Joseph Martin is a financial advisor at Bales Financial Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Parrish Capital, LLC. In addition to his advisory role, he owns and operates Transcend Sports Performance LLC, a sports training facility. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a mix of strategies tailored to client profiles. The firm manages portfolios directly, may engage sub-advisors, and refers clients to third-party managers when appropriate.

Timothy Boleman is a financial advisor at Financial Potential Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at World Investment Advisors and The 410 Bridge, as well as an eight-year tenure at Mission: Hope. Financial Potential Wealth Management provides advisory services to individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary portfolio management, one-time financial planning, and consulting on succession, philanthropic strategy, and business exit planning, employing a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Jeffrey Seiter is a financial advisor at COMPASS Wealth Management, LLC with seven years of industry experience. He holds the CFP® certification and Series 65 license. Prior to joining COMPASS Wealth Management in 2023, he was with Strategic Blueprint, LLC from 2017 to 2023 and worked at Georgia Institute of Technology from 2011 to 2017. COMPASS Wealth Management provides financial planning and asset-allocation advice to individual clients, focusing on retirement, education, estate, insurance, windfall, and special-needs planning. The firm delivers written comprehensive or limited plans but does not provide discretionary portfolio management directly.

John Bennett is a financial advisor with ReliaStar Capital Management, Inc. and holds a Series 65 designation. He has 14 years of industry experience and has been with ReliaStar since 2012. He is also president of Bennett Financial Group and part owner of Dawson CrossFit. ReliaStar Capital Management provides financial planning and portfolio management for individual clients, high-net-worth individuals, and trusts, utilizing third-party model managers through AEWealthManagement’s managed-account program with a focus on due diligence and long-term investment strategies.

Julian Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC with over 53 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Ameritas Investment Corp and Dominion Investor Services. Outside of his advisory role, he owns J.F.H. Financial Solutions, a business focused on marketing life insurance and retirement planning products, and serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit supporting women with breast cancer. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm conducts public educational seminars and combines non-discretionary retail asset allocation with pension consulting and ERISA plan management services.

John Anderson is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at AE Wealth Management, LLC since 2018 and previously spent seven years at Global Financial Private Capital, LLC. Anderson has also been associated with Anderson Advisors since 2003, where he serves as president and is involved in the sale of fixed insurance products. Anderson Advisors, Inc. provides asset management and financial planning services to individuals and small businesses, utilizing model portfolios from AE Wealth Management and third-party platforms. The firm emphasizes fundamental analysis and targeted asset allocation across six model portfolios, managing client accounts with discretionary trading and regular reviews.

James Henderson Jr. is a financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been associated with Fiduciary Capital, Inc. since 2016 and also has experience with Richlife Advisors, LLC dating back to 2006. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs fundamental analysis with an actively managed, long-term investment approach and customizes strategies through client interviews and questionnaires.

Kyle Bochat is a financial advisor at Financial Potential Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including World Investment Advisors, IFG Advisory & LPL Financial, and Wells Fargo. In addition to his advisory role, he is president of K Brothers Development, LLC, a spec house construction business. Financial Potential Wealth Management provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on discretionary portfolio management, financial planning, and consulting on succession, philanthropic strategy, and business exit planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage client portfolios.

William South is a Series 65 licensed financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, where he has worked since 2023. He has two years of industry experience and previously worked at Richlife Advisors, LLC, as well as in roles outside finance including Screaming Eagle Aerial Adventures and university positions. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs an actively managed, long-term investment approach based on fundamental analysis and tailors strategies through one-on-one interviews.

Clinton Galyean is a financial advisor with Capital Investment Partners LLC in Gainesville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at International Assets Advisory, LLC and ProEquities, Inc. Outside of advisory services, he owns Galyean Investment Properties, LLC. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses, managing approximately $49 million on a discretionary basis. The firm emphasizes long-term, buy-and-hold asset-class diversification primarily through passively managed mutual funds and model portfolios, incorporating tax, estate, and retirement planning consultations as part of its services.

Patrick Paxton is a financial advisor at TRUFp with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investment Planning Advisors and Cambridge Investment Research Advisors, INC. Outside of his advisory role, he serves as treasurer for the Forsyth County Republican Party, managing bookkeeping and fundraising activities. TRUFp provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, utilizing a range of approaches including asset allocation and technical analysis. The firm serves a large client base with a four-advisor team and participates in third-party marketing through the Ramsey Solutions SmartVestor program.

Andrew Castleberry is a financial advisor with TRUFP based in Cumming, GA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities LLC, and Edward Jones. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, employing diverse strategies such as asset allocation, dollar-cost averaging, and technical analysis. The firm conducts regular account reviews and participates in third-party marketing programs, serving a large client base with a team of five advisors.

Colby James is a financial advisor at JT Stratford, LLC with one year of industry experience. He holds the Series 65 and Series 63 designations and has previous work experience with Northwestern Mutual and Windham Brannon. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a variety of investment strategies and incorporates emerging technology, including AI tools, to support research and operations.

John Mctyre is a financial advisor at Financial Consultants Group Inc. with a Series 65 credential and one year of industry experience. Before joining Financial Consultants Group Inc., he worked briefly at Scott Curry State Farm and has experience from roles at the Ramsey Student Center and Camp All-American. Financial Consultants Group Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, discretionary trading approach using fundamental analysis, modern portfolio theory, and technical analysis.

Bryan Hogan is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Jt Stratford since 2010 and has been associated with related firms including J.T. Stratford Advisors, LLC and Stratford Consumer Services, Inc. Outside of advisory work, he serves as Assistant Vice President in insurance sales focusing on life and health insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations, managing approximately $815 million across a 14-person team. The firm provides portfolio management, financial planning, retirement plan services, and access to third-party model portfolios, employing both fundamental and technical analysis tailored to client objectives.

Travis Echols is a financial advisor at JT Stratford, LLC with 22 years of industry experience. He holds the Series 66 designation and previously operated Echols Financial Services for 18 years before joining JT Stratford in 2022. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person team, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Amanda Bruner is a financial advisor at JT Stratford, LLC in Gainesville, GA, holding a Series 65 designation with 12 years of industry experience. She has been with Fiduciary Capital Stratford, LLC since 2014. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, incorporating fundamental, technical, and charting analysis, and also offers access to alternative and private investment vehicles.

Kenneth Bellavance is a financial advisor with TRUFP, holding a Series 66 designation and 12 years of industry experience. He previously worked at Investment Planning Advisors and Cambridge Investment Research, Inc. during his career. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, using tailored investment strategies and a range of portfolio management approaches. The firm maintains regular client communication and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Palmer Ferguson is a financial advisor at JT Stratford, LLC with a Series 65 designation and one year of industry experience. Prior to joining JT Stratford, he held positions at Lincare, Vector Marketing, United Parcel Service, and the Northeastern Judicial Circuit of Georgia, and completed his education at the University of Georgia and University of North Georgia. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party models and sub-advisory strategies.

Sandra Fricks is a CFP® professional with nine years at Financial Consultants Group Inc and a total of 15 years in the financial industry, including six years at Premier Financial. Based in Cumming, GA, she has experience working within a team of six advisors. Outside of her advisory role, she is a member manager of a rental business in Buford, GA. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and maintains quarterly reporting and annual reviews.