Henry Klausman is the sole advisor at The Klausman Group in Atlanta, GA, holding a Series 63 designation with 55 years of industry experience. He has worked with Triad Advisors, Inc. since 2016. Outside of advisory services, he is involved in tax and accounting work and insurance sales through his proprietorship established in 1966. The Klausman Group provides investment advisory and financial planning services primarily to high-net-worth individuals, business owners, and corporations. The firm combines advisor-managed portfolios with third-party manager options and integrates third-party research and analytics to support portfolio construction and monitoring.

Isis Waites is a CFP® and Series 66-licensed financial advisor at Temperance Wealth Management in Atlanta, GA, with eight years of industry experience. Her career includes roles at firms such as Advocacy Wealth Management, ABG Financial Services, and Polaris Wealth Management. Waites is also a licensed insurance agent. Temperance Wealth Management serves individuals, non-profits, businesses, and institutional clients with portfolio management, financial planning, and consulting services. The firm uses a variety of investment methods and often employs third-party money managers through the AssetMark platform, combining model output with professional judgment in its discretionary management approach.

Trevor Gunter is a CFP® professional and the founder and lead advisor at Four Pines Financial. After earning a degree in Business and Economics at Wheaton College, Trevor built his career across large asset management firms and boutique planning practices. Along the way, he noticed a pattern: people were often paying more than they should, holding investments that didn’t match their goals, and feeling unsure about the “why” behind their financial decisions. He started Four Pines to offer a better experience - independent fiduciary advice that’s grounded in expertise and delivered in plain English. Trevor’s approach is steady and practical, with a focus on helping clients understand their plan, make confident decisions over time, and keep their money aligned with what matters most. Outside of the office, Trevor enjoys sports, travel, trying new restaurants, and spending time with family.

Gabriel Feurdean is a financial advisor at Stardust Capital with a Series 65 designation and four years of industry experience. He has been with Stardust Capital since 2019 and was self-employed for 12 years prior. He also has a background in music and arts spanning 15 years. Stardust Capital is an independent, state-registered investment adviser that provides discretionary portfolio management to a small client base, including individuals, trusts, estates, investment companies, charitable organizations, other advisers, and corporations. The firm employs a goals-based, long-term investment approach with value-oriented security selection and occasionally uses lower-risk options strategies for income or hedging.

James White is a CFP® professional with three years of industry experience. He currently leads Forty Two Wealth LLC and previously worked at Weaver Capital Management LLC and Homrich Berg. Prior to his financial advisory career, he operated James White Golf Enterprises LLC for six years. Forty Two Wealth LLC provides advisory services to individual and high-net-worth clients through discretionary portfolio management and non-discretionary monitoring. The firm manages a small client base with approximately $32 million in assets, employs a buy-and-hold strategy supplemented by various analytical methods, and offers specialized monitoring for alternative investments.

Carl Macko is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been the sole advisor at Synergy Capital Management, LLC since 2007. The firm provides fee-only financial planning and investment management services to individuals, families, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. Synergy Capital Management employs a core-and-satellite investment approach that emphasizes passive index funds and ETFs, supplemented by selective active funds or individual securities, managing portfolios under documented investment policies with discretionary trading authority.

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Rodney Williams is a financial advisor at Brown Investors Wealth Management in Atlanta, GA, holding a Series 65 credential with four years of industry experience. He previously worked at ARC Unified and the Social Security Administration. Since 2024, he has been a licensed insurance agent, providing insurance services independently on a limited basis. Brown Investors Wealth Management serves individual clients with discretionary and non-discretionary portfolio management, utilizing equities, municipal and U.S. government securities, options, and insurance products. The firm customizes portfolios using various analytical methods and employs derivatives strategies, including option writing, in separately managed accounts.

Jennifer Kramer is a CFP® professional with 11 years of industry experience. She has been with Jayco Wealth Management since 2014, where she serves as the sole advisor. The firm provides financial planning and discretionary portfolio management mainly for individual and high-net-worth clients, as well as small businesses and charitable organizations. Jayco Wealth Management employs a long-term, buy-and-hold investment approach focused on diversified, low-cost mutual funds and ETFs, with attention to tax efficiency and specialized services such as divorce and small-business planning.

Joseph Abboud is a financial advisor at Rinzler Capital LLC in Atlanta, GA, holding a Series 65 designation with four years of industry experience. Prior to founding Rinzler Capital, he worked at Invesco and BlackRock. Rinzler Capital LLC provides portfolio management, wealth management, and financial planning services to individual and high-net-worth clients, offering discretionary portfolio oversight tailored to each client’s goals and risk tolerance. The firm employs a combination of fundamental, technical, and charting analyses, focusing primarily on equities and exchange-traded funds, and uses flat dollar and negotiable fixed or hourly fee structures rather than percentage-of-assets fees.

Laura Davis is a CFP® with nine years of industry experience, currently serving as the sole advisor at Financial Lab Inc. She previously worked at Dew Wealth Management, LLC, and Cuthbert Financial Guidance, Inc. In addition to her advisory role, she dedicates part of her time to financial coaching. Financial Lab Inc. is a fee-only registered adviser offering financial planning and investment management to individuals, high-net-worth clients, and corporations. The firm applies asset-allocation and Modern Portfolio Theory principles, typically using passive strategies with index funds and ETFs, and also provides educational seminars, coaching, and subject-matter expert engagements.

Davis Bradley is a financial advisor at Bradley Wealth Group, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Pandowealth, LLC and Southern Company, as well as a brief tenure with Northwestern Mutual. Bradley Wealth Group is an independent, boutique firm providing investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a mix of passive and active strategies and offers portfolio management alongside retirement, tax, estate, and college-savings planning.

David Raymon is the principal of Raymon Capital Advisors, LLC, an independent firm based in Atlanta, GA. He holds a Series 66 designation and has 20 years of industry experience, including seven years at Charles Schwab. In addition to his advisory role, he is licensed as an insurance agent and engages in the sale of various insurance products. Raymon Capital Advisors provides investment advisory and financial planning services to individual clients, offering both discretionary and non-discretionary managed accounts without a minimum account size. The firm tailors portfolios based on client risk tolerance and investment objectives, employing strategies such as asset allocation and dollar-cost averaging.

David Boone is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is the sole advisor at Atlanta Wealth Management, Inc., a firm he has been with since 1991. Outside of his advisory role, he operates Financial Graphics Atlanta, providing spreadsheet and database consulting services unrelated to investment. Atlanta Wealth Management offers fee-only financial planning and investment advisory services to individuals, families, and trustees of personal trusts. The firm emphasizes integrated planning and portfolio management, discretionary management of mutual funds and ETFs, and specialized fiduciary services for trust investment stewards.

Joshua Cochran is a CFA charterholder and holds a Series 66 designation with 16 years of industry experience. He is the sole advisor at Cochran Wealth LLC, an independent firm he has led since 2015. Cochran Wealth provides fee-only comprehensive financial planning and investment advisory services to individuals and select institutional clients. The firm offers customized financial plans, portfolio management, retirement and estate planning, and pension consulting, employing a mix of passive and active management strategies within a fiduciary framework.

Robert Stowe is a financial advisor at Foxholm Financial in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding Foxholm Financial, he worked at Sedgwick and Bottomline Technologies. Foxholm Financial is an independent, fee-only advisory firm that serves individuals, families, and institutions, with a focus on Georgia-based STEM professionals and clients with equity-compensation considerations. The firm provides hourly and flat-fee advisory services without managing client assets, emphasizing evidence-based investment guidance and comprehensive financial planning.

Benjamin Hames is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He has been with Eight Ventures Private Wealth Management since 2019 and previously worked at the Georgia Department of Economic Development from 2014 to 2019. Eight Ventures provides financial planning and discretionary investment management to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term client relationships and customized financial plans, utilizing diversified portfolios and a range of analytical approaches to manage risk and optimize returns.

Kai Mays is a financial advisor with Guardian Wealth Advisory Services, LLC and holds a Series 65 designation. He has four years of industry experience and has been involved with firms including Avantax Advisory Services and AK Edwards Tax & Financial Services, where he has worked since 2005. He also operates as a sole proprietor. Guardian Wealth Advisory Services, LLC provides discretionary portfolio management and financial planning services for individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm tailors investment programs to client goals using a variety of analytical methods and strategies, and offers both fixed-fee financial planning and discretionary asset-based portfolio management.

Terrence Fox is a financial advisor at Safe Money Management in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Safe Money Management since 2011. Outside of his advisory role, he is the president and owner of Smart Risk Management, LLC, an insurance agency that provides life, long-term care, and disability insurance as part of his financial planning services. Safe Money Management offers fee-based financial planning to individual clients, including both non-high-net-worth and high-net-worth individuals, and works with third-party money managers to handle investment portfolios. The firm provides comprehensive planning services and serves as a liaison to external asset managers, using an analytical approach that incorporates fundamental, technical, and cyclical methods.

Bryan Ruiz is a CFP® professional with three years of industry experience, currently serving as the sole advisor at Harmonized Finance, LLC. His prior roles include positions at Divine Wealth Strategies, LLC and Kahler Financial Group. Outside of financial advising, he is involved with Your Serve Tennis, providing customer service and racket stringing. Harmonized Finance, LLC is a fee-only registered investment adviser offering investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a strategic asset allocation process combining passive and active methods and maintains a formal due diligence process for recommending outside managers.