Mark Fricks is a financial advisor with MasterPlan Retirement Consultants in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held roles at Gradient Investments, LLC and Masterplan Tax Services, Inc., and has operated Fricks and Associates, Inc. since 2010. Outside of advisory services, he is involved in fixed insurance and precious metals sales. MasterPlan Retirement Consultants provides discretionary asset management, financial planning, and retirement-plan advisory services, including acting as a limited-scope ERISA 3(21) fiduciary. The firm employs tactical and strategic asset allocation and coordinates with third-party managers and sub-advisors to implement client investment programs while maintaining oversight.

Kevin Riley is a financial advisor at Astrop Advisory Corporation in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Astrop Advisory since 2020 and is also president of Unibat USA, a motorcycle battery distribution business that is in the process of winding down. Astrop Advisory provides discretionary investment management for individual and institutional clients, focusing on capital preservation and long-term growth through actively managed, individualized portfolios using a mix of stocks, mutual funds, ETFs, bonds, and options.

Cort Haber is a CFP® credentialed financial advisor at Xception Family Office in Atlanta, GA, with 19 years of industry experience. His prior roles include positions at New Republic Capital, Haber Investment Counsel, and UBS Financial Services. Outside of his advisory work, he manages a family investment partnership as a managing member. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and select corporate clients. The firm’s investment approach combines asset allocation with a mix of passive vehicles and specialized third-party managers, supported by quantitative and qualitative due diligence.

Jaqueline Schadeck is a CFP® professional with seven years of experience in financial advising. She is the principal of Golden Wealth Strategies, where she has worked since 2019. Prior to founding her firm, she held roles at several wealth management firms including AE Wealth Management, Impact Partnership Wealth, and Capitalwize. Outside of advising, she is an independent insurance agent and author. Golden Wealth Strategies provides wealth management services and recommends third-party investment management platforms rather than managing client assets directly. The firm uses fundamental analysis and ongoing review to select and monitor recommended strategies, and offers written financial planning and educational webinars.

Richard Holland is a financial advisor at Monterey Wealth with 14 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at firms including Wealthspire Retirement Advisory, NFP Retirement, Inc., and Afs Advisors, LLC. Outside of his advisory role, Holland serves as a trustee for several family trusts and is a board member of the Dunwoody Police Foundation, a nonprofit organization; he also acts as Membership Chairman at The Standard Golf Club in Johns Creek, GA. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers tailored advice based on client objectives and risk tolerance, employing various strategies such as asset allocation and dollar-cost averaging, and manages both discretionary and non-discretionary assets.

Matthew Eads is a CFA charterholder with 21 years of industry experience. He has been with Eads & Heald Investment Counsel since 1993. Eads & Heald Wealth Management is a four-advisor team based in Atlanta that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified equity or balanced portfolios with an emphasis on low turnover and full investment.

Jonathan Lindvig is a financial advisor with Peachtree Wealth Advisors, Inc., holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Morgan Stanley DW Inc., Triad Advisors, Inc., and Arkadios Capital before his long tenure at Peachtree Wealth Advisors. Lindvig is also involved as an insurance agent with multiple carriers. Peachtree Wealth Advisors, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and institutions such as pension plans, foundations, and trusts. The firm employs a top-down, fundamental investment approach and manages accounts internally while utilizing third-party managers, maintaining a high client-to-advisor ratio with two advisors serving roughly 450 clients.

Jeffrey Ash is a financial advisor at McCormack Financial Planning Inc. in Atlanta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wellington Management and J.P. Morgan Securities LLC. Ash also serves as Director of Trading & Operations at McCormack Financial Planning. McCormack Financial Planning serves individual clients and small businesses, offering financial planning, advisory services, and discretionary asset management through a wrap-fee program. The firm employs a long-term, tailored investment approach utilizing fundamental, technical, and charting analysis, incorporating individual equities, bonds, mutual funds, ETFs, and option strategies.

Julia Prescott is a CFP® professional with eight years of industry experience, currently serving as an advisor at Blake Financial Counsel, LLC since 2019. She also works as a distributor for Juice Plus Company, a multi-level marketing business, outside of her financial advisory role. Blake Financial Counsel primarily serves high-net-worth individuals, including executives, retirees, and clients undergoing divorce, offering comprehensive wealth management and specialized divorce financial planning. The firm employs a fundamental analysis approach with individualized asset allocation, focusing on passive, low-cost investments and tailored financial solutions.

Jonathan Sard is a CFP® with over 31 years of experience in the financial services industry. He is the president of Sard Wealth Management Group, LLC, where he has worked since 2007, and previously spent 18 years at Securities Service Network, Inc. In addition to his advisory work, Sard is a licensed agent providing life, disability, long-term care, and annuity insurance analysis. Sard Wealth Management Group offers discretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm’s investment approach is customized and primarily long-term, utilizing low-cost, diversified mutual funds and ETFs alongside individual stocks and bonds, with active use of derivatives and risk management practices.

Larren Odom is a CFP® with 19 years of industry experience, currently serving as an advisor at Chastain Wealth Management since 2016. Prior to this, he worked at Redwood Wealth Management for eight years. He holds a Series 65 license and is based in Atlanta, GA. Chastain Wealth Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, trusts, and estates. The firm manages approximately $144 million in discretionary assets and employs a client-centric approach that often begins with financial profiling and planning before transitioning to ongoing asset management.

Timothy Wyrobek is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 26 years of industry experience. He has worked at several firms, including M Holdings Securities, Inc., Lion Street Financial, Purshe Kaplan Sterling Investments, and Sterne Agee Financial Services. He is also a partner at Crescent Wealth Management, Inc., where he is involved in sales and marketing for fixed life insurance. Crescent Wealth Advisory, LLC is a Georgia-registered investment adviser serving individuals, high net worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management focused on individualized planning, using a combination of fundamental and technical analysis to construct and monitor tailored portfolios.

Nimish Patel is a CFP® professional with 20 years of industry experience, currently serving at A & P Wealth Management since 2015. Prior to this, he worked at MCAP Investment Management, LLC, Woodbury Financial Services, Inc., FSC Securities Corporation, and Truist Investment Services, Inc. A & P Wealth Management is a supported advisory firm managing approximately $34.2 million for about 56 clients, including high-net-worth individuals, charitable organizations, and business entities. The firm combines fundamental and technical analysis to build diversified, long-term portfolios and offers an active trading program with advanced option-writing strategies, short sales, and margin borrowing.

Jennifer Smalley is a financial advisor with Wickham Financial & Insurance Services in Marietta, GA. She holds a Series 66 designation and has 11 years of industry experience, including nine years at Thrivent Financial and ten years at Thrivent Investment Management Inc. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in regulatory assets and uses a combination of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Margaret Cargle is a ChFC® credentialed financial advisor with Heinz Investments in Atlanta, GA, bringing two years of industry experience. She has been with Heinz & Associates, Inc., operating as Heinz Investments, since 2014 in various capacities. Heinz Investments serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets through a two-advisor team, offering investment management and advisory consultation with a focus on fundamental analysis and a core-and-satellite asset allocation strategy.

Wayne Davis Jr. is a financial advisor with Strickland Davis Advisors LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Strickland Davis Advisors since 2016. The firm's principal is also a CPA and dedicates significant time to an affiliated accounting practice that shares office space with the advisory business. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm focuses on individualized, IPS-driven asset allocation and long-term investing, offering a range of investment solutions including model- and manager-based portfolios through Savant Wealth Management.

Marc Baylin is a CFA® charterholder with 12 years of industry experience. He is a managing advisor at MB Advisors LLC in Atlanta, GA, where he has worked since 2013. Baylin also serves as a board member of File And Serve Express, a private company providing workflow management solutions for the legal profession. MB Advisors offers discretionary, customized investment management and financial consulting to individuals and high-net-worth clients. The firm employs a fundamental, bottom-up research process and implements two core strategies focused on equity returns and intrinsic value, managing concentrated, benchmark-agnostic portfolios with a selective client base.

Mark Sofge is a CFP® with 10 years of industry experience, currently serving at Charleston Equity Partners, LLC since 2019. He has prior experience with Piedmont Private Equity and Yukon Property Consultants, where he is involved in real estate holdings and solar farm development. Charleston Equity Partners manages the Charleston Opportunity Zone Fund, focusing on direct or indirect investments in qualified opportunity zone real estate for accredited investors. The firm operates on a discretionary basis with an emphasis on investment oversight and compliance with tax-driven holding requirements.

Steven Fehlenberg is a financial advisor with Ascension Wealth Advisors, holding a Series 65 license and bringing 10 years of industry experience. He also maintains a Certified Public Accountant (CPA) designation and provides tax and accounting services through his firm, Steven R. Fehlenberg & CO., P.C., dedicating less than 10% of his time to this work. His career includes over three decades in accounting and financial services. Ascension Wealth Advisors offers financial planning and consulting primarily to individuals, including high-net-worth clients, and small businesses. The firm provides tailored, one-on-one advisory services and refers clients to unaffiliated third-party money managers for investment implementation, without taking discretionary authority or custody of client assets.

Charles Webb is a financial advisor with Alder Financial Group Inc in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Alder Financial Group since 1995. Alder Financial Group provides discretionary investment management and financial planning services to individuals, families, small businesses, and trusts, managing approximately $224 million in client assets. The firm uses fundamental and macroeconomic analysis to create customized, diversified portfolios and offers ongoing monitoring with formal reviews.