Randy Brunson is a financial advisor at Centurion Advisory Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centurion Advisory Group, LLC since 2006. Centurion Advisory Group serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, providing financial planning, investment management, retirement plan consulting, and project-based general consulting. The firm uses proprietary asset-allocation models combining fundamental and technical analysis and implements portfolios through mutual funds, ETFs, and individual securities.

Lisa Helin is a CFP® professional at Baer Wealth Management with 7 years of industry experience. Her prior work includes roles at Cooks Warehouse Inc. and a period of retirement. Baer Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, and retirement plans, including ERISA fiduciary services. The firm employs a long-term, manager-driven investment approach and conducts detailed due diligence on private alternative investments.

Jay Cohen is a CFP® with 24 years of industry experience. He has worked at Monterey Wealth since 2020 and previously spent 15 years with LPL Financial, LLC. His other business activities include designing and implementing employee benefits, group life, disability, and retirement plans. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension and profit-sharing plans. The firm offers both discretionary and non-discretionary asset management, retirement plan consulting, and management of held-away assets through third-party platforms.

Robert Gaillard is a financial advisor at Arch Partners Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, and corporate clients. The firm primarily employs passive investment strategies using mutual funds and ETFs and manages approximately $109 million in discretionary assets.

Kassia Jezak is a financial advisor with C.W. O'Conner Wealth Advisors, Inc. in Duluth, GA, holding a Series 66 designation and having two years of industry experience. Her prior experience includes roles at Fidelity Investments and Coyote Logistics LLC/RXO Inc. She has also spent multiple years affiliated with The University of Alabama in various capacities. C.W. O'Conner Wealth Advisors, Inc. is an independent, fee-only registered investment adviser with a three-advisor team managing over $260 million for approximately 135 clients. The firm offers tailored wealth management, investment management, financial planning, and retirement-plan advisory services to a diverse client base, providing both discretionary and non-discretionary portfolio management alongside non-investment consulting such as real estate and income tax planning.

Jamie Stolz is a CFP® professional with 15 years of industry experience, currently serving as an advisor at TandemGrowth Financial Advisors, LLC since 2014. He is also the owner of TAYLORMADE BABY CLOTHES LLC, a business specializing in handmade children's clothing and gifts. TandemGrowth Financial Advisors provides comprehensive wealth management and financial planning services to individuals, high net worth households, trusts, and estates. The firm manages strategic long-term portfolios primarily through mutual funds and ETFs, incorporates various analytical approaches, and offers unique services such as a NextGen program and healthcare planning partnerships.

Michael Rudio is a financial advisor and partner at Phase Line Capital, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Edward Jones. Outside of his advisory role, he serves as a Major and Intelligence Officer in the Georgia Army National Guard and provides business consultation for a genomic sequencing firm. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a variety of investment vehicles, including derivatives, to tailor advice based on client objectives and risk tolerances.

Jason Lina is a CFP® and CFA® with 15 years of experience in financial advising. He has worked at Golden Bell Financial Planning, LLC since 2019 and has been associated with Resource Planning Group since 2011. Lina is based in Alpharetta, GA. Golden Bell Financial Planning provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm uses an evidence-based investing approach with strategic asset allocation and factor tilts, managing over $200 million in assets with a focus on tax-efficient implementation and tailored investment policy statements.

David Summers is a financial advisor at Cornerstone Financial with Series 63 and Series 65 designations and eight years of industry experience. He has been with Cornerstone Financial, LLC since 2002. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for about 200 clients. The firm employs a long-term, fundamental analysis approach focused on diversified mutual funds and ETFs and manages client accounts on a non-discretionary basis.

Malik Lee is a CFP® with 17 years of industry experience, currently serving at Felton & Peel Wealth Management, Inc. He has worked at Klondike Financial, LLC, Felton & Peel Tax Services, LLC, ALPS Distributors, Inc., and The Henssler Financial Group. Outside of his advisory role, Malik is CEO of a mobile app business, serves as treasurer on the board of a religious organization, and is chief marketing officer for a marketing and event planning company. Felton & Peel Wealth Management provides integrated wealth management services to individuals, high-net-worth clients, corporations, and charitable organizations, combining customized financial planning with discretionary portfolio management. The firm’s goals-based investment approach includes mutual funds, ETFs, fixed income, and alternative investments, with additional offerings such as insurance products and third-party platform strategies.

Catherine Mathis is a CFP® professional with 20 years of experience in the financial services industry. She is affiliated with Berkeley Advisors, Inc., where she has worked since 2004, and previously spent 12 years at ProEquities, Inc. Outside of her advisory role, she is an author of historical fiction, including a novel set in medieval Portugal titled *Death in Coimbra*. Berkeley Advisors is a small, supported registered investment adviser serving individuals, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a planning-first approach based on Modern Portfolio Theory, using primarily mutual funds and ETFs alongside individual securities and derivatives when suitable.

Alaeddin Kharazmi is a financial advisor with CIGX, LLC based in Marietta, GA, holding the ChFC® and Series 63 designations and bringing 13 years of industry experience. He has a long career in the insurance and real estate sectors, including roles at American National Insurance Co. and Dependable Realty Company. In addition to advisory work, he operates a tax service for family and close acquaintances. CIGX serves individual investors across wealth levels, retirement plans, and institutional clients, offering discretionary portfolio management through risk-based model portfolios primarily composed of ETFs. The firm emphasizes long-term holdings, regular reviews, and a defined sell discipline, with notable involvement in a family-only private investment fund.

Kelly Graff is a CFP® professional with seven years of experience at CommonWealth Financial Planners, Inc., where she has worked since 2013. She is based in Roswell, GA, and is one of two advisors at the firm. CommonWealth Financial Planners provides personalized financial planning and fee-based investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and small businesses. The firm offers a range of services such as cash flow and tax planning, insurance review, retirement and estate planning, and acts as a 3(38) investment manager for certain 401(k) plans.

Athanasios Bafas is a financial advisor at Anovest Investment Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Anovest since 2004, also serving as CEO and Chief Compliance Officer. Outside of his advisory role, he is a licensed real estate agent in Georgia and Colorado. Anovest serves individual households, including high-net-worth clients, providing discretionary portfolio management, financial planning, and custom portfolio solutions. The firm employs a bottom-up, total-return investment approach and manages accounts primarily on a discretionary basis.

Edward Moore Jr. is a CFA® charterholder with 18 years of experience in the investment industry. He has been with Bey-Douglas, LLC Investment Counsel since 2008 and also worked at Resurgent Financial Advisors LLC. Moore is based in Marietta, GA. Bey-Douglas, LLC provides portfolio management and retirement-plan advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charities, corporations, trusts, and estates. The firm employs two main investment strategies: a tax-aware, large-cap core equity approach known as the Disciplined Investment System (DIS) and a Diversified Allocation Method (DAM) that blends equities, fixed income, ETFs, and mutual funds based on client risk profiles.

Gregory St. John is a financial advisor at St. John & Associates, Inc. with 23 years of industry experience. He has been with St. John & Associates since 1999. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm uses a range of model asset-allocation portfolios combining active and passive equities, fixed income, ETFs, and alternatives, and emphasizes regular client communications, education, and the use of artificial intelligence tools in investment research and reporting.

Mona Kuhlman is a financial advisor at TandemGrowth Financial Advisors, LLC with 22 years of industry experience. She has been with TandemGrowth since 2003. She holds a Series 66 designation. Kuhlman receives residual income from Commonwealth Annuity and Life Insurance Company, an activity in which she spends less than one hour per month. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning. The firm manages strategic long-term portfolios using a mix of mutual funds, ETFs, independent managers, and alternative investments, offering services that include portfolio management, financial planning, and retirement-plan oversight.

David Moore is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is associated with Gien Capital Management LLC and has previously worked at Southern States LLC, Concourse Financial Group Securities Inc, and Legacy Financial Partners, LLC. Outside of his advisory work, he serves as Council Member-Treasurer for Mt. Zion United Methodist Church and provides consulting services to small business owners through Les Cheneaux Consulting. Gien Capital Management LLC offers discretionary asset management and standalone financial planning, utilizing a combination of fundamental, technical, charting, and cyclical analysis. The firm manages client assets primarily through selected third-party Sub-Advisors and operates with a small advisory team.

Joseph Henshaw is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Arc Asset Management LLC in Atlanta, GA. He previously worked at Polay & Clark for twelve years and has been involved in management consulting, bookkeeping, tax planning, and related services through Arc Business Management, LLC. Arc Asset Management provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals, focusing on a concentrated client base with tailored Investment Policy Statements and ongoing portfolio monitoring. The firm employs a diverse set of analytical methods and investment strategies, manages accounts on a discretionary basis, and conducts due diligence on third-party managers.

Steven Harrison is a financial advisor with D.L. Fields Advisory Group, LLC in Duluth, GA. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Intuit and the City of Brookhaven. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers tailored investment strategies using fundamental and technical analysis, with portfolios reviewed regularly and services provided on both asset-management and hourly planning bases.