Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.

Tiberiu Marian is a CFP® and Series 66-registered advisor with 13 years of industry experience. He is the principal at Shadowbrook Private Wealth LLC, serving there since 2022. Prior to founding Shadowbrook, he worked at Morgan Stanley Private Bank and JPMorgan Securities. He also serves as a guest lecturer at the University of Bucharest. Shadowbrook Private Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm constructs customized portfolios with a range of investments and combines discretionary management with comprehensive financial planning, using AI tools alongside fundamental and technical analysis to support decision-making.

Jeffrey Wilson is a CFP® professional with 18 years of industry experience, serving as the sole advisor at Wilson Financial Group, LLC since 2001. He holds the Series 63 and Series 65 licenses. Outside of advisory services, he dedicates part of his time to business consulting and tax and accounting work through his firm. Wilson Financial Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $38.3 million for around 37 clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting.

Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at firms such as Edward Jones, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of financial services, he has been involved with Sovereign Sports Performance LLC, indicating interests beyond the advisory field. Privé Wealth Management serves individuals, families, business owners, trusts, small businesses, and nonprofit organizations through a range of financial planning and investment management services. The firm emphasizes a goals-based investment approach with diversified, low-cost index funds and tax-efficient strategies, offering both discretionary and non-discretionary services without minimum account sizes.

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.

Donald Mccarty Jr. is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Financial Decision Partners, LLC in Snellville, GA. He has been with Financial Decision Partners since 2000. Financial Decision Partners manages approximately $14.1 million across about 36 client relationships, providing financial planning and portfolio management to individuals, trusts, and estates. The firm employs a fundamentally value-oriented investment approach with a long-term perspective and offers comprehensive, limited, and hourly financial planning alongside discretionary and non-discretionary asset management.

Sam Evans is a CFA® charterholder based in Duluth, GA, with 15 years of industry experience. He currently operates Evans Wealth Management and has been affiliated with Legacy Planning Group, Inc. and Golden Years Advisory, LLC. In addition to his advisory work, Evans teaches accounting and finance on a part-time basis. Evans Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, generally those with at least $1 million in investable assets. The firm provides comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis, and incorporates tax considerations and a mix of public and private market strategies.

Barrett Carter is a financial advisor at Lexus Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EverGreen Capital Management, Inc. and Bank of America, N.A. Lexus Wealth Management serves individual and high-net-worth clients as well as institutional clients, managing approximately $42.3 million for about 279 clients through a three-advisor team. The firm provides discretionary portfolio management, financial planning, retirement rollover advice, and consultation services, using a mix of fundamental, technical, and modern portfolio theory approaches with active account monitoring and tailored investment strategies.

Worde McClung is a financial advisor at Arch Partners Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Maximum Wealth Management Inc. since 2019. McClung is also CEO of The McClung Agency LLC, where he manages property and casualty insurance sales outside of his advisory role. Arch Partners Wealth Management provides investment supervisory services, portfolio management, and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm primarily uses passive investment strategies with index mutual funds and ETFs and manages client accounts on a discretionary basis.

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.

Robert Vavrina is a financial advisor at Centurion Advisory Group, Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at BV Associates, Okta, and Freedom Mortgage. Centurion Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and small businesses. The firm provides financial planning, investment management, retirement plan consulting, and project-based general consulting, using a long-term wealth-building approach with a mix of mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and investment history.

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.

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.