Carson Bennett is a financial advisor at ReliaStar Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with ReliaStar since 2012. Bennett is also a licensed independent insurance agent, selling life insurance and fixed annuities. ReliaStar Capital Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, and estates, utilizing third-party model managers through a managed-account program. The firm emphasizes due diligence and periodic reviews of managers and supports clients through educational seminars and workshops.

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual. Outside of advisory work, he has experience in education and management roles spanning several years. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations. The firm emphasizes technical analysis in its stock selection and employs strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Amy Amorosso is a CFP® professional with 11 years of industry experience. She is a minority partner and employee at Michael L. Ball, CPA, LLC, where she divides her time between accounting services and investment advisory work. The firm serves individuals, high-net-worth clients, and businesses, offering investment advisory, portfolio management, financial planning, and tax preparation services. Their investment approach is long-term and asset-allocation driven, utilizing passively managed mutual funds and written investment policy statements.

Mark Anglin is a financial advisor at Bales Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors and Anglin Insurance Group, which he owns. Outside of his advisory role, he is involved in insurance sales through his own agency. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a client-profile-driven approach that includes long-term investments, trading, and technical analysis. The firm serves a broad base of smaller individual accounts and maintains affiliated insurance businesses alongside its advisory services.

Joseph Martin is a financial advisor at Bales Financial Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Parrish Capital, LLC. In addition to his advisory role, he owns and operates Transcend Sports Performance LLC, a sports training facility. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a mix of strategies tailored to client profiles. The firm manages portfolios directly, may engage sub-advisors, and refers clients to third-party managers when appropriate.

Jeffrey Seiter is a financial advisor at COMPASS Wealth Management, LLC with seven years of industry experience. He holds the CFP® certification and Series 65 license. Prior to joining COMPASS Wealth Management in 2023, he was with Strategic Blueprint, LLC from 2017 to 2023 and worked at Georgia Institute of Technology from 2011 to 2017. COMPASS Wealth Management provides financial planning and asset-allocation advice to individual clients, focusing on retirement, education, estate, insurance, windfall, and special-needs planning. The firm delivers written comprehensive or limited plans but does not provide discretionary portfolio management directly.

John Bennett is a financial advisor with ReliaStar Capital Management, Inc. and holds a Series 65 designation. He has 14 years of industry experience and has been with ReliaStar since 2012. He is also president of Bennett Financial Group and part owner of Dawson CrossFit. ReliaStar Capital Management provides financial planning and portfolio management for individual clients, high-net-worth individuals, and trusts, utilizing third-party model managers through AEWealthManagement’s managed-account program with a focus on due diligence and long-term investment strategies.

Michael Smith is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Kiker Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in fixed insurance sales, including term and whole life policies, although this activity represents less than 1% of his time during securities trading hours. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, using a strategy that emphasizes technical analysis and includes long- and short-term purchases, short sales, and options trading.

John Alexander is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Kiker Wealth Management, LLC since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. He is also the president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm employs a stock selection process emphasizing technical analysis and utilizes strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis.

Julian Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC with over 53 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Ameritas Investment Corp and Dominion Investor Services. Outside of his advisory role, he owns J.F.H. Financial Solutions, a business focused on marketing life insurance and retirement planning products, and serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit supporting women with breast cancer. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm conducts public educational seminars and combines non-discretionary retail asset allocation with pension consulting and ERISA plan management services.

Stacia Bearden is a CFP® professional with one year of industry experience, currently serving at Wurz Financial Services, LLC. Her prior roles include two years at Compass Wealth Management and work in pet service businesses. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both long- and short-term strategies and subscription-based financial planning.

Patrick Paxton is a financial advisor at TRUFp with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investment Planning Advisors and Cambridge Investment Research Advisors, INC. Outside of his advisory role, he serves as treasurer for the Forsyth County Republican Party, managing bookkeeping and fundraising activities. TRUFp provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, utilizing a range of approaches including asset allocation and technical analysis. The firm serves a large client base with a four-advisor team and participates in third-party marketing through the Ramsey Solutions SmartVestor program.

Andrew Castleberry is a financial advisor with TRUFP based in Cumming, GA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities LLC, and Edward Jones. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, employing diverse strategies such as asset allocation, dollar-cost averaging, and technical analysis. The firm conducts regular account reviews and participates in third-party marketing programs, serving a large client base with a team of five advisors.

John Mctyre is a financial advisor at Financial Consultants Group Inc. with a Series 65 credential and one year of industry experience. Before joining Financial Consultants Group Inc., he worked briefly at Scott Curry State Farm and has experience from roles at the Ramsey Student Center and Camp All-American. Financial Consultants Group Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, discretionary trading approach using fundamental analysis, modern portfolio theory, and technical analysis.

Kenneth Bellavance is a financial advisor with TRUFP, holding a Series 66 designation and 12 years of industry experience. He previously worked at Investment Planning Advisors and Cambridge Investment Research, Inc. during his career. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, using tailored investment strategies and a range of portfolio management approaches. The firm maintains regular client communication and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Sandra Fricks is a CFP® professional with nine years at Financial Consultants Group Inc and a total of 15 years in the financial industry, including six years at Premier Financial. Based in Cumming, GA, she has experience working within a team of six advisors. Outside of her advisory role, she is a member manager of a rental business in Buford, GA. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and maintains quarterly reporting and annual reviews.

Adam Mauldin is a financial advisor with RightOak Asset Management, LLC and holds a Series 65 designation. He has been with RightOak since 2026 and has prior work experience in various roles including entrepreneurship and customer communications management software through his involvement with DataOceans. RightOak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, and also offers retirement-plan consulting with ERISA fiduciary roles.

Christopher Carrelha is a financial advisor at Wellesley Asset Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and previously worked for AllianceBernstein Investments, Inc. for 17 years. He currently serves as a director involved in promoting funds for Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Zachary Lepore is a financial advisor at TRUFP with a Series 65 credential and two years of industry experience. His prior roles include positions at Focus Partners Wealth, Buckingham Strategic Wealth, and Florida Financial Advisors. Outside of finance, he was involved with Murky Waters Blues & BBQ. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm uses a range of strategies including asset allocation and both short- and long-term trading, with regular account reviews and reporting.

David Fountain is a CFP®-designated financial advisor with 33 years of industry experience, currently with Financial Consultants Group Inc since 2017. Prior to that, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He serves on the Board of Directors for the Forsyth County Chamber of Commerce, assisting with the nonprofit’s financial oversight in a volunteer capacity. Financial Consultants Group, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, families—including high-net-worth clients—as well as corporations and trusts. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term discretionary trading approach, supported by periodic due diligence on technology providers and firm-specific custodial and service arrangements.