Marc Goldstein is a financial advisor with Haven Wealth Group in Atlanta, GA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Haven Wealth Group, he worked at Black Diamond Investment Partners. He is also a partner and investor in a business called Go Greek, owned by his son. Haven Wealth Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans. The firm employs a values-based, tailored asset allocation approach, often incorporating individual stocks and bonds alongside ETFs, fixed income, dividend-paying securities, growth equities, and options.

Jessica Vickery is a financial advisor at BlueChip Wealth Advisors LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BlueChip and its predecessor firm since 2011, as well as at Arkadios Capital and BIP Wealth. In addition to her advisory role, she is self-employed as a bookkeeper. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable approach using both active and passive strategies, with an emphasis on documented planning deliverables and educational client engagements.

Brook Scardina is a financial advisor at Crescent Advisor Group, Inc. with four years of industry experience and holds a Series 65 designation. Prior to joining Crescent Advisor Group, he worked with firms including ST. John & Associates, Inc. and has been a managing partner at White Oak Capital Holdings, LLC, where he is involved in investment consulting and commercial real estate lending. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a broad client base that includes individuals, families, institutions, and nonprofit organizations. The firm employs a combination of technical and fundamental analysis and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

Michael Rollauer is a CFP® professional with 23 years of experience in the financial services industry. He currently serves at Highbrook Capital Partners and previously worked at firms including Waypoint Wealth Counsel and Arcus Capital Partners, LLC. He holds an insurance license but does not actively solicit insurance business. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a disciplined investment approach combining fundamental, quantitative, technical, and charting analysis, utilizing a broad array of strategies and instruments through discretionary portfolio management.

Kris Dwyer is a CFP® with 44 years of experience in financial advising, currently with Longview Wealth Management in Atlanta, GA. He has worked at Longview since 2005 and has prior experience at Cambridge Investment Research and other firms. Outside of his advisory role, he serves as the stewardship chair at Inman Park United Methodist Church. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension, profit-sharing, and corporate clients, offering services such as asset management, financial planning, divorce consulting, and access to third-party manager programs.

Andrew Jones is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Lloyd Advisory Services, LLC since 2009 and was previously associated with ABJ Advisors, Inc. Jones is also involved as an insurance agent with The Lloyd Group, Inc., where he participates in the sale of insurance products. The Lloyd Advisory Group is a seven-advisor team providing discretionary investment management and financial planning primarily to individual clients and personal trusts. The firm employs a three-bucket investment framework combining growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

Leslie Apseloff is a financial advisor at B.B. Graham & Company, Inc. with a Series 66 designation and no prior industry experience. Leslie has held roles at several firms, including Planning Works, DLC, Reston Equity Group, Anchorage Capital Group, Ernst & Young, and PricewaterhouseCoopers. Leslie is a partner at Planning Works, LTD. LLC, an investment services firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary account management with regular reviews and access to third-party managers.

Karen Holt is a financial advisor at PeachCap Tax & Advisory, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors from 2000 to 2016. Outside of her advisory role, she serves as treasurer for West Mitchell CME Church in Atlanta. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and asset-allocation review, employing diversified, model-based portfolios that utilize fundamental, technical, and cyclical analysis.

Matt Bailey is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Arcus Capital Partners, LLC since 2018 and previously worked at Enclave Advisors, LLC from 2016 to 2018. Outside of his advisory role, he is a co-owner of EDGAR-REEVES LIGHTING, LLC, a lighting supplies business. 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 employs both qualitative and quantitative methods in portfolio construction, with offerings that include private funds and pooled investment vehicles.

Steven Mayer is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MPWM Advisory Solutions since 2015 and has worked with LPL Financial since 2010. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Charles Arnold III is a financial advisor at Forthright Wealth Management, LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Forthright Wealth Management, he worked in various roles including as a contract lacrosse coach at 3d Lacrosse and Mount Pisgah Christian School. Outside of his advisory work, Arnold coaches youth lacrosse on weekends. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets and offers customized, primarily long-term portfolios using a variety of investment vehicles while providing detailed performance reporting and leveraging a multi-credentialed advisory team.

Sandra Fricks is a CFP® professional with nine years at Financial Consultants Group Inc and a total of 15 years in the financial industry, including six years at Premier Financial. Based in Cumming, GA, she has experience working within a team of six advisors. Outside of her advisory role, she is a member manager of a rental business in Buford, GA. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and maintains quarterly reporting and annual reviews.

Donald Ruffin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Park Square Financial Group LLC and has held roles at Csenge Advisory Group, Lion Street Financial, and FSC Securities. Outside of his advisory work, he manages Midtown 86 Properties, LLC, overseeing property maintenance and tenant relations. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach with equities, ETFs, and mutual funds, uses third-party model managers, and operates a wrap fee program that integrates advisory, execution, custody, and reporting services.

Blair Rothstein is a financial advisor with Register Financial Advisors, LLC, holding a Series 66 designation and over 22 years of industry experience. He has been with Register Financial Associates, Inc. since 2006. Outside of his advisory role, Rothstein serves as Chair of the Board of Trustees for Congregation Shearith Israel and participates on the advisory and investment committees of the Atlanta Jewish Foundation and Woodward Academy. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charities, foundations, and trusts. The firm employs a diversified investment approach incorporating in-house and third-party strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and offers discretionary and non-discretionary portfolio management alongside access to various wrap fee programs.

Chad Durden is a financial advisor at LongView Wealth Management in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining LongView, he spent 17 years at Novogradac & Company LLP as a partner supervising financial statement audits and tax preparation services. He also owns Durden Tax & Advisory Services, a tax preparation and consulting practice for individuals. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients through a team-based approach offering financial planning, asset management, divorce consulting, and access to third-party manager programs.

Olin Armentrout is a financial advisor with Investors Asset Management of Georgia Inc. in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Outside of his advisory role, Armentrout owns and operates a business providing services to livestock producers to verify beef cattle for export to Japan and manages a family farm raising beef cattle in Virginia. Investors Asset Management of Georgia offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and foundations. The firm employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.

Cameron Parkhurst is a financial advisor at PeachCap Tax & Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PeachCap since 2020, following previous roles at Arkadios Wealth Advisors and Raymond James & Associates. Outside of his advisory work, he owns Instigator Holdings, LLC, a tourism-related business. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and asset-allocation review through diversified, model-based portfolios utilizing multiple strategies including long-term holdings and option strategies.

Oscar Spain is a CFP® professional with 17 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. He has been with the firm, formerly known as Diversified Financial Planning, since 2002. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm develops individualized investment plans primarily through fundamental analysis and direct equity selection, supplemented by mutual funds, ETFs, fixed income, and other vehicles, managing approximately $1.05 billion across a small team of advisors.

Kelson Brunelle is a financial advisor at Amerity Wealth Management, LLC in Alpharetta, GA, holding a Series 65 license with one year of industry experience. Prior to joining Amerity, he worked at Hoffman Financial Group for five years and has a background that includes roles at Eagle Watch Golf Club and Northwood Golf Club. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, including high-net-worth households, as well as businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets across various investment platforms and offers services such as asset management, financial planning, retirement consulting, and specialized UK pension transfer and management.

Ari Dardik is a financial advisor with Register Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 21 years. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a broad range of investment instruments and strategies, combining in-house and third-party management, and operates multiple wrap fee programs with a distinctive service and operational model involving derivatives and borrowing within managed accounts.