Melvin Coleman is a financial advisor at Essential Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked concurrently as a sales consultant at CarMax since 2012. Essential Wealth Management Group is an independent firm providing discretionary portfolio management and construction for individual and corporate clients. The firm employs fundamental analysis for traditional accounts with a focus on long-term growth and also offers an Active Trading Program that uses technical analysis and advanced options strategies.

Matthew Greene is a financial advisor at Throckmorton Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Throckmorton Advisors since 2024. Outside of his advisory role, Greene is a co-owner of Pocket Shot LLC, a sporting goods company. Throckmorton Advisors provides portfolio management and financial planning services to high-net-worth individuals, utilizing a combination of long-term and short-term trading strategies that include technical and charting analysis. The firm offers both discretionary and non-discretionary management across a variety of asset classes.

Robert King is a financial advisor at King Financial Investments Inc in Marietta, GA, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Bennie R King PC, The Medicus Firm, H2Office Technologies, and J Alexander's. He also works with Bennie R King PC, an accounting practice that manages portfolios through an exemption. King Financial Investments Inc provides discretionary portfolio management and ongoing investment oversight to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with both long- and short-term trading strategies, implementing portfolios primarily with ETFs, mutual funds, equities, and fixed-income securities.

Valerie Bowman is a financial advisor with Bowman Wealth Management in Smyrna, GA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include work with Empower Retirement and Havenn Hills, and she has been leading Bowman Wealth Management since 2019. She also has experience teaching at UCLA Extension. Bowman Wealth Management serves individual investors as well as institutional and tax-entity clients, including trusts, estates, charitable organizations, municipalities, and endowments. The firm offers discretionary investment management, financial planning with an emphasis on planned giving, tax return preparation, and educational workshops, combining institutional breadth with specialized services uncommon among similar-sized independent advisors.

Mark Wisneski is the principal and sole advisor at Southern Incomes, LLC, an independent registered investment adviser based in Marietta, GA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has managed Southern Incomes, LLC since 1999. Outside of advisory services, he is a licensed insurance agent offering annuities and life, health, disability, and long-term care insurance products. Southern Incomes, LLC manages approximately $48.9 million for about 58 clients, including individuals, trusts, estates, and corporate entities. The firm provides discretionary portfolio management and financial planning services, utilizing a mix of fundamental and technical analysis across various risk-return profiles.

Brenton Meese is the sole advisor at Brentonian Capital Management LLC, holding a Series 65 designation with two years of industry experience. He has been affiliated with Brentonian Capital Management since 2014 and also worked with Vina Del Mar Group LLC from 2014 to 2023. Brentonian Capital Management LLC provides discretionary asset management to individual and high-net-worth clients, managing approximately $4.0 million across eight accounts. The firm employs both fundamental and technical analysis, incorporating strategies such as option writing, derivatives, and leverage, with separate account management and quarterly reviews.

Nivedita Persaud is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been the principal advisor at Transition Planning & Guidance, LLC since 2010. In addition to her advisory work, she is the founder of Pistevo, LLC, a consulting firm that promotes the 5 P's of Life Concept to help clients define personal and professional goals, and she occasionally conducts financial seminars at military bases through Zeiders Enterprises, Inc. Transition Planning & Guidance, LLC provides financial consulting focused on life transitions such as divorce, retirement, and career changes. The firm offers services including estate planning advice, cash-flow review, retirement and education funding planning, and asset-allocation guidance, operating on a non-discretionary, fee-based model without selling investment or insurance products.

Joseph Giambrone is the sole advisor at JPG Wealth Management, an independent firm based in Marietta, GA. He holds a Series 66 designation and has 11 years of industry experience. In addition to his advisory role, he is also an attorney. JPG Wealth Management offers discretionary portfolio management, financial planning, and retirement plan sponsor services to individuals, high-net-worth clients, and qualified plans. The firm combines fundamental and technical analysis with ongoing supervision and periodic rebalancing to create tailored portfolios and provides specialized plan management services including investment policy statements and overlay management of third-party strategist models.

Kasey Gaines is a CFP®-certified financial advisor with five years of industry experience, currently serving as the sole advisor at Psalm Capital in Atlanta, GA. Prior to founding Psalm Capital, Gaines worked at RBC Capital Markets, Independent Capital Management, and JP Morgan Chase Co. Psalm Capital is an independent firm providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, quantitative, and technical analysis to manage portfolios that include public and private securities, alternative investments, and tailored risk strategies for a small, concentrated client base.

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.

Derek Hughes is a CFP® and holds a Series 66 license, with 11 years of industry experience. He is the sole advisor at Hughes & Company Investment Advisory, LLC, where he has worked since 2014. Outside of his advisory role, he supervises substation engineering at Georgia Transmission Corporation. Hughes & Company Investment Advisory provides financial planning and investment advisory services to individuals, high-net-worth clients, estates, trusts, and businesses. The firm employs a passive investment approach primarily using index mutual funds and ETFs, and typically manages client portfolios through third-party managers while conducting regular due diligence.

Jason Culp is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at BrightEdge Wealth Management in Marietta, GA. He has been with Pragmatic Financial Strategies since 2012, where his work has included tax and financial advice as well as estate, income tax, and insurance planning for individuals and small businesses. BrightEdge Wealth Management provides financial planning, retirement-plan consulting, tax planning, and investment advice to individuals, families, and businesses. The firm operates as a fee-only advisor, emphasizing strategic asset allocation and diversification through fundamental and technical analysis, and offers flexible billing arrangements tailored to client needs.

Robert Young Jr. is the sole advisor at Vanhov Wealth Partners LLC in Atlanta, GA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IP Financial Advisory Services, Supreme Alliance LLC, BNB Bank, and HSBC Securities Inc. Outside of financial advising, he is co-founder and EVP of VanHov Inc., a management and consulting firm specializing in broker marketing and endorsement deals for entertainers and sports athletes. Vanhov Wealth Partners serves individuals, high-net-worth clients, and small businesses with a portfolio management focus on U.S. equities, index funds, ETFs, and bonds. The firm employs a long-term, fundamentals-driven investment strategy supported by detailed historical analysis to tailor advice through wealth-management questionnaires and annual reviews.

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.

David Brown is a CFP®-certified financial advisor with 18 years of industry experience. He is the principal of D.S. Brown Wealth Advisors, LLC, an independent wealth management firm he has led since 2020. Prior to founding his firm, Brown worked at Signature Wealth Management Group LLC and SunTrust Advisory Services. In addition to his advisory work, he operates as an independent insurance agent. D.S. Brown Wealth Advisors serves individuals, high-net-worth clients, and small businesses, offering comprehensive financial planning and discretionary portfolio management. The firm employs a goals-based investment process grounded in Modern Portfolio Theory, with diversified allocations across equities, mutual funds, ETFs, fixed income, REITs, and ADRs.

Edward Kerns is a CFP® with 14 years of industry experience and is the sole advisor at Footlamp, an independent registered investment adviser based in Atlanta, GA. He has worked at Kerns Wealth Management, LLC since 2015 and has concurrently held roles at Lindner Capital Advisers, Inc. and Resource Horizons Group, L.L.C. since 2014. Kerns is also the sole owner and employee of Divorce Financial Strategies, LLC, a divorce financial planning firm in Opelika, AL. Footlamp serves individuals, high-net-worth clients, and pension or profit-sharing plans by providing portfolio management, financial planning, and referrals to third-party investment managers. The firm employs a primarily non-discretionary, long-term buy-and-hold approach using diversified investment vehicles and offers educational seminars, newsletters, and bundled planning options for complex clients.

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.

Philip Cox Jr. is a CFP® professional with 25 years of experience in financial advisory services. He has been the principal advisor at Bluestone Wealth Planning, LLC since 2013. The firm provides financial planning, portfolio management, and consulting services to individuals, couples, high-net-worth clients, and corporations, focusing on retirement income distribution and clients near or in retirement. Bluestone follows a tactical portfolio management approach using proprietary algorithms and multiple model portfolios, emphasizing risk management through cash allocations, hedging, and selective option strategies.

As the daughter of a banker, I learned early on that if I wanted something, I had to earn it. I rolled my dad’s spare change for a 10% cut and birthday presents were stock certificates … not exactly on my wish list. At 16, I was already investing in the stock market and experiencing the sense of freedom and independence that comes when you understand your money. With this knowledge, I was paving the way to live life on my terms. This was so intoxicating I became a financial advisor to share my passion with others. As a financial advisor, I quickly learned that most women did not share my love of investing. In fact, many felt intimidated, guilty, and uncomfortable with their lack of knowledge, yet they yearn for financial independence. That’s why my true purpose as a financial advisor is to create an environment where women (and those who love them) feel heard, where they are encouraged and supported to express their fears and concerns without judgement. My unique brilliance is creating a positive wealth management experience, so they become more engaged in the conversation, while building the knowledge and confidence they need to live life on their terms.

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.