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.

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.

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.

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.

Richard Artzi is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at firms including Triad Advisors, Inc. and Acg Wealth, Inc., and serves as president of ROA Financial Services, LLC, a non-investment-related business. He is also involved as a general partner in G&R Partners, LLC, focusing on private equity fund due diligence and capital raising. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm customizes investment plans based on client objectives and typically manages accounts on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis along with alternative investments for qualified investors.

Kevin Sagui is a financial advisor at Southbridge Advisors, LLC with six years of industry experience. He holds the Series 66 and Series 65 licenses. His work history includes roles at Prudential Insurance Company of America and Amazon. Southbridge Advisors serves individual clients, corporations, charities, and pension or profit-sharing plans with comprehensive financial planning, portfolio management, and investment advice. The firm uses Modern Portfolio Theory to build diversified asset allocations and offers discretionary and non-discretionary account management, incorporating third-party investment advisers through a due-diligence process.

Zachary Cloud is a financial advisor at Anchyra Partners LLC with 23 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and previously worked for Goldman Sachs & Co. for 10 years. Outside of his advisory role, he is a minority shareholder in a restaurant business. Anchyra Partners LLC serves high-net-worth individuals and institutional clients by providing portfolio management, financial planning, and third-party manager selection. The firm focuses on discretionary account management with a wide range of investment options and uses third-party platforms to enhance operational efficiency.

Andrew May is a CFP® professional with 30 years of industry experience, currently serving at Register Financial Advisors, LLC. He has worked with Register & Akers Advisory Services, LLC and Register & Akers Investments, Inc. since 2008. Outside of his financial advisory role, he is also a musician, performing live locally as a singer and guitarist with music available for download. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm employs a range of investment instruments and strategies, including discretionary and non-discretionary portfolio management, and utilizes model allocations with regular monitoring and reporting.

Gerald Mcgill is a CFA® charterholder with 30 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2025. Prior to that, he spent eight years at Raymond James & Associates and five years at Cornerstone Investment Partners, LLC. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, estates, foundations, businesses, and registered investment advisors. The firm manages approximately $786.7 million in assets with a small advisory team and employs a customized investment approach using individual stocks, ETFs, mutual funds, private and alternative investments, along with fundamental and technical analysis.

Brian Johnston is a CFP® with 23 years of industry experience, currently serving as an advisor at Forthright Wealth Management, LLC in Alpharetta, GA. He has been with Forthright and Purshe Kaplan Sterling Investments since 2015. Johnston is active in his community as the treasurer of Alpharetta Elementary PTO. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers wealth management, discretionary and non-discretionary investment management, and financial planning through a seven-advisor team managing over $773 million in assets, utilizing primarily long-term, customized portfolios composed of mutual funds, ETFs, individual stocks, and bonds.

Stephen Amason is a CFP® professional with one year of industry experience, currently serving at Forthright Wealth Management, LLC. His prior roles include positions at HB Wealth Management, LLC and Frazier & Deeter, LLC. 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 constructs customized, primarily long-term portfolios using a variety of investment vehicles and provides detailed performance reporting beyond standard custodian statements.

Akbar Kassam is a financial advisor with Proactive Wealth Strategies, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial and Invest Financial Corporation. Outside of advisory work, he is involved as a member of a for-profit business, New Jubilee Investors LLC. Proactive Wealth Strategies manages approximately $316 million for individuals, families, and trusts, offering comprehensive financial planning and discretionary portfolio management. The firm employs a top-down, performance-based approach with individualized asset allocation and integrates ongoing account monitoring with formal annual reviews.

Nancy Houska is a financial advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at Keystone Financial Group, Inc. since 2012 and previously at Cambridge Investment Research Inc. from 2012 to 2017. In addition to her advisory role, she serves as an independent insurance agent, liaising between clients and insurance providers. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary portfolio management using model portfolios primarily of mutual funds and ETFs, along with comprehensive financial planning services at no additional charge.

Edward Waits is a financial advisor at Register Financial Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the board of the Adaptive Learning Center, a nonprofit focused on scholastic inclusion for children with special needs. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a range of instruments and strategies from in-house advisors and third-party strategists, providing both discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Scott Voigt is a CFP®, CFA®, and Series 65-licensed advisor with 15 years of industry experience. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Charles Parker is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding a Series 63 designation with 49 years of industry experience. He has been with Register Financial Associates, Inc. since 2016. Outside of his advisory role, he is the owner of CMP LLC, an investment entity. Register Financial Advisors, LLC provides investment advisory and financial planning services to a range of clients including individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad set of investment instruments and strategies, combining in-house and third-party management, and offers access to multiple managed asset programs and wrap fee solutions.

Laura Stiles is a CFP® with two years of industry experience, currently serving at Arcus Capital Partners, LLC since 2023. Her prior experience includes roles at Zara BoatCo, LLC and MBSTCO, LLC, as well as Boatco ZARA Riviera Cuatro Siete, Limitada. 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 uses a combination of qualitative and quantitative manager screening, managing both individual accounts and pooled investment vehicles.

David Curry is a CFP® with 23 years of industry experience, currently serving at EPG Wealth Management LLC since 2019. He has also worked at Arkadios Capital, ACG Wealth, and Triad Advisors, Inc. Outside of his advisory roles, he is involved in non-investment business activities through Curry & Co., LLP and RCM Capital LLC. EPG Wealth Management works with individuals, trusts, businesses, and retirement plans to provide portfolio management, financial planning, and retirement-plan consulting services. The firm develops customized investment plans and manages accounts on a discretionary basis using a variety of analytical approaches and alternative investments, while also offering access to third-party managers and a branded wrap fee program.

Kyle Willemse is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining EPG Wealth Management in 2023, he worked at Nasdaq eVestment from 2021 to 2023 and held various roles in education and financial services. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans typically managed on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis, and offers a wrap fee program alongside advisor-managed accounts.

Mark Lloyd is a financial advisor at The Lloyd Advisory Group in Suwanee, GA, with 2 years of industry experience and a Series 65 designation. He has worked at Lloyd Advisory Services, LLC since 2011. Lloyd also serves as Client Relations Manager at The Lloyd Group, Inc., an insurance agency where he manages client service operations and assists with account applications and rollovers. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts, utilizing third-party model portfolios and ongoing rebalancing. The firm’s investment approach incorporates a three-bucket framework emphasizing growth, income, and fixed insurance-based assets, and it integrates commissionable insurance sales as a key component of its advisory process.