Colton Sowash is a financial advisor with Sunglow Wealth Advisory LLC in Snellville, GA, holding a Series 66 credential and four years of industry experience. He is also the owner of Big Creek Capital Management, an investment advisory firm focused on developing and managing client portfolios. Sowash's prior experience includes roles at LCG Associates and Mercer University. Sunglow Wealth Advisory LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, privately held companies, and qualified retirement plans. The fee-only firm manages approximately $73.7 million, employing a value-oriented, fundamental analysis approach that incorporates options strategies and emphasizes diversification and a multi-year investment horizon.

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.

Kevin La Mont is a financial advisor with San Blas Advisory, Inc. and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, having previously worked at Prime Capital Investment Advisors, 20/20 Capital Management, RB Capital Management, and his own firm, The Lamont Group. San Blas Advisory serves individual, high-net-worth clients, and businesses, managing approximately $219 million across over 600 accounts. The firm uses a combination of fundamental, technical, and qualitative analysis across a range of investment strategies and offers both discretionary and non-discretionary portfolio management along with financial planning services.

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.

Randy Brunson is a financial advisor at Centurion Advisory Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centurion Advisory Group, LLC since 2006. Centurion Advisory Group serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, providing financial planning, investment management, retirement plan consulting, and project-based general consulting. The firm uses proprietary asset-allocation models combining fundamental and technical analysis and implements portfolios through mutual funds, ETFs, and individual securities.

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 CFP® with 24 years of industry experience. He has worked at Monterey Wealth since 2020 and previously spent 15 years with LPL Financial, LLC. His other business activities include designing and implementing employee benefits, group life, disability, and retirement plans. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension and profit-sharing plans. The firm offers both discretionary and non-discretionary asset management, retirement plan consulting, and management of held-away assets through third-party platforms.

Robert Gaillard is a financial advisor with Arch Partners Wealth Management, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling individual life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, profit-sharing, and corporate clients. The firm primarily uses passive investment strategies with mutual funds and ETFs and manages approximately $109 million in discretionary assets.

Kassia Jezak is a financial advisor with C.W. O'Conner Wealth Advisors, Inc. in Duluth, GA, holding a Series 66 designation and having two years of industry experience. Her prior experience includes roles at Fidelity Investments and Coyote Logistics LLC/RXO Inc. She has also spent multiple years affiliated with The University of Alabama in various capacities. C.W. O'Conner Wealth Advisors, Inc. is an independent, fee-only registered investment adviser with a three-advisor team managing over $260 million for approximately 135 clients. The firm offers tailored wealth management, investment management, financial planning, and retirement-plan advisory services to a diverse client base, providing both discretionary and non-discretionary portfolio management alongside non-investment consulting such as real estate and income tax planning.

Jamie Stolz is a CFP® professional with 15 years of industry experience, currently serving as an advisor at TandemGrowth Financial Advisors, LLC since 2014. He is also the owner of TAYLORMADE BABY CLOTHES LLC, a business specializing in handmade children's clothing and gifts. TandemGrowth Financial Advisors provides comprehensive wealth management and financial planning services to individuals, high net worth households, trusts, and estates. The firm manages strategic long-term portfolios primarily through mutual funds and ETFs, incorporates various analytical approaches, and offers unique services such as a NextGen program and healthcare planning partnerships.

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 with TCM in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Trinity Capital Management, LLC since 2016 and Raymond James Financial Services Advisors INC. since 2016. Trinity Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities, offering discretionary portfolio management, financial planning, third-party money manager recommendations, and educational seminars. The firm utilizes model portfolios and an AI-assisted, quantitative model platform that emphasizes risk management and automated trade execution.

David Summers is a financial advisor at Cornerstone Financial with Series 63 and Series 65 designations and eight years of industry experience. He has been with Cornerstone Financial, LLC since 2002. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for about 200 clients. The firm employs a long-term, fundamental analysis approach focused on diversified mutual funds and ETFs and manages client accounts on a non-discretionary basis.

Catherine Mathis is a CFP® professional with 20 years of experience in the financial services industry. She is affiliated with Berkeley Advisors, Inc., where she has worked since 2004, and previously spent 12 years at ProEquities, Inc. Outside of her advisory role, she is an author of historical fiction, including a novel set in medieval Portugal titled *Death in Coimbra*. Berkeley Advisors is a small, supported registered investment adviser serving individuals, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a planning-first approach based on Modern Portfolio Theory, using primarily mutual funds and ETFs alongside individual securities and derivatives when suitable.

Kelly Graff is a CFP® professional with seven years of experience at CommonWealth Financial Planners, Inc., where she has worked since 2013. She is based in Roswell, GA, and is one of two advisors at the firm. CommonWealth Financial Planners provides personalized financial planning and fee-based investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and small businesses. The firm offers a range of services such as cash flow and tax planning, insurance review, retirement and estate planning, and acts as a 3(38) investment manager for certain 401(k) plans.

Gregory St. John is a financial advisor with ST. John & Associates, Inc. in Roswell, GA, holding 23 years of industry experience. He has been with ST. John & Associates since 1999. ST. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm uses predefined model allocations and combines active and passive strategies, employing third-party sub-advisers and AI tools, and distinguishes itself through regular client communications and educational outreach.

Mona Kuhlman is a financial advisor at TandemGrowth Financial Advisors, LLC with 22 years of industry experience. She has been with TandemGrowth since 2003. She holds a Series 66 designation. Kuhlman receives residual income from Commonwealth Annuity and Life Insurance Company, an activity in which she spends less than one hour per month. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning. The firm manages strategic long-term portfolios using a mix of mutual funds, ETFs, independent managers, and alternative investments, offering services that include portfolio management, financial planning, and retirement-plan oversight.

Alexandra Kent is a financial advisor at Wealth Engagement with a Series 65 credential and one year of industry experience. Her prior roles include positions at Brookwood Associates and Book of the Month. She is currently a student at the University of Pennsylvania. Wealth Engagement provides discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to individuals, business entities, and retirement plans. The firm uses a tactical allocation strategy based on fundamental, technical, and cyclical analysis to tailor portfolios according to client risk profiles.