Catherine Groff is an advisor at Panoramic Capital Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Morgan Stanley and Fisher Investments, each for one year, and has a background that includes entrepreneurial experience with Green Imaging LLC. Panoramic Capital Partners LLC provides advisory services to individuals, trusts, retirement plans, nonprofits, and businesses, offering discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs tailored portfolios using a combination of in-house management and third-party sub-advisors, incorporating various asset types and continuous portfolio monitoring.

Benjamin Yin is a financial advisor at Generational Financial Partners, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, he is an investor in various ventures including a wireless speaker company, a vitamin business, and an indoor pickleball facility. Generational Financial Partners, LLC is an SEC-registered investment adviser offering discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a client-specific investment process that considers time horizon and risk tolerance and may utilize asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term purchase strategies.

Richard Maurice is a financial advisor with Wright Wealth LLC in Marietta, GA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Ironridge Wealth Management, Waterloo Capital Management, and Black Diamond Investment Partners. Outside of his advisory work, he owns and operates a staffing agency. Wright Wealth LLC serves individuals, including high-net-worth clients, as well as retirement plan sponsors, charitable organizations, and businesses, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a combined passive and active asset-allocation approach with ongoing portfolio reviews, and it offers clients additional services such as a financial-planning app membership and facilitated tax preparation.

Varun Marneni is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Consolidated Planning Corp and Raymond James Financial Services Advisors. Marneni recently obtained an insurance license and incorporates approved insurance products into his financial planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with a long-term investment approach.

John Hayes is a financial advisor with LongView Wealth Management in Atlanta, GA, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. His prior roles include positions at M. S. Howells & Co, Cambridge Investment Research, Inc., Cetera, and Regions Bank. 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 in assets for individuals, pension and profit-sharing plans, and corporate clients. The firm offers services including asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing both discretionary and non-discretionary approaches with diverse investment vehicles.

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.

Anna Hubert is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Athena Health and Tulane University. Persium Advisors serves retirement plan committees along with individual and high-net-worth investors, providing a range of retirement plan services, investment management, and financial planning. The firm manages approximately $583.6 million in discretionary assets and offers consulting for over $955 million in pension and investment assets, using fundamental analysis and model portfolios as part of its fiduciary investment approach.

Samuel Frost is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Narwhal Capital Management since 2016. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers tailored financial planning and portfolio management, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis, while also providing in-house tax and accounting services.

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.

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.

Stetson Ponder is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Cahaba Wealth Management, he worked in education at Oxford Middle School and Oxford High School and attended the University of Alabama. Cahaba Wealth Management is a multi-advisor firm managing approximately $1.64 billion for individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, utilizing long-term cash-flow projections and risk assessments to guide investment strategies primarily through mutual funds and ETFs, with periodic rebalancing and performance reviews.

Benjamin Laufer is a financial advisor with Paces Ferry Wealth Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2024. Prior to his advisory role, he was involved in coaching lacrosse at the high school level and served with the Georgia Lacrosse Officials Association. Paces Ferry Wealth Advisors manages approximately $430 million across various client types, offering wealth management, financial planning, retirement plan consulting, and portfolio management. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies.

Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.

Cathal Carson is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at American Financial Advisors, LLC and previously spent five years at Henssler Financial and eight years at OTR Capital. American Financial Advisors, LLC is a two-advisor team that provides discretionary investment supervisory services, portfolio management using model asset-allocation portfolios, and written financial planning. The firm serves both individual and corporate clients, managing approximately $950 million across about 816 accounts, and uses a combination of fundamental, technical, cyclical, and qualitative analysis to implement asset-allocation strategies.

Charlotte Disley is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Cahaba Wealth Management since 2022 and previously held positions at Global Payments and Oglethorpe University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using long-term cash-flow projections and formal risk assessments to guide investment strategies primarily involving mutual funds and ETFs.

Alexis Chambers is a financial advisor at Rollins Financial Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier and completed full-time education at Birmingham-Southern College. 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 with a focus on asset allocation and ongoing portfolio monitoring.

Hong Tsun Simon is a CFA® charterholder currently with A. Montag & Associates and has five years of industry experience. Prior to joining Montag in 2026, he worked at Forthright Partners LLC for five years and at BNY Mellon Wealth Management for fifteen years. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by offering discretionary portfolio management, financial planning, consulting, and limited trustee or executor services. The firm emphasizes individualized investment objectives through fundamental and technical equity analysis, mutual fund and ETF selection, and fixed-income management.

Jeffery Wright is a CFA® charterholder with 13 years of industry experience. He is a founding member of Wright Wealth LLC, where he has worked since 2022, and also founded 550 Capital Partners LLC, a firm focused on raising capital to invest in startup businesses. His prior experience includes roles at Bank of America and Merrill Lynch. Wright Wealth LLC serves individuals, including high-net-worth clients, retirement plan sponsors, charitable organizations, and businesses, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a multi-faceted asset-allocation approach combining passive and active strategies, maintains a relatively large physical presence for a five-advisor team, and provides ancillary services such as a financial-planning app membership and facilitated tax preparation.

Theodore Noble is a CFP® professional with 18 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc since 2012. He is based in Atlanta, GA, and is part of a six-advisor team. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm uses client-specific investment guidelines with diversified no-load mutual funds and ETFs, and offers estate distribution support and ERISA-facing retirement plan services.

Louis Williams is a CFP® with eight years of experience in the financial services industry. He has worked at Cahaba Wealth Management, Inc. since 2018 and was previously employed at PricewaterhouseCoopers from 2016 to 2018. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm emphasizes individualized investment plans, continuous portfolio oversight, and incorporates alternative strategies alongside traditional assets while utilizing AI tools for operational tasks.