Cynthia Derso is a financial advisor at Proactive Wealth Strategies, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial and INVEST Financial Corp. Derso has been with Proactive Wealth Strategies on multiple occasions, most recently since 2022. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm uses a predominantly top-down, performance-based approach to create individualized asset-allocation guidelines and offers comprehensive financial planning and discretionary portfolio management.

Natalie Gallo is a financial advisor with Regent Peak Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services primarily to individuals—including high-net-worth clients—and some corporate plan clients. The firm’s investment approach emphasizes model portfolios based on Modern Portfolio Theory, using ETFs and equities, and frequently implements strategies through sub-advisers or third-party money managers.

Brian Gately is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Anchyra Partners LLC and previously spent 10 years at Goldman Sachs & Co. based in Atlanta, GA. Anchyra Partners LLC is a registered investment adviser serving high-net-worth individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm employs a broad range of investment tools and maintains structured relationships with third-party platforms and custodians to provide tailored investment solutions.

Frederick Wright IV is a financial advisor with NovaPoint Capital LLC in Atlanta, GA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining NovaPoint Capital in 2019, he worked at Brightworth, LLC for three years. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies, combining quantitative, fundamental, and technical analysis to manage portfolios typically consisting of 30–50 stocks.

Steven Edwards is a financial advisor with Arcus Capital Partners, LLC, based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining Arcus Capital Partners in 2008, he worked at Credit Suisse Securities and Pershing LLC. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and utilizes both individual accounts and pooled investment vehicles, employing a combination of qualitative and quantitative manager screening and ongoing portfolio monitoring.

Jennifer Mccarthy is a CFP® with eight years of experience in financial advising. She has been with Patton Albertson Miller Group, LLC since 2019 and previously worked at Anthony Smith Advisors, Inc. from 2016 to 2019. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, with access to alternative investments and third-party tools for portfolio management and risk analysis.

Rhonda Gilbert is a Series 66-credentialed financial advisor with 27 years of industry experience. She is affiliated with Large and Gilbert Wealth Advisory and has previously worked at Cambridge Investment Research, Inc. Outside of her financial advisory role, she is involved in several non-investment business activities including commercial property rental and serving as president of a company that sells construction accounting software. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering discretionary portfolio management primarily through firm-developed model portfolios of mutual funds and exchange-traded funds, along with comprehensive financial planning services.

Robert Goggin is a financial advisor with Atticus Wealth Management in Roswell, GA, holding a Series 65 credential and 16 years of industry experience. He joined Atticus Wealth Management in 2018, following roles at Wealth Management Advisors, Peachcap Tax & Advisory, Haven Capital, and Solidus Wealth Management. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically working with clients who have at least $500,000 in investable assets. The firm employs a range of investment strategies and maintains a fiduciary standard, offering portfolio management, financial planning, and pension consulting.

Robert Kaercher Jr. is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Smith & Howard since 2010. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients with a six-advisor team.

James Francis IV is a financial advisor with ALTA Capital Management LLC in Alpharetta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience, including 23 years at Montag & Caldwell and 2 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, using a quality-growth, bottom-up investment process that incorporates quantitative models and Investment Committee oversight. The firm serves a range of clients with strategies that include equity, fixed income, balanced mandates, and employs sub-advisers, derivatives, and AI-assisted models in certain portfolios.

Mark Sheerin is a CFP® professional with 10 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc. since 2016. He is based in Atlanta, GA, and is part of a six-advisor team at the firm. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm focuses on client-specific investment guidelines using diversified no-load mutual funds and ETFs, and offers services such as ongoing wealth management, retirement plan advisory, and estate distribution support.

Ashish Gandhi is a financial advisor at Proactive Wealth Strategies, LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at The Family Office and Emirates Investment Bank. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm offers comprehensive financial planning, discretionary portfolio management, and access to LPL-sponsored program portfolios, employing a top-down, performance-based approach with individualized asset allocation guidelines.

Valeri Bishop is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Wellspring, Bishop worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of financial advising, Bishop owns a short-term vacation rental property in Cleveland, GA. Wellspring Wealth Management provides investment advisory, financial planning, portfolio management, and consulting services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to multiple investment platforms and third-party managers.

Darren Beck is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been with Pathway Financial Advisors, LLC since 2008, where he works as part of a five-advisor team. Outside of his advisory role, he serves as vice president of MMB Anesthesia LLC, a company providing anesthesia services where his wife is a nurse anesthetist. Pathway Financial Advisors serves individuals, businesses, trusts, estates, and charitable organizations with integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm follows an integrated financial planning process with ongoing portfolio review and offers a range of investment and consulting services, including retirement plan engagements and private fund recommendations.

Gabrielle Kong is a financial advisor at BEAM Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Gratus Capital, LLC, and Carroll Financial. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets, serving individuals, businesses, trusts, estates, and retirement plans. The firm focuses on asset allocation, diversification, and portfolio construction grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, offering wealth management, financial planning, portfolio management, and ERISA consulting.

Michael Smith is a Series 65-licensed advisor at A. Montag & Associates with six years of industry experience. He previously worked at AssuredPartners Investment Advisers, LLC and Iron Capital Advisors. Outside of finance, he is a partner in The Dappled Grays, a music band based in Atlanta. A. Montag & Associates serves high-net-worth individuals, families, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a structured investment approach incorporating fundamental and technical equity analysis, fixed-income management, and mutual fund and ETF selection.

Kaila Brooks is a financial advisor at Park Square Financial Group LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Csenge Advisory Group, LLC and Lion Street Financial, along with work experience at Ansley Golf Club and Georgia Southern University. Park Square Financial Group serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach that integrates fundamental, quantitative, and technical analysis, primarily using equities, ETFs, and mutual funds within a wrap fee program structure.

Margaret Wright is a CFA® charterholder based in Atlanta, GA, with 10 years of industry experience. She currently serves at MartinWright Advisory, LLC and has previously worked at Truist Advisory Services and SunTrust Bank. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and service. MartinWright Advisory provides investment management, financial planning, and consulting services to a diverse client base including individuals, institutions, trusts, and retirement plans. The firm employs both active and passive investment strategies with an emphasis on diversification and continuous portfolio management.

Patricia Hayton is a financial advisor with CPC Advisors, LLC, holding a Series 66 designation and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors, along with 15 years at J Thompson Ross Investments. She also serves as Operations Manager for CPC Advisors. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

Kelly Dowdy is a CFP® professional with nine years of experience at HC Advisors LLC and fourteen years at Henning, Dowdy & Jones, LLC, where she serves as Managing Partner of the CPA firm. She is based in Sandy Springs, GA. HC Advisors LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a range of investment strategies and offers both discretionary and non-discretionary portfolio management along with modular financial planning and consulting services.