James Dowdy is a financial advisor with Legacy Partner Group in Duluth, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 24 years of industry experience. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Cetera. Legacy Partner Group is an investment manager offering fee-based, discretionary portfolio management and custom investment services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy using fundamental and cyclical analysis across a broad range of securities.

Gerald Delon is the sole advisor at Gerald L. Delon, PhD, an independent registered investment adviser based in Duluth, GA. He has 22 years of industry experience and has been involved in financial services since 1973. Gerald holds a Ph.D. in Business and Management Systems. The firm provides discretionary portfolio management to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients such as pension and profit-sharing plans. It follows a conservative, capital-preservation investment approach with balanced asset allocation and uses a combination of fundamental and technical analysis while avoiding high-risk strategies.

Richard Hall is a financial advisor at Buckhead Resources, Inc. in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He previously worked at Forest Investment Associates from 2013 to 2019. Outside of his advisory role, Hall serves as an Affiliate Professor and Instructor at Auburn University, teaching courses for which he receives compensation. Buckhead Resources provides portfolio management, subadvisory services, financial planning, and business consulting focused on natural-resource assets. The firm combines fundamental, quantitative, and technical analysis in a tailored investment process and offers educational seminars and workshops to clients at no charge.

Richard Vaughan is a financial advisor with 20 years of industry experience, currently operating at 401K Advisory Group, Inc. in Sandy Springs, GA. He holds Series 63 and Series 66 designations and has worked at his current firm since 2009. Prior to that, he spent five years with Domino's Pizza. 401K Advisory Group, Inc. focuses exclusively on advising pension plan sponsors and participants in qualified retirement plans, particularly 401(k) plans and other defined benefit and contribution plans. The firm provides fiduciary guidance and personalized financial-wellness coaching, employing a conservative, fundamental-analysis approach centered on mutual funds and ETFs.

Brent Morrison is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at Zuma Capital Management, LLC, where he has worked since 2013. Prior to that, he was associated with Strome Group beginning in 2009. Outside of his advisory work, Mr. Morrison serves as Interim CEO of Regional Health Properties, Inc., a publicly traded real estate company. Zuma Capital Management provides portfolio management and investment-advisory services primarily to individual investors and also sponsors private pooled investment vehicles. The firm employs personnel with CFA and FRM designations and incorporates hedge fund and private investment office experience in its portfolio construction and risk management, while maintaining distinctive fund sponsorship and performance fee structures.

David Jenkins is a financial advisor at Trestle Wealth Advisory, LLC in Duluth, GA, holding a Series 65 designation with 11 years of industry experience. He previously worked at Elevate Wealth Advisory, Inc. for nine years before joining Trestle Wealth Advisory. Trestle Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs modern portfolio theory to construct non-discretionary portfolios and conducts no-charge educational seminars, while relying on third-party platforms for account administration and trade processing.

Latoya Maddox is a CFP® with 19 years of industry experience and is the principal of Infinity Financial Wealth Management LLC. She previously worked at NAMCOA - Naples Asset Management Company, LLC, and serves as a FINRA arbitrator. Outside of advisory activities, she is involved in tax preparation, insurance sales and marketing through her role at OakBridge Insurance, and teaches pre-license insurance courses. Infinity Financial Wealth Management provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory in its investment approach and integrates advisory services with affiliated insurance and tax preparation businesses.

Raymond Willeford III is a CFP® with 23 years of industry experience, serving as the sole advisor at Dental Retirement Strategies, Inc. He has been involved with Willeford CPA Wealth Advisors, LLC since 2003 and Willeford & Associates, CPA, PC since 1975. Dental Retirement Strategies, Inc. specializes in advising individual and high-net-worth clients, as well as providing customized asset management and retirement plan design for dental practices. The firm employs an evidence-based, long-term passive investment approach using primarily institutional Dimensional Fund Advisors mutual funds, and offers tailored solutions including fixed-income bond ladders and retirement-plan consulting specific to the dental industry.

Kaya Ladejobi is a financial advisor at Earn Into Wealth Strategies with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Earn Into Wealth Strategies since 2015. In addition to her advisory work, she is a member and owner of Your Money MBA LLC, a financial education company where she develops educational workshops. Earn Into Wealth Strategies is a boutique advisory firm serving individuals, families, and business owners with comprehensive financial planning and modular wealth management services. The firm emphasizes diversified, low-cost index funds and ETFs, focusing on portfolio construction and ongoing monitoring while typically referring clients to third-party investment managers.

Richard Bryson is a Series 65-licensed financial advisor with Premier Financial Advisory Services, LLC, bringing 11 years of industry experience. He is also a licensed attorney in Georgia since 1998 and serves as counsel for his own law firm, Bryson Law Firm, P.C. In addition, he owns a property management company, Triforium Inc. Premier Financial Advisory Services serves individual investors, company retirement plans, businesses, and trusts by providing portfolio management alongside estate, retirement, and education planning. The firm manages approximately $37.8 million in assets for about 116 clients, offering tailored investment recommendations implemented on a discretionary or non-discretionary basis, with regular reviews and reporting.

Randall Martin is the sole advisor at Randall P Martin, an independent firm based in Brookhaven, GA. He holds a Series 65 designation and has 14 years of industry experience, having operated his firm since 1993. Randall P Martin provides discretionary portfolio management to individual clients through separately managed accounts and a privately offered 3(c)(1) fund. The firm’s investment approach integrates fundamental analysis, trend-following, and tactical allocation with an emphasis on quality securities, low turnover, and tailored risk management.

Paul Earl is the principal advisor at P. G. Earl Investment Advisers, L.L.C. in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his independent advisory firm since 1999. Outside of advisory services, he serves as treasurer for a family-owned real estate business. P. G. Earl Investment Advisers provides fee-based investment advisory and portfolio management services to individual and institutional clients. The firm employs a fundamental analysis approach with an emphasis on mutual funds and manages accounts on a discretionary basis.

John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Michael Gutt is the sole advisor at Gutt Financial Management, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Gutt Financial Management since 1986. Gutt Financial Management, LLC is a fee-only investment adviser that offers personalized financial planning and investment management services to individuals and other entities. The firm employs a strategic asset-allocation, core-and-satellite approach, using passively managed index funds and ETFs as core holdings supplemented by selective active managers, with portfolios globally diversified and managed on either a discretionary or non-discretionary basis.

Donald Slowinski is a financial advisor at Winslow Asset Group, LLC in Lawrenceville, GA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Winslow Asset Group since 1999. In addition to his advisory role, he serves as a general partner and portfolio manager at SMS Capital Partners L.P. Equity Fund. Winslow Asset Group, LLC is an independent investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients, including corporations, trusts, estates, and charitable foundations. The firm employs a combination of proprietary fundamental research and technical analysis to actively manage portfolios across various instruments and manages assets on both discretionary and performance-fee bases.

Adrian Tate is a financial advisor with Your Wealth Consultants LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Prior to founding his independent practice, he was associated with firms including Equitable Advisors, AXA Advisors LLC, and Alder Pelzer Group. Outside of advisory work, he has experience managing rental properties. Your Wealth Consultants LLC is a small, independent, state-registered advisory firm serving individuals, families, trusts, small businesses, and nonprofits. The firm employs a diversified, low-cost investment approach based on modern portfolio theory, utilizing primarily passively managed ETFs alongside other investment vehicles tailored to client objectives and risk tolerances.

Ahmed Mahmood is the principal advisor at Wakil Wealth Advisory LLC with 17 years of industry experience. He previously worked at Morgan Stanley for 14 years before founding his independent advisory firm in 2024. Mahmood also serves as a FINRA arbitrator and operates a licensed insurance practice alongside his advisory role. Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses, including corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to each client’s goals, risk tolerance, and time horizon.

Tomas Blanno is a financial advisor with Tomas A. Blanno and Company, LLC in Roswell, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Tomas A. Blanno and Company, LLC since 2004. In addition to advisory services, he offers tax preparation services. Tomas A. Blanno & Company, LLC provides discretionary asset management, financial planning, and consultations to individuals, including high-net-worth clients, as well as corporations and other business entities. The firm manages approximately $23.8 million and employs documented Investment Policy Statements, fundamental analysis, and asset allocation, often utilizing third-party allocation models and separately managed accounts.

You're building a life most people only imagine, and you've earned the right to enjoy it without carrying the weight of every financial decision alone. I started FWI to honor my mother – treating people with her care and compassion. I treat every client like family: I'm in your corner, one of your first calls when life changes, and there for the little questions too. I bring the highest credentials in the profession, more than two decades of experience, and the discipline of a former Marine. I'm a fee-only fiduciary with no conflicts, so my only interest is yours. My work goes beyond your plan: protecting your parents, preparing your children, and helping you step around the landmines you can't see coming. You get back your time, your peace of mind, and the confidence that your wealth reflects what matters most to you. If you've ever wondered whether you could be doing things a little better, let's find out together.

Nivedita Persaud is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been the principal advisor at Transition Planning & Guidance, LLC since 2010. In addition to her advisory work, she is the founder of Pistevo, LLC, a consulting firm that promotes the 5 P's of Life Concept to help clients define personal and professional goals, and she occasionally conducts financial seminars at military bases through Zeiders Enterprises, Inc. Transition Planning & Guidance, LLC provides financial consulting focused on life transitions such as divorce, retirement, and career changes. The firm offers services including estate planning advice, cash-flow review, retirement and education funding planning, and asset-allocation guidance, operating on a non-discretionary, fee-based model without selling investment or insurance products.