John Miller is the sole advisor at Provident Capital Group, L.P., an independent firm based in Mableton, GA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including prior roles at Bank of America, Merrill, and Resonant Brands LLC. In addition to his advisory work, Mr. Miller is a licensed insurance agent in Georgia, though his insurance activities represent less than 5% of his professional time. Provident Capital Group provides ongoing investment management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm emphasizes long-term asset allocation with continuous portfolio management, incorporating fundamental, technical, and cyclical analysis, and utilizes third-party investment platforms for trade execution and account management.

Charles Lassiter is a CFP® professional and founder of Lassiter Financial Advisors, LLC in Marietta, GA, with 15 years of industry experience. He has led his independent advisory firm since 2010, having transitioned the majority of his prior client base to the new practice at its inception. Lassiter Financial Advisors, LLC provides financial planning and consulting services to individuals, trusts, and estates, focusing on recommending and monitoring third-party money managers. The firm serves primarily high-net-worth clients by evaluating manager firms, recommending allocations, and reviewing performance without exercising direct portfolio management.

Christopher Brown is the sole advisor at Brown Capital Advisors, LLC in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He previously worked at LPL Financial LLC and Hennsler Financial before founding his current firm in 2018. Brown Capital Advisors provides discretionary portfolio management, comprehensive financial planning, and CFO advisory services primarily to individuals, high-net-worth clients, and entrepreneurs or small-business owners. The firm manages approximately $16.7 million across about 20 client relationships, emphasizing fundamental analysis, asset allocation, diversification, and risk management, with the use of equities, ETFs, and select alternative investments. Its CFO advisory services to small businesses, combined with a willingness to utilize derivatives and complex investment vehicles, distinguish its offerings from many independent advisory firms.

Robert Samsel is a financial advisor at Fortress Capital in Marietta, GA, holding a Series 65 license with four years of industry experience. Prior to founding Fortress Capital, he worked at several firms including Zep and Vanderlande Industries. Outside of his advisory work, he is involved with Top Tier Trees, a separate business venture. Fortress Capital provides discretionary portfolio management primarily for high-net-worth individuals and entities, focusing on long-term capital growth through concentrated equity portfolios. The firm employs a bottom-up fundamental analysis approach and uses performance-based compensation arrangements for qualified clients, which is uncommon among similarly sized independent advisors.

James Durden Jr. is a Series 65-licensed financial advisor with Edward Wealth Partners in Lithia Springs, GA. He has been with Edward Wealth Partners since 2025 and has over a decade of experience with Edward Financial Group, where he is also an owner and insurance agent. Edward Wealth Partners is an investment manager offering discretionary and non-discretionary asset management and consulting services, with a focus on retirement-plan work. The firm combines direct portfolio management with third-party manager recommendations and provides plan-sponsor fiduciary services as well as participant education.

Aaron Gaines is a CFP® and Series 66 holder with 10 years of experience in financial services. He currently leads Gaines Capital Management, an independent firm based in Smyrna, GA, and has prior experience with Edward Jones and multiple advisory firms since 2016. Gaines also operates an affiliated insurance agency, GCM Wealthshield LLC, providing a range of insurance products. Gaines Capital Management offers financial planning, discretionary portfolio management, and consulting services to individuals, high-net-worth clients, and small businesses. The firm employs fundamental analysis and strategic asset allocation with ETFs and individual equities, focusing on long-term holdings, and provides customized solutions including options and private equity for qualified clients.

Clark Jeffries is the sole advisor at Jeffries Wealth Management in Marietta, GA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Orion Advisor Solutions and HiddenLevers. Jeffries Wealth Management provides financial planning, investment management, and retirement plan rollover advice to individual clients as well as pension and profit-sharing plans, trusts, estates, and other business or charitable entities. The firm emphasizes broad asset-class diversification and uses tax-aware techniques, third-party sub-advisers, and may allocate assets to private and alternative investment funds, operating with a boutique, adviser-driven model.

Michele Poirier is a financial advisor with The Moorings Group, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been with The Moorings Group since 2003. The Moorings Group provides discretionary portfolio management and sub-advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and institutional accounts. The firm focuses on actively managed, customized fixed-income portfolios with an emphasis on municipal securities and employs a formalized process with designated benchmarks and multi-level municipal credit analysis.

Marvin Riddle is a financial advisor at REV Capital, LLC with 15 years of industry experience. He holds a Series 66 designation and previously operated Riddle Law Group, LLC for eight years. His background includes work as a licensed attorney, although he no longer practices law. REV Capital serves individual clients, including both high-net-worth and non-HNW households, providing portfolio management and financial planning services. The firm employs a tailored investment approach based on client objectives and risk tolerance, utilizing various strategies and conducting regular account reviews.

Evan Fricks is a financial advisor at MasterPlan Retirement Consultants with two years of industry experience. He holds a Series 65 designation and has worked at MasterPlan Retirement Consultants since 2018. Outside of advisory services, he is an insurance agent with Fricks and Associates, Inc. MasterPlan Retirement Consultants provides discretionary asset management, financial planning, and retirement-plan advisory services, often utilizing third-party managers and sub-advisors to implement client investment strategies.

Larry Burnette is a CFP® with seven years of experience at Hanover Advisors, Inc, located in Marietta, GA. He has over three decades of industry experience, including prior roles at American Portfolio Financial Services and Provident Mutual. Burnette also serves as president of Hanover Financial Services, Inc., a life insurance business. Hanover Advisors serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $353 million in assets with a focus on customized portfolios using fundamental analysis, Modern Portfolio Theory, and a range of trading strategies.

Graham Wickham is a financial advisor at Wickham Financial & Insurance Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at firms including Carter Terry & Company Inc. and The Wickham Agency Inc., the latter of which he took over from his father and continues to operate as an independent insurance agency offering commercial and personal lines of insurance. Wickham Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in assets and employs a mix of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Mark Fricks is a financial advisor with MasterPlan Retirement Consultants in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held roles at Gradient Investments, LLC and Masterplan Tax Services, Inc., and has operated Fricks and Associates, Inc. since 2010. Outside of advisory services, he is involved in fixed insurance and precious metals sales. MasterPlan Retirement Consultants provides discretionary asset management, financial planning, and retirement-plan advisory services, including acting as a limited-scope ERISA 3(21) fiduciary. The firm employs tactical and strategic asset allocation and coordinates with third-party managers and sub-advisors to implement client investment programs while maintaining oversight.

Connie Partridge is a financial advisor with The Moorings Group, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with The Moorings Group since 2003. The Moorings Group provides discretionary portfolio management and sub-advisory services to individuals, trusts, estates, charitable organizations, corporations, foundations, municipalities, and other business entities. The firm specializes in actively managed, customized fixed-income portfolios with a primary focus on municipal securities and manages a limited number of balanced portfolios.

Jennifer Smalley is a financial advisor with Wickham Financial & Insurance Services in Marietta, GA. She holds a Series 66 designation and has 11 years of industry experience, including nine years at Thrivent Financial and ten years at Thrivent Investment Management Inc. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in regulatory assets and uses a combination of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Steven Fehlenberg is a financial advisor with Ascension Wealth Advisors, holding a Series 65 license and bringing 10 years of industry experience. He also maintains a Certified Public Accountant (CPA) designation and provides tax and accounting services through his firm, Steven R. Fehlenberg & CO., P.C., dedicating less than 10% of his time to this work. His career includes over three decades in accounting and financial services. Ascension Wealth Advisors offers financial planning and consulting primarily to individuals, including high-net-worth clients, and small businesses. The firm provides tailored, one-on-one advisory services and refers clients to unaffiliated third-party money managers for investment implementation, without taking discretionary authority or custody of client assets.

Frank Johnson is a CFP® with seven years of industry experience and holds a Series 63 license. He is an advisor at Hanover Advisors, Inc and has been associated with Hanover Group, LLC since 2000. Outside of advisory work, he is the sole member of Holt Cedartown, LLC, a commercial real estate entity. Hanover Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting services, managing approximately $353 million in assets with a small team of advisors.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has worked at Joel Hubbard, CPA, PC since 1986. Outside of advisory services, she serves as president of Beyond Measure Consulting, Inc., a management consulting firm specializing in business planning and accounting systems. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with discretionary portfolio management and standalone advisory consulting services.

Michael Beecher is a financial advisor at Wickham Financial & Insurance Services in Marietta, GA, with 26 years of industry experience. He holds the Series 66 designation and has worked at Wickham Financial since 2020, following five years at Carter Terry & Company Inc. Outside of his advisory role, Beecher serves as chairman of the Friends of the NRA Northwest Metro Georgia chapter, overseeing an annual fundraising program. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, along with retirement plan consulting for employer plan sponsors. The firm combines fundamental, technical, quantitative, and sector analysis to construct individualized portfolios and utilizes a third-party platform to manage held-away accounts without taking direct custody.

Timothy Spahr is a financial advisor at NTV Asset Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at NTV Asset Management since 2010. Outside of his advisory role, he is an astronomer at the Smithsonian Astrophysical Observatory, where he processes minor planet observations. NTV Asset Management provides investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory and offers both discretionary and non-discretionary portfolio management, with a focus on individualized client relationships and involvement in private placements.