Andrew Nida is a financial advisor at Asset Management Group with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has held roles at Foundations Investment Advisors, LLC, and his own firm, Andrew Nida, LLC. Outside of investment advisory, he is president and CEO of Senior Care Solutions, a company providing health insurance for seniors aged 65 and older. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses sub-advisers and model portfolios with asset-allocation and rebalancing tailored to client objectives, and provides planning-first services that emphasize tax coordination and annual reviews for certain membership levels.

Ben Harper is a financial advisor at Freedom Wealth Coaching, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at McBryar Advisory Services, Inc. for a decade before joining his current firm. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios based on Modern Portfolio Theory and offering specialized retirement plan and pension consulting.

David Hultstrom is a financial advisor at Financial Architects, LLC in Woodstock, GA, with 23 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has been with Financial Architects since 2005. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is grounded in academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative allocations.

Kaitlyn Barnes is a CFP® professional with nine years at Financial Architects, LLC and a total of four years in the financial industry. She previously worked at Suntrust Bank and Kennesaw State University. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is based on academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative exposures.

Lindsey Turner is a Series 65-licensed financial advisor with two years of industry experience, currently practicing at Freedom Wealth Coaching, LLC in Woodstock, GA. Prior to rejoining Freedom Wealth Coaching in 2025, Turner worked at Mathies Financial Partners and held various roles in other firms since 2018. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory arrangement with Matson Money, combining client relationship management with discretionary portfolio management, and focuses notably on retirement plan and pension consulting at the plan level.

Nicholas Houston is a financial advisor at BDM Investments, Inc. with a Series 65 credential and three years of industry experience. Prior to his current role, he worked for over a decade at Northside United Methodist Church. BDM Investments, Inc. provides discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across about 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focusing on asset allocation and passive investment vehicles, utilizing third-party platforms such as Savant Wealth Management.

Shelly Brockman is a financial advisor at Asset Management Group with four years of industry experience. She holds a Series 65 designation and previously worked at Potomac Fund Management and Fourlane. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm primarily uses third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Dustin Cantrell is a Series 65-licensed financial advisor at BDM Investments, Inc. with 12 years of industry experience. He is also a senior accountant and shareholder of Cantrell & Associates, PC, an accounting firm where he provides accounting, compliance, and tax consulting services. He has been with Cantrell & Associates since 1995. BDM Investments, Inc. offers discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focused on asset allocation and passive investment vehicles, and integrates investment services as a complement to its affiliated accounting practice.

Ashel Ammons Jr. is a financial advisor with Asset Management Group and holds Series 65 and Series 63 credentials. He has three years of industry experience, including prior roles at NYLIFE Securities LLC, New York Life Insurance Company, and Northwestern Mutual. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes tax-aware coordination and provides full-service operational support for business owners alongside tailored investment management.

Robert Tomlinson is a financial advisor at Griffith & Werner, Inc. in Canton, GA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Proequities Inc. Outside of his advisory role, he owns a T-shirt design business that sells products on Amazon. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation framework blending equities, fixed income, mutual funds, and ETFs, and integrates insurance products through licensed management personnel.

Curtis Minks is a financial advisor at Woodstock Wealth Management, Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Woodstock Wealth Management since 2018. Minks also owns Lotus Positions LLC and Lotus Positions Business Development LLC, through which he offers consulting on non-securities insurance. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment vehicles and strategies, including a performance-fee program alongside standard AUM arrangements.

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

Raymond Brown is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Goodwin Investment Advisory with three years of industry experience. He has been involved with Cast & Crew Production since 2012. Outside of his advisory role, he operates Production Badger, LLC, a service and rental company providing plastic ID card printers and supplies primarily for film industry production teams. Goodwin Investment Advisory manages approximately $344.4 million in discretionary assets across about 358 client relationships, serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including proprietary strategies and partnerships with institutional providers.

Robert Takacs is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, and San Blas Advisory. He has served as treasurer of the Marine Corp Coordinating Council of Georgia, a registered charitable organization, for approximately seven years. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan services, and access to third-party money managers. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets primarily on a non-discretionary basis.

Wade Marcy is a financial advisor at Unity Financial Planning Group LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Financial and Prudential Insurance Company of America. Outside of his advisory role, he owns Unity Life & Legacy, providing insurance services, and co-manages Financial Concierge Partners, LLC, a networking platform for financial referral partners. Unity Financial Planning Group is a team-based registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with a focus on fundamental analysis, strategic asset allocation, and long-term holdings, integrating ancillary professionals such as tax and estate specialists as part of its coordinated service model.

Darrell Ellis is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Ideal Office Machines, Cornerstone Life, LLC, and State Farm Insurance. Outside of his advisory work, he is involved with Cornerstone Life, LLC, a company he has been associated with for six years. Legacy Partners Financial Group provides discretionary investment management and financial planning for individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and employs a range of analytical methods to construct and manage diversified portfolios.

Andrew Winn is a financial advisor at Legacy Partners Financial Group, LLC in Woodstock, GA. He holds a Series 65 credential and has recently begun his career in the industry. Prior to his current role, his work experience includes positions at Auburn University, Magnolia Golf Group, Burns & McDonnell, Chick-fil-A, and Publix Super Markets. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and businesses. The firm employs model portfolios based on Modern Portfolio Theory and uses a combination of fundamental, technical, cyclical, and charting analyses to guide portfolio construction and security selection.

John Gjertsen is a CFP® and CFA® with 18 years of industry experience. He has worked at BlueSky Wealth Advisors, LLC since 2018 and previously spent seven years at D.L. Blain & Co., LLC. Gjertsen holds a Series 65 license and is based in Acworth, GA. BlueSky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, providing comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages over $1 billion in discretionary assets with a team of nine advisors, emphasizing strategic asset allocation with a primarily passive, tax-aware investment approach supplemented by active managers when appropriate.

Joseph Beckford is a CFP® professional with 14 years of industry experience. He has been with Goodwin Investment Advisory since 2011 and previously worked at B & G Financial Mortgage, LLC for 10 years. Beckford holds a Series 65 license and is based in Woodstock, GA. Goodwin Investment Advisory is a team of five advisors managing approximately $344.4 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.

John Ensley is a financial advisor at Legacy Partners Financial Group, LLC with four years of industry experience. He holds the ChFC® designation and Series 65 license. His career includes roles at Guardin Pointe Private Wealth Management, LLC and operating his own financial services businesses. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients, utilizing model portfolios based on Modern Portfolio Theory. The firm also offers a separate college-planning service and acts as a 3(38) fiduciary manager for plan sponsors.