Harkaran Talwar is a financial advisor with Soina Financial Group, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Angel Oak Capital Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Soina Financial Group is an independent, state-registered investment adviser that provides discretionary investment management and tailored advisory services to individuals, including high-net-worth clients. The firm emphasizes modern portfolio theory and an efficient-market approach, using diversified portfolios primarily composed of passive mutual funds and ETFs, while also employing derivatives for hedging and tactical purposes.

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.

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.

Catherine Morgan is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. She is the principal of Access Planning Partners, LLC, an independent firm she has led since 2018, and previously worked at Elm3 Financial Group. In addition to her advisory role, she operates a separate CPA practice providing tax preparation and bookkeeping services. Access Planning Partners, LLC is a fee-only registered investment adviser serving individuals, families, businesses, trusts, and employer-sponsored retirement plans. The firm integrates financial planning with tax and estate considerations, employs a primarily passive investment approach grounded in Modern Portfolio Theory, and offers ERISA retirement plan consulting and fiduciary services for plan sponsors.

Henry Yin is a financial advisor at Long Faith Capital LLC in Alpharetta, GA, with five years of industry experience. He holds a Series 65 designation and has previously worked at CareSource, Inc. as a Senior Data Analyst, where he supports quality improvement through patient claims analysis. Long Faith Capital LLC provides portfolio management and limited financial planning services to individual and high-net-worth clients, employing a mix of cyclical, fundamental, modern portfolio theory, and quantitative analysis. The firm offers both discretionary and non-discretionary services and distinguishes itself by publishing subscription newsletters with securities advice and offering performance-based fee arrangements to eligible clients.

Walter Hammond is a financial advisor at Cedar Valley Capital LLC in Roswell, GA, with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Supreme Alliance, LLC. In addition to his advisory role, he is a registered representative of a broker-dealer and is involved in securities and insurance product sales. Cedar Valley Capital is an independent, state-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, middle-market businesses, and charitable organizations. The firm employs a value-based investment approach supplemented by technical and macroeconomic analysis, and it offers pension consulting as well as management of held-away participant accounts through a third-party platform.

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.

John Sicner is the sole advisor at Sicner Asset Management, L.L.C. in Alpharetta, GA, with 27 years at the firm and 11 years of industry experience. He provides discretionary portfolio management primarily using mutual funds, ETFs, and individual equities. Sicner Asset Management offers tailored investment plans for individuals, charitable organizations, trusts, and estates, combining investment supervision with limited financial planning. The firm is notable for its focus on charitable clients and individualized portfolios, managing approximately $88 million in assets with a small client base.

Michael Crifasi is the sole advisor at CEI Financial Planning in Milton, GA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at Kovack Advisors, Inc. and Kovack Securities Inc., along with operating Crifasi Enterprises, Inc. since 1992. Outside of financial advising, he serves as a corporate advisor providing political and strategic guidance for a proprietary solid-state fuel cell company. CEI Financial Planning is an independent registered investment adviser focusing primarily on higher-net-worth individuals while also offering lower-cost reviews for clients with simpler needs. The firm employs an investment approach based on cyclical and fundamental analysis, emphasizing diversification and asset allocation, and works with third-party money managers under primarily non-discretionary advisory relationships.

Prasanna Srinivasan is a financial advisor with Opti Bloom Advisors LLC in Alpharetta, GA, holding a Series 65 designation and seven years of industry experience. He has been with Opti Bloom Advisors since 2018 and concurrently works as a project manager at Manhattan Associates Inc., a supply chain software company. Opti Bloom Advisors provides discretionary asset management, financial planning, and investment consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm constructs portfolios based on clients’ goals, time horizons, and risk tolerances, employing a mix of index and actively managed funds along with both fundamental and technical analysis methods.

Robert Valenti is the principal of Archangel Investment Management in Woodstock, GA, with 12 years of industry experience. He holds Series 63, 65, and 66 registrations and has previous experience at Morgan Stanley Dw Inc. Valenti also owns and manages Sierra Victor Management & Consulting, a management consulting firm unrelated to investment advisory services. Archangel Investment Management provides discretionary, fee-based investment management primarily for individual clients. The firm employs both fundamental and technical analysis to create diversified portfolios using various investment vehicles, managing accounts on a discretionary basis according to written guidelines.

David Rich is a financial advisor at Rich & Company LLC with a Series 65 designation and two years of industry experience. He previously worked for the United States Department of the Treasury for 17 years and serves as Managing Director of Southern Business Consulting, LLC, a CPA practice offering tax, accounting, and business advisory services. Rich & Company provides investment management, financial planning, and consulting services primarily to individuals and high-net-worth clients, as well as corporations, trusts, estates, retirement accounts, and some non-United States persons. The firm combines multiple analytical approaches to tailor recommendations and offers integrated tax planning through its affiliation with a licensed CPA practice.

Phillip Kleiber is a CFP® professional and founder of First Pitch Planning and Tax LLC, with four years of experience in financial advising. Prior to establishing his firm, he worked for The Coca-Cola Company for 27 years and was involved in CFP education and tax-related volunteer roles. First Pitch Planning and Tax LLC is a single-advisor independent firm that offers financial planning, tax planning, and coaching primarily to younger and lower-to-medium net worth individuals. The firm focuses on teaching clients to become self-directed investors and integrates tax considerations into its planning process, delivering advice through fee-based, hourly, and subscription models without taking custody of assets or selling commissioned products.

I’m Nick — a Christian, husband, father, and financial planner who believes that money not only reflects our hearts, it directs our hearts. ‍I’ve been in financial planning and small-business finance for over a decade, but what drives me isn’t spreadsheets or markets — it’s the desire to do well and be found faithful by the One who owns it all. I’ve seen how confusing the modern financial world can be, and I believe Christians shouldn’t have to navigate it alone. As a CERTIFIED FINANCIAL PLANNER™, my goal is simple: help you understand what God has entrusted to you, make wise decisions with it, and build a life marked by peace, generosity, and long-term faithfulness.

Lawrence Mcdonald Jr. is a financial advisor at Tricord Investment Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Tricord since 2005. In addition to his advisory role, he is president and owner of L-J Financial Associates, Inc., which offers health insurance, life insurance, and employee benefit services. Tricord Investment Advisors provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, employing long- and short-term equity strategies with an emphasis on individual equities and exchange-traded funds. The firm utilizes the Interactive Brokers platform for customized equity basket holdings and dynamic portfolio re-optimization.

Manish Patel is a financial advisor at BluePrint Private Wealth Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including JPM Ventures and Ameriprise. BluePrint Private Wealth Management LLC serves individual clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm tailors investment programs to clients’ goals, time horizons, and risk tolerance, providing regular account reviews and a defined financial planning process.

Stephen Johnson is a financial advisor with Great Bay Wealth Management in Roswell, GA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He founded Great Bay Wealth Management in 2017 after a brief tenure at Quest Capital Strategies, Inc. The firm provides discretionary investment management and advisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans, managing approximately $29.4 million in client assets. Great Bay Wealth Management emphasizes fundamental analysis to create diversified, goal-based portfolios primarily using mutual funds, ETFs, and fixed income, while also incorporating tactical strategies such as options, margin, ADRs, and bitcoin ETFs when appropriate.

Andy Khoo is a financial advisor with A.I.M. Financial Group, Inc. in Alpharetta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including over two decades at A.I.M. Financial Group and affiliations with THE O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, he serves as vice-president of K&L Service, providing tax planning to clients. A.I.M. Financial Group, Inc. is a small wealth management firm offering discretionary portfolio management, financial planning, and third-party managed program recommendations. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using fundamental analysis and growth and income strategies tailored to client goals and risk tolerance.

Jeffrey Payne, Jr., CFP® is the sole advisor at Payne Financial Management, L.L.C. in Kennesaw, GA, with 22 years of industry experience. He has led his firm since 1999, holding the CFP® designation and Series 65 license. Payne Financial Management, L.L.C. serves individual clients, focusing on those planning for, transitioning into, or already in retirement. The firm provides discretionary portfolio management and financial planning services tailored to each client’s goals and risk tolerance, with an emphasis on client education and regular portfolio reviews.

Mark Kanakaris is the principal advisor at Kanakaris and Associates in Woodstock, GA, holding a Series 65 credential with 13 years of industry experience. He founded Kanakaris and Associates in 2016 and previously worked at Royal Fund Management, LLC. In addition to his advisory role, he is involved in life, annuity, health, and disability insurance sales, as well as tax planning and preparation through Cherokee Tax Group. Kanakaris and Associates is a registered investment adviser managing approximately $7.5 million in discretionary assets for around 62 individual clients. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a quantitative, rules-based investment approach with model portfolios that include strategies such as covered-call writing and sector momentum analysis.