Justin Pitcock is a CFP® with eight years of industry experience, currently serving as a financial advisor at Goodwin Investment Advisory since 2018. Prior to joining Goodwin, he worked for the Georgia Secretary of State from 2016 to 2018. He serves as a pro bono Investment Committee Member for Infinite Giving Advisory Services, Inc., a registered investment adviser that supports charitable organizations. Goodwin Investment Advisory provides investment management, retirement-plan advisory, financial consulting, and dynamic financial planning to individuals—including high-net-worth clients—as well as retirement plans, trusts, charities, and corporate clients. The firm employs Dynamic Asset Allocation strategies using proprietary models, Fidelity model portfolios, and selected third-party managers, with an emphasis on mutual funds, ETFs, individual securities, and alternative investments for qualifying clients.

Robert Donnell is a CFP® professional with 24 years of industry experience, currently serving at Southbridge Advisors, LLC since 2019. He has held roles at Wealth and Pension Services, Group Inc. and Teton Capital Advisors since 2011, and previously worked at Triad Advisors. Outside of investment advisory, he participates in a referral arrangement related to state and federal tax credits with McMillan & Associates. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and offers both discretionary and non-discretionary account management, incorporating third-party investment advisers when appropriate.

George Richerson is a financial advisor at Southbridge Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealth and Pension Services Group, Inc. and Triad Advisors Inc. Outside of advising, he participates in a referral arrangement for state and federal tax credits through McMillan & Associates. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and employs both direct strategies and third-party Institutional Strategists selected through a due-diligence process.

James Jennings Jr. is a financial advisor at Unity Financial Planning Group LLC with 17 years of industry experience. He holds a Series 66 credential and has worked at firms including NFP and Silver Oak Securities. Jennings is also involved with nonprofit organizations supporting education, serving as an officer and director for the Paulding Education Foundation and the Bartow Edification Foundation. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services using a disciplined investment process focused on fundamental analysis and long-term holdings.

Amy Getz is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. She has been with IRC Wealth since 2019, following a prior period as a homemaker. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach focused on long-term value and income, utilizing stocks, ETFs, options, and fixed income, and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Michael Turgeon is a financial advisor at Unity Financial Planning Group LLC with over 38 years of industry experience. He holds the ChFC® designation and securities licenses (Series 63, 65, 66). Prior to joining Unity Financial Planning Group in 2025, he worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Thrivent Financial. Outside of advising, he leads an invention project in the apparel industry focused on innovative accessories and co-manages a financial networking platform. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, emphasizing fundamental analysis, strategic asset allocation, and long-term holdings implemented through ETFs, mutual funds, and individual equities.

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc. based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including a one-year tenure at Voya Financial Advisors. Bermudez is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management to a small number of individual clients, focusing on balanced asset allocation using mutual funds and ETFs. The firm offers non-discretionary advisory services primarily through fixed fees, hourly billing, and retainers, with clients retaining custody of their assets and proxy voting rights.

Herman Hugo is a financial advisor at Goodwin Investment Advisory in Woodstock, GA, holding a Series 65 credential. He has been with Goodwin Investment Advisory since 2021 and previously worked at Infineon Technologies for nine years. Outside of his advisory role, he is involved with Hugo Link, LLC. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets and employs dynamic asset allocation strategies using a range of investment vehicles, including proprietary offerings such as the Goodwin Large-Cap 20.

Benjamin Treece is a financial advisor with Unity Financial Planning Group LLC in Kennesaw, GA, holding a Series 66 designation and 15 years of industry experience. He previously worked at San Blas Advisory and San Blas Securities and has been involved in various business activities including writing an informational newsletter called Pickle Jar Finance and consulting on a software solution for statistical analysis. He is also an owner of a staffing company and has experience managing private business ventures. Unity Financial Planning Group serves individuals, families, and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management using a combination of individual stocks, ETFs, and mutual funds, guided by customized Investment Policy Statements and a mix of proprietary and tailored portfolios.

Rodney Thomas is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation. He has been affiliated with Legacy Partners since 2026 and has over two decades of experience with Future Planning Solutions, LLC and College Funding Awareness and Service Team, LLC. He is involved in college planning services through workshops and counseling. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and incorporates a mix of fundamental, technical, cyclical, and charting analyses in portfolio construction.

Ellis Liddell is an investment advisor at ELE Advisory Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked in hospitality and entertainment before joining ELE Wealth Management, Inc. He also serves as a director for a wealth-building program and works as an insurance agent. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars for individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing portfolios across various asset classes while largely maintaining non-discretionary client control.

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 designations with five years of industry experience. Prior to joining Regent Peak Wealth Advisors in 2026, he worked at Ivy Asset Group and CAIS Capital LLC, among other firms. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, family office and wealth-planning services, and selects third-party money managers for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, and frequently uses sub-advisers or third-party managers in its strategies.

Thomas Klecker is a financial advisor at Narwhal Capital Management with a Series 65 designation and one year of industry experience. His prior work includes positions at Tsunami and educational roles at the University of Utah and Alexandria Area Schools. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management services, employing diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.

Matthew Lunger is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wright Wealth in 2026, he operated as a self-employed consultant and led Kate Lunger Consulting over an eight-year period combined. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies within its asset allocation approach, offering discretionary portfolio management, retirement plan consulting, and tax preparation assistance, alongside educational seminars and a membership program for client engagement.

William Medcalf is a CFP® professional with experience at Wiser Wealth Management, Inc. since 2023. His prior roles include positions at Turner & Patat, P.C., Elwood & Goetz Wealth Advisory Group, and Raymond James. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs diversified model portfolios based on Modern Portfolio Theory and offers specialized services such as the Flightpath wrap-fee program and retirement-plan advisory solutions.

Aiki Altmets is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Regimen Wealth, LLC since 2020 and previously spent five years at Ameriprise Financial Services, LLC. Regimen Wealth, LLC is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm provides discretionary investment management, financial planning, and consulting, focusing on tailored portfolios that incorporate exchange-traded funds, sub-advisors, REITs, insurance, and private vehicles, using a blend of fundamental, technical, cyclical, and behavioral finance methods.

William Bowen is a CFP® with 12 years of experience in the financial advisory industry. He has been with Persium Advisors, LLC since 2013. Bowen holds the Series 63 license and is based in Atlanta, GA. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on about $894.4 million in pension and investment consulting assets.

Matthew Canine is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC before joining EPG Wealth Management in 2019. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans with advisory services that include advisor-managed portfolios, third-party money manager access, financial planning, and fiduciary consulting. The firm manages accounts using fundamental, technical, and cyclical analysis and operates a ten-advisor team with approximately $579 million in regulatory assets under management.

Michael Baratta is a financial advisor with Fiscal Wisdom Wealth Management LLC in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, having worked at firms including Portsmouth Financial Services, Securian Financial Services Inc., and Virginia Asset Management. Baratta is also the owner of Baratta Investments, LLC, where he engages in equity trading. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolio construction, financial planning across retirement, tax, estate, and business succession areas, and facilitates referrals to third-party money managers while maintaining a diverse range of investment strategies.