Jacob Jones is a financial advisor at 755 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Milliken & Co. Outside of his advisory role, he is involved with 755 Mortgage, providing mortgage and real estate services. 755 Financial is an SEC-registered investment adviser that offers portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary managed accounts. The firm tailors investment strategies to client objectives and employs various techniques including asset allocation and dollar-cost averaging.

Graham Bailey is a financial advisor at 755 Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Edward Jones. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s client-driven approach tailors strategies to client objectives and risk tolerance and integrates affiliated tax, accounting, and insurance services within its ownership structure.

Andrew Nida is a financial advisor at Asset Management Group with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Foundations Investment Advisors, LLC. Outside of advisory work, Nida serves as President and CEO of Senior Care Solutions, a health insurance provider 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 utilizes sub-advisers and model portfolios tailored to clients' objectives, providing tax-aware planning and a full-service operating system for business owners.

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.

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.

Ashel Ammons Jr. is a financial advisor at Asset Management Group with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Guardian Life Insurance Company, and Northwestern Mutual. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and business-owner advisory services. The firm uses sub-advisers and model portfolios with tax-aware planning and provides a full-service operating system for business owners that includes accounting, tax, payroll, and retirement plan governance.

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.

Patricia Hayton is a financial advisor with CPC Advisors, LLC, holding a Series 66 designation and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors, along with 15 years at J Thompson Ross Investments. She also serves as Operations Manager for CPC Advisors. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

Curtis Minks is a financial advisor at Woodstock Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Kovack Advisors and Resource Horizons Investment Advisory. Outside of his advisory role, he owns and consults for a business offering 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 employs a range of investment strategies and offers both standard AUM and performance-based compensation models.

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.

Daren Sexton is a financial advisor with CPC Advisors, LLC in Woodstock, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J Thompson Ross Investments, Wells Fargo Advisors, Raymond James Financial Services, and Consolidated Planning Corporation. In addition to his advisory work, he assists the business owner and branch manager at Consolidated Planning Corporation in daily operations and portfolio management. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation consistent with Modern Portfolio Theory, with a focus on long-term investments in mutual funds, equities, and ETFs.

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.

Amanda Neely is a CFP® professional with Legacy Partners Financial Group, LLC in Woodstock, GA, where she has worked since 2026. She has prior experience with Grandma’s Wealth Wisdom LLC and has held roles in entrepreneurial ventures including Business Activist Entrepreneur L3C. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and business clients, using model portfolios based on Modern Portfolio Theory. The firm combines multiple analytical approaches for portfolio construction and offers additional services such as company-sponsored retirement plan management and college-planning workshops.

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 the designations ChFC® and Series 65 and four years of industry experience. He has worked at several firms, including Guardin Pointe Private Wealth Management, LLC, and operated his own businesses, J-Ensley Financial and J-Ensley Services. Legacy Partners Financial Group provides discretionary investment management and financial planning for individuals, retirement plans, and business clients, using model portfolios based on Modern Portfolio Theory. The firm also manages company-sponsored retirement plans and serves as a 3(38) fiduciary, employing a mix of fundamental, technical, cyclical, and charting analyses in its investment approach.