Mark Prosper is a Series 65-licensed financial advisor with Avant Garde Capital in Atlanta, GA, where he has worked since 2010. He has 15 years of industry experience. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and investment advisory services with direct oversight of client accounts. The firm employs performance-based fee arrangements alongside traditional asset-based billing and offers educational seminars and workshops in addition to its advisory services.

Joseph Bogle is a CFA® charterholder with two years of industry experience. He is currently affiliated with Maven Capital Partners, LLC and simultaneously works with Reicon Wealth Advisors LLC and Reicon Capital LLC, where he has been involved since 2016. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and business entities, while also managing private special purpose vehicles. The firm employs a strategic asset allocation approach across various instruments and manages accounts on a discretionary basis, reporting approximately $152.9 million in discretionary assets under management.

Michael Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 license and 12 years of industry experience. He has been with his current firm since 1999, which he founded and operates alongside two other advisors. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and businesses. The firm provides discretionary portfolio management, financial planning, and tax preparation services, emphasizing long-term, asset-allocation strategies utilizing passively managed mutual funds and ETFs.

Arturo Molina Casas is a financial advisor at Mason Westbridge Asset Management LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including ADB Advertising Corp, PFS Investments Inc, and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and management services to individuals, retirement plans, and private investment companies, using client risk questionnaires and Modern Portfolio Theory to build globally diversified portfolios. The firm offers both traditional advisory arrangements and a wrap-fee program, with discretionary management and the use of no-load mutual funds, ETFs, individual securities, and third-party asset managers.

Travis Raish is a CFA® charterholder with 24 years of industry experience. He is a partner and portfolio manager at Circa Capital, LLC, where he has worked since 2011. Raish also serves as Chief Investment Officer at Wealth With No Regrets, a position he has held since 2017. Prior to these roles, he worked at Fiduciary Financial Group from 2019 to 2021. Circa Capital primarily serves individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis with a long-term, quality-and-value approach, managing concentrated portfolios and employing strategies that include short-term trades, margin, and hedging techniques tailored to client objectives.

Ben Harper is a financial advisor at Freedom Wealth Coaching, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at McBryar Advisory Services, Inc. for a decade before joining his current firm. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios based on Modern Portfolio Theory and offering specialized retirement plan and pension consulting.

Robert Pierson is a CFP® with 42 years of industry experience. He is the principal advisor at Pierson Wealth Management in Atlanta, where he has worked since 2018, following five years at Raymond James & Associates. Outside of his advisory work, Pierson serves as CEO of Pierson Farm, a farming business in Culloden, GA. Pierson Wealth Management provides discretionary and non-discretionary portfolio management and limited goal-planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a mix of ETFs, mutual funds, individual equities, and fixed-income securities, employing fundamental, technical, and modern-portfolio principles, and offers a concentrated five-stock large-cap growth strategy under RFP Asset Management.

John Knox is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has worked at both TDCR Group, LLC and Peregrine Investment Advisors since 2010. Knox serves as a board member of Encompass Group, LLC, a healthcare textile and medical supply company. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term purchase approach primarily through mutual funds, ETFs, and individual equities. The firm operates with a four-advisor team and maintains a relatively small client roster.

Scott Stewart is a CFP® and CFA® with 24 years of industry experience. He has been with Eads & Heald Investment Counsel since 1998. Eads & Heald Wealth Management offers comprehensive financial planning and discretionary investment management for individuals, families, corporations, retirement plans, trusts, endowments, and foundations. The firm employs a top-down, fundamental investment approach focusing on high-quality, diversified equity holdings, and manages portfolios on a discretionary basis.

Larry Burnette is a CFP® with seven years of experience at Hanover Advisors, Inc, located in Marietta, GA. He has over three decades of industry experience, including prior roles at American Portfolio Financial Services and Provident Mutual. Burnette also serves as president of Hanover Financial Services, Inc., a life insurance business. Hanover Advisors serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $353 million in assets with a focus on customized portfolios using fundamental analysis, Modern Portfolio Theory, and a range of trading strategies.

Jeffery Leech is a financial advisor at Leechgary Asset Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Leechgary Asset Management since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related investment advisory services primarily to individual clients, including high-net-worth individuals. The firm operates with a small advisor-to-client scale, supporting individualized portfolio oversight.

Eric Ruthman is a financial advisor with Phase Line Capital, LLC in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Edward Jones, and service in the U.S. Army from 2007 to 2019. He is a managing partner at Phase Line Capital. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a range of investment products, including derivatives, and maintains a small ownership structure with advisors who have military backgrounds.

Mark Olson is a CFP® with 26 years of experience in financial advisory services. He is the owner and president of Olson Associates, an independent firm based in Roswell, GA, and has previously worked with Osaic Wealth, Securities America, and Securities Service Network. Olson serves as a board member of the Oakbrook Office Park Condo Association and operates an insurance consulting business as part of his practice. Olson Associates provides advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a structured five-step planning process to develop tailored financial plans and primarily manages client assets on a non-discretionary basis while offering both flat-fee planning and third-party managed account solutions.

Herschel Clanton is a CFP® with 30 years of experience in financial advising. He is president of The Chancellor Group and has been affiliated with The O.N. Equity Sales Company and Ohio National Life Insurance since 2000. He is based in Atlanta, GA. Chancellor Wealth Management is a small firm serving individuals and high-net-worth clients with comprehensive financial planning, discretionary investment management, and retirement-plan education. The firm emphasizes a risk-tolerance driven investment approach using both actively and passively managed funds, periodic rebalancing, and incorporates third-party managed strategies when appropriate.

Graham Wickham is a financial advisor at Wickham Financial & Insurance Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at firms including Carter Terry & Company Inc. and The Wickham Agency Inc., the latter of which he took over from his father and continues to operate as an independent insurance agency offering commercial and personal lines of insurance. Wickham Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in assets and employs a mix of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Mark Neuman is a CFA® charterholder with 25 years of industry experience. He is the sole advisor at HERO Asset Management and has held positions at firms including Macro Risk Advisors, LLC, Bay Crest Partners LLC, and Jonestrading. Outside of his advisory work, Neuman is involved with Isacalari, LLC, a consulting business unrelated to investment activities. HERO Asset Management offers customized portfolio management and wealth advisory services to individuals, families, retirees, family offices, and small businesses. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis across a range of asset classes and provides educational resources such as market commentaries and teach-ins.

Paul Damm is a financial advisor with MRP Capital Investments, LLC in Alpharetta, GA. He holds Series 66 and Series 65 designations and has 18 years of industry experience. Damm has been with MRP Capital Investments since 2017. MRP Capital Investments manages approximately $228 million for individual and high-net-worth clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and non-discretionary consulting to other registered investment advisers. The firm uses a tailored investment process combining fundamental, technical, and cyclical analysis and incorporates a range of instruments including derivatives and digital assets where suitable.

Lucy Scott is a financial advisor with Incompass Financial Partners, LLC, holding a Series 66 designation and over 25 years of industry experience. Her prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Vining Financial Services. Scott is also a notary public in Cobb County, GA. Incompass Financial Partners provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside consulting on risk assessment, estate planning, and financial organization. The firm employs tailored strategies based on client objectives and risk tolerance, utilizing a combination of in-house management, Turnkey Asset Management Programs, and third-party managers.

Andrew Straton is a financial advisor at Westhollow Wealth Management in Milton, GA. He holds a Series 65 designation and has experience in the financial services industry dating back to 2016, including roles at Carson Wealth and Jon Baker Financial Group. Outside of advisory work, he is involved with Bargain Bonanza, LLC. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities with integrated wealth management services that combine ongoing financial planning and portfolio management. The firm employs tailored investment programs based on clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings, rebalancing, and tax-aware monitoring.

Tiffany Kent is a CFP® with 11 years of industry experience, currently serving as an advisor at Wealth Engagement since 2020. She previously worked at Sanford C. Bernstein & Co., LLC from 2018 to 2020. Wealth Engagement provides discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to a diverse client base including high-net-worth individuals, business entities, and retirement plans. The firm uses a tactical allocation strategy combining fundamental, technical, and cyclical analysis to tailor portfolios according to client risk profiles.