Anthony Austreng is a CFP® and Series 66 designated advisor with 23 years of industry experience. He has been with Forthright Wealth Management, LLC since 2015 and previously worked at Truist Investment Services and Ameriprise. He is also a one-quarter owner of an office suite in Alpharetta, Georgia, through an LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning. The firm manages over $773 million across a seven-advisor team and emphasizes customized, primarily long-term portfolios with periodic performance reporting beyond standard custodian statements.

Hamilton Brandenburg is a financial advisor with CS Planning Corp and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and GM Financial. Brandenburg also operates a seasonal tax preparation service, Brandenburg Tax Services, in Canton, Georgia. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, and charitable organizations through a multi-advisor model. The firm employs a systematic investment strategy with diversified portfolios tailored to client risk profiles and goals, often managing accounts on a discretionary basis.

James Exley IV is a CFP® with 29 years of industry experience, currently serving at Wealth Science Advisors LLC since 2022. He previously worked at Northwestern Mutual and its affiliated entities for over 25 years. Outside of advisory work, he is involved in several entrepreneurial ventures including psychological analytics and consulting, consumer product design, intellectual property research, and co-authoring a book. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management and financial planning, integrating traditional investment strategies with behavioral insights through its proprietary Wealth Science Assessment and Money Happiness concept. The firm also offers operational cash management and family-office services, managing approximately $512 million in discretionary assets across multiple offices.

Lance Reising is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc in Atlanta, GA, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Lutheran Church of the Resurrection. 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 model portfolios and supports various retirement plans through its Investors Choice program, employing a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis.

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.

Ryan Myrick is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 credential and eight years of industry experience. He previously worked at Edward Jones for six years and at West Pharmaceutical Services for four years. Myrick is based in Alpharetta, GA. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Pamela Tate is a Series 65 licensed financial advisor with Power Wealth Management in Alpharetta, GA, and has four years of industry experience. Prior to joining Power Wealth Management, she worked at T3 Trading Group, LLC and was self-employed. She is also a licensed insurance agent associated with Power Protection Strategies, LLC, spending up to 10% of her time on insurance-related activities. Power Wealth Management serves individuals, estates, and trusts with wealth management, discretionary portfolio management, and financial planning, managing approximately $430 million in discretionary assets across about 250 client relationships with a team of seven advisors. The firm employs a disciplined investment approach guided by its Investment Committee and offers educational workshops and retirement-plan participant seminars.

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.

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.

Stephen Nolan is an advisor at Griffith & Werner, Inc. with Series 65 and Series 63 licenses and one year of industry experience. He is also the CEO of IFH Solutions Inc., a consulting practice serving Housing Authorities nationwide, where he has worked for 15 years as a CPA. Griffith & Werner, Inc. advises individual and high-net-worth clients through portfolio management, financial planning, and investment consulting services. The firm primarily constructs portfolios in-house with a focus on dividend-growth equities, supplemented by fixed income and select ETFs or mutual funds, managing accounts on a discretionary basis with attention to tax efficiency and income 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.

Charles Barry Jr. is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Berkeley Capital Partners, LLC manages discretionary portfolios for a diverse client base, including high-net-worth individuals, trusts, retirement plans, and corporations. The firm employs global asset allocation strategies across various asset classes and is notable for sponsoring private pooled investment vehicles and using performance-based incentive allocations.

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.

David Smith is a CFP® professional with 25 years of industry experience, currently affiliated with BlueChip Wealth Advisors LLC. His prior experience includes roles at BIP Wealth, Arkadios Capital, Triad Advisors, Cole Capital Corporation, and Equity Fund Advisors. Smith is also a senior partner at Ashworth Sullivan Wealth Management. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach that combines active and passive strategies across various asset classes and integrates subscription-based reporting tools and educational resources into its client services.

John Ellis is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with Forthright Wealth Management, LLC, where he has worked since 2015, and has prior experience at Purshe Kaplan Sterling Financial and Wells Fargo Clearing. Outside of his advisory work, Mr. Ellis holds a partial ownership interest in an office suite in Alpharetta, GA through his LLC. Forthright Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm specializes in customized, primarily long-term portfolio construction using mutual funds, ETFs, individual securities, and employs a multi-advisor team approach with over $773 million in assets under management.

Jaime Benedetti is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Beam Wealth Advisors, Inc. in Atlanta, GA. He has been with the firm and its predecessor entities since 2013. Outside of his advisory role, Benedetti is a varsity boys’ soccer coach at Grady High School and is involved in timber and real estate management activities. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning and investment management. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and offers integrated tax and CPA services through affiliated entities.

Dustin Dorhout is a financial advisor with Pgi Wealth Management in Alpharetta, GA, holding a Series 65 license and six years of industry experience. He has worked at several firms, including Carson Wealth and WealthPlan Partners, prior to his current role. Pgi Wealth Management is a team-based advisory firm with eight advisors managing approximately $930.6 million for nearly 500 clients. The firm offers portfolio management, financial planning, and pension consulting services, employing long-term investment strategies and integrating institutional research support.

Dino Patelis is a financial advisor at AMC Wealth Management, LLC with 24 years of industry experience. He has held previous roles at Edward Jones, Cape Investment Advisory, American Global Wealth Management, and Chief Asset Management Group. AMC Wealth Management, LLC is a state-registered investment advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets with a six-advisor team and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds.

Levi May is a financial advisor with Diversified, LLC in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Diversified, he worked with Florida Financial Advisors and Delaware North. Diversified, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, and retirement plans. The firm employs a comprehensive planning process combined with tailored portfolio strategies and offers services such as discretionary and non-discretionary asset management, retirement plan advisory, and participation in third-party advisory programs.