Justin Florence is a financial advisor at Capital and Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2004. Justin joined Capital and Planning in 2023. Capital and Planning, LLC provides investment management and financial planning services to individuals, small businesses, trusts, estates, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management across a range of asset classes and delivers customized portfolios based on client objectives, with ongoing monitoring and periodic reviews.

Micah Porter is a CFP® and CFA® with 19 years of industry experience. He has been with Minerva Planning Group in Decatur, GA since 2003. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, primarily Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

Joquinn Sadler is a financial advisor at Nortlov Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at multiple firms including IBIS Compliance & Financial Services LLC, where he serves as CEO, and Nortlov Group LLC, a holding company he leads as president. Sadler is also president of the Rising Sun Foundation, a nonprofit focused on community initiatives such as youth mentorship and educational programs. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to individuals, families, businesses, and institutional clients including insurance companies and municipal entities. The firm customizes portfolios using asset allocation, trading strategies, and third-party manager integration, and conducts ongoing due diligence on money managers and platforms.

Amy Mawson is a CFP® and Series 65 credentialed advisor with Minerva Planning Group in Decatur, GA. She has seven years of industry experience, including nine years with Minerva Planning Group. Prior to her financial advisory career, she was a homemaker for three years. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, typically incorporating Dimensional Fund Advisors (DFA) funds as core holdings.

Michael Edmondson is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Wells Fargo Clearing. Edmondson also provides investment advisory services through Capital and Planning, LLC, an independent investment advisory firm he is involved with. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a wide range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

Joshua Chamberlain is a financial advisor at Chamberlain Financial Advisors, Inc. in Decatur, GA, holding a Series 65 designation with 8 years of industry experience. He has been with Chamberlain Financial Advisors since 2017 and also serves as principal of JB&JM Group, Inc., a business operations consulting firm. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, employing a Modern Portfolio Theory-based approach using broadly diversified, low-cost mutual funds and ETFs. The firm provides services including retirement, education, estate, and divorce planning, and offers educational workshops and investment consultation.

Joseph Norton is a financial advisor at Capital and Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wisdom Planning Center, Principal Life Insurance, and Woodbury Financial Services. Norton is also involved in fixed insurance sales, offering life insurance, annuities, Medicare, disability, and long-term care insurance. Capital and Planning, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $193.9 million in assets and emphasizes asset allocation, fundamental and technical analysis, and mutual fund and ETF selection tailored to clients’ objectives.

Brian Biederman is a CFP® with 42 years of industry experience, currently serving at Nortlov Advisory, LLC. His prior roles include positions at Money Concepts Capital Corp., Innovation Partners, and Advanced Financial Concepts, which he owns. Outside of his advisory work, he is active in community service, including volunteer roles at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center and leadership in a Jewish community association. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to a diverse client base, including individuals, families, businesses, trusts, and institutional entities such as insurance companies and municipal organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including asset allocation, options, and third-party manager integration.

Chad Lackey is a financial advisor at Beacon Financial Advisers, Inc. in Conyers, GA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Beacon Financial Advisers since 2010. Beacon Financial Advisers serves individuals, including high-net-worth clients, as well as trusts, retirement plans, corporations, and not-for-profit entities, managing approximately $108.8 million across about 96 households. The firm provides fee-only wealth and asset management, comprehensive financial planning, and specialized retirement plan services, employing a process centered on written Financial Goals Plans and Investment Policy Statements to guide globally diversified, value-biased portfolios.

Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at Financial Consultants Group and Raymond James Financial. Outside of her advisory role, she serves as Treasurer and Secretary for the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors provides comprehensive financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost mutual funds and ETFs, and offers educational workshops as well as specialized support for divorce planning.

Maury Shapiro is a financial advisor at Ferguson Shapiro LLC in Marietta, GA, with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ferguson Shapiro LLC, he worked at Axa Advisors, LLC for 19 years. Outside of investment advisory work, he is active as a group benefits insurance agent, assisting business clients with employee benefits. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary and non-discretionary advisory services, access to third-party money managers, and a wrap fee program, emphasizing a process that begins with a comprehensive review of clients’ financial situations and includes enhanced portfolio management strategies.

Ryan Florence is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ferguson Shapiro LLC since 2022. Prior to this, he worked at Kiker Wealth Management, LLC for 11 years. Outside of his advisory role, he is involved with Florence Wealth Management LLC, a non-investment related business entity. Ferguson Shapiro LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers both discretionary and non-discretionary advisory services, access to third-party money managers, written financial plans, and a wrap fee program, with an investment process that incorporates customized policy development and enhanced portfolio management strategies.

Noah Brown is a financial advisor with Stark Financial Advisers, Inc. and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Stark Financial Advisers since 2023 and R.M. Stark & Co. since 2012. Outside of his advisory work, Brown is involved in basketball scouting and coaching with USA Select Basketball, recruits for professional basketball players and coaches through 720 Sportsgroup, and owns a basketball player development business, Nobro. He also holds a partnership in a lifestyle medspa in Atlanta. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven investment approach that incorporates both fundamental and technical analysis, offering portfolios that range from conservative to aggressive and utilizing various trading strategies including derivatives.

Rachel Faulk is a financial advisor with Global Investment Advisory, holding a Series 66 credential and three years of industry experience. She has worked at firms including American Global Wealth Management, First Asset Financial Inc., and Cape Securities Inc. In addition to her advisory role, she serves as Compliance Director at AMGlobe Consulting, LLC, providing regulatory compliance consulting. Global Investment Advisory offers fee-based discretionary portfolio management to individuals, trusts, estates, charities, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages a diverse range of investment instruments, including mutual funds, ETFs, equities, fixed income, and alternative assets.

Sarah Wylde is a Certified Financial Planner (CFP®) with six years of industry experience. She has worked at Ferguson Shapiro LLC since 2019 and previously at the Public Company Accounting Oversight Board and Birnbrey, Minsk, Minsk and Perling. Outside of her advisory role, she operates Sarah Wylde CPA LLC, providing seasonal tax preparation services. Ferguson Shapiro LLC is a team-based SEC-registered investment adviser managing approximately $415 million for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, written financial planning, and fee-based variable annuity advisory services, using a process that combines tailored financial planning with in-house enhanced strategies and third-party money managers.

Greg Straka is a financial advisor at Global Investment Advisory with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including American Global Wealth Management and Modern Capital Management. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and utilizes a diverse range of investment instruments and third-party sub-advisors.

Tina Tyson is a financial advisor at Chicory Wealth with a Series 65 designation and three years of industry experience. She has previously worked at Ameriprise Financial Services and Maggie Kulyk and Associates, and operates a bookkeeping business. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, alongside tax preparation, estate planning assistance, and business consulting. The firm utilizes fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and guide financial life plans.

Max Kulyk is a financial advisor at Chicory Wealth with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years before founding M. Kulyk & Associates, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified portfolios and financial life plans.

Daniel Mcnabb is a CFP® professional with 11 years of experience in the financial services industry. He currently works at Chicory Wealth and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2017. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified, long-term portfolios and offers additional services including tax preparation, estate planning assistance, and business consulting.