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.

Joshua Chamberlain is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Chamberlain Financial Advisors, Inc. since 2017, where he is a principal. Outside of financial advising, Chamberlain is involved in business operations consulting through JB&JM Group, Inc. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, including specialized areas such as divorce planning. The firm employs a Modern Portfolio Theory-based investment approach using diversified, low-cost funds and offers educational workshops on personal finance and investing topics.

Anna Kindley is a financial advisor with AKPride Financial Services in Atlanta, GA. She holds the ChFC® designation and Series 66 license, with five years of industry experience. Prior to joining AKPride, she worked at Ashford Advisors and Zions Bancorporation. Outside of her advisory role, Ms. Kindley owns Kindley Consulting, LLC, through which she provides human resource education and general financial education seminars. AKPride Financial Services offers investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate retirement plans. The firm emphasizes tailored plans based on documented client discussions and formal risk assessments, provides both discretionary and non-discretionary portfolio management, and incorporates third-party model portfolios through Orion Portfolio Solutions.

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.

Kevin Mahony is a CFP® professional at D.L. Fields Advisory Group, LLC with 28 years of industry experience. His career includes roles at Alliance America Corporation, United Advisors America Corporation, Life of Southwest, Resource Horizons Investment Advisory, Inc., Midsouth Capital, Inc., and 1717 Capital Management Company. He holds Series 63 and Series 65 licenses. D.L. Fields Advisory Group, LLC provides financial planning and portfolio management to individuals—including high-net-worth and non-HNW clients—trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary investment management, combining fundamental and technical analysis with third-party research, and tailors strategies to client goals and risk tolerance.

Russell Holcombe is a CFP® professional with 21 years of industry experience. He is the principal at Holcombe Financial, Inc., where he has worked since 2003. Outside of his advisory role, he is a licensed real estate broker involved in a non-investment-related real estate business. Holcombe Financial serves individual investors including high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm provides financial planning, discretionary portfolio management, and retirement-plan advisory services, employing a long-term, buy-and-hold investment approach supplemented by diverse asset strategies and managing several private pooled funds.

Yarenis Rodriguez is a financial advisor at Pursue Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., Raymond James, and Fidelity Brokerage Services. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis to create customized portfolios using a broad range of investment vehicles and employs both internal management and independent managers, supported by a relationship with Raymond James for custodial and operational services.

Sean Todd is a CFP® with 12 years of experience at Estate Management Counselors, LLC and over 30 years running his own law practice, Sean G. Todd, P.C., where he provides estate, tax, and asset protection planning. He is based in Atlanta, GA. Todd's other business activities include operating a law office as a sole practitioner. Estate Management Counselors, LLC delivers fee-based financial planning and investment management to individuals, trusts, estates, and small businesses using a strategic asset allocation approach that combines passively managed index funds and ETFs with active management. The firm integrates affiliated legal, accounting, and insurance services but clients are not required to use them.

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.

Philip Lichtman is a financial advisor at Concert Financial Planning, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has worked with various firms, including Maycomb Wealth Advisors LLC and The Lichtman Firm, LLC. Outside of financial advising, Lichtman is also a mediator and attorney at Mills Law Group PA. Concert Financial Planning serves primarily BigLaw attorneys and their families, along with individual and high-net-worth clients. The firm employs a passive, low-cost investment approach enhanced by fundamental and economic analysis, incorporating options overlay strategies to manage risk and income, and typically manages accounts on a discretionary basis with tailored portfolios.

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.

Christopher Ciovacco is the founder and sole advisor at Ciovacco Capital Management in Atlanta, GA. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. Mr. Ciovacco has managed his firm since 1999. Ciovacco Capital Management provides discretionary portfolio management on a fee-only, fiduciary basis, primarily serving individuals, high-net-worth investors, and business entities. The firm uses a proprietary, backtested market model to guide ETF allocations and manages over 200 client accounts with approximately $182 million in discretionary assets.

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 financial advisor at Monterey Wealth with 24 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. Prior to joining Monterey Wealth in 2020, he worked at LPL Financial for 15 years and held positions at Independent Financial Partners and M HOLDINGS SECURITIES, Inc. Cohen has experience in designing and implementing employee benefits, including group life, disability, and retirement plans. Monterey Wealth provides investment advisory and financial planning services to individuals, corporations, and pension and profit-sharing plans. The firm tailors client advice to objectives, time horizon, and risk tolerance, employing various strategies such as asset allocation and dollar-cost averaging.

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.

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.

Cinthya Miceli is a financial advisor at Carrington Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Carrington Advisors since 2021. Her prior roles include positions at Regal Investment Advisors, the Fuqua School of Business, and Miceli Castellon. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, typically requiring a minimum account size. The firm offers discretionary portfolio management, third-party manager selection, and financial planning services, utilizing a personalized investment approach that combines fundamental and technical analysis with both long- and short-term trading strategies.

Carroll Davenport is a financial advisor at Trinity Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services Advisors and Davenport Investment Management. His career spans roles dating back to 2003. Trinity Capital Management serves individuals, pension plans, trusts, and business entities with discretionary portfolio management, financial planning, and third-party money manager recommendations. The firm utilizes model portfolios and offers an AI-assisted, quantitative investment platform designed for risk management and systematic trading.