans.

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.

Coby Sullivan is an advisor at Goodwin Investment Advisory with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Goodwin, he worked at First Command Brokerage Services and served in the U.S. Army from 2017 to 2024. Goodwin Investment Advisory provides investment management, retirement-plan advisory, financial consulting, and dynamic financial planning to individuals, retirement plans, trusts, charities, and corporate clients. The firm employs a Dynamic Asset Allocation approach using in-house models, Fidelity model portfolios, and selected third-party managers.

Sean Rayburn is a financial advisor at Power Wealth Management with 10 years of industry experience. He holds the ChFC® designation and securities registrations Series 65 and Series 63. His prior experience includes roles at Allworth Financial, AW Securities, Yeomans Consulting Group, and Sagepoint Financial. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and standalone financial planning, while also providing retirement plan consulting and participant education. The firm manages approximately $430 million in discretionary assets and operates a team of seven advisors.

Margaret Mayer is a financial advisor with Optivise Advisory Services LLC, holding a Series 65 designation and bringing 10 years of industry experience. She has worked at Optivise since 2019 and previously spent three years at The Optimized RIA, Inc., alongside more than a decade at Howard Capital Management, Inc. Ms. Mayer is also the sole owner of Milton Financial, LLC, through which she markets investment and insurance products. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and ERISA-plan advice, and operates a subscription-based co-advisory service for employer-sponsored defined contribution plans.

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.

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.