Eric Broadus is a financial advisor at Can Serve Free LLC with four years of industry experience. He holds a Series 65 designation and has worked at AGCO Corporation and Stryker. Can Serve Free LLC provides fee-based, primarily online investment advisory and quantitative portfolio management services focused on cancer/oncology stocks and healthcare real estate investment trusts. The firm serves individual investors, high net worth clients, businesses, and not-for-profit organizations using a Modern Portfolio Theory-based approach with fundamental and technical analysis.

William Griffin is the sole advisor at W.A. Griffin Financial Services Inc. in Gainesville, GA. He holds Series 63 and Series 66 designations and has 26 years of industry experience, including prior roles at Questar Asset Management and Questar Capital Corporation. Additionally, he is licensed to sell term life insurance and fixed annuities. W.A. Griffin Financial Services Inc. provides discretionary asset management and financial planning for individuals, high-net-worth clients, and corporate/business clients. The firm employs a variety of analytical methods and customizes investment programs based on client goals, with regular account reviews and a range of strategies including option writing and margin use.

Patrick Paxton is a financial advisor at TruFP with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Investment Planning Advisors and Cambridge Investment Research Advisors. Paxton serves as treasurer for the Forsyth County Republican Party, handling bookkeeping and fundraising duties. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, employing various investment strategies tailored to client objectives and risk tolerance. The firm manages a high client-to-advisor ratio and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Andrew Castleberry is a financial advisor with TruFP, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities, and Edward Jones. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, offering tailored advice through various portfolio management and financial planning strategies. The firm manages a large client base with a four-advisor team and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Worde Mcclung is a financial advisor with Arch Partners Wealth Management, Inc., holding Series 65 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Maximum Wealth Management Inc. and JESUP & LAMONT Advisors. He is also CEO of The McClung Agency LLC, an insurance agency focused on property and casualty insurance. Arch Partners Wealth Management provides investment supervisory services, individual portfolio management, and financial planning to individual clients, pension and profit-sharing plans, and corporate clients. The firm primarily employs passive investment management using index mutual funds and ETFs and offers complementary financial planning covering taxes, investments, insurance, retirement, and estate matters.

Kenneth Bellavance is a financial advisor at TruFP with 12 years of industry experience. He holds the Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. He is based in Cumming, GA. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm uses tailored investment strategies with regular account reviews and emphasizes both discretionary and non-discretionary portfolio management.

Building a successful business and building personal wealth are not always the same thing. I’m Jovan Johnson, MBA, CFP®, CPA, PFS, and Co-Owner of Piece of Wealth Planning. I help business owners, private practice owners, medical professionals, and other service-based entrepreneurs make smarter financial decisions across both their business and personal lives. At Piece of Wealth Planning, we help clients coordinate tax planning, accounting, cash flow, retirement planning, investment management, and comprehensive financial planning. My philosophy is simple: your business should do more than generate revenue. It should help you build wealth, create financial security, and support the life you want to live. That means looking beyond questions like, “How can I lower my taxes?” and also asking: “Am I actually becoming wealthier as my business grows?” “Am I converting enough of my income into assets?” “Are my business and personal financial decisions working together?” I’ve spent more than a decade working across accounting, tax, and financial planning, with a focus on making complex financial decisions easier to understand and act on. Because the goal isn’t simply to make more money or pay less in taxes. It’s to use your money intentionally to build the life and wealth you want.

Michael Stetson is a financial advisor at Saint Francis Capital with 11 years of industry experience. He holds a Series 65 designation and has worked at Saint Francis Capital since 2015. In addition, Stetson serves as a senior advisor at Perpetual Trustees in Brisbane, Australia, where he is involved in client relationship management and training related to Salesforce CRM. Saint Francis Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $36.4 million across about 78 accounts. The firm employs a fundamental analysis-based investment approach supplemented by technical and cyclical macroeconomic considerations.

Vincent Caine is a financial advisor with Saint Francis Capital, holding Series 63 and Series 65 licenses and 14 years of industry experience. He also serves as president and owner of RC Whatley & Company, a business consulting firm. Caine has worked at RC Whatley & Company since 2015 and joined Saint Francis Capital in 2022. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios with an investment approach that combines fundamental valuation, technical indicators, and macroeconomic analysis. The firm oversees approximately $37.6 million in discretionary assets and focuses on individualized investment policies tailored to client objectives and risk tolerance.

Christopher Beauchamp is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Stribling-Whalen Financial Group since 2020 and previously at Raymond James Financial Services and Northeast Georgia Health System. Stribling-Whalen Financial Group is an SEC-registered investment adviser serving individuals, business owners, trusts, foundations, retirement plans, and other entities with personalized financial planning, portfolio management, and business consulting. The firm emphasizes customized portfolios primarily using ETFs and mutual funds and can act in a manager-of-managers capacity by selecting and monitoring external managers.

Martin Sanchez is a financial advisor with Capital Investment Partners LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and SunTrust Bank. Outside of his advisory role, he serves as a head soccer coach for the Lanier Soccer Association, a position he has held since 2013. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold asset-class diversification using primarily passively managed mutual funds and model portfolios, and includes tax, estate, and retirement planning consultations as part of its services.

Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.

Steven Wykoff is a CFP® with 20 years of industry experience and has been with Mersereau, Lazenby & Rockas, L.L.C. since 2005. He holds the Series 66 designation and is based in Suwanee, GA. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients, managing approximately $76.6 million in client assets. The firm combines investment advisory services with tax, auditing, and accounting capabilities, utilizing goal-based, globally diversified strategies with both passive and active investments.

Laura Rockas is a CFP® professional with 7 years of industry experience. She has been with Mersereau, Lazenby & Rockas, L.L.C. since 2003. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients. The firm offers a combination of tax, auditing, accounting, and advisory services, implementing goal-based strategies with a focus on globally diversified asset allocation.

Kyle Koch is a financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, holding Series 65, 63, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Counterweight Private Wealth, Realized Financial, and Thornhill Securities, among others. Outside of advising, he is a co-owner of Barn Brothers, a men's ministry, and provides compliance and operational consulting through DNM Consulting. Fiduciary Capital serves individual and high-net-worth clients with discretionary asset management and financial planning, focusing on retirement, estate, cash-flow, investment, and risk management. The firm employs an actively managed, long-term investment approach and is transitioning many clients to direct asset management on its primary custodian platform.

Walter Richards is a financial advisor at Capital Research Advisors, LLC in Suwanee, GA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Brightstar 2911, LLC, Make a Miracle, and Work 4 a Living International. Capital Research Advisors serves individuals, families, and institutional clients such as businesses, foundations, religious organizations, and nonprofits, providing discretionary portfolio management, financial planning, and consulting services. The firm employs mathematically designed, rules-based investment models across fixed income, equity, and alternative assets, incorporating tactical overlays and risk management strategies.

Kenneth Graves is the majority owner and investment advisor representative at Capital Research Advisors, LLC, with 33 years of industry experience. He has been with Capital Research Advisors since 2003 and also associated with Ceros Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a volunteer board member for Frontline Policy, which aids state decisions on education and taxation, and holds officer roles in several nonprofit and community organizations. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, nonprofits, and other financial advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes, offering model-based management, financial planning, and unified managed account licensing.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Brent Burgesser is a financial advisor at QRIA, Inc. with 26 years of industry experience and holds the Series 66 designation. His prior work includes roles at Brookwood Investment Group LLC, Belpointe Asset Management, International Assets Advisory, LPL Financial, Wells Fargo Clearing, Merrill, and Morgan Stanley DW Inc. He is also involved in insurance sales through Brookwood Insurance Group. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-method analytical approach and offers both discretionary and non-discretionary management, tailoring portfolios based on client risk tolerance, tax, and financial circumstances.

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.