Sharon Yu is a financial advisor at Yongchang Company Inc with eight years of industry experience. She holds a Series 66 designation and has worked at HD Vest Advisory Services and HD Vest Insurance Agency, LLC, among other roles. Outside of advisory work, she owns and manages Global Financial Center, Inc., an accounting and tax preparation business. Yongchang Company Inc provides retirement planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines tax-smart retirement planning with discretionary portfolio management and integrates complementary tax services into its financial analysis.

Robert Cox Jr. is a financial advisor at Centurion Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors, Winchester Wealth Management, and has been involved in insurance as an independent agent. He also maintains a role as an insurance agent at Winchester Financial Planning, where he engages in client interface and product recommendations. Centurion Wealth Management LLC provides non-discretionary investment advice primarily to individual clients, recommending third-party managers and assisting with paperwork and performance monitoring. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, and integrates insurance activities as part of its business model.

Woo Kang is a financial advisor at LK Wealth Management, LLC in Duluth, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at LK Wealth Management since 2013 and previously at BCG Securities, Inc. and MSI Financial Services, Inc. LK Wealth Management offers personalized portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and is notable for accepting pension and profit-sharing plan clients and providing fixed-fee financial plans alongside hourly consulting.

Jugalkishor Malpani is a financial advisor with Chanakya Business Ventures LLC, holding a Series 65 designation and five years of industry experience. His prior work includes positions at Nesco Resources and IBM. In addition to his advisory role, he is involved in information-technology contracting. Chanakya Business Ventures LLC provides portfolio management services primarily to individual and high-net-worth clients, as well as charitable organizations and corporate clients. The firm focuses on fundamental analysis and investment strategies centered on equities and exchange-traded funds, offering tailored investment programs with documented client goals and risk tolerance.

Paul Kindzia is a CFP® professional with 23 years of industry experience. He is the principal of Kindzia Investments, an independent firm based in Johns Creek, GA, and has operated multiple businesses since 2008, including Dokonamie Media Corporation and Finish Line Framing, Inc. Additionally, he provides tax and accounting services through a sole proprietorship, dedicating a small portion of his time to these non-investment activities. Kindzia Investments serves individual clients, trusts, and estates with discretionary asset management, focusing on customized portfolio construction and ongoing account monitoring. The firm employs a value-oriented, fundamental approach using various market valuation metrics to assess risk and emphasizes loss prevention through tactical reallocations. It also offers consulting and due diligence services for commercial real estate transactions and private placements.

Ulric Maduro Jr. is a financial advisor with UCS Investment Co in Suwanee, GA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with UCS Investment Co since 2007, the sole advisor at the independent firm. UCS Investment Co serves organizations and businesses with complex, longer-term financial needs by providing services such as risk management, treasury products, structured products, retirement planning, and physical commodity and natural gas sales. The firm emphasizes low-cost financial products, active market and risk monitoring, tax preparation and planning, and combines accounting-oriented services with commodity and energy product offerings.

Anuj Patel is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has operated Truvestor Wealth Management, an independent registered investment adviser, since 2016 and previously worked at JSK, LLC for 15 years. He also provides financial consulting and advisory services to businesses on a limited basis. Truvestor Wealth Management serves individual clients by offering financial planning, discretionary portfolio management—including an active trading program—and recommendations of third-party investment advisers. The firm combines asset allocation with fundamental and technical analysis, utilizing both long-term purchase strategies and actively managed trades that may include short sales, margin, options, and leveraged or inverse funds.

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.

Gregory Corneille is a CFP® professional with 18 years of industry experience. He has been with Choice Wealth Management, LLC since 2013. Choice Wealth Management provides discretionary investment supervisory services to individuals, businesses, and non-profit organizations. The firm develops Investment Policy Statements for clients and manages portfolios using individual stocks, ETFs, and options, employing both long-term and short-term trading strategies with regular portfolio monitoring.

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.

Robert Robinson is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Confidant Financial Solutions, LLC since 2015, where he is the sole advisor. Confidant Financial Solutions serves individual households, including high-net-worth clients, offering discretionary asset management and modular financial planning tailored through a fact-finding process. The firm uses model portfolios primarily composed of exchange-traded funds representing Morningstar style boxes and monitors accounts quarterly, with a focus on both long-term orientation and the ability to trade actively when authorized.

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.

Darrell Roberts is a financial advisor with American Wealth Advisors, LLC in Johns Creek, GA, holding a Series 63 designation and over 21 years of industry experience. He has been with American Wealth Advisors since 2007. American Wealth Advisors, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis to build long-term, diversified portfolios primarily using low-cost funds, with ongoing personal contact and periodic reviews tailored to client needs.