Michael Beecher is a financial advisor at Wickham Financial & Insurance Services in Marietta, GA, with 26 years of industry experience. He holds the Series 66 designation and has worked at Wickham Financial since 2020, following five years at Carter Terry & Company Inc. Outside of his advisory role, Beecher serves as chairman of the Friends of the NRA Northwest Metro Georgia chapter, overseeing an annual fundraising program. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, along with retirement plan consulting for employer plan sponsors. The firm combines fundamental, technical, quantitative, and sector analysis to construct individualized portfolios and utilizes a third-party platform to manage held-away accounts without taking direct custody.

Patrick Renn is a financial advisor with The Renn Wealth Management Group, Inc. in Atlanta, GA. He holds a Series 63 designation and has 55 years of industry experience, including long-term roles at Bisys and Raymond James Financial Services, Inc. Outside of advising, Renn serves on the finance and investment committees of multiple nonprofits and is the author of a published book titled "Finding Your Money's Greater Purpose." The Renn Wealth Management Group provides investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans. The firm employs an institutional investment approach that includes capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.

Vickie Klepper is a CFP® professional with four years of experience in financial advising. She is the sole advisor at Creative Financial Partners, where she has worked since 2021. Her prior experience includes roles at Harrell Investment Partners, Asset Management Advisors, Aspiriant, Terry McDaniel & Co Investment Counsel, and FMP Wealth Advisers. Creative Financial Partners provides financial planning and employee-benefit consulting primarily for individual clients and employer plan sponsors. The firm offers client-directed, non-discretionary advice with a focus on fundamental investment analysis, and maintains a solo-practitioner model serving approximately 115 clients.

Lisa Helin is a CFP® professional at Baer Wealth Management with 7 years of industry experience. Her prior work includes roles at Cooks Warehouse Inc. and a period of retirement. Baer Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, and retirement plans, including ERISA fiduciary services. The firm employs a long-term, manager-driven investment approach and conducts detailed due diligence on private alternative investments.

Jay Cohen is a CFP® with 24 years of experience in the financial services industry. He has been with Monterey Wealth since 2020 and previously worked at LPL Financial, Independent Financial Partners, and M Holdings Securities. His other business activities include designing and implementing employee benefits, group life, disability, and retirement plans. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and retirement plans. The firm tailors advice to client objectives and employs various investment strategies, managing both discretionary and non-discretionary assets.

Nicholas Houston is a financial advisor at BDM Investments, Inc. with a Series 65 credential and three years of industry experience. Prior to his current role, he worked for over a decade at Northside United Methodist Church. BDM Investments, Inc. provides discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across about 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focusing on asset allocation and passive investment vehicles, utilizing third-party platforms such as Savant Wealth Management.

Timothy Spahr is a financial advisor at NTV Asset Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at NTV Asset Management since 2010. Outside of his advisory role, he is an astronomer at the Smithsonian Astrophysical Observatory, where he processes minor planet observations. NTV Asset Management provides investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory and offers both discretionary and non-discretionary portfolio management, with a focus on individualized client relationships and involvement in private placements.

Jamie Stolz is a CFP® professional with 15 years of industry experience, currently serving as an advisor at TandemGrowth Financial Advisors, LLC since 2014. He is also the owner of TAYLORMADE BABY CLOTHES LLC, a business specializing in handmade children's clothing and gifts. TandemGrowth Financial Advisors provides comprehensive wealth management and financial planning services to individuals, high net worth households, trusts, and estates. The firm manages strategic long-term portfolios primarily through mutual funds and ETFs, incorporates various analytical approaches, and offers unique services such as a NextGen program and healthcare planning partnerships.

Michael Rudio is a financial advisor and partner at Phase Line Capital, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Edward Jones. Outside of his advisory role, he serves as a Major and Intelligence Officer in the Georgia Army National Guard and provides business consultation for a genomic sequencing firm. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a variety of investment vehicles, including derivatives, to tailor advice based on client objectives and risk tolerances.

Jason Lina is a CFP® and CFA® with 15 years of industry experience. He is the sole advisor at Golden Bell Financial Planning, LLC, where he has worked since 2019. Prior to founding Golden Bell, he was with Resource Planning Group for nine years and Cedar Rowe Partners for two years. Golden Bell Financial Planning offers discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses an evidence-based investing approach focused on strategic asset allocation and factor tilts, managing over $200 million in assets with a portfolio minimum generally set at $2 million.

David Summers is a financial advisor at Cornerstone Financial with Series 63 and Series 65 designations and eight years of industry experience. He has been with Cornerstone Financial, LLC since 2002. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for about 200 clients. The firm employs a long-term, fundamental analysis approach focused on diversified mutual funds and ETFs and manages client accounts on a non-discretionary basis.

Malik Lee is a CFP® with 18 years of experience, currently serving as the sole advisor at Felton & Peel Wealth Management, Inc. He has held positions at multiple firms including Merrill and Securities America Advisors, Inc. Outside of advisory work, Malik is CEO of a mobile app business and serves as treasurer and volunteer board member for a religious organization, where he oversees financial record-keeping and budgeting. Felton & Peel Wealth Management advises individuals, corporations, and charitable organizations, offering customized, goals-based wealth management and financial planning services. The firm employs fundamental analysis to construct portfolios emphasizing passive mutual funds and ETFs, while also providing discretionary portfolio management and educational webinars.

Catherine Mathis is a CFP® professional with 20 years of experience in the financial services industry. She is affiliated with Berkeley Advisors, Inc., where she has worked since 2004, and previously spent 12 years at ProEquities, Inc. Outside of her advisory role, she is an author of historical fiction, including a novel set in medieval Portugal titled *Death in Coimbra*. Berkeley Advisors is a small, supported registered investment adviser serving individuals, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a planning-first approach based on Modern Portfolio Theory, using primarily mutual funds and ETFs alongside individual securities and derivatives when suitable.

Alaeddin Kharazmi is a financial advisor at Cigx, LLC with 13 years of industry experience. He holds the ChFC® and Series 63 designations and has longstanding ties to the insurance and real estate industries, including roles at American National Insurance Co. and Dependable Realty Company. In addition to advising, he operates a tax service preparing individual returns for family and close friends. Cigx provides discretionary portfolio management, financial planning, and retirement planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm utilizes a top-down, model portfolio approach with diversified asset allocations and regular portfolio reviews.

Kelly Graff is a CFP® professional with seven years of experience at CommonWealth Financial Planners, Inc., where she has worked since 2013. She is based in Roswell, GA, and is one of two advisors at the firm. CommonWealth Financial Planners provides personalized financial planning and fee-based investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and small businesses. The firm offers a range of services such as cash flow and tax planning, insurance review, retirement and estate planning, and acts as a 3(38) investment manager for certain 401(k) plans.

Athanasios Bafas is a financial advisor at Anovest Investment Advisors with 38 years of industry experience. He has held roles at Anovest Financial Services, Inc. and Anovest Investment Advisors, Inc. since 2004 and has been affiliated with ANOVEST since 1986. In addition to his advisory work, he is also licensed as a real estate agent in Georgia and Colorado and serves as a trustee of the Jean V Grahek Trust. Anovest Investment Advisors serves individual households, including high-net-worth clients, offering discretionary portfolio management, financial planning, and custom portfolios. The firm employs a bottom-up, total-return investment approach emphasizing diversification and equity selection, with strategies implemented primarily on a discretionary basis.

Edward Moore Jr. is a CFA® charterholder with 18 years of experience in the investment industry. He has been with Bey-Douglas, LLC Investment Counsel since 2008 and also worked at Resurgent Financial Advisors LLC. Moore is based in Marietta, GA. Bey-Douglas, LLC provides portfolio management and retirement-plan advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charities, corporations, trusts, and estates. The firm employs two main investment strategies: a tax-aware, large-cap core equity approach known as the Disciplined Investment System (DIS) and a Diversified Allocation Method (DAM) that blends equities, fixed income, ETFs, and mutual funds based on client risk profiles.

Gregory St. John is a financial advisor with St. John & Associates, Inc. in Roswell, GA, holding 23 years of industry experience. He has worked at St. John & Associates since 1999 and also has recent experience with Carson Wealth and CWM, LLC. 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 utilizes a range of model asset-allocation portfolios combining active and passive equity exposures, fixed income, ETFs, and alternatives, alongside regular client communications and educational outreach.

Joel Hubbard is a financial advisor with Executive Money Managers, Inc. in Marietta, GA, holding a Series 65 designation and over 23 years of industry experience. He has worked at Executive Money Managers, Inc. since 1989 and at Financial Asset Management Systems, Inc. since 2002. Outside of advisory work, he is a founder and board member of Providence Bank in Alpharetta, Georgia. Executive Money Managers, Inc. provides discretionary portfolio management and advisory consulting to individual and high-net-worth clients, charitable organizations, and business entities. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, managing customized portfolios under discretionary authority consistent with client guidelines.

Mona Kuhlman is a financial advisor at TandemGrowth Financial Advisors, LLC with 22 years of industry experience. She has been with TandemGrowth since 2003. She holds a Series 66 designation. Kuhlman receives residual income from Commonwealth Annuity and Life Insurance Company, an activity in which she spends less than one hour per month. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning. The firm manages strategic long-term portfolios using a mix of mutual funds, ETFs, independent managers, and alternative investments, offering services that include portfolio management, financial planning, and retirement-plan oversight.