Cameron Parkhurst is a financial advisor at PeachCap Tax & Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PeachCap since 2020, following previous roles at Arkadios Wealth Advisors and Raymond James & Associates. Outside of his advisory work, he owns Instigator Holdings, LLC, a tourism-related business. 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 utilizing multiple strategies including long-term holdings and option strategies.

Mark Sinderson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with SmartPath Advisors since 2020 and previously worked at Financial Clarity Partners, Liberty Partners Capital Management, and SmartPath, Inc. SmartPath Advisors provides limited-engagement financial planning services focused on retirement readiness and savings strategies primarily for individuals accessing services through their employers and high-net-worth clients. The firm emphasizes a passive investment approach using diversification and low-cost index funds, with engagements typically arranged and paid for by employers or organizations rather than individual clients.

Ari Dardik is a financial advisor with Register Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 21 years. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a broad range of investment instruments and strategies, combining in-house and third-party management, and operates multiple wrap fee programs with a distinctive service and operational model involving derivatives and borrowing within managed accounts.

Tiffany Hedemark is a financial advisor with Irc Wealth in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. She has been with Investors Research Corporation since 2015. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on long-term value and income strategies using stocks, ETFs, options, and cash equivalents, and is notable for its affiliation with a separately registered Commodity Trading Advisor offering commodity transactions.

Jared Haubenstock is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Regimen Wealth, LLC in Atlanta, GA. His career includes roles at Ameriprise Financial Services and Fidelity Investments prior to joining Regimen Wealth, where he has been since 2020. Regimen Wealth provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm utilizes an evidence-driven, model-based investment approach emphasizing diversified core allocations with tailored strategies that consider tax sensitivity, liquidity needs, and investment constraints.

Joel Rabanal is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He previously worked at BB&T in Retirement and Institutional Services and BB&T Corporation. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets.

Phillip Nelson is a CFA® charterholder with 21 years of industry experience. He is currently with Persium Advisors, LLC and has previously worked at Ferguson Shapiro LLC, Meadow Creek Wealth Advisors, and Wells Fargo. He is the immediate past Chair of the Board of the non-profit Historic Oakland Foundation in Atlanta. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement plan services along with direct investment management, consulting, and financial planning. The firm employs fundamental analysis in its investment process and provides fiduciary oversight, investment discretion, and ongoing performance reviews.

Bradley Martin is a financial advisor at MartinWright Advisory, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Balentine LLC for 11 years, as well as at AllianceBernstein and Garden Leave. In addition to his advisory role, Martin is a licensed insurance agent providing insurance sales and service. MartinWright Advisory serves a diverse client base including institutional investors, individuals, trusts, estates, qualified purchasers, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, utilizing both active and passive strategies with an emphasis on diversification and continuous portfolio management.

Parker Philpot is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning services to individual clients, focusing on retirement and estate planning. The firm follows a balanced strategy primarily recommending mutual funds and ETFs, offering non-discretionary advice through one-time or ongoing engagements.

John Duncan is a financial advisor at Wright Wealth LLC in Atlanta, GA, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including NovaPoint Capital LLC, Capital Asset Advisory Services, and Edward Jones. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm employs a mix of passive and active strategies based on modern portfolio theory and offers services such as discretionary portfolio management, retirement plan consulting, and tax preparation assistance.

Carmen Laster is a financial advisor at Regent Peak Wealth Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Inc. since 2019 and previously at Merrill Lynch from 2016 to 2019. Outside of her advisory role, she serves as a board member for a neighborhood homeowners association. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing approximately $706 million in discretionary assets. The firm employs model portfolios and third-party managers with a focus on ETFs and equities, offering services including financial planning, pension consulting, and family office support.

Krista Pritchett is a CFP® professional with three years of industry experience, currently serving at CPC Advisors, LLC. She has held positions at Raymond James Financial Services and Consolidated Planning Corporation prior to joining CPC Advisors. Outside of advisory work, she is the owner of Pritchett Enterprises LLC, where she is involved in researching foreclosures and business planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs an investment approach centered on model portfolios and asset allocation consistent with Modern Portfolio Theory, with a focus on mutual funds, equities, and ETFs for long-term investment.

Emily Raymond is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with nine years of industry experience. She has worked at Regent Peak since 2019 and previously held positions at Purshe Kaplan Sterling Investments and Merrill. Outside of her advisory role, she serves as Parent Coordinator and Board Chair for the Rhyne Park Girls Softball youth league. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services for individuals, including high-net-worth clients, as well as corporate and plan clients. The firm utilizes model portfolios based on Modern Portfolio Theory, primarily allocating to ETFs and equities, and often implements strategies through sub-advisers or third-party money managers.

Bruce Faurot is a financial advisor at Dover Advisors, LLC with 40 years of industry experience. He previously worked at Janney Montgomery Scott for 20 years before joining Dover Advisors in 2023. Faurot holds Series 63 and Series 65 licenses and is also a licensed insurance agent involved in the sale of life insurance policies. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses, providing wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, supplemented by both fundamental and technical analysis.

Gary Cheng is a financial advisor at Morling Financial Advisors, LLC in Atlanta, GA, with 12 years of industry experience. He holds a Series 65 designation and has been with Morling Financial Advisors since 2012. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, often using index-based strategies and a range of alternative vehicles, while maintaining client relationships and regular account reviews.

Stephen Wade is a financial advisor with Wright Wealth LLC in Atlanta, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for eight years before joining Wright Wealth in 2022. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a combination of passive and active strategies grounded in modern portfolio theory and offers services including discretionary portfolio management, retirement plan consulting, tax preparation assistance, and educational seminars.

Trevor Thompson is a CFP® with 19 years of industry experience, currently serving as a financial planner at CPC Advisors, LLC since 2017. He also holds a Series 66 license and has experience with Raymond James Financial Services, Inc. In addition to his advisory role, he is an associate at Consolidated Planning Corporation where he dedicates significant time to financial planning activities. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and business entities. The firm follows an investment process grounded in Modern Portfolio Theory, utilizing model portfolios and emphasizing long-term investments across mutual funds, equities, and ETFs.

Joshua Tosoni is a financial advisor at Hamel Associates, Inc. in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Hamel Associates since 2019 and previously worked at Seton Hall University from 2016 to 2020. Hamel Associates, Inc. is a wealth management firm serving primarily high-net-worth individuals with services including investment management, financial planning, and tax preparation. The firm employs a value-oriented investment approach focusing on dividend-paying large-cap stocks and investment-grade fixed income, and it may offer private equity, venture capital, and real estate opportunities to very high net worth clients.

Charles Toole is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AWM Capital, LLC. His prior experience includes roles at Creative Planning, LLC and TrueWealth, as well as a four-year period at the University of Georgia. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with 24 advisors and focuses on liability-driven investing and diversified asset allocation using mutual funds, ETFs, equities, bonds, and private placements.

Kristin Ribic is a CFA® charterholder and Series 63 licensee with seven years of industry experience. She has worked at Meadow Creek Wealth Advisors since 2018 and previously was with Wells Fargo Private Bank from 2013 to 2018. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for approximately 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, and annuity management, implementing portfolios on both discretionary and non-discretionary bases with a five-advisor team.