Joe Richardson is a CFP® professional with 19 years of experience, operating as the sole advisor at Strategic Capital Planning, Inc. in Kennesaw, GA since 2006. He also has a long-standing role with the Cobb County School District beginning in 2001. Outside of financial advising, he provides accounting services and oversees the accounting department for Planters Rural Telephone Cooperative. Strategic Capital Planning, Inc. offers personalized financial planning, 401(k) consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses mutual fund–based strategies with a focus on passive funds and delivers portfolio management mainly on a non-discretionary basis with regular client involvement.

Richard Taylor is the sole advisor at Avid Wealth Management Group, LLC in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Mutual Service Corp and HLB Advisory Services, LLC since 2009 and has been associated with HLB Gross Collins, P.C., a full-service CPA and consulting firm, since 1973. Outside of his advisory work, Taylor is a principal and shareholder at HLB Gross Collins and is also a flight instructor. Avid Wealth Management Group primarily serves individuals, high-net-worth clients, trusts, estates, and employers sponsoring defined-contribution plans. The firm combines fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation and diversification, managing accounts mostly on a discretionary basis with regular reviews and occasionally recommending third-party managers.

Raymond Willeford III is a CFP® with 23 years of industry experience, serving as the sole advisor at Dental Retirement Strategies, Inc. He has been involved with Willeford CPA Wealth Advisors, LLC since 2003 and Willeford & Associates, CPA, PC since 1975. Dental Retirement Strategies, Inc. specializes in advising individual and high-net-worth clients, as well as providing customized asset management and retirement plan design for dental practices. The firm employs an evidence-based, long-term passive investment approach using primarily institutional Dimensional Fund Advisors mutual funds, and offers tailored solutions including fixed-income bond ladders and retirement-plan consulting specific to the dental industry.

Jeremiah Beguesse is a financial advisor at Berone Capital LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Alexander Capital, Centaurus Financial, Bank of America, Merrill, and MassMutual. Berone Capital provides discretionary investment supervisory and portfolio management services to a select group of individual and institutional clients. The firm employs a flexible, opportunity-driven investment approach that includes global macro and event-driven strategies across multiple asset classes with an emphasis on due diligence.

Kaya Ladejobi is a financial advisor at Earn Into Wealth Strategies with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Earn Into Wealth Strategies since 2015. In addition to her advisory work, she is a member and owner of Your Money MBA LLC, a financial education company where she develops educational workshops. Earn Into Wealth Strategies is a boutique advisory firm serving individuals, families, and business owners with comprehensive financial planning and modular wealth management services. The firm emphasizes diversified, low-cost index funds and ETFs, focusing on portfolio construction and ongoing monitoring while typically referring clients to third-party investment managers.

Connor Shay is the principal of Shay Wealth Partners and holds a Series 65 designation. He has work experience at Synovus Bank, Pathward Bank, and Delta Community Credit Union, totaling several years in the financial sector. Outside of his advisory role, a substantial portion of his time is dedicated to an outside banking business. Shay Wealth Partners is a state-registered investment adviser that plans to serve individuals, small businesses, trusts, and high-net-worth clients with asset management and financial planning. The firm offers discretionary portfolio management tailored to client goals and risk tolerances and provides hourly financial planning covering areas such as cash flow and retirement strategy.

Thomas Carlson is a CFA charterholder and financial advisor at 8020 Capital LLC with five years of industry experience. He previously worked at Northern Trust Corporation for 11 years, including senior portfolio management roles. 8020 Capital LLC provides discretionary wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term, portfolio-specific investment approach using both fundamental and technical analysis to guide asset allocation and security selection.

Matthew Greene is a financial advisor at Throckmorton Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Throckmorton Advisors since 2024. Outside of his advisory role, Greene is a co-owner of Pocket Shot LLC, a sporting goods company. Throckmorton Advisors provides portfolio management and financial planning services to high-net-worth individuals, utilizing a combination of long-term and short-term trading strategies that include technical and charting analysis. The firm offers both discretionary and non-discretionary management across a variety of asset classes.

Paul Earl is the principal advisor at P. G. Earl Investment Advisers, L.L.C. in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his independent advisory firm since 1999. Outside of advisory services, he serves as treasurer for a family-owned real estate business. P. G. Earl Investment Advisers provides fee-based investment advisory and portfolio management services to individual and institutional clients. The firm employs a fundamental analysis approach with an emphasis on mutual funds and manages accounts on a discretionary basis.

Michael Gutt is the sole advisor at Gutt Financial Management, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Gutt Financial Management since 1986. Gutt Financial Management, LLC is a fee-only investment adviser that offers personalized financial planning and investment management services to individuals and other entities. The firm employs a strategic asset-allocation, core-and-satellite approach, using passively managed index funds and ETFs as core holdings supplemented by selective active managers, with portfolios globally diversified and managed on either a discretionary or non-discretionary basis.

Robert King is a financial advisor at King Financial Investments Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Kingswood Wealth Advisors and has experience in both financial and accounting-related roles, including managing portfolios through an exemption at Bennie R King PC. King Financial Investments Inc is an independent SEC-registered adviser that provides discretionary portfolio management and ongoing investment oversight to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and employs both long-term and short-term trading strategies, with account reviews conducted at least monthly.

Adrian Tate is a financial advisor with Your Wealth Consultants LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Prior to founding his independent practice, he was associated with firms including Equitable Advisors, AXA Advisors LLC, and Alder Pelzer Group. Outside of advisory work, he has experience managing rental properties. Your Wealth Consultants LLC is a small, independent, state-registered advisory firm serving individuals, families, trusts, small businesses, and nonprofits. The firm employs a diversified, low-cost investment approach based on modern portfolio theory, utilizing primarily passively managed ETFs alongside other investment vehicles tailored to client objectives and risk tolerances.

Valerie Bowman is a financial advisor with Bowman Wealth Management in Smyrna, GA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include work with Empower Retirement and Havenn Hills, and she has been leading Bowman Wealth Management since 2019. She also has experience teaching at UCLA Extension. Bowman Wealth Management serves individual investors as well as institutional and tax-entity clients, including trusts, estates, charitable organizations, municipalities, and endowments. The firm offers discretionary investment management, financial planning with an emphasis on planned giving, tax return preparation, and educational workshops, combining institutional breadth with specialized services uncommon among similar-sized independent advisors.

Tomas Blanno is a financial advisor with Tomas A. Blanno and Company, LLC in Roswell, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Tomas A. Blanno and Company, LLC since 2004. In addition to advisory services, he offers tax preparation services. Tomas A. Blanno & Company, LLC provides discretionary asset management, financial planning, and consultations to individuals, including high-net-worth clients, as well as corporations and other business entities. The firm manages approximately $23.8 million and employs documented Investment Policy Statements, fundamental analysis, and asset allocation, often utilizing third-party allocation models and separately managed accounts.

Mark Wisneski is the principal and sole advisor at Southern Incomes, LLC, an independent registered investment adviser based in Marietta, GA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has managed Southern Incomes, LLC since 1999. Outside of advisory services, he is a licensed insurance agent offering annuities and life, health, disability, and long-term care insurance products. Southern Incomes, LLC manages approximately $48.9 million for about 58 clients, including individuals, trusts, estates, and corporate entities. The firm provides discretionary portfolio management and financial planning services, utilizing a mix of fundamental and technical analysis across various risk-return profiles.

Nivedita Persaud is a CFP® with 16 years of industry experience, currently leading Transition Planning & Guidance, LLC since 2010. She previously worked at Merrill from 2002 to 2005. In addition to her advisory work, she founded Pistevo, LLC, a consulting firm focused on personal and professional goal achievement through the 5 P's of Life Concept, and conducts financial seminars for military personnel as a Personal Financial Consultant with Zeiders Enterprises, Inc. Transition Planning & Guidance, LLC provides financial consulting for individuals, businesses, trusts, and estates, specializing in clients undergoing life transitions such as divorce, career changes, or retirement. The firm operates on a consulting-only model without managing assets or selling investment products, offering tailored advice and recommending outside managers when appropriate.

Joseph Giambrone is the sole advisor at JPG Wealth Management, an independent firm based in Marietta, GA. He holds a Series 66 designation and has 11 years of industry experience. In addition to his advisory role, he is also an attorney. JPG Wealth Management offers discretionary portfolio management, financial planning, and retirement plan sponsor services to individuals, high-net-worth clients, and qualified plans. The firm combines fundamental and technical analysis with ongoing supervision and periodic rebalancing to create tailored portfolios and provides specialized plan management services including investment policy statements and overlay management of third-party strategist models.

Abdul Majid Hasan is a financial advisor at Rock One Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Rock One Advisors since its founding in 2013. Outside of financial advising, he has a background in music publishing, having produced and composed copyrights sold to major record labels. Rock One Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a range of public and private securities and provides ongoing, individualized account supervision with a focus on both long-term and active trading strategies.

Andrew Hamm is a CFP® professional with 16 years of industry experience. He is the sole advisor at Summit Private Wealth, LLC, an independent firm he has led since 2019. His prior roles include positions at Kurt Mattson, Northwestern Mutual Investment Services LLC, Wells Fargo, Charles Schwab, and Truist Investment Services. Summit Private Wealth, LLC provides discretionary portfolio management and financial planning services to a small client base, including individuals, corporations, pension plans, and charitable institutions. The firm develops individualized investment policies and typically implements portfolios using fundamental, technical, and cyclical analysis.

Alleson Tate is a CFP® with 14 years of industry experience, currently serving as the principal of Avere Wealth Management, LLC in Atlanta, GA. Prior to founding Avere Wealth Management and Avere Tax Planning, LLC, he spent over a decade with Goldman Sachs in various financial advisory roles. He holds an insurance license and dedicates a portion of his time to tax planning through his affiliated firm. Avere Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, endowments, and retirement plans, managing approximately $19 million. The firm offers customized portfolio construction incorporating ETFs, mutual funds, individual securities, and alternative investments, with an emphasis on long-term holdings and tactical rebalancing, and includes specialized services such as digital asset planning and ERISA retirement-plan advisory.