Michael Rudio is a financial advisor and partner at Phase Line Capital, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Edward Jones. Outside of his advisory role, he serves as a Major and Intelligence Officer in the Georgia Army National Guard and provides business consultation for a genomic sequencing firm. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a variety of investment vehicles, including derivatives, to tailor advice based on client objectives and risk tolerances.

Cinthya Miceli is a financial advisor at Carrington Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Carrington Advisors since 2021. Her prior roles include positions at Regal Investment Advisors, the Fuqua School of Business, and Miceli Castellon. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, typically requiring a minimum account size. The firm offers discretionary portfolio management, third-party manager selection, and financial planning services, utilizing a personalized investment approach that combines fundamental and technical analysis with both long- and short-term trading strategies.

Carroll Davenport is a financial advisor with TCM in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Trinity Capital Management, LLC since 2016 and Raymond James Financial Services Advisors INC. since 2016. Trinity Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities, offering discretionary portfolio management, financial planning, third-party money manager recommendations, and educational seminars. The firm utilizes model portfolios and an AI-assisted, quantitative model platform that emphasizes risk management and automated trade execution.

David Summers is a financial advisor at Cornerstone Financial with Series 63 and Series 65 designations and eight years of industry experience. He has been with Cornerstone Financial, LLC since 2002. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for about 200 clients. The firm employs a long-term, fundamental analysis approach focused on diversified mutual funds and ETFs and manages client accounts on a non-discretionary basis.

Malik Lee is a CFP® with 17 years of industry experience, currently serving at Felton & Peel Wealth Management, Inc. He has worked at Klondike Financial, LLC, Felton & Peel Tax Services, LLC, ALPS Distributors, Inc., and The Henssler Financial Group. Outside of his advisory role, Malik is CEO of a mobile app business, serves as treasurer on the board of a religious organization, and is chief marketing officer for a marketing and event planning company. Felton & Peel Wealth Management provides integrated wealth management services to individuals, high-net-worth clients, corporations, and charitable organizations, combining customized financial planning with discretionary portfolio management. The firm’s goals-based investment approach includes mutual funds, ETFs, fixed income, and alternative investments, with additional offerings such as insurance products and third-party platform strategies.

Catherine Mathis is a CFP® professional with 20 years of experience in the financial services industry. She is affiliated with Berkeley Advisors, Inc., where she has worked since 2004, and previously spent 12 years at ProEquities, Inc. Outside of her advisory role, she is an author of historical fiction, including a novel set in medieval Portugal titled *Death in Coimbra*. Berkeley Advisors is a small, supported registered investment adviser serving individuals, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a planning-first approach based on Modern Portfolio Theory, using primarily mutual funds and ETFs alongside individual securities and derivatives when suitable.

Alaeddin Kharazmi is a financial advisor with CIGX, LLC based in Marietta, GA, holding the ChFC® and Series 63 designations and bringing 13 years of industry experience. He has a long career in the insurance and real estate sectors, including roles at American National Insurance Co. and Dependable Realty Company. In addition to advisory work, he operates a tax service for family and close acquaintances. CIGX serves individual investors across wealth levels, retirement plans, and institutional clients, offering discretionary portfolio management through risk-based model portfolios primarily composed of ETFs. The firm emphasizes long-term holdings, regular reviews, and a defined sell discipline, with notable involvement in a family-only private investment fund.

Kelly Graff is a CFP® professional with seven years of experience at CommonWealth Financial Planners, Inc., where she has worked since 2013. She is based in Roswell, GA, and is one of two advisors at the firm. CommonWealth Financial Planners provides personalized financial planning and fee-based investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and small businesses. The firm offers a range of services such as cash flow and tax planning, insurance review, retirement and estate planning, and acts as a 3(38) investment manager for certain 401(k) plans.

Edward Moore Jr. is a CFA® charterholder with 18 years of experience in the investment industry. He has been with Bey-Douglas, LLC Investment Counsel since 2008 and also worked at Resurgent Financial Advisors LLC. Moore is based in Marietta, GA. Bey-Douglas, LLC provides portfolio management and retirement-plan advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charities, corporations, trusts, and estates. The firm employs two main investment strategies: a tax-aware, large-cap core equity approach known as the Disciplined Investment System (DIS) and a Diversified Allocation Method (DAM) that blends equities, fixed income, ETFs, and mutual funds based on client risk profiles.

Joseph Henshaw is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Arc Asset Management LLC in Atlanta, GA. He previously worked at Polay & Clark for twelve years and has been involved in management consulting, bookkeeping, tax planning, and related services through Arc Business Management, LLC. Arc Asset Management provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals, focusing on a concentrated client base with tailored Investment Policy Statements and ongoing portfolio monitoring. The firm employs a diverse set of analytical methods and investment strategies, manages accounts on a discretionary basis, and conducts due diligence on third-party managers.

Alexandra Kent is a financial advisor at Wealth Engagement with a Series 65 credential and one year of industry experience. Her prior roles include positions at Brookwood Associates and Book of the Month. She is currently a student at the University of Pennsylvania. Wealth Engagement provides discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to individuals, business entities, and retirement plans. The firm uses a tactical allocation strategy based on fundamental, technical, and cyclical analysis to tailor portfolios according to client risk profiles.

Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with five years of industry experience. She previously worked at Raymond James Financial and spent twelve years at Cisco Systems, Inc. Outside of her advisory role, she serves as Treasurer and Secretary of the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors serves individual and high-net-worth clients with financial planning, portfolio management, and related services including estate, education, and divorce planning. The firm uses a Modern Portfolio Theory-based approach focused on diversified, low-cost model portfolios and offers educational workshops alongside tax preparation and other support services.

Thomas Healy is a CFA® charterholder affiliated with Private Family Wealth Advisors in Atlanta, GA, with seven years of industry experience. He previously worked at Iron Capital Advisors and has a background that includes accounting consulting through Rod & Associates Accountancy LLC, where he provides business consulting and financial modeling. Private Family Wealth Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs a customized, multi-strategy approach and manages approximately $393 million in assets, primarily on a discretionary basis.

Joseph Derickson Jr. is a financial advisor at Retirement Wealth Management, LLC in Peachtree Corners, GA, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Retirement Wealth Management since 2007. Retirement Wealth Management provides investment advisory, financial planning, and pension consulting services primarily to institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on plan-level services and employs a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory, utilizing unaffiliated sub-advisers to manage model portfolios.

Viswanathan Ramakrishnan is a CFA® charterholder with 13 years of experience at Oxford Chase Advisors LLC. He has a combined 32 years of industry experience, including 19 years at AT&T prior to joining Oxford Chase Advisors in 2013. Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships with a three-advisor team. The firm provides discretionary, fee-only portfolio management using model portfolios based on client risk profiles, focusing on individual equities and ETFs, and offers performance-based fee arrangements to qualified investors.

Michael Callahan is a financial advisor at Xception Family Office with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Hightower and Wellspring Associates. In addition to his advisory role, Callahan is an attorney providing business and estate planning legal services through Kan Clark, LLP. Xception Family Office delivers wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and select corporate clients. The firm’s investment approach incorporates asset allocation with a mix of passive vehicles and specialist third-party managers, supported by quantitative and qualitative due diligence.

Lauren Noce is a financial advisor at Twin Robins Capital with a Series 65 designation and less than one year of industry experience. Prior to her current role, she worked in various business roles including positions at HUNGRY Marketplace, LLC and Against the Grain Brewery. Twin Robins Capital serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, combining Modern Portfolio Theory with both passive and active strategies and providing integrated planning supported by ongoing engagement and coordination with clients’ other advisors.

Adam Meyer is a financial advisor at Moonstone Asset Management, Inc. He holds a Series 65 credential and has one year of industry experience. Prior to joining Moonstone, he worked at Twin Oak ETF Company, Huron Consulting Group, and Envision Healthcare. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning, and consulting. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, equities, fixed income, and leveraged instruments, with ongoing monitoring and annual reviews.

Kaena Farmer is a financial advisor at Hamilton Capital Advisors LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Accenture, as well as holding a position at Morehouse College. Hamilton Capital Advisors primarily provides investment management, retirement-plan advisory, and consulting services to pooled and institutional investment programs, while offering portfolio management and financial planning for private clients on a limited basis. The firm integrates fundamental and technical analysis with discretionary management and outsourced third-party manager solutions, managing approximately $87 million in client assets as of December 31, 2025.

Sam Evans is a CFA® charterholder based in Duluth, GA, with 15 years of industry experience. He currently operates Evans Wealth Management and has been affiliated with Legacy Planning Group, Inc. and Golden Years Advisory, LLC. In addition to his advisory work, Evans teaches accounting and finance on a part-time basis. Evans Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, generally those with at least $1 million in investable assets. The firm provides comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis, and incorporates tax considerations and a mix of public and private market strategies.