Nicholas Hughes is a financial advisor at CPC Advisors, LLC in Tampa, FL, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Raymond James Financial Services, Edward Jones, and Bank of America. Outside of advising, he serves as Vice President of Operations for CPC Holding Company, LLC. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

Alexei Lutsayev is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stargaze Tech Inc, Treeum, Silenca Tech, and Carbon Capital Services. Outside of his main role, he advises family and friends internationally on securities transactions. Persium Advisors serves retirement plan committees and individual investors, providing retirement plan advisory, direct investment management, consulting, and financial planning services. The firm manages approximately $456.3 million in discretionary assets and emphasizes fundamental analysis and tailored portfolio construction aligned with clients’ financial plans and risk tolerances.

Kenneth Budd is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. He has an ownership interest in McShan Timberlands, LLC, a timberland investment, which he occasionally receives distributions from. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million with a five-advisor team. The firm offers portfolio management, financial planning, retirement plan consulting, annuity management, and project-based consulting, using both discretionary and non-discretionary portfolio implementation.

Kyleigh Cobett is a Series 66-licensed advisor with CPC Advisors, LLC in Atlanta, GA, with four years of industry experience. She has held roles at Raymond James Financial Services and Consolidated Planning Corporation, now CPC Advisors, including work as a relationship manager and associate advisor. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs for long-term investment strategies.

Jackson Metzger is a financial advisor at Paces Ferry Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial LLC, GERLoftin Wealth Advisors, and United Planners Financial Services. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs a mix of passive and active investment approaches, utilizing tools such as tactical asset allocation, trend-following, options strategies, and alternative investments.

Blake Flood is a financial advisor at CPC Advisors, LLC in Atlanta, GA, holding the CFP® designation and Series 63 license with 31 years of industry experience. He has worked at CPC Advisors since 2007 and previously at Raymond James Financial Services Advisors, Inc. He is also president of Blake A. Flood Inc., a support company unrelated to investment activities. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, utilizing mutual funds, equities, ETFs, and access to third-party managers and wrap-fee programs.

Michael Young is a Series 65-licensed financial advisor based in Atlanta, GA, currently serving as the sole advisor at Young Investment Advisors, Inc. He has one year of experience in wealth management following seven years at Dell Computers and four years at the University of Tennessee. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm employs a balanced investment strategy, primarily recommending mutual funds and occasionally exchange-traded funds, with advice based on client-provided financial information and supported by third-party research.

Thomas Keenan is a CFP®-certified financial advisor at Montag with 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Montag in 2022. Keenan holds Series 66 and Series 63 licenses. Montag serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a structured data-gathering process to develop individualized investment objectives, combining fundamental and technical equity analysis with fixed-income management.

George Crews is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at West Paces Advisors, Inc. since 2018. Prior to this, he worked at West Paces Advisors, LLC from 2015 to 2017. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm uses customized investment programs implemented primarily on a discretionary basis, incorporating a range of strategies including index, engineered, and active approaches, and manages nearly $1 billion in discretionary assets.

Julio Barahona is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Smith & Howard since 2018, following prior roles at Patton Albertson & Miller and SunTrust Bank. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, ongoing portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers.

Ian Weinstein is a financial advisor with Regimen Wealth, LLC in Atlanta, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 25 years of industry experience. Prior to joining Regimen Wealth in 2020, he worked at Ameriprise for 20 years. Regimen Wealth provides discretionary investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $330 million across about 218 households and employs a multi-disciplinary investment approach that includes ETFs, independent sub-advisors, REITs, insurance, and private vehicles tailored to client risk tolerance and goals.

Andrew Pratt is a CFA® charterholder with three years of industry experience. He has worked at Wiser Wealth Management, Inc. since 2023 and previously spent 12 years at Homrich Berg. Outside of his advisory role, he manages rental properties. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs an Investment Committee to construct diversified portfolios primarily using exchange-traded funds and Modern Portfolio Theory, and offers specialized services including a wrap-fee program and retirement-plan advisory.

Andrew Edwards is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation. He has one year of experience at Wright Wealth and previously served five years in the US Army. Wright Wealth LLC provides investment management and financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and businesses. The firm combines passive and active investment approaches, offers educational seminars, and operates a subscription-based financial health membership.

Kevin Boutwell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veracity Capital LLC. His prior experience includes roles at Veracity Capital Tax Advisors, LLC, F3 Logic, LLC, and The AYCO Company, L.P./Mercer Allied. He serves on the Board of Directors for the Cobb County Public Safety Foundation. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach using a range of asset types and analytic methods, and offers affiliated tax and insurance services.

Benjamin Crowe is a CFP® and CFA® with 21 years of industry experience. He is a managing member of Ben H. Crowe, C.P.A., LLC, a full-service CPA firm separate from his advisory role, and has worked at Marietta Wealth Management, LLC since 2015. Crowe also spent six years with Bowen-Crowe Group, LLC prior to his current firm. Marietta Wealth Management provides wealth management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and business entities. The SEC-registered, fee-only firm manages approximately $974 million in client assets and serves about 405 client households through a team of nine advisors.

Michael Mueller is a CFP® professional at Smith & Howard Wealth Management, LLC with nine years at the firm and five years of industry experience. Prior to joining Smith & Howard, he worked for three years at Hope Animal Medical Center. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, and retirement plan consulting, managing approximately $727 million for about 217 clients with a six-advisor team.

Sonia Crumpler is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience to her role since joining the firm in 2005. With a career in financial services dating back to 1988, Sonia has held various positions including Vice President of International Trust Services and International Financial Advisor, culminating in her current position where she focuses on comprehensive wealth management strategies. Her areas of expertise include family wealth management, personal retirement planning, portfolio management, small business strategies, and investment strategies for individuals and corporations. Sonia is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish, enhancing her ability to serve a diverse client base. Sonia holds a High School Diploma/GED from Pima Community College. She lives in Tucson with her husband and two children and is actively involved in giving back to her local community, supporting local schools, charities, and community initiatives. Outside of her professional commitments, Sonia enjoys skiing, traveling, spending time with her family, and watching movies.

Taylor Moody is a financial advisor at Regimen Wealth, LLC in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Regimen Wealth, he worked at Ameriprise Financial Services, Inc. and the ERA Hirsch Real Estate Team. Regimen Wealth provides discretionary investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $330 million across about 218 households and emphasizes tailored portfolios with exchange-traded funds, independent sub-advisors, and other vehicles, applying a blend of fundamental, technical, cyclical, and behavioral finance methods.

William Hutchins III is a Certified Financial Planner® with 15 years of experience in the financial services industry. He has been with Sherrill & Hutchins Financial Advisory, Inc. since 2012. Outside of his advisory role, he is a member of The Garden Of, LLC, a long-term rental property management business. Sherrill & Hutchins Financial Advisory provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm employs client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs, offering a range of wealth management and fiduciary services.

Jeffrey Dingle is a financial advisor at Brooklyn FI, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lido Advisors, LLC and Elwood & Goetz. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm uses a primarily passive investment approach alongside specialized outside managers and offers educational seminars and comprehensive oversight of held-away accounts.