J Cameron Zabko is a CFP® professional with four years of industry experience. He is the principal and sole owner of Westhollow Wealth Management, where he has worked since 2024. Prior to founding Westhollow, he was affiliated with CWM, LLC and Jon Baker Financial Group. Outside of his advisory role, Zabko engages in authorship. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities, offering integrated wealth management that includes financial planning and discretionary asset management. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, with a focus on long-term holdings, periodic rebalancing, and tax-aware strategies.

Jonathan Sard is a CFP® professional with 30 years of industry experience. He is the president and an investment advisor representative at Sard Wealth Management Group, LLC, where he has worked since 2007. Prior to that, he was with Securities Service Network, Inc. from 2002 to 2020 and has also been associated with Purshe Kaplan Sterling Investments since 2018. Additionally, Sard is a licensed agent providing life, disability, long-term care, and annuity insurance analysis to clients. Sard Wealth Management Group offers discretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm employs a customized, primarily long-term investment approach focusing on low-cost, diversified mutual funds and ETFs, with selective use of individual stocks, bonds, and derivatives, supported by internal due diligence and risk management practices.

John Newsome is a financial advisor at NewCorp Wealth Management in Alpharetta, GA, with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Maryland Financial Group, among others. He is co-owner of NewCorp Financial Services and also works as an insurance agent providing insurance and fixed annuity solutions. NewCorp Wealth Management serves individual clients, including high-net-worth households, corporate clients, and sponsors of employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting with tailored portfolios reviewed regularly and advisory services delivered through a small team.

Nimish Patel is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience, currently serving as an advisor at A & P Wealth Management since 2015. Prior to this, he worked at MCAP Investment Management, LLC. A & P Wealth Management provides discretionary portfolio management, active trading programs, and advisory consultations to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, combining longer-term diversified portfolio management with an active trading approach that includes options writing, short sales, and margin borrowing.

Jennifer Smalley is a financial advisor with Wickham Financial & Insurance Services in Marietta, GA. She holds a Series 66 designation and has 11 years of industry experience, including nine years at Thrivent Financial and ten years at Thrivent Investment Management Inc. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in regulatory assets and uses a combination of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Margaret Cargle is a ChFC® credentialed financial advisor with Heinz Investments in Atlanta, GA, bringing two years of industry experience. She has been with Heinz & Associates, Inc., operating as Heinz Investments, since 2014 in various capacities. Heinz Investments serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets through a two-advisor team, offering investment management and advisory consultation with a focus on fundamental analysis and a core-and-satellite asset allocation strategy.

Christopher Blythe is a Series 65-licensed advisor at Cigx, LLC with three years of industry experience. He previously worked at IBA, Advent Health, and Agfa. Outside of his advisory role, Christopher serves as President and CEO of MOR3 LLC, a business consulting firm focused on operational efficiency. Cigx, LLC offers discretionary portfolio management, financial planning, and retirement planning services to individual and institutional clients. The firm uses a model portfolio approach based on macroeconomic analysis, with portfolios primarily invested in exchange-traded funds and managed according to four risk-tiered allocation models.

Wayne Davis Jr. is a financial advisor with Strickland Davis Advisors LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Strickland Davis Advisors since 2016. The firm's principal is also a CPA and dedicates significant time to an affiliated accounting practice that shares office space with the advisory business. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm focuses on individualized, IPS-driven asset allocation and long-term investing, offering a range of investment solutions including model- and manager-based portfolios through Savant Wealth Management.

Mark Sofge is a CFP® with 10 years of industry experience, currently serving at Charleston Equity Partners, LLC since 2019. He has prior experience with Piedmont Private Equity and Yukon Property Consultants, where he is involved in real estate holdings and solar farm development. Charleston Equity Partners manages the Charleston Opportunity Zone Fund, focusing on direct or indirect investments in qualified opportunity zone real estate for accredited investors. The firm operates on a discretionary basis with an emphasis on investment oversight and compliance with tax-driven holding requirements.

Timothy Mersereau is a ChFC® with 23 years of industry experience. He has been with Mersereau & Lazenby, LLC since 1994. Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates, and businesses by providing financial planning and discretionary investment management along with tax, auditing, and accounting services. The firm operates as a fee-only advisor offering integrated planning and typically implements strategies through a globally diversified asset allocation using both passive and actively managed funds.

Steven Fehlenberg is a financial advisor with Ascension Wealth Advisors, holding a Series 65 license and bringing 10 years of industry experience. He also maintains a Certified Public Accountant (CPA) designation and provides tax and accounting services through his firm, Steven R. Fehlenberg & CO., P.C., dedicating less than 10% of his time to this work. His career includes over three decades in accounting and financial services. Ascension Wealth Advisors offers financial planning and consulting primarily to individuals, including high-net-worth clients, and small businesses. The firm provides tailored, one-on-one advisory services and refers clients to unaffiliated third-party money managers for investment implementation, without taking discretionary authority or custody of client assets.

Charles Webb is a financial advisor with Alder Financial Group Inc in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Alder Financial Group since 1995. Alder Financial Group provides discretionary investment management and financial planning services 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 offers ongoing monitoring with formal reviews.

Nathan Aberson is a CFP® with 16 years of industry experience, serving as an advisor at Ajax Capital Advisors, Inc. since 2009. He is also the CEO of Aberson Consulting, Inc., a company engaged in online sales of consumer products. Additionally, he holds a real estate salesperson license in Georgia, which he uses occasionally to assist family and friends with real estate transactions. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.

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.

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.