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.

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 at MRP Capital Investments, LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Aprio Wealth Management, Balentine, Wilmington Trust Investment Management, and Cetera Investment Services. 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 advisory services. The firm employs a client-tailored investment process using a mix of fundamental, technical, and cyclical analysis and includes a range of instruments such as options and derivatives, with all investment decisions made by staff rather than automated systems.

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® professional with 11 years of industry experience, currently serving as an advisor at Wealth Engagement LLC since 2020. Her prior experience includes roles at Sanford C. Bernstein & Co., LLC and Friedberg Investment Management, Inc. Wealth Engagement offers discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to a range of clients including high-net-worth individuals, business entities, and retirement plans. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, with a focus on customized portfolio risk management.

Amy Mawson is a CFP® and Series 65 credentialed advisor with Minerva Planning Group in Decatur, GA. She has seven years of industry experience, including nine years with Minerva Planning Group. Prior to her financial advisory career, she was a homemaker for three years. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, typically incorporating Dimensional Fund Advisors (DFA) funds as core holdings.

Cort Haber is a CFP® with 18 years of experience in financial advising, currently serving at Xception Family Office. His prior experience includes roles at New Republic Capital, Haber Investment Counsel, UBS Financial Services, and several other firms. He is a managing member of a family investment partnership that oversees investment decisions and tax filings. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, and institutions. The firm emphasizes customized investment programs based on strategic asset allocation and combines passive and active management approaches.

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.

Suzanne Doyle is a financial advisor at Incompass Financial Partners, LLC with 9 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her previous experience includes roles at UBS Financial Services and Great Lakes Advisors, LLC. Outside of finance, she was affiliated with St Peter Chanel Catholic Church from 2022 to 2024. Incompass Financial Partners, LLC provides discretionary asset management and financial planning to individuals and high-net-worth clients, managing approximately $192 million in assets. The firm tailors investment advice to clients’ objectives and risk tolerance, utilizing various strategies and offering quarterly account reviews.

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.

J Cameron Zabko is a CFP® professional with four years of industry experience. He is the principal and sole owner of Westhollow Wealth Management, where he has worked since 2024. Prior to founding Westhollow, he was affiliated with CWM, LLC and Jon Baker Financial Group. Outside of his advisory role, Zabko engages in authorship. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities, offering integrated wealth management that includes financial planning and discretionary asset management. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, with a focus on long-term holdings, periodic rebalancing, and tax-aware strategies.

Jonathan Sard is a CFP® with 30 years of industry experience. He is president and an investment advisor representative at Sard Wealth Management Group, LLC, where he has worked since 2007. Prior to founding his firm, he spent 18 years at Securities Service Network, Inc. Sard is also a licensed insurance agent offering life, disability, long-term care insurance, and annuities. Sard Wealth Management Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm’s investment approach is customized and primarily long-term, focusing on low-cost, diversified mutual funds and ETFs while incorporating individual stocks and bonds as appropriate.

John Newsome is a financial advisor at NewCorp Wealth Management in Alpharetta, GA, with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Maryland Financial Group, among others. He is co-owner of NewCorp Financial Services and also works as an insurance agent providing insurance and fixed annuity solutions. NewCorp Wealth Management serves individual clients, including high-net-worth households, corporate clients, and sponsors of employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting with tailored portfolios reviewed regularly and advisory services delivered through a small team.

Nimish Patel is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience, currently serving as an advisor at A & P Wealth Management since 2015. Prior to this, he worked at MCAP Investment Management, LLC. A & P Wealth Management provides discretionary portfolio management, active trading programs, and advisory consultations to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, combining longer-term diversified portfolio management with an active trading approach that includes options writing, short sales, and margin borrowing.

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.