Lisa Smith is a financial advisor with Nine30 Advisors LLC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has held roles at multiple firms including Revolut Wealth Inc., Kalos Management, and Weild & Co. Outside of advising, she teaches blockchain technology and other subjects as an adjunct professor at several universities and is involved in film production as an executive producer. She is also a member of the Alpha Kappa Alpha Sorority and Jack and Jill of America. Nine30 Advisors LLC provides web-based, discretionary investment management to retail and certain institutional clients through mobile and web platforms. The firm uses an algorithm-driven process to generate portfolio recommendations and offers both diversified and concentrated equity momentum strategies, focusing on public U.S. securities and ETFs.

Robert Fordham is a CFP® with 22 years of experience in financial advising and is the principal of Fordham Financial Services, Inc., an independent firm he has led since 1999. He is also a practicing CPA, providing accounting and tax services alongside his advisory work. Fordham Financial Services, Inc. manages approximately $24.8 million for around 41 clients, primarily individual and high-net-worth investors and trusts. The firm offers financial planning, discretionary portfolio management, and project-based tax and small-business consulting, utilizing a long-term investment approach that combines fundamental and technical analysis.

Kevin Kaspar is a CFP® professional with three years of industry experience currently serving at Trackside Wealth. His background includes six years as a CPA at Kaspar & White CPA, PC, and prior roles at PwC and KPMG. He is also involved with Lemonade Stand Accounting, LLC. Trackside Wealth offers comprehensive financial planning and discretionary investment management for individuals, including high-net-worth clients. The firm uses a passive investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management under a flat, fixed-fee pricing model.

Sarath Nallamudi is a Series 65-licensed advisor with six years of experience, currently serving as the sole advisor at Streetwise Capital. Prior to his advisory role, he worked at General Motors for five years and is also the director and principal consultant of SRS Systems, an IT consulting business. Streetwise Capital provides discretionary and non-discretionary asset and portfolio management as well as fee-based financial planning to institutional and private clients, including trusts, endowments, charitable organizations, and high-net-worth individuals. The firm utilizes fundamental, technical, and cyclical analysis and offers a range of investment strategies tailored to client objectives and risk tolerance.

Robert Bunnen is the principal of Bunnen Financial Management LLC in Atlanta, GA, holding a Series 65 credential with 24 years of industry experience. He has worked at Victory Capital Advisers, Inc. since 2005 and at Victory Capital Management since 1993. Bunnen Financial Management LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite structure, combining passive index and ETF strategies with selective active management, focusing on a small client roster of larger, high-asset clients and institutional entities.

Valeria Arnold is the sole advisor at Vaarco Financial, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. She previously worked at Valic Financial Advisors from 2023 to 2024 and has been with Vaarco Financial since 2003. Vaarco Financial is an independent registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a mix of fundamental and technical analysis to construct portfolios across a range of strategies tailored to client-specific factors such as risk tolerance and income needs.

Robert Mayo is a financial advisor at Covey Capital Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 14 years of industry experience. He has been with Covey Capital Advisors since 2007. Covey Capital Advisors provides discretionary investment advisory services to individuals, family partnerships, foundations, charitable organizations, and other investment adviser clients. The firm’s approach focuses on fundamental research and intrinsic-value analysis to identify securities trading below their intrinsic value and manages concentrated portfolios primarily through separately managed accounts and retirement-plan advice.

Akhilesh Misra is the sole advisor at Kuber Capital Management, LLC, an independent firm based in Johns Creek, GA. He holds a Series 65 designation and has nine years of industry experience. His prior work includes a role at NCR, where he has been employed for ten years. Kuber Capital Management provides ongoing portfolio management to individuals and high-net-worth clients through discretionary portfolios guided by individualized Investment Policy Statements. The firm employs a multi-method approach, combining charting, cyclical and fundamental analysis, and modern portfolio theory, and uses both long-term and short-term trading strategies across a range of securities.

Donald Wales is a financial advisor at Cresfund Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Cresfund Partners. Outside of finance, he is the owner of HARRIS LIMO, a business based in Charlotte, NC. Cresfund Advisors is an independent, fee-only firm that provides discretionary investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on tailored portfolios and planning engagements, using a mix of passive and active strategies guided by Modern Portfolio Theory.

Lee Baker is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Claris Financial Advisors, Inc. He has worked with Wellstone Securities and Apex since the late 1990s and maintains a long-standing involvement in financial planning. Outside of his advisory role, he manages a non-investment activity related to renting out a previous home. Claris Financial Advisors provides comprehensive financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a goals-based, customized approach with an emphasis on fundamental analysis and growth-and-income strategies.

Alex Gardener is a CFP® professional and registered investment advisor with Encourage Financial LLC in Atlanta, GA. He has one year of industry experience and has previously worked at Raymond James Financial Services and Edelman Financial Engines. Outside of financial advising, he has been involved with Smart Aleck Films LLC since 2009. Encourage Financial LLC offers wealth management services including financial planning, portfolio management, and educational workshops for individuals, high-net-worth households, and small businesses. The firm employs a blended investment approach utilizing Core + Satellite, Modern Portfolio Theory, and passive management, managing portfolios on a nondiscretionary basis with a focus on risk analysis.

William Benton is the sole advisor and president of Benton Innovation Group in Atlanta, GA, holding a Series 65 designation with over a decade of experience. He leads a 501(c)(3) ecological nonprofit organization and serves as an Intuit-authorized consultant. Benton Innovation Group operates as an investment manager focusing on pooled vehicles and institutional mandates, providing advisory and portfolio management services with alternative billing arrangements uncommon in the industry.

Lori Dietzler is a CFP® and Series 65-registered financial advisor with Zero Gravity Financial, LLC in Atlanta, GA. She has five years of industry experience and has been with her independent firm since 2013. Zero Gravity Financial serves individual, high-net-worth, and business clients, focusing on comprehensive financial planning, limited-scope hourly planning, and portfolio management. The firm employs a primarily passive, asset-class-driven investment approach using index funds, ETFs, and model portfolios through Betterment Institutional, and operates on fixed planning retainers and hourly fees rather than percentage-of-assets advisory charges.

John Austin III is a financial advisor with BQS Management LLC in Atlanta, GA, holding a Series 63 designation and 10 years of industry experience. He has worked at BQS Management since 2014 and is also affiliated with Austin & Company LLC, where Paul Austin serves as Founder and CEO. BQS Management LLC provides discretionary investment management focused on quantitative, medium-term systematic strategies for sophisticated investors, including accredited individuals and institutional vehicles. The firm employs technical and quantitative analysis on large-cap equities and ETFs, utilizing derivative instruments and tactical hedging as part of its approach.

John Sena is a CFP® with 17 years of industry experience and is the sole advisor at Mike Sena Advisors, Inc. Prior to founding his firm, he worked at Supporting Your Choices, Inc. for six years. Mike Sena Advisors, Inc. provides personalized financial planning and discretionary investment management to individuals and various entities, including profit-sharing plans, trusts, and charitable organizations. The firm operates on a fee-only basis using hourly, project, or retainer fees rather than asset-based charges, and employs a disciplined investment approach incorporating fundamental, technical, cyclical, and charting analysis.

My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/

Cornelius Davis Jr. is a ChFC® credentialed advisor with seven years of experience, currently serving as the sole advisor at Personal Econome, LLC in Decatur, GA. Prior to his advisory career, he worked for 13 years at the U.S. Department of Transportation. He is also a licensed insurance agent and tax preparer. Personal Econome, LLC provides financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm operates as a solo practice without managing client assets, focusing on a long-term investment approach tailored to client objectives.

Felicia Voloschin is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Life's Business, Inc. in Atlanta, GA. She is also president and owner of Life's Business Tax and Consulting Services, Inc., a CPA firm providing tax preparation, planning, and business consulting. Life’s Business, Inc. is an independent, single-adviser firm offering asset management and comprehensive financial planning to individuals and businesses. The firm employs fundamental, technical, and cyclical analysis with a focus on broad-based funds held for longer terms, and it provides both discretionary and non-discretionary management services.

Dawn Barnes is president of Aurora Bay Capital and has 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Aurora Bay Capital since 2010, including her current role since 2019. Barnes also serves as an outside director and audit committee member for Green Thumb Industries, a major multi-state cannabis operator, and is on the board of advisors for Serovita Holding Corporation, a cannabis beverage manufacturer. Additionally, she consults for an AI company, R4 Technologies Inc. Aurora Bay Capital is an independent investment manager providing discretionary portfolio management and advisory services to institutional clients, pooled investment programs, individuals, trusts, and non-profits. The firm combines fundamental and technical analysis with customized asset allocation, utilizing individual bonds, equities, and ETFs, and routinely selects third-party managers to implement client portfolios.

Robert Corbitt is a Certified Financial Planner® with 13 years of industry experience, currently serving as the sole advisor at Keystone Financial Consultants, Inc. in Atlanta, GA. He has been with Keystone since 2002. In addition to his advisory role, Mr. Corbitt is a licensed CPA who provides tax return preparation and tax planning services to various organizations. Keystone Financial Consultants advises individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a top-down investment approach combined with fundamental and technical analysis, managing accounts with strategies that may include tax-sensitive positioning, options, and margin use.