Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of experience. He has been with Voya Financial Advisors since 2016. In addition to his advisory role, he is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management services primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced asset-allocation approach with non-discretionary advisory services and utilizes fixed fees, hourly billing, and annual retainers rather than percentage-of-assets fees.

Sarah Walker is a financial advisor at CPC Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services and First Allied Advisory Services. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across a team of 17 advisors.

Brian O'Neill is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cahaba Wealth Management, Inc. since 2009. He has been involved with Creative since 1996 and is a passive investment partner in Black Dog, LLC, a restaurant and retail alcohol business. Additionally, he is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm offers comprehensive financial planning and ongoing portfolio management, utilizing long-term cash-flow projections and formal risk-tolerance assessments to guide investment recommendations.

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.

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.

Timothy Wyrobek is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Sterne Agee Financial Services, Purshe Kaplan Sterling Investments, and Lion Street Financial. He is a founder and partner at Crescent Wealth Advisory and Crescent Wealth Management, where he also engages in fixed life insurance sales and marketing. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs fundamental and technical analysis to construct individualized portfolios, offers ongoing supervision and rebalancing, and facilitates access to alternative investment solutions including client-directed cryptocurrency accounts.

Joseph Sroka is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NovaPoint Capital LLC since 2015. He holds a Series 63 license and is based in Atlanta, GA. Outside of his advisory role, he owns The Algorquin Company, LLC, a consulting business unrelated to investment activities. NovaPoint Capital LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm employs a dividend-growth equity strategy focused on long-term holdings and uses a combination of quantitative, fundamental, and technical analysis in portfolio construction.

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.

Dale Hajost is a financial advisor at Builder Investment Group in Atlanta, GA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Builder Investment Group since 1992. Hajost serves as co-general partner in a passive private equity partnership, contributing several hours monthly to this investment-related activity. Builder Investment Group provides discretionary portfolio management to individuals, pension plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis, and it sponsors pooled investment vehicles and private syndications, a distinctive role for a firm of its size.

John Adair is a CFA® charterholder with seven years of experience in the financial industry. He has been employed at SunTrust Bank since 1988. Adair is based in Atlanta, GA, and is part of the Patton Albertson Miller Group, LLC. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm provides comprehensive services including investment management, financial planning, trust and fiduciary services, and access to alternative investments for qualified clients.

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.

Beth Conklin is a ChFC® with two years of industry experience, currently serving as an advisor at Paces Ferry Wealth Advisors, LLC. She previously worked at Chappell Financial Group, LLC for 12 years. She is also listed as an agent on certain life and disability insurance policies associated with a family business succession plan. Paces Ferry Wealth Advisors manages approximately $430 million across several hundred accounts, providing wealth management, financial planning, retirement plan consulting, and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutional plans. The firm employs a combination of fundamental, technical, and charting analysis along with both passive and active management strategies, including leveraged approaches for some high-net-worth clients.

Cameron Clement is a CFA® charterholder with 11 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2021, and previously spent nine years at Cornerstone Investment Partners, LLC. Eagle Rock Investment Company, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, foundations, businesses, and other registered investment advisors. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct discretionary portfolios and manages approximately $660 million in client assets.

Rodolfo Rodriguez is a financial advisor with EPG Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Equity Services Inc. and National Life Group. Outside of his advisory role, he serves as CEO of Kinship Wealth Partners LLC, a financial services practice. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm develops customized investment plans and typically manages accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis.

Hannah Thompson is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at MartinWright Advisory, LLC and has previous experience with Truist Investment Services and SunTrust entities. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, utilizing both active and passive investment strategies with an emphasis on diversification and continual portfolio monitoring.

Robert Hamill is a CFP® and ChFC® with 10 years of experience in the financial services industry. He is currently with Benedict Financial Advisors, Inc. and LPL Financial, LLC, having joined both firms in 2021. His prior roles include positions at Ameriprise Financial Services, Everence Trust Company, ProEquities, Inc., and Everence Financial. Benedict Financial Advisors, Inc. serves individual investors as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $475 million across about 319 client relationships, providing financial planning focused on retirement income, discretionary portfolio management, and client education through lectures and workshops.

John Hussa is a financial advisor with Marco Investment Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Marco Investment Management since 2004. Marco Investment Management serves a diverse client base including high-net-worth individuals, institutional clients, and government entities. The firm employs a team-based, top-down investment approach focused on high-quality equities, mid-cap opportunities, and valuation-aware value processes, supplemented by active fixed-income management and selective use of options, derivatives, and margin strategies.