Lee Hollingsworth is a CFA® charterholder with 25 years of industry experience. He is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA. His prior work includes one-year stints at Morgan Stanley and Raymond James Financial Services. Outside of investment advising, he works part-time as a non-securities insurance agent, authors non-securities materials, and provides accounting and administrative consulting to a company operating fishing lodges overseas. American Wealth Management, Inc. serves individuals—including high-net-worth clients—as well as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs both tactical and strategic investment approaches, combining macro- and microeconomic analysis with fundamental and technical research, and manages approximately $310 million in client assets.

Jason Joffe is a CFA® charterholder and holds the Series 66 designation, with 25 years of experience in financial services. He has worked at Morgan Stanley in various capacities from 2003 to 2017, followed by Morgan Stanley Private Bank until 2017, and has been with Inlight Wealth since that time. Joffe is also involved as a manager for West Elk, a private fund and investment manager based in Atlanta. Inlight Wealth Management serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs fundamental analysis across various asset types and offers strategies including options and derivatives, managing portfolios with either discretionary authority or client approval.

James Goolsby is a financial advisor at DAI Wealth, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Concorde Investment Services, Sowell Management, Suntrust Investment Services, and Morgan Stanley. Outside of his advisory role, he is president and owner of Paragon Wealth Counselors, a securities-related business. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and technology platforms to tailor portfolios aligned with client objectives.

Robert Schultz is a financial advisor at Rollins Financial Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. Schultz has been with the Rollins organization since 1998, including his current role at Rollins Financial Advisors since 2021. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

Matthew Lambert is a financial advisor at Power Wealth Management in Alpharetta, GA, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Since 2015, he has been licensed as an independent insurance agent and is associated with Power Protection Strategies, LLC, an insurance agency. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and financial planning. The firm manages roughly $430 million in discretionary assets across about 250 client relationships and employs a team of seven advisors.

Robert Lyons is a financial advisor at Investors Asset Management of Georgia Inc with 48 years of industry experience. He holds the Series 63 designation and has been with the firm since 2014. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.

Matthew Stack is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diversified, LLC and previously worked for SEI Investment Distribution Co and SEI Investment Management Corporation for 13 years. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers a comprehensive planning process combined with ongoing asset management, utilizing third-party managers and platforms, and operates private limited partnerships, wrap programs, and pooled vehicles.

Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.

Alexis Chambers is a financial advisor at Rollins Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier for one year and completed full-time education at Birmingham-Southern College. Rollins Financial Advisors provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans, managing approximately $1.588 billion in discretionary assets as of December 31, 2025. The firm focuses on individualized investment counseling and uses a mix of mutual funds, ETFs, and individual securities, conducting regular account reviews and maintaining fiduciary standards.

Kevin Hauser is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including over three decades with his current firm. Hauser also established an accounting entity for tax purposes that does not generate revenue. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutions. The firm offers asset and portfolio management, financial planning, and advisory services using a range of strategies informed by economic analysis and research.

James Crouch is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses. He has over 20 years of experience in the industry, with prior roles at Vermilion Investment and The Mickow Corporation. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and asset-allocation review through diversified, model-based portfolios that incorporate fundamental, technical, and cyclical analysis.

Russell Carlson is a financial advisor at Aria Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Aria Wealth Management since 2017, following prior roles at Concert Wealth Management and American Wealth Management. Carlson is also involved in infrequent insurance sales in Georgia. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, pension plans, and charitable organizations. The firm combines fundamental and technical analysis within an asset allocation framework and offers services such as investment supervisory, financial planning, and third-party manager selection.

Laurie Novotny is a financial advisor with Longview Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and with six years of industry experience. Her prior work includes roles at M.S. Howells & Co. and Cambridge Investment Research Inc. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, pension plans, and corporate clients through a team of 11 advisors across three offices, offering services such as financial planning, asset management, divorce consulting, and access to third-party manager programs.

De'shawn Owens is a financial advisor at CPC Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services Inc., Raymond James & Associates, Keller Williams First Atlanta, and Cambridge Investment Research, Inc. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes model portfolios and asset allocation based on Modern Portfolio Theory, primarily recommending mutual funds, equities, and ETFs with a focus on long-term investments.

Gilbert Bubis is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Register Financial for 25 years. Outside of his advisory role, he participates in focus groups with Jackson Associates and other research companies. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a variety of investment strategies and manages discretionary and non‑discretionary portfolios, utilizing both in‑house and third‑party managers to serve a diverse client base.

Andrew Killpack is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at HC Advisors LLC since 2019 and also serves as a Tax Manager at Henning, Dowdy & Jones, LLC, a CPA firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of investment strategies, including long-term buy-and-hold, balanced allocations, and occasional short-term trading, and offers both discretionary and non-discretionary portfolio management.

Ethan Loppatto is a financial advisor with Patton Albertson Miller Group, LLC in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining his current firm, he held roles at Cetera Wealth Services, Avantax Investment Services, and Royal Martin Inc. Outside of advising, he provides administrative support to financial advisors through Legacy Capital Advisors, LLC. Patton Albertson Miller Group is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing model allocations and individualized investment policies, with access to alternative investments and a broad service ecosystem.

Joseph Singer is a financial advisor at HC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he is a managing partner at J.SINGER & CO., LLC, where he serves as CFO to a family office and consults for board advisors. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.

Michael Fields is a CFP® with 21 years of industry experience, currently serving as an advisor at Southbridge Advisors, LLC since 2019. He has also worked at Wealth and Pension Services Group Inc. since 2013. Outside of his advisory role, he is the CFO of Door & Decor, LLC, where he manages business administration, finances, and marketing. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and offers both discretionary and non-discretionary account management, incorporating third-party investment advisers when appropriate.

Richard Houghton is a financial advisor at Partners Capital Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Capital Partners, Llc, L.M. Kohn & Company, Raymond James & Associates, and Wells Fargo Clearing. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts through a combination of discretionary and non-discretionary management, utilizing fundamental and technical analysis as well as third-party manager reviews.