John Sena is a CFP® with 17 years of industry experience and is the sole advisor at Mike Sena Advisors, Inc. Prior to founding his firm, he worked at Supporting Your Choices, Inc. for six years. Mike Sena Advisors, Inc. provides personalized financial planning and discretionary investment management to individuals and various entities, including profit-sharing plans, trusts, and charitable organizations. The firm operates on a fee-only basis using hourly, project, or retainer fees rather than asset-based charges, and employs a disciplined investment approach incorporating fundamental, technical, cyclical, and charting analysis.

Felicia Voloschin is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Life's Business, Inc. in Atlanta, GA. She is also president and owner of Life's Business Tax and Consulting Services, Inc., a CPA firm providing tax preparation, planning, and business consulting. Life’s Business, Inc. is an independent, single-adviser firm offering asset management and comprehensive financial planning to individuals and businesses. The firm employs fundamental, technical, and cyclical analysis with a focus on broad-based funds held for longer terms, and it provides both discretionary and non-discretionary management services.

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.

C Venkatesh is a financial advisor with CN Wealth Management, LLC in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. He has led CN Wealth Management since 2009. CN Wealth Management, LLC is an independent advisory firm serving individuals and high-net-worth clients with discretionary investment management. The firm emphasizes tailored portfolio construction, combining fundamental and occasional technical analysis, and utilizes strategies including margin and options within separately managed accounts.

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.

James Izett is the principal of Izett & Associates, LLC in Suwanee, Georgia, with 45 years of experience in the financial industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Retirement Partner Advisors, OneDigital Investment Advisors LLC, Independent Financial Group LLC, and AdviseMe National Advisors. Izett & Associates is a state-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a combined long-term growth and income strategy focused on dividend- and interest-producing securities, including REITs and BDCs, and utilizes both long and short equity trading.

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.

Donald Whalen is the sole advisor at Versailles Financial, LLC in Alpharetta, GA, holding a Series 65 credential with 23 years of industry experience. He has been leading Versailles Financial since its founding in 2003. Outside of his advisory role, Mr. Whalen owns a private ice rink used for training and rentals. Versailles Financial provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans. The firm operates on a fee-only basis and emphasizes strategic asset allocation using no-load and low-load mutual funds and ETFs, with additional services including pension consulting.

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.

Ali Elnajjar is the principal of AE Financial & Risk Management, Inc. in Alpharetta, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JBS Liberty Securities, Inc. since 2016. In addition to his advisory role, he is the owner and CFO of Avicenna Nutraceutical, LLC, a business involved in the sale of collagen supplements. AE Financial & Risk Management provides advisory services to individuals, trusts, charitable organizations, and businesses, offering asset management, financial planning, business consulting, and retirement-plan advisory services. The firm uses model portfolios tailored to client objectives and employs third-party research and managers, focusing on diversification and risk/return analysis within a long-term investment approach.

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.

Edward Fleming is a CFA® charterholder and principal of Fleming Wealth Management, LLC in Johns Creek, GA, with 22 years of industry experience. He has operated his independent advisory firm since 2004. Fleming Wealth Management provides discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tailored, suitability-driven process and offers tax preparation services to advisory clients at no additional charge.

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.

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.