Mark Lloyd is a financial advisor at The Lloyd Advisory Group in Suwanee, GA, with 2 years of industry experience and a Series 65 designation. He has worked at Lloyd Advisory Services, LLC since 2011. Lloyd also serves as Client Relations Manager at The Lloyd Group, Inc., an insurance agency where he manages client service operations and assists with account applications and rollovers. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts, utilizing third-party model portfolios and ongoing rebalancing. The firm’s investment approach incorporates a three-bucket framework emphasizing growth, income, and fixed insurance-based assets, and it integrates commissionable insurance sales as a key component of its advisory process.

James Loftin is a CFP® professional with 26 years of industry experience. He is the principal at Loftin Wealth Partners in Johns Creek, GA, and has held roles at multiple financial and insurance firms since 2009. He serves as president of the Financial Planning Association of Georgia as of 2023. Loftin Wealth Partners is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for individuals, charitable organizations, and corporations. The firm provides portfolio management and financial planning services, employing strategies that may include hedging, leverage, and options, and offers both discretionary and non-discretionary account management.

Connor Jones is a CFP® professional with six years of industry experience, currently serving at Wealth Science Advisors LLC since 2022. He previously worked at Northwestern Mutual Wealth Management Co and Northwestern Mutual Investment Services LLC from 2019 to 2022. Outside of his advisory role, Jones owns Wealth Science Analytics, a psychological analytics and consulting business, and serves on the finance committee of Northlands Church. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and comprehensive financial planning services. The firm integrates proprietary psychological profiling and a Money Happiness™ framework with modern portfolio theory to manage client portfolios across multiple offices, overseeing approximately $558.7 million in assets.

Craig Pfau is a financial advisor at Arca Wealth, LLC with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Triad Advisors. Arca Wealth, LLC is a registered investment adviser serving individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing a client-centered approach that includes diversified asset allocations across multiple investment strategies.

Jose Chavez Cuellar is a financial advisor at Large and Gilbert Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Deloitte, The Home Depot, and Sam's Club. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension plans, and business entities. The firm offers discretionary portfolio management using model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Evelyn Perez is a financial advisor at MPWM Advisory Solutions LLC with four years of industry experience. She holds the Series 66 designation and has worked at MPWM Advisory Solutions and LPL Financial, LLC among other firms. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Bradford Gilliam is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Verisail Partners, LLC and also owns Rooted Landscape, a landscaping business he has operated since 2017. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Daniel Newberg is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Berkeley Capital Partners, LLC since 2015. He previously worked at Triad Advisors, Inc. for one year. Berkeley Capital Partners, LLC is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, corporations, and small businesses. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive allocations.

Ginette Mayer is a financial advisor with MPWM Advisory Solutions LLC and holds a Series 66 designation. She has three years of industry experience, including roles at LPL Financial and Mayer Private Wealth. Outside of advisory work, she operates a DBA related to her LPL business under Mayer Private Wealth Management. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies across multiple platforms.

Mark Winston is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Wellspring Wealth Management LLC since 2017 and previously at Planmark Capital Management and LPL Financial. He provides investment advisory services primarily through Wellspring Wealth Management, an independent registered investment advisor firm. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and certain business or retirement entities with tailored wealth management and advisory services. The firm’s investment process includes strategic asset allocation overseen by an internal Investment Policy Committee, with access to a range of mutual funds, ETFs, alternative investments, and third-party wrap programs.

John Hayes is a financial advisor with LongView Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at M. S. Howells & Co, Cambridge Investment Research, and CCF Investments, among others. Outside of advising, he serves as Chairperson for the Finance Committee at Madison First United Methodist Church. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion for individuals, pension and profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing a variety of investment strategies and integrating third-party solutions alongside less common services such as held-away account management.

Danielle Schultz is a financial advisor at Rollins Financial Advisors, LLC with 10 years of industry experience. She holds the PFS™ designation and has a background that includes 20 years at Rollins & Van Lear PC, an affiliated CPA firm where she is a partner responsible for supervising accounting staff and overseeing tax planning and preparation. Rollins Financial Advisors, LLC manages approximately $1.588 billion in discretionary assets and provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans. The firm employs a strategy that includes the use of mutual funds, ETFs, and individual stocks and bonds, with regular portfolio reviews and adherence to fiduciary standards.

Timothy McGannon is a financial advisor at Strategic Wealth Partners, Ltd. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Securities, Inc. and Suntrust Capital Markets Inc. from 2006 to 2022. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion across 19 advisors and employs a range of investment strategies including fundamental, technical, and charting analysis to create diversified portfolios.

Lee Hollingsworth is a CFA charterholder and holds a Series 66 license, with 24 years of industry experience. He has worked at Raymond James Financial Services since 2004. Outside of his advisory role, he operates as a part-time non-securities insurance agent, is an author of non-securities material, and provides administrative consulting to a fishing lodge excursion company. His firm provides discretionary investment management and strategic financial consulting primarily for pension and profit-sharing plans, nonprofit organizations, 401(k)/403(b) plans, and small businesses, while also working with trusts and individuals. The firm employs a Modern Portfolio Theory-based investment approach, using both active and passive strategies across multiple asset classes, and manages assets on a discretionary basis with a risk-tolerance driven allocation process.

Jason Joffe is a CFA® charterholder with 25 years of industry experience. He is a principal at Inlight Wealth Management, where he has worked since 2017. Prior to that, he held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he manages investment-related activities for private funds through West Elk, LLC and West Elk Capital, LLC. Inlight Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm offers tailored investment plans and employs strategies including separately managed accounts, mutual funds, ETFs, and derivative instruments.

James Goolsby is a financial advisor at DAI Wealth, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Concorde Investment Services, Sowell Management, Suntrust Investment Services, and Morgan Stanley. Outside of his advisory role, he is president and owner of Paragon Wealth Counselors, a securities-related business. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and technology platforms to tailor portfolios aligned with client objectives.

Robert Schultz is a financial advisor at Rollins Financial Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. Schultz has been with the Rollins organization since 1998, including his 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, providing investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

Matthew Lambert is a financial advisor at Power Wealth Management in Alpharetta, GA, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Since 2015, he has been licensed as an independent insurance agent and is associated with Power Protection Strategies, LLC, an insurance agency. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and financial planning. The firm manages roughly $430 million in discretionary assets across about 250 client relationships and employs a team of seven advisors.

Robert Lyons is a financial advisor at Investors Asset Management of Georgia Inc with 48 years of industry experience. He holds the Series 63 designation and has been with the firm since 2014. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.

Matthew Stack is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diversified, LLC and previously worked for SEI Investment Distribution Co and SEI Investment Management Corporation for 13 years. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers a comprehensive planning process combined with ongoing asset management, utilizing third-party managers and platforms, and operates private limited partnerships, wrap programs, and pooled vehicles.