Travis Raish is a CFA® charterholder with 24 years of industry experience. He is a partner and portfolio manager at Circa Capital, LLC, where he has worked since 2011. Raish also serves as Chief Investment Officer at Wealth With No Regrets, a position he has held since 2017. Prior to these roles, he worked at Fiduciary Financial Group from 2019 to 2021. Circa Capital primarily serves individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis with a long-term, quality-and-value approach, managing concentrated portfolios and employing strategies that include short-term trades, margin, and hedging techniques tailored to client objectives.

Robert Pierson is a CFP® with 42 years of industry experience. He is the principal advisor at Pierson Wealth Management in Atlanta, where he has worked since 2018, following five years at Raymond James & Associates. Outside of his advisory work, Pierson serves as CEO of Pierson Farm, a farming business in Culloden, GA. Pierson Wealth Management provides discretionary and non-discretionary portfolio management and limited goal-planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a mix of ETFs, mutual funds, individual equities, and fixed-income securities, employing fundamental, technical, and modern-portfolio principles, and offers a concentrated five-stock large-cap growth strategy under RFP Asset Management.

Robroy Wiley is a financial advisor at SmartPlan Investing in Atlanta, GA, holding a Series 65 designation with 12 years of industry experience. He has been with SmartPlan Investing since 2011. SmartPlan Investing serves primarily individual investors, along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm uses academic investing principles and the Matson Money platform to create diversified portfolios, emphasizing client coaching and periodic reviews while partnering with third-party portfolio managers for discretionary trading and rebalancing.

Donald Dusick Jr. is a financial advisor at Cornerstone Financial with 34 years of industry experience. He has held securities licenses Series 63 and Series 65 and previously worked at Dempsey Lord Smith, LLC for 11 years. Dusick is also a licensed insurance agent involved in insurance sales and implementation. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm specializes in non-discretionary portfolio management using diversified mutual funds and ETFs, emphasizing fundamental analysis with a long-term investment approach.

John Knox is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has worked at both TDCR Group, LLC and Peregrine Investment Advisors since 2010. Knox serves as a board member of Encompass Group, LLC, a healthcare textile and medical supply company. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term purchase approach primarily through mutual funds, ETFs, and individual equities. The firm operates with a four-advisor team and maintains a relatively small client roster.

Scott Stewart is a CFP® and CFA® with 24 years of industry experience. He has been with Eads & Heald Investment Counsel since 1998. Eads & Heald Wealth Management offers comprehensive financial planning and discretionary investment management for individuals, families, corporations, retirement plans, trusts, endowments, and foundations. The firm employs a top-down, fundamental investment approach focusing on high-quality, diversified equity holdings, and manages portfolios on a discretionary basis.

Matthew Hudgins is a CFA® charterholder with 18 years of industry experience. He has been the President and Owner of Mosaic Wealth Management, L.L.C. since 2007. In addition to his advisory role, he owns and operates Parliament Capital LLC, a business coaching and consulting firm focused on helping business owners improve efficiency and profitability. Mosaic Wealth Management serves individuals, trusts, pension plans, and estates by providing discretionary portfolio management alongside limited financial planning and consulting engagements. The firm manages approximately $239 million across about 75 client relationships and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies to each client’s objectives and risk tolerance.

Larry Burnette is a CFP® with seven years of experience at Hanover Advisors, Inc, located in Marietta, GA. He has over three decades of industry experience, including prior roles at American Portfolio Financial Services and Provident Mutual. Burnette also serves as president of Hanover Financial Services, Inc., a life insurance business. Hanover Advisors serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $353 million in assets with a focus on customized portfolios using fundamental analysis, Modern Portfolio Theory, and a range of trading strategies.

Jeffery Leech is a financial advisor at Leechgary Asset Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Leechgary Asset Management since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related investment advisory services primarily to individual clients, including high-net-worth individuals. The firm operates with a small advisor-to-client scale, supporting individualized portfolio oversight.

Eric Ruthman is a financial advisor with Phase Line Capital, LLC in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Edward Jones, and service in the U.S. Army from 2007 to 2019. He is a managing partner at Phase Line Capital. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a range of investment products, including derivatives, and maintains a small ownership structure with advisors who have military backgrounds.

Mark Olson is a CFP® with 26 years of experience in financial advisory services. He is the owner and president of Olson Associates, an independent firm based in Roswell, GA, and has previously worked with Osaic Wealth, Securities America, and Securities Service Network. Olson serves as a board member of the Oakbrook Office Park Condo Association and operates an insurance consulting business as part of his practice. Olson Associates provides advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a structured five-step planning process to develop tailored financial plans and primarily manages client assets on a non-discretionary basis while offering both flat-fee planning and third-party managed account solutions.

Herschel Clanton is a CFP® with 30 years of experience in financial advising. He is president of The Chancellor Group and has been affiliated with The O.N. Equity Sales Company and Ohio National Life Insurance since 2000. He is based in Atlanta, GA. Chancellor Wealth Management is a small firm serving individuals and high-net-worth clients with comprehensive financial planning, discretionary investment management, and retirement-plan education. The firm emphasizes a risk-tolerance driven investment approach using both actively and passively managed funds, periodic rebalancing, and incorporates third-party managed strategies when appropriate.

Graham Wickham is a financial advisor at Wickham Financial & Insurance Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at firms including Carter Terry & Company Inc. and The Wickham Agency Inc., the latter of which he took over from his father and continues to operate as an independent insurance agency offering commercial and personal lines of insurance. Wickham Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in assets and employs a mix of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Mark Neuman is a CFA® charterholder with 25 years of industry experience. He is the sole advisor at HERO Asset Management and has held positions at firms including Macro Risk Advisors, LLC, Bay Crest Partners LLC, and Jonestrading. Outside of his advisory work, Neuman is involved with Isacalari, LLC, a consulting business unrelated to investment activities. HERO Asset Management offers customized portfolio management and wealth advisory services to individuals, families, retirees, family offices, and small businesses. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis across a range of asset classes and provides educational resources such as market commentaries and teach-ins.

Paul Damm is a financial advisor at MRP Capital Investments, LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Aprio Wealth Management, Balentine, Wilmington Trust Investment Management, and Cetera Investment Services. MRP Capital Investments manages approximately $228 million for individual and high-net-worth clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and non-discretionary advisory services. The firm employs a client-tailored investment process using a mix of fundamental, technical, and cyclical analysis and includes a range of instruments such as options and derivatives, with all investment decisions made by staff rather than automated systems.

Tiffany Kent is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Wealth Engagement LLC since 2020. Her prior experience includes roles at Sanford C. Bernstein & Co., LLC and Friedberg Investment Management, Inc. Wealth Engagement offers discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to a range of clients including high-net-worth individuals, business entities, and retirement plans. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, with a focus on customized portfolio risk management.

Michael Ball Jr. is a financial advisor at MRB Capital with Series 65 and Series 66 licenses and two years of industry experience. He also holds a senior analytics role at AT&T, a dual-career arrangement that is uncommon among solo advisors. MRB Capital Group, LLC is a fee-only, registered investment adviser serving individuals, businesses, trustees, and pension plans with portfolio management, investment selection, asset allocation, and retirement transition planning. The firm uses a tactical asset-allocation approach that combines fundamental and technical analysis with an economic overlay, actively managing portfolios across a range of securities and offering an optional ESG overlay.

Amy Mawson is a CFP® and Series 65 credentialed advisor with Minerva Planning Group in Decatur, GA. She has seven years of industry experience, including nine years with Minerva Planning Group. Prior to her financial advisory career, she was a homemaker for three years. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, typically incorporating Dimensional Fund Advisors (DFA) funds as core holdings.

Kevin Riley is a financial advisor at Astrop Advisory Corporation in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Astrop Advisory since 2020 and is also president of Unibat USA, a motorcycle battery distribution business that is in the process of winding down. Astrop Advisory provides discretionary investment management for individual and institutional clients, focusing on capital preservation and long-term growth through actively managed, individualized portfolios using a mix of stocks, mutual funds, ETFs, bonds, and options.

Cort Haber is a CFP® with 18 years of experience in financial advising, currently serving at Xception Family Office. His prior experience includes roles at New Republic Capital, Haber Investment Counsel, UBS Financial Services, and several other firms. He is a managing member of a family investment partnership that oversees investment decisions and tax filings. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, and institutions. The firm emphasizes customized investment programs based on strategic asset allocation and combines passive and active management approaches.