James Mcgeehan is a financial advisor at Ensure Capital LLC in Alpharetta, GA, holding Series 65 and Series 66 licenses with 12 years of industry experience. He worked at Ensure Capital (formerly Oaktree Capital) for 15 years and spent one year at the U.S. Department of Transportation. Outside of advising, he provides business brokerage services and holds a Delaware real estate license. Ensure Capital LLC offers financial planning and discretionary portfolio management to individuals, small businesses, and corporate trustees. The firm emphasizes asset allocation with a long-term focus on equities, using a blend of analytical approaches and may incorporate derivatives and margin strategies within discretionary accounts.

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.

Trevor Reece is a financial advisor at Waypoint Financial Planning, LLC in Marietta, GA, holding a Series 65 designation with one year of industry experience. Prior to founding Waypoint in 2025, he worked for Blue Trust from 2023 to 2025 and spent nine years at McKinsey & Company. Waypoint Financial Planning, LLC serves individuals, high-net-worth clients, charitable organizations, corporations, and trusts with fee-only investment management and financial planning. The firm employs discretionary portfolio management using modern portfolio theory combined with fundamental and cyclical analysis, tailoring recommendations to client risk tolerance without requiring a minimum account size.

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.

James Dowdy is a financial advisor at Legacy Partner Group with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Cetera Wealth Services. Legacy Partner Group is an independent advisory practice that provides fee-based, discretionary portfolio management and custom investment services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm employs a tactical allocation strategy using fundamental and cyclical analysis to manage risk and seeks improved performance across approximately $85 million in discretionary assets.

C Venkatesh is a financial advisor with CN Wealth Management, LLC in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. He has led CN Wealth Management since 2009. CN Wealth Management, LLC is an independent advisory firm serving individuals and high-net-worth clients with discretionary investment management. The firm emphasizes tailored portfolio construction, combining fundamental and occasional technical analysis, and utilizes strategies including margin and options within separately managed accounts.

Gerald Delon is the sole advisor at Gerald L. Delon, PhD, an independent registered investment adviser based in Duluth, GA. He has 22 years of industry experience and has been involved in financial services since 1973. Gerald holds a Ph.D. in Business and Management Systems. The firm provides discretionary portfolio management to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients such as pension and profit-sharing plans. It follows a conservative, capital-preservation investment approach with balanced asset allocation and uses a combination of fundamental and technical analysis while avoiding high-risk strategies.

Richard Vaughan is a financial advisor with 20 years of industry experience, currently operating at 401K Advisory Group, Inc. in Sandy Springs, GA. He holds Series 63 and Series 66 designations and has worked at his current firm since 2009. Prior to that, he spent five years with Domino's Pizza. 401K Advisory Group, Inc. focuses exclusively on advising pension plan sponsors and participants in qualified retirement plans, particularly 401(k) plans and other defined benefit and contribution plans. The firm provides fiduciary guidance and personalized financial-wellness coaching, employing a conservative, fundamental-analysis approach centered on mutual funds and ETFs.

James Izett is the principal of Izett & Associates, LLC in Suwanee, Georgia, with 45 years of experience in the financial industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Retirement Partner Advisors, OneDigital Investment Advisors LLC, Independent Financial Group LLC, and AdviseMe National Advisors. Izett & Associates is a state-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a combined long-term growth and income strategy focused on dividend- and interest-producing securities, including REITs and BDCs, and utilizes both long and short equity trading.

Hi, I'm Nick. I'm the founder of Chattahoochee Wealth, a financial planning and investment management firm focused on corporate professionals in their 50s and 60s who are serious about retirement planning. Do you: • Know you've saved enough, but have no clear picture of how to turn that nest egg into a reliable, sustainable income? • Feel like your retirement picture is a jumble of puzzle pieces — 401(k)s, IRAs, taxable accounts, company stock — that individually make sense but together feel impossible to sort out? • Want to make sure you can actually do the things you've been looking forward to in the early years of retirement, while you're still in the health to enjoy them? • Worry that you're overpaying the IRS, and want a strategy to lower your total taxes paid during your retirement? • Know you have too much tied up in company stock but have no idea where to even begin unwinding it? That's exactly what I do. Together we'll untangle the puzzle, build a tax-efficient retirement income plan you actually understand, and make sure you have the confidence to enjoy the retirement you spent decades building. My background: • CPA — I started my career in public accounting at PwC • CFA® charterholder — I then spent several years on the investment research side at a large regional RIA • CFP® professional — After realizing returns aren't that important unless there's a "why" behind them, I shifted my focus to financial planning and spent several years as a financial planner before founding Chattahoochee Wealth Most advisors come from one of these backgrounds. I've worked in all three, which means all three lenses are on your situation at once. When you have more than just a hammer, not every problem has to be a nail. When I'm not thinking about retirement planning, I'm probably spending time with my wife, two daughters, and our labradoodle Palmer. I enjoy playing golf, cooking on my Big Green Egg, and fueling my mild obsession with coffee — I home roast beans and am still trying to nail latte art. If any of this sounds like where you are, I'd love to connect. Book a free introductory call and let's see if we're a good fit.

David Jenkins is a financial advisor at Trestle Wealth Advisory, LLC in Duluth, GA, holding a Series 65 designation with 11 years of industry experience. He previously worked at Elevate Wealth Advisory, Inc. for nine years before joining Trestle Wealth Advisory. Trestle Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs modern portfolio theory to construct non-discretionary portfolios and conducts no-charge educational seminars, while relying on third-party platforms for account administration and trade processing.

Donald Whalen is the sole advisor at Versailles Financial, LLC in Alpharetta, GA, holding a Series 65 credential with 23 years of industry experience. He has been leading Versailles Financial since its founding in 2003. Outside of his advisory role, Mr. Whalen owns a private ice rink used for training and rentals. Versailles Financial provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans. The firm operates on a fee-only basis and emphasizes strategic asset allocation using no-load and low-load mutual funds and ETFs, with additional services including pension consulting.

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.

Latoya Maddox is a CFP® with 19 years of industry experience. She is the principal of Infinity Financial Wealth Management LLC and has previously worked with NAMCOA - Naples Asset Management Company and the Financial Industry Regulatory Authority. Outside of her advisory role, Maddox is a licensed insurance agent and operates a tax preparation business, as well as teaching pre-license insurance courses and serving as a FINRA arbitrator. Infinity Financial Wealth Management LLC provides discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory in portfolio construction and offers strategies including long-term investments, option writing, and derivatives within separately managed accounts.

Ali Elnajjar is the principal of AE Financial & Risk Management, Inc. in Alpharetta, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JBS Liberty Securities, Inc. since 2016. In addition to his advisory role, he is the owner and CFO of Avicenna Nutraceutical, LLC, a business involved in the sale of collagen supplements. AE Financial & Risk Management provides advisory services to individuals, trusts, charitable organizations, and businesses, offering asset management, financial planning, business consulting, and retirement-plan advisory services. The firm uses model portfolios tailored to client objectives and employs third-party research and managers, focusing on diversification and risk/return analysis within a long-term investment approach.

Sanjay Puri is a financial advisor at Infinity Wealthcare, LLC with six years of industry experience. He holds a Series 65 designation and concurrently works as Director of Business Development and Account Management at Amdocs Inc., an enterprise software company serving the telecommunications industry. Infinity Wealthcare provides fee-only investment advisory and consulting services to individuals, self-employed professionals, small business owners, and retirement/pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis along with options Greeks analysis to create customized portfolios, emphasizing standardized options for income, growth, and risk management.

Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.

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.

Edward Fleming is a CFA® charterholder and principal of Fleming Wealth Management, LLC in Johns Creek, GA, with 22 years of industry experience. He has operated his independent advisory firm since 2004. Fleming Wealth Management provides discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tailored, suitability-driven process and offers tax preparation services to advisory clients at no additional charge.

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.