Lawrence Mendel is a financial advisor at Montag with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montag & Associates Inc. since 2016, following five years at Black Diamond Investment Partners. He serves on the investment and oversight committee of the Collat Family Foundation in a volunteer capacity. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, and other advisers, providing discretionary portfolio management, financial planning, consulting, and trustee or executor services. The firm combines fundamental and technical equity analysis with fixed-income management to build individualized investment objectives and typically manages portfolios on a discretionary basis.

James Jackson is a CFA® charterholder with 21 years of industry experience, currently serving at Builder Investment Group since 2000. He is based in Atlanta, GA, and is part of a four-advisor team. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management across a broad range of securities and private investments, managing pooled investment vehicles and private syndications with formal compliance procedures.

John Rinker is a CFP® with 12 years of industry experience, currently serving at Veracity Capital LLC since 2018. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and Independent Financial Group. He is also a licensed insurance agent in Georgia, offering various types of insurance products. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach using a range of strategies and asset types, including internally managed portfolios and outside managers.

Jerold Sniderman is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has held leadership roles at Sniderman Wealth Management, LLC and The Sniderman Group, LLC, among other firms. Outside of his advisory work, he serves as president of a local homeowners association, a nonprofit role he has held since 2005. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management services to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor portfolios to client objectives and risk tolerances, offering both discretionary and non-discretionary management and recommending institutional strategists when appropriate.

John Rogers is a financial advisor with Veracity Capital LLC in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at firms including Mercer Allied, The AYCO Company, L.P., and Compass Securities Corporation. Rogers is also involved in tax preparation and planning through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach using various investment strategies and offers affiliated services in insurance brokerage and tax planning.

Cara Marinovich is a CFP® professional with nine years of experience in financial advising. She has worked at Marietta Wealth Management since 2018 and previously spent six years at Oakbridge Partners, Ltd. Marietta Wealth Management, LLC offers wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The firm’s investment approach is guided by an internal Investment Committee and tailored to client risk profiles using a range of investment vehicles, while also providing ERISA fiduciary services for retirement plans.

Nathan Hoyt is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Regent Peak Wealth Advisors, LLC since 2019 and previously held roles at Purshe Kaplan Sterling Investments, Inc and Bank of America, N.A. Nathan is based in Atlanta, GA. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing approximately $706 million in discretionary assets. The firm employs model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities, and offers services including financial planning, pension consulting, and family office support.

Ian Zabor is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Equity Investment Corporation since 2016. He previously worked at JFB Holdings Corp for 12 years. Equity Investment Corporation provides discretionary equity portfolio management to a broad range of institutional and private investors, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm employs a fundamental, absolute value investment process across multiple equity strategies and serves unique client types such as insurance companies and municipal governments.

Robert Moore is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2000 and at Resurgers Risk Management since 1999. Outside of his advisory roles, he coaches football camps and prepares income taxes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management services through both discretionary and non-discretionary approaches, utilizing an in-house Investment Management & Research team and a proprietary mutual-fund screening process called CAPSL.

Annette Marshall is a financial advisor at GLOBALT Investments with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Triad Advisors and ICS Group. Outside of her advisory work, she co-owns UFAB Moms LLC, a company that develops patented retail products, and is active in nonprofit organizations including Jack and Jill of America and the Atlanta Suburban Alumnae Chapter of Delta Sigma Theta. GLOBALT Investments provides discretionary investment management services to individuals, corporations, institutions, and other advisers, utilizing a team-based investment process that combines quantitative, technical, and fundamental analysis. The firm emphasizes ETF-driven asset allocation strategies and offers portfolio management through separately managed accounts, wrap fee programs, and model portfolios on various platforms.

Brian Quintana Guzman is a Series 65 licensed advisor with Nicholas Hoffman & Company, LLC, based in Atlanta, GA. He has five years of industry experience, all with his current firm. Prior to joining Nicholas Hoffman & Company, his background includes roles at Modments Manufacturing & Co, IndustryPro, and Park Simple. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized financial profiles and investment plans utilizing mutual funds, ETFs, separate account managers, and selected private investments, and also serves as lead investment sub-advisor to an affiliated private equity fund.

Zachary Samples is a CFP®-designated financial advisor at LCP Institutional, LLC in Atlanta, GA, with eight years of industry experience. Prior to joining LCP Institutional in 2026, he worked at Rockefeller Financial LLC and FSC Securities Corporation. LCP Institutional provides financial planning, portfolio management, and institutional consulting to both individual and institutional clients, including retirement plans and trusts. The firm uses a multi-asset investment approach focusing on mutual funds, ETFs, common stocks, and selective use of separate account managers, emphasizing individualized Financial Profiles and Investment Plans.

Richard Thompson Jr. is a Series 65 licensed advisor with 11 years of experience, currently serving at Virtue Capital Management, LLC since 2019. Prior to joining Virtue, he worked at Horter Investment Management, LLC for four years. He is also involved with Advanced Legacy Concepts, where he provides insurance, annuity sales, and financial planning services. Virtue Capital Management, LLC is a multi-team investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management, financial planning, and consulting through a mix of tactical, strategic, and dynamic investment approaches.

Willis Dobbs is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2021 and previously held positions at Lakeview Capital Partners, LLC, Alston Capital Advisors, LLC, and Willis Dobbs & Co, Inc. In addition to his advisory work, he is an independent insurance agent specializing in accident, sickness, and life insurance. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often employing independent managers or turnkey asset management programs while maintaining oversight and due diligence.

Jonathan Curry is an investment advisor representative with 5 years of industry experience, currently affiliated with 49 Financial in Atlanta, GA. He has held roles at Oakwood Capital Securities and Purshe Kaplan Sterling Investments among others. His background includes positions in both financial advisory and non-investment ventures such as moving and delivery services. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial and retirement planning, investment management, and tiered fractional family office services. The firm’s approach focuses on disciplined, long-term diversified asset allocation using proprietary and external model portfolios, emphasizing mutual funds and ETFs and active client behavioral coaching.

Benjamin Logan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. Prior to this, he worked at BT Wealth Management, LLC for six years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing about $29.9 billion in regulatory assets. The firm serves individual clients across wealth levels, retirement plans, and pooled investment vehicles, offering a range of services including investment management, financial planning, and multi-family office services.

Blaine Hess is a CFP® with 29 years of industry experience, currently serving as an advisor at Csenge Advisory Group, LLC. He has held roles at Integrity Alliance, Lion Street Financial, and FSC Securities Corporation and is the owner of Hess Segal Group LLC, a full-service wealth management firm. Hess also serves as Vice Chair of the Board of Directors for the Rally Foundation, a childhood cancer research nonprofit. Csenge Advisory Group provides asset management and financial planning services to charitable organizations, corporations, and individual clients, including high-net-worth families. The firm employs a rigorous, top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary portfolio management and customized asset-allocation advice.

Scott Mauldin is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Atlanta, GA. He has 20 years of industry experience, primarily with Synovus Securities, where he has worked since 2003 with a brief hiatus between 2017 and 2018. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments through its managed account programs. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, guided by client risk assessments and due diligence processes.

Paul Marshall is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Crawford Investment Counsel Inc since 2015. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base that includes individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, managing multiple distinct portfolios and serving as adviser to several registered investment companies.

Lloyd Flood is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Nicholas Hoffman & Company, LLC since 2017. Prior to joining Nicholas Hoffman, he worked at ING/Voya for 22 years. He volunteers on the investment management committee at First Presbyterian Atlanta, contributing to portfolio strategy and performance oversight. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm utilizes individualized investment plans implemented through mutual funds, ETFs, separate account managers, and private investments, and serves as lead investment sub-advisor to an affiliated private equity fund.