Curtis Minks is a financial advisor at Woodstock Wealth Management, Inc. with 26 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Kovack Advisors, Resource Horizons Investment Advisory, Money Concepts Capital Corp, and Invest Financial Corporation. Outside of his advisory role, he owns and consults for a non-securities insurance business. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment vehicles and strategies, including managed account programs and a performance-fee program linked to the SPDR S&P 500 ETF benchmark.

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.

Kevin Sagui is a financial advisor at Southbridge Advisors, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles at Amazon and the Cherokee Town & Country Club. Southbridge Advisors serves individual clients, corporations, charities, and pension or profit-sharing plans by providing comprehensive financial planning and portfolio management. The firm employs Modern Portfolio Theory to create diversified asset allocations and offers discretionary and non-discretionary management, incorporating third-party investment adviser recommendations through a due diligence process.

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.

John Cronin is a financial advisor at BlueChip Wealth Advisors LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at BIP Wealth, J.P. Morgan Securities, Merrill Lynch, and Raymond James & Associates. 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 investment approach using a mix of active and passive strategies, with a formal emphasis on subscription-based reporting tools and documented planning deliverables.

Michael Murray is a CFP® professional with 15 years of industry experience, currently serving at Persium Advisors, LLC since 2010. He is a partner in Navix Holdings, LLC, which develops exit planning tools, and is actively involved with Persium Consulting, LLC, providing business exit planning services. Additionally, he serves on the committee of Persium Fiduciary Services, LLC, which offers co-trustee services. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting for nearly $894.4 million in pension and investment consulting assets, employing a fundamental analysis-driven investment process tailored to clients’ financial plans and risk tolerances.

Brian Johnston is a CFP® with 23 years of experience in the financial services industry. He is affiliated with Forthright Wealth Management, LLC, where he has worked since 2015, and previously held roles at Purshe Kaplan Sterling Investments, Truist Investment Services, and Ameriprise. Johnston serves as treasurer for the Alpharetta Elementary PTO. 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 for approximately 567 clients and constructs customized portfolios primarily focused on long-term investments.

Stephen Amason is a CFP® professional with one year of experience in financial advising. He currently works at Forthright Wealth Management, LLC and previously held roles 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, investment management, and financial planning. The firm manages over $773 million in assets across a seven-advisor team and focuses on customized, long-term portfolios using mutual funds, ETFs, individual stocks and bonds, with discretionary oversight and detailed performance reporting for its clients.

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 Series 63-registered financial advisor with Register Financial Advisors, LLC, bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a diverse range of investment instruments and third-party strategists within discretionary and non-discretionary portfolio management, employing model allocations, monitoring, and rebalancing to meet client objectives.

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.

Robert Miller is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with LPL Financial since 2008 and has been with MPWM Advisory Solutions since 2020. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses a long-term, diversified investment approach based on fundamental analysis and modern portfolio theory, offering multiple implementation pathways including in-house models and oversight of independent managers.

Ty Young is the principal of Young Investment Advisors, Inc. in Atlanta, GA, with 22 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has operated Young Investment Advisors since 1998, as well as Ty J. Young, Inc. since 2009. Outside of advisory services, he owns and operates a racing team and manages consulting and oversight activities for his businesses. Young Investment Advisors provides investment consulting and financial planning primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy using mutual funds and exchange-traded funds, offers advice on a non-discretionary basis, and utilizes third-party research to guide asset allocation.

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.

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.

James Loftin is a CFP® professional with 26 years of industry experience. He is the principal at Loftin Wealth Partners in Johns Creek, GA, and has held roles at multiple financial and insurance firms since 2009. He serves as president of the Financial Planning Association of Georgia as of 2023. Loftin Wealth Partners is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for individuals, charitable organizations, and corporations. The firm provides portfolio management and financial planning services, employing strategies that may include hedging, leverage, and options, and offers both discretionary and non-discretionary account management.

Connor Jones is a CFP® professional with seven years of experience in financial advising. He has worked at Wealth Science Advisors LLC since 2022 and previously held roles with Northwestern Mutual Wealth Management Co and related entities from 2019 to 2022. Outside of advising, he is the owner of Wealth Science Analytics, a psychological analytics and consulting firm, and serves on the finance committee for Northlands Church. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, through discretionary investment management and financial planning. The firm integrates a proprietary psychological profiling tool and a Money Happiness™ framework with asset-allocation principles, managing approximately $558.7 million across nine offices.

Craig Pfau is a financial advisor with Arca Wealth, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at LPL Financial LLC, OSAIC, Triad Advisors, and Locust Lane. Arca Wealth, LLC is a registered investment adviser that offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm uses a client-centered process to develop customized asset allocations across conservative to aggressive portfolios and employs a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and options strategies.

Jose Chavez Cuellar is a financial advisor at Large and Gilbert Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Deloitte, The Home Depot, and Sam's Club. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension plans, and business entities. The firm offers discretionary portfolio management using model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.