Douglas Bentle is a financial advisor at 2nd Half Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors, LLC, Geiger Wealth Management, and Actify Investor Retirements, LLC. Outside of advisory services, Bentle is co-owner and COO of Valet Haus, LLC, a company specializing in e-shopping software. 2nd Half Capital, LLC is an independent, state-registered adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, consulting, and ERISA-related pension consulting, employing fundamental, cyclical, and technical analysis tailored to client goals and risk tolerances.

James Daniel is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. He has been the sole advisor at The Advisory Firm, LLC in Alpharetta, GA since 2006. The Advisory Firm provides discretionary investment management, comprehensive financial planning, and tax return preparation primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, strategic asset allocation approach using ETFs and cash instruments, incorporates both fundamental and technical analysis, and offers a unique Wealth 360° program that integrates investment management, planning, and tax services.

Harkaran Talwar is a financial advisor with Soina Financial Group, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Angel Oak Capital Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Soina Financial Group is an independent, state-registered investment adviser that provides discretionary investment management and tailored advisory services to individuals, including high-net-worth clients. The firm emphasizes modern portfolio theory and an efficient-market approach, using diversified portfolios primarily composed of passive mutual funds and ETFs, while also employing derivatives for hedging and tactical purposes.

Abdul Majid Hasan is a financial advisor at Rock One Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Rock One Advisors since its founding in 2013. Outside of financial advising, he has a background in music publishing, having produced and composed copyrights sold to major record labels. Rock One Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a range of public and private securities and provides ongoing, individualized account supervision with a focus on both long-term and active trading strategies.

Catherine Morgan is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. She is the principal of Access Planning Partners, LLC, an independent firm she has led since 2018, and previously worked at Elm3 Financial Group. In addition to her advisory role, she operates a separate CPA practice providing tax preparation and bookkeeping services. Access Planning Partners, LLC is a fee-only registered investment adviser serving individuals, families, businesses, trusts, and employer-sponsored retirement plans. The firm integrates financial planning with tax and estate considerations, employs a primarily passive investment approach grounded in Modern Portfolio Theory, and offers ERISA retirement plan consulting and fiduciary services for plan sponsors.

Henry Yin is a financial advisor at Long Faith Capital LLC in Alpharetta, GA, with five years of industry experience. He holds a Series 65 designation and has previously worked at CareSource, Inc. as a Senior Data Analyst, where he supports quality improvement through patient claims analysis. Long Faith Capital LLC provides portfolio management and limited financial planning services to individual and high-net-worth clients, employing a mix of cyclical, fundamental, modern portfolio theory, and quantitative analysis. The firm offers both discretionary and non-discretionary services and distinguishes itself by publishing subscription newsletters with securities advice and offering performance-based fee arrangements to eligible clients.

Andrew Hamm is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Summit Private Wealth, LLC since 2019. His prior experience includes roles at Kurt Mattson, Northwestern Mutual Investment Services LLC, and Wells Fargo. Summit Private Wealth, LLC provides investment advisory and financial planning services to individuals and institutional clients, managing approximately $11.8 million in assets across about 20 client relationships. The firm creates personalized investment policies and uses fundamental, technical, and cyclical analysis to construct diversified portfolios, with accounts reviewed at least annually or as needed.

John Sicner is the sole advisor at Sicner Asset Management, L.L.C. in Alpharetta, GA, with 27 years at the firm and 11 years of industry experience. He provides discretionary portfolio management primarily using mutual funds, ETFs, and individual equities. Sicner Asset Management offers tailored investment plans for individuals, charitable organizations, trusts, and estates, combining investment supervision with limited financial planning. The firm is notable for its focus on charitable clients and individualized portfolios, managing approximately $88 million in assets with a small client base.

David Coleman is a financial advisor with Cornerstone Investment Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Coleman & Hancock Investment Advisors, Inc. since 1994. Cornerstone Investment Advisors provides discretionary portfolio management for individual investors, pension plans, and trusts, tailoring services to client preferences with investment restrictions when requested. The firm emphasizes strategic asset allocation using primarily low-cost, index-focused ETFs, supplemented by mutual funds, individual equities, bonds, and occasionally digital assets, depending on client preferences.

Michael Crifasi is the sole advisor at CEI Financial Planning in Milton, GA, with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has a background including over a decade at Kovack Advisors and Kovack Securities, as well as longstanding involvement with Crifasi Enterprises. Outside of advisory services, he serves as a corporate advisor for a proprietary solid state fuel cell company, Fuel Cell Technology, Inc. CEI Financial Planning is an independent registered investment adviser serving primarily higher-net-worth individuals. The firm offers comprehensive financial planning and an investment approach based on cyclical and fundamental analysis, focusing on diversification and asset allocation, while assisting clients in selecting external money managers through non-discretionary advisory relationships.

Dustin Beck is a Series 66 licensed advisor at Titanium Wealth Management LLC with recent experience across several financial services firms since 2020. His background includes roles at Transamerica Financial Advisors, Equitable Advisors, and DAI Securities. Titanium Wealth Management LLC is a state-registered investment adviser serving individual and high-net-worth clients through discretionary investment management, financial planning, and consulting. The firm employs a goals-based, asset-allocation approach with multiple management strategies and utilizes third-party sub-advisers via the GeoWealth platform.

Prasanna Srinivasan is a financial advisor with Opti Bloom Advisors LLC in Alpharetta, GA, holding a Series 65 designation and seven years of industry experience. He has been with Opti Bloom Advisors since 2018 and concurrently works as a project manager at Manhattan Associates Inc., a supply chain software company. Opti Bloom Advisors provides discretionary asset management, financial planning, and investment consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm constructs portfolios based on clients’ goals, time horizons, and risk tolerances, employing a mix of index and actively managed funds along with both fundamental and technical analysis methods.

Robert Valenti is the sole advisor at Archangel Investment Management in Woodstock, GA, with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Archangel (formerly Fiducia Capital Management) since 2015. Valenti is also the owner and managing member of Sierra Victor Management & Consulting, LLC, which provides management consulting and project management services outside of the investment industry. Archangel Investment Management offers discretionary, fee-based investment management and personalized portfolio solutions primarily for individual clients. The firm employs both fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, individual securities, and options, managing accounts under written guidelines with periodic rebalancing.

Kishore Joshi is a financial advisor with Joshi Capital Management, LLC in Cumming, GA, holding a Series 65 designation and six years of industry experience. He previously worked at AT&T Services, Inc. for ten years before founding his current firm in 2019. Joshi Capital Management provides discretionary investment management through separately managed accounts and offers hourly financial planning and consultation to individuals, including high-net-worth clients, and entities. The firm focuses on value investing with relatively concentrated portfolios and long-term horizons, employing fundamental, technical, and cyclical analysis to identify undervalued opportunities.

David Rich is a financial advisor at Rich & Company LLC with a Series 65 designation and two years of industry experience. He previously worked for the United States Department of the Treasury for 17 years and serves as Managing Director of Southern Business Consulting, LLC, a CPA practice offering tax, accounting, and business advisory services. Rich & Company provides investment management, financial planning, and consulting services primarily to individuals and high-net-worth clients, as well as corporations, trusts, estates, retirement accounts, and some non-United States persons. The firm combines multiple analytical approaches to tailor recommendations and offers integrated tax planning through its affiliation with a licensed CPA practice.

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.

Nicholas Garofalo is a financial advisor with Openhanded Wealth LLC, holding a Series 65 designation and two years of industry experience. He also works at i3 Verticals, LLC, where he performs financial analysis and reporting. Openhanded Wealth LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and incorporates Biblically Responsible Investing by selecting screened fund families, with portfolios managed primarily through mutual funds, ETFs, and discretionary strategies.

Ryan Mason is a CFP® professional with nine years of experience in financial advising. He founded Mason Wealth Strategies in 2020 after working at Artisan Financial Strategies and Northwestern Mutual Investment Services LLC. Mason Wealth Strategies is a state-registered independent investment adviser that offers discretionary portfolio management and financial planning services to individual clients. The firm uses a combination of passive and active strategies based on fundamental analysis and manages accounts on a discretionary basis with regular reviews, incorporating mutual funds, ETFs, and select individual securities.

Lawrence Mcdonald Jr. is a financial advisor at Tricord Investment Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Tricord since 2005. In addition to his advisory role, he is president and owner of L-J Financial Associates, Inc., which offers health insurance, life insurance, and employee benefit services. Tricord Investment Advisors provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, employing long- and short-term equity strategies with an emphasis on individual equities and exchange-traded funds. The firm utilizes the Interactive Brokers platform for customized equity basket holdings and dynamic portfolio re-optimization.