Tung Ngo is a financial advisor at Focus Investments, LLC in Duluth, GA, holding a Series 65 designation with 30 years of industry experience. He has been with Focus Investments since 1995. Focus Investments serves individual and corporate clients by providing discretionary investment advisory and portfolio management services, primarily investing in corporate securities using fundamental and economic analysis. The firm manages accounts directly for individuals, does not participate in wrap fee programs, and employs a tiered percentage-of-assets billing method.

Robert Sell is a financial advisor at Polaris Asset Management, LLC with six years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Axiom Asset Management, Actify Investor Retirements, and Weaver Capital Management. Outside of advising, he works as a self-employed mathematics tutor, providing instruction to high school students and college entrants. Polaris Asset Management offers private wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutional clients. The firm employs a risk-profile-based investment approach and provides formal retirement-plan consulting and fiduciary services, including discretionary and non-discretionary account management.

Allison Mitchamore is a CFA® charterholder with 19 years of industry experience. She is employed by BellSouth Corporation as Director of General Ledger, managing a team of 28 accountants responsible for accounting across 30 affiliate companies. Mitchamore is in the process of establishing WealthWise Financial Solutions, LLC to offer financial planning services. WealthWise Financial Solutions provides financial planning, investment management, and advisory consultations to individuals, small businesses, trusts, estates, and retirement plans. The firm combines fundamental analysis with customized asset-allocation strategies and integrates accounting and tax-preparation services alongside investment management.

Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.

Tiberiu Marian is a CFP® and holds a Series 66 license, with 14 years of experience in financial advisory roles. He is the principal advisor at Shadowbrook Private Wealth LLC, an independent firm he has been with since 2022. His prior experience includes positions at Morgan Stanley Private Bank, Morgan Stanley, JPMorgan Securities LLC, and Merrill. He also serves as a guest lecturer at the University of Bucharest. Shadowbrook Private Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a tailored, long-term investment approach that incorporates discretionary portfolio management, comprehensive financial planning, and the use of third-party AI tools for research and risk monitoring.

Jeffrey Wilson is a CFP® professional with 18 years of industry experience, serving as the sole advisor at Wilson Financial Group, LLC since 2001. He holds the Series 63 and Series 65 licenses. Outside of advisory services, he dedicates part of his time to business consulting and tax and accounting work through his firm. Wilson Financial Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $38.3 million for around 37 clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting.

Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Merrill Lynch, Morgan Stanley, and Bank of America. His background also includes roles outside finance, such as with FedEx, Uber, and Walmart. Privé Wealth Management serves individuals, families, business owners, trusts, nonprofits, and small businesses with a range of financial planning and investment management services. The firm offers a goals-based investment approach emphasizing diversified, low-cost index funds, tax-efficient strategies, and the use of third-party managers, along with an integrated multi-family office offering.

Donald Mccarty Jr. is a CFP® professional with 13 years of industry experience and over 26 years with Financial Decision Partners, LLC, an independent firm based in Snellville, GA. He holds Series 63 and Series 65 licenses and serves as the sole advisor at his firm. Financial Decision Partners provides financial planning and investment management services to individuals, businesses, trusts, estates, and charitable organizations. The firm employs a fundamental, value-oriented investment approach with a focus on long-term holdings, diversification, and proprietary risk/return modeling, typically managing accounts on a discretionary basis with custody at Charles Schwab.

Barrett Carter is a financial advisor at Lexus Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EverGreen Capital Management, Inc. and Bank of America, N.A. Lexus Wealth Management serves individual and high-net-worth clients as well as institutional clients, managing approximately $42.3 million for about 279 clients through a three-advisor team. The firm provides discretionary portfolio management, financial planning, retirement rollover advice, and consultation services, using a mix of fundamental, technical, and modern portfolio theory approaches with active account monitoring and tailored investment strategies.

Kevin O'Conner is a ChFC®-designated advisor at C.W. O'Conner Wealth Advisors, Inc. with two years of industry experience. He has been with the firm since 2023, following a prior 10-year period at the same firm under a slightly different naming convention. C.W. O'Conner Wealth Advisors, Inc. is a fee-only independent registered investment adviser with a three-advisor team managing approximately $264.6 million for about 135 clients. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors, using client-specific strategies and both discretionary and non-discretionary portfolio management.

Kristin Carlin is a financial advisor at FERN Impact Advisors, LLC with 12 years of industry experience. She has worked with FERN Impact Advisors and its predecessor, Hunter Investment Partners, since 2012. Carlin is a co-founder and Chief Investment Officer of FERN Impact Partners, LLC, a firm that manages a private long/short equity impact fund. FERN Impact Advisors serves individual and institutional clients through discretionary portfolio management, financial planning, and separately managed accounts. The firm combines macroeconomic analysis with proprietary models that integrate fundamental, ESG/impact, and technical factors, offering a range of investment products including private equity and hedge fund interests.

Worde Mcclung is a financial advisor with Arch Partners Wealth Management, Inc., holding Series 65 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Maximum Wealth Management Inc. and JESUP & LAMONT Advisors. He is also CEO of The McClung Agency LLC, an insurance agency focused on property and casualty insurance. Arch Partners Wealth Management provides investment supervisory services, individual portfolio management, and financial planning to individual clients, pension and profit-sharing plans, and corporate clients. The firm primarily employs passive investment management using index mutual funds and ETFs and offers complementary financial planning covering taxes, investments, insurance, retirement, and estate matters.

Building a successful business and building personal wealth are not always the same thing. I’m Jovan Johnson, MBA, CFP®, CPA, PFS, and Co-Owner of Piece of Wealth Planning. I help business owners, private practice owners, medical professionals, and other service-based entrepreneurs make smarter financial decisions across both their business and personal lives. At Piece of Wealth Planning, we help clients coordinate tax planning, accounting, cash flow, retirement planning, investment management, and comprehensive financial planning. My philosophy is simple: your business should do more than generate revenue. It should help you build wealth, create financial security, and support the life you want to live. That means looking beyond questions like, “How can I lower my taxes?” and also asking: “Am I actually becoming wealthier as my business grows?” “Am I converting enough of my income into assets?” “Are my business and personal financial decisions working together?” I’ve spent more than a decade working across accounting, tax, and financial planning, with a focus on making complex financial decisions easier to understand and act on. Because the goal isn’t simply to make more money or pay less in taxes. It’s to use your money intentionally to build the life and wealth you want.

Michael Stetson is a financial advisor at Saint Francis Capital with 11 years of industry experience. He holds a Series 65 designation and has worked at Saint Francis Capital since 2015. In addition, Stetson serves as a senior advisor at Perpetual Trustees in Brisbane, Australia, where he is involved in client relationship management and training related to Salesforce CRM. Saint Francis Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $36.4 million across about 78 accounts. The firm employs a fundamental analysis-based investment approach supplemented by technical and cyclical macroeconomic considerations.

Vincent Caine is a financial advisor with Saint Francis Capital, holding Series 63 and Series 65 licenses and 14 years of industry experience. He also serves as president and owner of RC Whatley & Company, a business consulting firm. Caine has worked at RC Whatley & Company since 2015 and joined Saint Francis Capital in 2022. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios with an investment approach that combines fundamental valuation, technical indicators, and macroeconomic analysis. The firm oversees approximately $37.6 million in discretionary assets and focuses on individualized investment policies tailored to client objectives and risk tolerance.

Sandra Myburgh is a financial advisor at FERN Impact Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining FERN Impact Advisors, formerly Hunter Investment Partners, she worked at Hunter Investment Partners, LLC from 2017 to 2020. Myburgh is also the founder and CEO of FERN Impact Partners, LLC, which operates a private investment partnership focused on sustainable liquid equity investments using a Long/Short Equity Plus Impact strategy. FERN Impact Advisors serves individual and institutional investors through discretionary portfolio management and financial planning, offering separately managed accounts tailored to client objectives. The firm’s investment process combines a macroeconomic cyclical outlook with a proprietary model that integrates fundamental analysis, ESG/impact criteria, technical analysis, and firm-wide risk controls to implement strategic and tactical allocations.

Lily Evans is a financial advisor at Evans Wealth Management in Duluth, GA, holding a Series 65 credential. She has one year of industry experience and prior roles at Corient and Cannon Financial Strategists. Evans Wealth Management is an independent, fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, typically with at least $1 million in investable assets. The firm offers comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis across public and private markets.

Robert Vavrina is a financial advisor at Centurion Advisory Group, Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at BV Associates, Okta, and Freedom Mortgage. Centurion Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and small businesses. The firm provides financial planning, investment management, retirement plan consulting, and project-based general consulting, using a long-term wealth-building approach with a mix of mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and investment history.

Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.