Stephen Sloan is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize sub-advisers and various investment strategies to meet client objectives.

Julio Barahona is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Smith & Howard since 2018, following prior roles at Patton Albertson & Miller and SunTrust Bank. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, ongoing portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers.

Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining EPG Wealth Management and Arkadios Capital in 2025, he worked at the University of Oregon and attended Pepperdine University. He holds minority ownership in two family-owned LLCs unrelated to his advisory role. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans, offering advisory services including advisor-managed portfolios, third-party money managers, financial planning, and fiduciary consulting. The firm manages accounts primarily on a discretionary basis using a range of analytical approaches and maintains a ten-advisor team across seven offices.

Daniel Hall is a financial advisor at Highbrook Capital Partners in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He previously worked at Waypoint Wealth Counsel LLC for five years and Nicholas Hoffman & Company for six years. Highbrook Capital Partners provides discretionary and non-discretionary investment management, pension consulting, and standalone financial planning services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $509 million in assets and employs a range of investment strategies that include derivatives and margin transactions tailored to client risk profiles.

Eric Burnette is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with PeachCap Tax & Advisory, LLC since 2011 and also has experience at Investacorp Advisory Services Inc from 2010 to 2015. Outside of advisory work, he is an owner of Peachcap CPA's, a CPA accounting firm. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, employing diversified, model-based portfolios with continuous monitoring that utilizes fundamental, technical, and cyclical analysis.

Kenny Conwell Jr. is a financial advisor with Capitalwize, LLC in Atlanta, GA, holding a Series 65 designation and eight years of industry experience. He is also the owner of CNK Companies & Co., where he is involved in marketing, consulting, and insurance sales. Kenny has worked at Money Savvy Financial, LLC since 2017 and at CNK Companies & Co. since 2016. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily for non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio management.

George Hiller Jr. is a CFP® with 21 years of industry experience, currently serving at George M. Hiller Companies, LLC since 2003. The firm is a team of five advisors based in Atlanta, GA. George M. Hiller Companies, LLC is an SEC-registered advisory firm managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, with an investment approach focused on asset allocation, diversification, and a preference for long-term equity exposure using a variety of securities and strategies.

James Hamilton III is a financial advisor at Resurgent Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Raymond James & Associates from 2013 to 2026. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, typically including mutual funds, ETFs, and allocations to independent Sub-Advisors.

Enoch Morris IV is a financial advisor at Highbrook Capital Partners with 17 years of industry experience and holds the Series 66 designation. His prior roles include positions at Level8 Ventures LLC, Atticus Asset Management, LLC, SPC, New England Securities, and Equitable Advisors. He is involved with Atticus Wealth Management as a registered investment advisors manager. Highbrook Capital Partners provides investment management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $509 million in regulatory assets and employs a range of strategies including derivatives and margin trading tailored to client risk profiles.

Michael Mueller is a CFP® professional at Smith & Howard Wealth Management, LLC with nine years at the firm and five years of industry experience. Prior to joining Smith & Howard, he worked for three years at Hope Animal Medical Center. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, and retirement plan consulting, managing approximately $727 million for about 217 clients with a six-advisor team.

George Register is a financial advisor at Register Financial Advisors, LLC with 58 years of industry experience. He holds Series 63 and Series 66 designations and has been with Register Financial Advisors since 2007, following prior work at Register Financial Associates, Inc. since 1992. Outside of his advisory role, he serves as CEO of Register Capital Investments LLC, a small-cap portfolio management firm. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a broad range of instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and offers both discretionary and non-discretionary portfolio management through multiple wrap fee programs and third-party managed solutions.

Andrew Smith is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA, holding a Series 65 designation with industry experience beginning in 2014. His prior roles include positions at Wealth Enhancement Group, The Investment Counsel Company, and BlackRock. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm emphasizes individualized investment plans and continuous monitoring, incorporating alternative strategies and AI tools for operational purposes.

Shelley Fietsam is a financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, holding a Series 65 credential and bringing 10 years of industry experience. She has worked with Rollins Financial entities since 2010, including her current role at Rollins Financial Advisors since 2021. Rollins Financial Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, offering investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and follows a fiduciary, goal-oriented investment process emphasizing asset allocation and ongoing portfolio monitoring.

Sonia Crumpler is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience to her role since joining the firm in 2005. With a career in financial services dating back to 1988, Sonia has held various positions including Vice President of International Trust Services and International Financial Advisor, culminating in her current position where she focuses on comprehensive wealth management strategies. Her areas of expertise include family wealth management, personal retirement planning, portfolio management, small business strategies, and investment strategies for individuals and corporations. Sonia is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish, enhancing her ability to serve a diverse client base. Sonia holds a High School Diploma/GED from Pima Community College. She lives in Tucson with her husband and two children and is actively involved in giving back to her local community, supporting local schools, charities, and community initiatives. Outside of her professional commitments, Sonia enjoys skiing, traveling, spending time with her family, and watching movies.

Kevin Mahony is a CFP® with 28 years of experience in the financial industry. He is currently affiliated with D.L. Fields Advisory Group, LLC and has prior experience at United Advisors America Corporation, Alliance America Corporation, and Life of Southwest. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers personalized advice using fundamental and technical analysis, managing portfolios that include stocks, bonds, mutual funds, ETFs, and insurance-linked products.

Billy Loveless is a CFP® professional with 21 years of industry experience. He has been with George M. Hiller Companies, LLC since 2004. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a team of five managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation and diversification with a preference for long-term equity exposure.

Meghan Henderson is a financial advisor at IRC Wealth with six years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth for two separate periods totaling seven years, with prior experience at Midwest Medical Enterprises. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporating technical screening, fundamental analysis, and proprietary research, and is distinguished by its affiliation with a separately registered Commodity Trading Advisor.

Rachel Neblett is a financial advisor at Capitalwize, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Capstar Financial for five years. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process beginning with a financial audit and client intake, and often utilizes third-party managers and digital platforms for portfolio management while maintaining discretionary authority.

Jeffrey Dingle is a financial advisor at Brooklyn FI, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lido Advisors, LLC and Elwood & Goetz. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm uses a primarily passive investment approach alongside specialized outside managers and offers educational seminars and comprehensive oversight of held-away accounts.

Steven Humphrey is a CFP® professional with 22 years of industry experience. He has been with George M. Hiller Companies, LLC since 2003. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for about 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, focusing on asset allocation and diversification with a preference for long-term equity exposure through mutual funds, ETFs, individual securities, and various trading strategies.