Ruth Goldstein is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mainstreet Financial Group LLC. Her previous roles include positions at Advisory Alpha, LLC, Planners Alliance LLC, and AlphaStar Capital Management, LLC. She also directs Mainstreet Financial Education, Inc., where she provides financial literacy workshops and seminars on topics such as retirement, investment, and Medicare insurance. Mainstreet Financial Group LLC serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach utilizing asset allocation, fundamental analysis, and model portfolios that may include Dimensional mutual funds and ETFs.

Tonya Hall is a CFP® professional with 10 years of experience in financial advising and has operated Hall Financial Advisors, PC since 2014. She also owns Tonya Hall CPA, PC, a tax preparation and accounting firm established in 2009. Hall Financial Advisors, PC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach with a core-and-satellite framework, combining passive index and ETF positions with active funds or individual securities, and integrates tax and accounting services through its affiliation with the principal’s CPA practice.

George Beylouni Jr. is a financial advisor at Bey-Douglas, LLC Investment Counsel in Marietta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bey-Douglas since 2000, serving as President, Senior Portfolio Manager, and CEO. Prior to this, he was with Resurgent Financial Advisors LLC beginning in 2026. Bey-Douglas 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 utilizes tax-aware, large-cap equity strategies and diversified asset allocations tailored to client risk profiles, offering both discretionary and non-discretionary management.

Afzal Mithwani is a financial advisor at Nexus Capital Inc with 22 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at firms including Cambridge Investment Research and Transamerica Financial Advisors. Outside of his advisory role, Mithwani is an IRS Enrolled Agent providing tax preparation services and is involved in insurance product sales. Nexus Capital offers financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm focuses on tailored investment recommendations based on fundamental analysis and long-term holdings, often using passively managed ETFs.

Brian Carter is a financial advisor at Pierson Wealth Management in Atlanta, GA, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates Inc and Forever Aligned Club. Pierson Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management and limited goal-planning services. The firm uses a mix of ETFs, mutual funds, equities, and fixed-income securities guided by fundamental, technical, and modern portfolio principles, and offers a distinctive rules-based large-cap growth strategy through its Focus 5 model.

Dana Gordon is a financial advisor at Joseph Wealth Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations, managing approximately $17.6 million in client assets. The firm employs a mix of analytical approaches and offers tailored portfolios with options for active strategies, serving both high-net-worth and non-HNW clients.

Daniel Signorelli Heise is a financial advisor at Weston Capital Insights with a Series 65 designation and four years of industry experience. He previously worked at ABC Financial, Evo W12 LLC, and Sprinklr Inc. Heise is also a non-managing member of DGF 7 GP, LLC, a general partner to an unaffiliated venture capital fund. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and foreign investors, offering discretionary and non-discretionary portfolio management, model portfolio implementation, and financial planning. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and uses a variety of time-horizon strategies, including options and margin when appropriate.

Adam Hill is a CFP® with 19 years of industry experience, currently serving as an advisor at Resurgent Advisors. He previously worked for American Wealth Management, Inc. for 16 years and has been involved with Bey-Douglas LLC since 2007. Outside of his advisory role, he is active in Bey-Douglas LLC, an investment advisory business based in Marietta, GA. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management services tailored to clients’ needs. The firm employs a fundamental analysis-based investment process and constructs portfolios primarily from mutual funds, ETFs, and independent Sub-Advisors.

David Hultstrom is a financial advisor at Financial Architects, LLC in Woodstock, GA, with 23 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has been with Financial Architects since 2005. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is grounded in academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative allocations.

Kellie Borror is a financial advisor at Daner Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. Kellie is also a licensed insurance agent involved in the sale of various insurance products. Daner Wealth Management serves individual and high-net-worth clients, managing approximately $176 million across about 181 accounts. The firm offers tailored portfolio management, financial planning, and consulting services, including discretionary and non-discretionary accounts and option strategies such as writing covered calls.

Matthew Reams is a CFA® charterholder with 21 years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel, LLC, and 18 years at Buckhead Capital Management, LLC. Access Investment Management, LLC is an SEC-registered adviser serving individuals and high-net-worth clients with managed account services. The firm implements tailored investment strategies using asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchases, managing assets primarily on a non-discretionary basis.

Bryson Sisson is a financial advisor at Phase Line Capital, LLC in Atlanta, GA, holding the Series 66 designation and with one year of industry experience. Prior to joining Phase Line Capital, he held roles at Purshe Kaplan Sterling, Nike, and the University of Georgia. He is also currently affiliated with the University of Georgia. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients by offering discretionary portfolio management and financial planning. The firm employs model portfolios, sub-advisers, and a diverse investment toolkit, including derivatives, to tailor advice to client objectives and risk tolerances.

Joseph Black Jr. is a financial advisor at ButlerJeffrey, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at ButlerJeffrey since 2017, following an 11-year tenure at Next Financial Group, Inc. and THE FINANCIAL SOLUTION GROUP, INC. In addition to his advisory role, he is a licensed insurance agent specializing in fixed annuities, life, health, long-term care, and disability insurance. ButlerJeffrey, LLC provides financial planning and discretionary portfolio management services to individuals, corporations, and charitable organizations. The firm emphasizes fundamental analysis, asset allocation, diversification, and risk management, managing portfolios through common stocks, mutual funds, ETFs, and fixed-income securities, while also overseeing third-party money managers for separately managed accounts.

Kaitlyn Barnes is a CFP® professional with nine years at Financial Architects, LLC and a total of four years in the financial industry. She previously worked at Suntrust Bank and Kennesaw State University. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is based on academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative exposures.

Trevor Yochum is a CFP® with 12 years of industry experience, currently serving as a managing principal and investment advisor representative at Incompass Financial Partners, LLC. His career includes prior roles at Triad Advisors and OSAIC. Incompass Financial Partners, LLC is an SEC-registered investment adviser providing discretionary asset management and financial planning to individuals and high-net-worth clients. The firm manages approximately $192 million in discretionary assets with a tailored investment approach that incorporates various strategies and offers at least quarterly account reviews.

John Foster is a financial advisor at Conscious Wealth Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Hatton Investments LLC and Raymond James & Associates, Inc. He also has prior experience at Crown Castle and Dunwoody Country Club. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis and may use margin borrowings and derivatives within separately managed accounts.

Nicholas Meyer is a financial advisor at Northstar Investment Partners with one year of industry experience. He holds a Series 65 designation and previously spent six years at the University of Cincinnati in a non-advisory role. Northstar Investment Partners provides investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm employs a fee-only model and utilizes various option strategies as part of its approach to capital appreciation.

Lance Miller is a CFP® and holds a Series 66 license with six years of experience, currently serving at COMPASS Wealth Management, LLC since 2020. Prior to joining Compass, he worked at Edward Jones for four years. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models and periodic reviews. The firm conducts educational seminars in partnership with other professionals and provides financial planning bundled with asset management.

David Thompson is a Series 66-licensed financial advisor at Northstar Investment Partners with 16 years of industry experience. His prior roles include positions at Georgia Advisory Group, Morgan Stanley, and E*TRADE Securities. Northstar Investment Partners provides fee-only investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm incorporates multiple option strategies in its approach and manages approximately $16 million in assets across about 50 client relationships.

Stephen Warren is a financial advisor at Seraphim Wealth Advisors, Inc. in Atlanta, GA, with seven years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. He is licensed to sell life insurance and variable annuities. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, including high-net-worth individuals. The firm uses a combination of fundamental, quantitative, technical, and modern-portfolio-theory analysis and incorporates strategies such as short sales, margin transactions, and options trading in its investment approach.