David Hultstrom is a financial advisor at Financial Architects, LLC in Woodstock, GA, with 23 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has been with Financial Architects since 2005. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is grounded in academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative allocations.

Kaitlyn Barnes is a CFP® professional with nine years at Financial Architects, LLC and a total of four years in the financial industry. She previously worked at Suntrust Bank and Kennesaw State University. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is based on academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative exposures.

Theodore Parrish is a CFA® charterholder with 22 years of industry experience and serves as an advisor at Parrish Capital, LLC since 2015. He holds a Series 66 license and is involved in community activities as a board member of Kenny Leom's True Colors Theatre Company and as a trustee advocating for Kennesaw State University through the Kennesaw State Foundation. Parrish Capital, LLC is an SEC-registered firm providing discretionary portfolio management, financial planning, retirement plan advisory, and investment consultation to individuals, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach with proprietary model stock portfolios and manages approximately $130 million across more than 200 clients.

Nicholas Houston is a financial advisor at BDM Investments, Inc. with a Series 65 credential and three years of industry experience. Prior to his current role, he worked for over a decade at Northside United Methodist Church. BDM Investments, Inc. provides discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across about 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focusing on asset allocation and passive investment vehicles, utilizing third-party platforms such as Savant Wealth Management.

Shelly Brockman is a financial advisor at Asset Management Group with four years of industry experience. She holds a Series 65 designation and previously worked at Potomac Fund Management and Fourlane. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm primarily uses third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Scott Dietz is a financial advisor with NTV Asset Management, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has served as President and CEO of both NTV Asset Management and its affiliated firm, Eagle Financial Group, where he provides financial counseling including estate and income tax planning for high-net-worth individuals. NTV Asset Management offers investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory, combining cash or laddered bonds for near-term spending with risk-based asset allocation, and maintains a notable involvement with private placements alongside a related accounting and tax-preparation affiliation.

Dustin Cantrell is a Series 65-licensed financial advisor at BDM Investments, Inc. with 12 years of industry experience. He is also a senior accountant and shareholder of Cantrell & Associates, PC, an accounting firm where he provides accounting, compliance, and tax consulting services. He has been with Cantrell & Associates since 1995. BDM Investments, Inc. offers discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focused on asset allocation and passive investment vehicles, and integrates investment services as a complement to its affiliated accounting practice.

Ashel Ammons Jr. is a financial advisor at Asset Management Group with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Guardian Life Insurance Company, and Northwestern Mutual. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and business-owner advisory services. The firm uses sub-advisers and model portfolios with tax-aware planning and provides a full-service operating system for business owners that includes accounting, tax, payroll, and retirement plan governance.

Matthew Blumberg is a PFS™ credentialed financial advisor with two years of experience at Paraklete Financial, Inc. He has a background in accounting, having worked at Matthew Blumberg CPA PLLC from 2020 to 2026 and at Mitchell Taylor CPA PA from 2015 to 2020. Blumberg also operates MATTHEW BLUMBERG CPA PLLC d/b/a PALM BEACH TAX ADVISORS. Paraklete Financial provides integrated, fee-for-service financial planning primarily to individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on tax-centered, coordinated planning delivered by CPA/PFS advisers and does not manage assets or sell financial products.

Patricia Steward is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation with 16 years of industry experience. She has worked at Paraklete Financial since 2010 and previously spent 31 years at Steward Ingram & Cooper PLLC. Paraklete Financial offers integrated, fee-for-service financial planning focused on individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers provide tax-centered, coordinated long-form planning without managing client assets or selling financial products, working closely with outside specialists to implement comprehensive plans.

Robert Takacs is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, and San Blas Advisory. He has served as treasurer of the Marine Corp Coordinating Council of Georgia, a registered charitable organization, for approximately seven years. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan services, and access to third-party money managers. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets primarily on a non-discretionary basis.

Wade Marcy is a financial advisor at Unity Financial Planning Group LLC with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Unity in 2024, he held roles at Pruco Securities LLC, The Prudential Insurance Company of America, and Thrivent Financial. Outside of his advisory work, Mr. Marcy owns Unity Life & Legacy, an insurance business focused on clients' insurance needs and group insurance for businesses, and co-manages Financial Concierge Partners, LLC, a networking platform for referral partners. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, employing a fundamental analysis and strategic asset allocation approach with an integrated network of ancillary professionals.

John Gjertsen is a CFP® and CFA® with 18 years of industry experience. He has worked at BlueSky Wealth Advisors, LLC since 2018 and previously spent seven years at D.L. Blain & Co., LLC. Gjertsen holds a Series 65 license and is based in Acworth, GA. BlueSky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, providing comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages over $1 billion in discretionary assets with a team of nine advisors, emphasizing strategic asset allocation with a primarily passive, tax-aware investment approach supplemented by active managers when appropriate.

James Pritchett Jr. is a financial advisor at Capital Management Services, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Capital Management Services, he worked in legal roles at Fouts Law Group, LLC, G Briceno Law Firm, and King & Spalding, LLP, among others. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, and serves as a money manager for other investment advisers. The firm employs a tactical asset allocation strategy using mutual funds and ETFs, with active rebalancing and occasional short positions.

Michele Grant is a CFP® professional with 25 years of industry experience, currently serving at Financial Enhancement Group. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory work, she is a distributor for Water4Wellness, providing water filtration and hydration systems to her community. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a blend of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its multi-advisor platform.

Susan Tillery is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation with 22 years of industry experience. She has been with Paraklete Financial since 2007. Outside of her advisory role, she is president of Financial Planning Advocate, LLC, an educational services and consulting firm where she writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Additionally, she serves as a board member of the Georgia Society of CPA's. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers deliver tax-centered, coordinated planning without managing assets or selling financial products, working closely with CPAs, attorneys, and other professionals to prepare comprehensive plans.

William Mccutchen is a PFS™ credentialed advisor with two years of experience at Paraklete Financial, Inc. He has also been involved with Marty McCutchen CPA PC since 2006. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on coordinated, tax-centered planning delivered by CPA/PFS advisers, emphasizing comprehensive plans without managing client assets or selling financial products.

Jeremy Hudson is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Golden Reserve Retirement, LLC and previously worked at Hoffman Financial Group, Retirement Wealth Advisors, and Impact Partnership. Outside of his advisory role, he is involved in using fixed indexed annuities and life insurance as part of financial planning for clients. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice, ongoing portfolio management, and retirement planning. The firm emphasizes long-term, diversified investment strategies and integrates estate-planning and tax services within a fixed annual fee structure.

James Jennings Jr. is a financial advisor at Unity Financial Planning Group LLC with 17 years of industry experience. He holds a Series 66 credential and has worked at firms including NFP and Silver Oak Securities. Jennings is also involved with nonprofit organizations supporting education, serving as an officer and director for the Paulding Education Foundation and the Bartow Edification Foundation. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services using a disciplined investment process focused on fundamental analysis and long-term holdings.

Michael Turgeon is a financial advisor at Unity Financial Planning Group LLC with over 38 years of industry experience. He holds the ChFC® designation and securities licenses (Series 63, 65, 66). Prior to joining Unity Financial Planning Group in 2025, he worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Thrivent Financial. Outside of advising, he leads an invention project in the apparel industry focused on innovative accessories and co-manages a financial networking platform. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, emphasizing fundamental analysis, strategic asset allocation, and long-term holdings implemented through ETFs, mutual funds, and individual equities.