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 with St. John & Associates, Inc. in Roswell, GA, holding 23 years of industry experience. He has worked at St. John & Associates since 1999 and also has recent experience with Carson Wealth and CWM, LLC. 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 utilizes a range of model asset-allocation portfolios combining active and passive equity exposures, fixed income, ETFs, and alternatives, alongside regular client communications and educational outreach.

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.

Michal Erin Frushell is a CFA® charterholder with 10 years of industry experience. She is currently affiliated with Integras Partners, LLC and has prior experience at Ladenburg Thalmann & Co. Inc., Securities America, Inc., Securities America Advisors, and FSC Securities. In addition to her advisory role, she is also licensed as an insurance agent. Integras Partners serves individual investors, retirement plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis, incorporating derivatives and option strategies in its portfolios, which distinguishes it within its supported category.

Thomas Healy is a CFA® charterholder affiliated with Private Family Wealth Advisors in Atlanta, GA, with seven years of industry experience. He previously worked at Iron Capital Advisors and has a background that includes accounting consulting through Rod & Associates Accountancy LLC, where he provides business consulting and financial modeling. Private Family Wealth Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs a customized, multi-strategy approach and manages approximately $393 million in assets, primarily on a discretionary basis.

Joseph Derickson Jr. is a financial advisor at Retirement Wealth Management, LLC in Peachtree Corners, GA, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Retirement Wealth Management since 2007. Retirement Wealth Management provides investment advisory, financial planning, and pension consulting services primarily to institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on plan-level services and employs a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory, utilizing unaffiliated sub-advisers to manage model portfolios.

Viswanathan Ramakrishnan is a CFA® charterholder with 13 years of experience at Oxford Chase Advisors LLC. He has a combined 32 years of industry experience, including 19 years at AT&T prior to joining Oxford Chase Advisors in 2013. Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships with a three-advisor team. The firm provides discretionary, fee-only portfolio management using model portfolios based on client risk profiles, focusing on individual equities and ETFs, and offers performance-based fee arrangements to qualified investors.

Michael Callahan is a financial advisor at Xception Family Office with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Hightower and Wellspring Associates. In addition to his advisory role, Callahan is an attorney providing business and estate planning legal services through Kan Clark, LLP. Xception Family Office delivers wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and select corporate clients. The firm’s investment approach incorporates asset allocation with a mix of passive vehicles and specialist third-party managers, supported by quantitative and qualitative due diligence.

Adam Meyer is a financial advisor at Moonstone Asset Management, Inc. He holds a Series 65 credential and has one year of industry experience. Prior to joining Moonstone, he worked at Twin Oak ETF Company, Huron Consulting Group, and Envision Healthcare. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning, and consulting. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, equities, fixed income, and leveraged instruments, with ongoing monitoring and annual reviews.