Stephan Szilvasi is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Arcus in 2026, he worked at Fidelity Investments and held various roles in academic and corporate settings. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $2.5 billion in client assets. The firm employs a personalized planning approach and portfolio construction that includes a range of investment vehicles, and it acts as adviser and General Partner to private funds and pooled vehicles.

Thomas Keenan is a CFP® with 11 years of industry experience. He has worked at Montag since 2022 and previously spent nine years at Ameriprise Financial Services, Inc. He holds insurance licensing in Georgia but is not actively engaged in insurance sales. Montag serves high-net-worth individuals, families, trusts, estates, charitable organizations, and foundations, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a structured approach to investment management, combining equity analysis, mutual fund and ETF selection, and fixed-income management, typically managing portfolios on a discretionary basis.

Mark Reffett is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at EPG Wealth Management since 2019 and has prior experience with Arkadios Capital, ACG Wealth, and Triad Advisors. Outside of his advisory role, he owns Stratford Capital LLC and RCM Capital LLC, both non-investment related entities. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans with advisory services including advisor-managed portfolios, third-party money managers, and financial planning. The firm uses a discretionary management approach offering customized investment plans based on client goals and risk profiles, integrating fundamental, technical, and cyclical analysis across various asset types.

George Crews is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with West Paces Advisors, Inc. since 2018 and worked at West Paces Advisors, LLC from 2015 to 2017. Based in Atlanta, GA, he is part of a four-advisor team. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients including endowments and pension plans. The firm employs a customized investment approach using a mix of index, engineered, and active strategies, with a focus on long-term management that can include opportunistic trades and non-traditional investments for qualified investors.

Anthony Branca is a financial advisor with Woodstock Wealth Management, Inc. in Woodstock, GA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at Woodstock Financial Group and Monmouth Capital Management LLC. Outside of advisory work, he is involved in several non-investment business activities, including consulting through Branca Financial Group, LLC, and managing a website related to music, sports, and history via Branca Enterprises LLC. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside managed accounts and third-party manager solutions.

Stephen Sloan is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize sub-advisers and various investment strategies to meet client objectives.

Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining EPG Wealth Management and Arkadios Capital in 2025, he worked at the University of Oregon and attended Pepperdine University. He holds minority ownership in two family-owned LLCs unrelated to his advisory role. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans, offering advisory services including advisor-managed portfolios, third-party money managers, financial planning, and fiduciary consulting. The firm manages accounts primarily on a discretionary basis using a range of analytical approaches and maintains a ten-advisor team across seven offices.

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.

Michael Stark is a financial advisor at American Financial Advisors, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at American Financial Advisors for 34 years, in addition to a 34-year career at Delta Airlines. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves individuals and certain corporate clients, managing approximately $950 million across about 816 accounts, and employs a combination of fundamental, technical, cyclical, and qualitative analysis in its investment approach.

Daniel Hall is a financial advisor at Highbrook Capital Partners in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He previously worked at Waypoint Wealth Counsel LLC for five years and Nicholas Hoffman & Company for six years. Highbrook Capital Partners serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm employs a multi-disciplinary investment approach and utilizes a range of strategies implemented through separately managed accounts and institutional custodians.

Andrew Pratt is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Wiser Wealth Management, Inc. He previously worked at Homrich Berg for twelve years. Wiser Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charities, and private businesses, offering discretionary wealth management and comprehensive financial planning with a focus on tax-aware, model portfolios primarily using exchange-traded funds.

Andrew Edwards is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding the Series 65 designation. He began his advisory career with Wright Wealth in 2025 and has prior experience serving in the US Army from 2021 to 2026. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses, using a blend of passive and active strategies guided by modern portfolio theory. The firm also offers educational seminars, retirement plan consulting, and tax preparation assistance as part of its advisory services.

Kevin Boutwell is a CFP® with 13 years of industry experience, currently serving at Veracity Capital LLC. His career includes roles at Veracity Capital Tax Advisors, LLC, Veracity Capital, 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 investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, supported by multiple analytical methods and option overlay strategies.

Benjamin Crowe is a CFP® and CFA® with 22 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, where he spends approximately 25% of his time. He has been with Marietta Wealth Management, LLC since 2015 and previously worked at several financial firms, including Baron Financial Services Inc and Henssler Financial. Marietta Wealth Management, LLC is a fee-only firm serving individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The firm manages around $1.39 billion in assets and uses an Investment Committee to guide personalized portfolio construction based on client risk profiles, offering discretionary management and ERISA fiduciary services for retirement plans.

Enoch Morris IV is a financial advisor at Highbrook Capital Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Level8 Ventures LLC, Atticus Asset Management, LLC, SPC, New England Securities, and Equitable Advisors. He is also involved with Atticus Wealth Management as a registered investment advisors manager and member. Highbrook Capital Partners serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management, pension consulting, and financial planning. The firm employs a blend of fundamental, quantitative, technical, and charting analysis and uses a wide range of investment tools in separately managed accounts and institutional custody arrangements.

Larry McNamara is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation and Series 65 license with nine years of industry experience. He has been associated with Paraklete Financial since 2024 and also operates McNamara Financial Solutions LLC. Outside of his advisory work, he serves as CFO and accountant for 3GS Services, LLC, a general maintenance and landscaping business. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers focus on tax-centered, coordinated planning and client education, working through a network of professional referrers and delivering tailored engagements without managing assets or selling financial products.

Reid Trego is a financial advisor at Goodwin Investment Advisory with four years of industry experience. He holds a Series 65 designation and has worked at Goodwin Investment Advisory since 2021. Outside of advising, he coaches existing franchisees at United Franchise Group and provides consulting services through Reid Trego Coaching. Goodwin Investment Advisory offers discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344.4 million in discretionary assets and employs dynamic asset allocation strategies using a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies.

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.

Meghan Henderson is a financial advisor at IRC Wealth with six years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth for two separate periods totaling seven years, with prior experience at Midwest Medical Enterprises. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporating technical screening, fundamental analysis, and proprietary research, and is distinguished by its affiliation with a separately registered Commodity Trading Advisor.

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.