Lindsey Turner is a Series 65-licensed financial advisor with two years of industry experience, currently practicing at Freedom Wealth Coaching, LLC in Woodstock, GA. Prior to rejoining Freedom Wealth Coaching in 2025, Turner worked at Mathies Financial Partners and held various roles in other firms since 2018. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory arrangement with Matson Money, combining client relationship management with discretionary portfolio management, and focuses notably on retirement plan and pension consulting at the plan level.

Martin Lysaght is a financial advisor with Magellan Planning Group in Atlanta, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked for Bey-Douglas, LLC Investment Counsel for 13 years before joining Magellan Planning Group. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, employing a mix of long- and short-term positions and cash hedges, and may implement customized model portfolios.

La Vaisha Davis is a financial advisor at Ell Wess Advisors in Atlanta, GA, with three years of industry experience and a Series 65 credential. Her prior experience includes roles at Compass Retirement Group and Ell Wess Financial Services. She also works as an independent insurance agent, earning commissions from policy sales. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with a small client base managing approximately $5.9 million in assets. The firm offers financial planning and portfolio management through programmatic, fixed-fee offerings and discretionary portfolio management using fundamental analysis and a combination of long- and short-term investment strategies.

Rebecca Richardson is a CFP® with five years of industry experience, currently serving as an advisor at ATLas Investment Advisors. Her prior experience includes roles at Advisory Services Network, LLC, Resource Planning Group, and KPMG. In addition to her advisory work, she provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, employing an evidence-based investment approach centered on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

Frank Johnson is a CFP® with seven years of industry experience and holds a Series 63 license. He is an advisor at Hanover Advisors, Inc and has been associated with Hanover Group, LLC since 2000. Outside of advisory work, he is the sole member of Holt Cedartown, LLC, a commercial real estate entity. Hanover Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting services, managing approximately $353 million in assets with a small team of advisors.

David Frank is a financial advisor with Peachtree Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Peachtree Wealth Advisors since 2005 and previously spent 17 years with Triad Advisors, Inc. and three years at Arkadios Capital. Peachtree Wealth Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a fundamental, top-down investment approach across a range of strategies, including long-term buy-and-hold and short-term trading.

John Huber is a CFP® and CFA® with 14 years of industry experience. He has been with Financial Discovery since 2010. Financial Discovery provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, and retirement accounts. The firm uses an asset-liability matching framework combined with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews to clients.

George Mauser is a CFP® with 14 years of industry experience and currently serves as a financial advisor at ATLas Investment Advisors. His prior roles include positions at Advisory Services Network LLC and Resource Planning Group, Ltd. Outside of advisory work, he also provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, using an evidence-based investing approach focused on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

William Ginsburg is a financial advisor at Pierson Wealth Management in Atlanta, GA, holding a Series 65 designation. He began his advisory career in 2023 and has experience with several firms including Vector Wealth Strategies, OTR Solutions, and CAPSCO. Ginsburg was a full-time student for ten years prior to his current role. Pierson Wealth Management offers discretionary and non-discretionary portfolio management along with limited goal-planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a mix of ETFs, mutual funds, individual equities, and fixed-income securities using fundamental, technical, and modern-portfolio principles, and it is noted for its concentrated “Focus 5” large-cap growth strategy and a wrap fee program that combines management, execution, and custody into a single billing arrangement.

Larry Forbus is an advisor at Paul Manners & Associates, Inc. in Marietta, GA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Paul Manners & Associates since 1990. Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts. The firm manages separate long-only portfolios using an actively managed, broadly diversified, low-turnover approach that blends fundamental and technical analysis.

Mindy Evans is a financial advisor at Nora Wealth with a Series 65 credential and one year of industry experience. Prior to joining Nora Wealth, she was involved in entrepreneurial ventures including Nostalchics and Dog Bites Bakery. Nora Wealth is a fee-only financial planning and investment advisory firm serving individuals, trusts, businesses, and retirement plans. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis and manages approximately $83.7 million in assets with a small, founder-owned team.

Richard Stjohn is a financial advisor at St. John & Associates, Inc. in Roswell, GA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with St. John & Associates since 1992. Outside of his advisory role, he is a managing member with his wife in a real estate limited partnership. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm employs predefined model allocations across various asset classes and integrates third-party sub-advisers and AI-enabled tools, with a focus on client communication, education, and technological support for held-away accounts.

Nicole Wright is a CFP® professional with 12 years of experience in financial advising. She has been with Financial Discovery Group since 2012. Financial Discovery Group provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, custodial accounts for minors, and individual/solo 401(k) plans. The firm uses an asset-liability matching framework with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews across a broad range of investment instruments.

Charles Maton is a CFP® professional with 44 years of industry experience. He has worked at StoneX Securities Inc. since 2002 and has been with CG Maton Advisory, Inc. since 1989. He is also the owner and president of CG Maton Agency, Inc., a management company providing insurance services. CG Maton Advisory, Inc. operates as an investment manager serving pooled vehicles, institutional accounts, individuals, trusts, pensions, and business entities. The firm uses a combination of top-down and bottom-up analysis with fundamental, technical, and cyclical methods, focusing on asset allocation, diversification, and long-term growth across multiple asset classes.

Joshua Chamberlain is a financial advisor at Chamberlain Financial Advisors, Inc. in Decatur, GA, holding a Series 65 designation with 8 years of industry experience. He has been with Chamberlain Financial Advisors since 2017 and also serves as principal of JB&JM Group, Inc., a business operations consulting firm. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, employing a Modern Portfolio Theory-based approach using broadly diversified, low-cost mutual funds and ETFs. The firm provides services including retirement, education, estate, and divorce planning, and offers educational workshops and investment consultation.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has worked at Joel Hubbard, CPA, PC since 1986. Outside of advisory services, she serves as president of Beyond Measure Consulting, Inc., a management consulting firm specializing in business planning and accounting systems. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with discretionary portfolio management and standalone advisory consulting services.

Lorraine Eason is a CFP® professional with three years of industry experience, currently serving as an advisor at Alder Financial Group Inc in Atlanta, GA. She has been with The Alder Financial Group, Inc. since 2006. Alder Financial Group provides discretionary investment management and financial planning to individuals, families, small businesses, and trusts, managing approximately $224 million in client assets. The firm uses fundamental and macroeconomic analysis to create customized, diversified portfolios and supports portfolio construction with internal analytical tools, ongoing monitoring, and formal reviews.

Russell Holcombe is a CFP® professional with 21 years of experience in financial advising. He has been with Holcombe Financial, Inc. since 2003. Outside of his advisory work, he is a licensed real estate broker involved in buying and selling real estate. Holcombe Financial, Inc. provides financial planning, discretionary portfolio management, and consulting services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs a long-term, diversified investment approach and manages approximately $379 million in client assets.

Sean Todd is a CFP® professional with 12 years of experience at Estate Management Counselors, LLC and over 31 years operating his own law practice, Sean G. Todd, P.C., where he focuses on estate, tax, and asset protection planning. He is based in Atlanta, GA and holds Series 63 and Series 65 licenses. His legal practice is a notable part of his professional activities outside of financial advising. Estate Management Counselors, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach combining passive index and ETF cores with selective active management, and offers integrated legal, tax, and insurance support through affiliated entities.

Nelson Gary Jr. is a financial advisor at Leechgary Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leechgary since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related advisory services primarily to individual clients, including high-net-worth individuals. The firm serves a small client base with approximately 28 relationships and $21 million in assets under management, focusing on individualized portfolio oversight.