Gregory St. John is a financial advisor at St. John & Associates, Inc. with 23 years of industry experience. He has been with St. John & Associates since 1999. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm uses a range of model asset-allocation portfolios combining active and passive equities, fixed income, ETFs, and alternatives, and emphasizes regular client communications, education, and the use of artificial intelligence tools in investment research and reporting.

Joel Hubbard is a financial advisor with Executive Money Managers, Inc. in Marietta, GA, holding a Series 65 designation and over 23 years of industry experience. He has worked at Executive Money Managers, Inc. since 1989 and at Financial Asset Management Systems, Inc. since 2002. Outside of advisory work, he is a founder and board member of Providence Bank in Alpharetta, Georgia. Executive Money Managers, Inc. provides discretionary portfolio management and advisory consulting to individual and high-net-worth clients, charitable organizations, and business entities. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, managing customized portfolios under discretionary authority consistent with client guidelines.

Mona Kuhlman is a financial advisor at TandemGrowth Financial Advisors, LLC with 22 years of industry experience. She has been with TandemGrowth since 2003. She holds a Series 66 designation. Kuhlman receives residual income from Commonwealth Annuity and Life Insurance Company, an activity in which she spends less than one hour per month. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning. The firm manages strategic long-term portfolios using a mix of mutual funds, ETFs, independent managers, and alternative investments, offering services that include portfolio management, financial planning, and retirement-plan oversight.

Scott Dietz is a financial advisor with NTV Asset Management, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has served as President and CEO of both NTV Asset Management and its affiliated firm, Eagle Financial Group, where he provides financial counseling including estate and income tax planning for high-net-worth individuals. NTV Asset Management offers investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory, combining cash or laddered bonds for near-term spending with risk-based asset allocation, and maintains a notable involvement with private placements alongside a related accounting and tax-preparation affiliation.

David Moore is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is associated with Gien Capital Management LLC and has previously worked at Southern States LLC, Concourse Financial Group Securities Inc, and Legacy Financial Partners, LLC. Outside of his advisory work, he serves as Council Member-Treasurer for Mt. Zion United Methodist Church and provides consulting services to small business owners through Les Cheneaux Consulting. Gien Capital Management LLC offers discretionary asset management and standalone financial planning, utilizing a combination of fundamental, technical, charting, and cyclical analysis. The firm manages client assets primarily through selected third-party Sub-Advisors and operates with a small advisory team.

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.

Andres Sandate is a financial advisor with GPWA, LLC and holds Series 63, Series 65, and Series 66 licenses. He has 12 years of experience in the financial industry, with prior roles at firms including Advisory Group Equity Services, Endurance Securities, and Tuxedo Capital Partners. Outside of his advisory work, Andres is the founder and host of the ATL Alts Podcast, which interviews entrepreneurs and investors in alternative investments and financial services. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop customized investment strategies and manages client accounts on a non-discretionary basis with ongoing oversight of third-party managers.

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.

Dustin Cantrell is a Series 65-licensed financial advisor at BDM Investments, Inc. with 12 years of industry experience. He is also a senior accountant and shareholder of Cantrell & Associates, PC, an accounting firm where he provides accounting, compliance, and tax consulting services. He has been with Cantrell & Associates since 1995. BDM Investments, Inc. offers discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focused on asset allocation and passive investment vehicles, and integrates investment services as a complement to its affiliated accounting practice.

Selena Teasley is a CFP® with five years of industry experience currently serving at Applied Wealth Management. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Morneau Shepell. Outside of her advisory work, she is involved in business consulting focused on financial and management reporting analysis. Applied Wealth Management is a team-based registered investment adviser managing approximately $44 million across individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory through custom model portfolios and typically manages accounts on a discretionary basis with regular monitoring and rebalancing.

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.

Michael Callahan is a financial advisor at Xception Family Office in Atlanta, GA, with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Hightower and Wellspring Associates. In addition to his advisory role, Callahan provides business planning 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 combines asset allocation with a mix of passive investments and specialist third-party managers, supported by quantitative and qualitative due diligence, and maintains formal affiliations with legal and financial entities.

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.

William Downey III is a financial advisor at REV Capital, LLC in Marietta, GA, holding a Series 63 designation with 29 years of industry experience. He has been with REV Capital since 2016 and previously worked at Kalos Capital, Inc from 2011 to 2016. REV Capital serves individual clients, including both high-net-worth and non-HNW households, offering portfolio management and financial planning services tailored to client objectives and risk tolerance. The firm manages accounts on a discretionary basis with a small team supporting approximately 75 clients.

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.

Ronaldo Bastos is a financial advisor at Weston Capital Insights with five years of industry experience. He holds a Series 65 designation and has worked exclusively at RDL Capital LLC dba Weston Capital Insights since 2018. Outside of advising, he is the owner of LOCANDA MIA INVESTMENTS, LLC. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and non-U.S. persons, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and utilizes a range of strategies, including options and margin trading.

Kimberly Brown is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with two years of industry experience. She has been with Persium Advisors since 2017 and previously worked at D'Huyvetter & Swichkow, PC. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting on nearly $894.4 million in pension and investment assets, utilizing fundamental analysis and tailored portfolio allocations based on clients’ financial plans and risk tolerances.

Desmond Blue is a Wealth Management Advisor with eight years of experience in financial advising. Prior to his career in finance, he played professional basketball across five continents, an experience that informs his disciplined and long-term approach to wealth management. He specializes in addressing the complexities that arise as clients' income and financial situations grow, particularly for business owners, athletes, and high-achieving individuals. His expertise includes investment strategy, tax-aware planning, business exit and liquidity events, and estate and legacy planning services. Desmond holds a Bachelor of Science in Business Administration from Lee University and an MBA from Liberty University. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is affiliated with the Cherokee Chamber of Commerce. Outside of his professional work, Desmond resides in Canton, GA with his wife, Jill. He is involved in community organizations such as City Takers, City of Refuge, and Heartbound Ministries. In his personal time, he enjoys baseball, football, music, reading, traveling, watching movies, training youth in basketball, and attending Crossover ATL church.

Richard Wells is a financial advisor at Marco Investment Management LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Stansberry Asset Management and Camarda Wealth Advisory Group before joining Marco Investment Management in 2019. Marco Investment Management serves individual and institutional clients such as high-net-worth individuals, pension plans, corporations, and government entities. The firm employs a team-based investment approach focusing on high-quality equities, mid-cap opportunities, and value processes, utilizing options and derivatives within tailored portfolio strategies.

Timothy Rigby is a financial advisor with Investors Asset Management of Georgia Inc in Atlanta, holding a Series 63 designation and 48 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, corporations, trusts, foundations, and retirement plans. The firm offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.