David Hultstrom is a financial advisor at Financial Architects, LLC in Woodstock, GA, with 23 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has been with Financial Architects since 2005. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is grounded in academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative allocations.

Kellie Borror is a financial advisor at Daner Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. Kellie is also a licensed insurance agent involved in the sale of various insurance products. Daner Wealth Management serves individual and high-net-worth clients, managing approximately $176 million across about 181 accounts. The firm offers tailored portfolio management, financial planning, and consulting services, including discretionary and non-discretionary accounts and option strategies such as writing covered calls.

Matthew Reams is a CFA® charterholder with 21 years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel, LLC, and 18 years at Buckhead Capital Management, LLC. Access Investment Management, LLC is an SEC-registered adviser serving individuals and high-net-worth clients with managed account services. The firm implements tailored investment strategies using asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchases, managing assets primarily on a non-discretionary basis.

Bryson Sisson is a financial advisor at Phase Line Capital, LLC in Atlanta, GA, holding the Series 66 designation and with one year of industry experience. Prior to joining Phase Line Capital, he held roles at Purshe Kaplan Sterling, Nike, and the University of Georgia. He is also currently affiliated with the University of Georgia. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients by offering discretionary portfolio management and financial planning. The firm employs model portfolios, sub-advisers, and a diverse investment toolkit, including derivatives, to tailor advice to client objectives and risk tolerances.

Joseph Black Jr. is a CFP®-certified financial advisor with 20 years of industry experience. He is the sole advisor at ButlerJeffrey, LLC, where he has worked since 2017. Prior to that, he spent 11 years at Next Financial Group, Inc. and THE FINANCIAL SOLUTION GROUP, INC. Black is also a licensed insurance agent, dedicating part of his workweek to the sale of life, disability, long-term care insurance, and fixed annuities. ButlerJeffrey, LLC is a wealth management firm providing goals-based financial planning, discretionary portfolio management, and access to third-party separately managed account platforms for individuals, corporations, and charitable organizations. The firm employs fundamental analysis to construct diversified portfolios and produces written financial plans as separate engagements from portfolio implementation.

Kaitlyn Barnes is a CFP® professional with nine years at Financial Architects, LLC and a total of four years in the financial industry. She previously worked at Suntrust Bank and Kennesaw State University. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is based on academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative exposures.

Trevor Yochum is a CFP® with 12 years of industry experience, currently serving as a managing principal and investment advisor representative at Incompass Financial Partners, LLC. His career includes prior roles at Triad Advisors and OSAIC. Incompass Financial Partners, LLC is an SEC-registered investment adviser providing discretionary asset management and financial planning to individuals and high-net-worth clients. The firm manages approximately $192 million in discretionary assets with a tailored investment approach that incorporates various strategies and offers at least quarterly account reviews.

Nicholas Meyer is a financial advisor at Northstar Investment Partners with one year of industry experience. He holds a Series 65 designation and previously spent six years at the University of Cincinnati in a non-advisory role. Northstar Investment Partners provides investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm employs a fee-only model and utilizes various option strategies as part of its approach to capital appreciation.

David Thompson is a Series 66-licensed financial advisor at Northstar Investment Partners with 16 years of industry experience. His prior roles include positions at Georgia Advisory Group, Morgan Stanley, and E*TRADE Securities. Northstar Investment Partners provides fee-only investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm incorporates multiple option strategies in its approach and manages approximately $16 million in assets across about 50 client relationships.

Stephen Warren is a financial advisor at Seraphim Wealth Advisors, Inc. in Atlanta, GA, with seven years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. He is licensed to sell life insurance and variable annuities. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, including high-net-worth individuals. The firm uses a combination of fundamental, quantitative, technical, and modern-portfolio-theory analysis and incorporates strategies such as short sales, margin transactions, and options trading in its investment approach.

Leo Rose IV is a financial advisor at Xception Family Office in Atlanta, GA, holding a Series 65 designation with 11 years of industry experience. His prior roles include positions at LCP Institutional, LLC, Cardea Capital Group, Inc., Cardea Capital Advisors, LLC, and Lindner Capital Advisors. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and certain corporate clients. The firm employs a diversified investment approach combining passive vehicles and independent third-party managers, supported by quantitative and qualitative due diligence.

Kathryn Edmunds is a financial advisor at The Renn Wealth Management Group, Inc. in Atlanta, GA, with 29 years of industry experience. She holds a Series 63 designation and has been with The Renn Wealth Management Group since 2002. In addition to her advisory role, she is a licensed insurance agent, providing clients with guidance on insurance needs. The Renn Wealth Management Group, Inc. offers investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans, including high-net-worth clients. The firm employs an institutional investment approach that integrates capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.

Theodore Parrish is a CFA® charterholder with 22 years of industry experience and serves as an advisor at Parrish Capital, LLC since 2015. He holds a Series 66 license and is involved in community activities as a board member of Kenny Leom's True Colors Theatre Company and as a trustee advocating for Kennesaw State University through the Kennesaw State Foundation. Parrish Capital, LLC is an SEC-registered firm providing discretionary portfolio management, financial planning, retirement plan advisory, and investment consultation to individuals, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach with proprietary model stock portfolios and manages approximately $130 million across more than 200 clients.

Dianne Martin is a CFP® and holds a Series 63 license with 15 years of industry experience. She has been with The Marin Group Inc. since 2008, where she operates as one of two advisors. The Marin Group Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, overseeing approximately $128 million across 140 accounts. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles and technical analysis to guide investment decisions across a diversified mix of asset classes.

George Williamson is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Williamson Advisory Services, Inc. since 2011 and is also the owner of a certified public accounting firm, George B. Williamson, CPA, LLC. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans. The firm manages approximately $105 million across 73 clients, offering discretionary and non-discretionary portfolio management along with pension consulting services, combining investment management with affiliated CPA resources under common control.

Vincent Rokose is a financial advisor at Vantage Legacy Advisors, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His career includes roles at First Financial Security, Inc., Lifeanswers Financial Group, and Global Asset Management Group, Inc. He is also an insurance agent at Lifeanswers Financial Group. Vantage Legacy Advisors is a state-registered investment adviser serving individuals and high-net-worth clients with personalized investment management and financial planning. The firm emphasizes modern portfolio theory and passive management, often delegating portfolio management to unaffiliated sub-advisers.

Devin Alphin is a financial advisor at PR Squared Wealth Management LLC in Atlanta, GA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MassMutual Life Insurance Company and TIAA-CREF. Devin is also involved in several outside financial activities, including operating as a sole proprietor insurance agent and working with financial firms Capitalwize, LLC and Melanin Money. PR Squared Wealth Management serves individual investors and retirement plan sponsors with asset management, financial planning, and ERISA 3(21) fiduciary services. The firm primarily manages assets on a non-discretionary basis, incorporates model allocations and third-party solutions, and emphasizes retirement-plan participant education and structured ongoing consulting.

Raymond Payne Jr. is a financial advisor at Cerner Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Cerner Capital Management since 2001. Cerner Capital Management provides discretionary investment management and comprehensive financial planning for individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s investment approach is tailored to individual goals and risk tolerance, using fundamental analysis to build growth-and-income portfolios, and may include active trading and the use of derivatives and margin when appropriate.

Lindsey Turner is a Series 65-licensed financial advisor with two years of industry experience, currently practicing at Freedom Wealth Coaching, LLC in Woodstock, GA. Prior to rejoining Freedom Wealth Coaching in 2025, Turner worked at Mathies Financial Partners and held various roles in other firms since 2018. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory arrangement with Matson Money, combining client relationship management with discretionary portfolio management, and focuses notably on retirement plan and pension consulting at the plan level.

Martin Lysaght is a financial advisor with Magellan Planning Group in Atlanta, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked for Bey-Douglas, LLC Investment Counsel for 13 years before joining Magellan Planning Group. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, employing a mix of long- and short-term positions and cash hedges, and may implement customized model portfolios.