Mohammed Ghulam Reza is a Series 65 licensed advisor with Narwhal Capital Management, where he has worked since 2022. He has three years of industry experience and previously worked at the University of Georgia and Tucker High School. He is also a partner at MOEA, a mobile application development venture focused on building models and algorithms. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management using diversified asset allocation and combines investment advisory services with in-house tax and accounting capabilities.

Geri Lanning is a CFP® and holds a Series 66 license, currently serving as a Senior Wealth Advisor at CPC Advisors, LLC with six years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and AMB Group, LLC. Lanning is also associated with Consolidated Planning Corporation, Inc. and CPC Holding Company, LLC in senior advisory roles. CPC Advisors, LLC serves a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs an asset allocation and model-driven investment approach, utilizing third-party managers and the Raymond James institutional platform for portfolio management and execution.

Philip Petersen is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at LPL Financial LLC, Woodbury Financial Services Inc., Allianz Life Financial Services LLC, and Curian Capital, LLC. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm utilizes a long-term, diversified investment approach combining firm-managed models and independent managers, and sponsors a bundled wrap fee program integrated with LPL Financial platforms.

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.

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.

Matthew Duncan is a financial advisor at Donaldson Capital Management LLC with 21 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including TD Ameritrade, Fis, Fisher Investments, and E*TRADE Advisory Services. Donaldson Capital Management serves individual and institutional clients, offering investment management, financial planning, and retirement-plan services. The firm employs a model-driven investment approach with proprietary portfolio strategies emphasizing dividend-paying equities and fixed income.

Warren Prehmus is a financial advisor at BIP Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. He is also the owner of WPREHMUS, LLC, an entity created to manage business expenses and income. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and manages both discretionary and non-discretionary portfolios, including private pooled investment vehicles and covered-call strategies.

Sarah Gallagher is a CERTIFIED FINANCIAL PLANNER™ with 14 years of industry experience. She currently works at Facet and has previous experience at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Her background also includes five years with Fulton County Schools. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients through phone, video, and a proprietary platform. The firm offers a broad range of planning services and implements model-based asset allocations using technology-driven processes and a flat subscription fee structure.

Thomas Gay is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Purshe Kaplan Sterling Investments, Dasher & Padgett Financial Advisors, Inc., Invest Financial Corp., and Merrill. Gay also serves as Secretary on the board of the Kiwanis Club of Dougherty County, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with both internal and third-party portfolio management, offering discretionary and non-discretionary account options through a network of investment adviser representatives.

Patrick Dotts is a financial advisor at RFG Advisory, LLC in Alpharetta, GA. He holds a Series 65 designation and has over 13 years of industry experience, including a long tenure at Soliant. RFG Advisory serves a diverse client base ranging from individual and high-net-worth investors to retirement plans and select institutional clients, offering a range of investment advisory and planning services. The firm employs a primarily discretionary investment approach that includes model portfolios, direct indexing, and access to alternative investments, while also acting as a sub-adviser to multiple ETFs and serving municipal and investment company clients.

Michael Sava is a CFP®-certified financial advisor at Synovus Securities, Inc. in Alpharetta, GA, with 25 years of industry experience. His prior roles include positions at Merrill, FirsTrust LLC, and Wiser Wealth Management, among others. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs portfolio management through discretionary and non-discretionary programs on the Envestnet platform, using client risk tolerance to guide asset allocation and manager selection.

Daniel Mowery is a financial advisor at Gibbs Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America, PRUCO Securities, and several other firms. Outside of his advisory role, he is also involved in the sales of Medicare Supplement policies. Gibbs Wealth Management provides discretionary investment advisory services primarily through advisor-directed Model Management programs that utilize third-party platforms and strategists to manage model portfolios for individual and high-net-worth clients.

Patricia Koehn is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is president of Koehn Financial Group, a marketing services business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports third-party manager platforms, with a majority of assets managed on a non-discretionary basis.

John Richter Jr. is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including TD Ameritrade, Charles Schwab, and Merrill. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation using centrally managed portfolios overseen by an internal investment management team, with additional support from third-party managers and sub-advisers.

Walter Storm III is a financial advisor with StoneX Advisors Inc. in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 46 years of industry experience. He has worked with StoneX Advisors Inc. since 2021 and has been with StoneX Securities Inc. since 1991. In addition to his advisory role, he serves as CFO of Walter E. Storm & Associates, Inc., a financial services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors, proprietary models, and third-party managers, supported by integrated platforms and affiliate resources within the StoneX Group.

Gene Henssler is a financial advisor with Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been involved with Henssler Asset Management, LLC since 1998 and G.W. Henssler & Associates Ltd. since 1987. He is also an officer and minority owner of Cherokee National Trust Co. Henssler Financial serves a diverse client base including individuals, pension plans, registered mutual funds, other advisers, and municipal entities. The firm employs a cash-flow based investment process known as the “Ten Year Rule,” combining fixed-income strategies with equity allocations and integrates automated asset management and tax-loss harvesting options.

Kelly Gallimore is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds the Series 65 designation and has worked at Merit Financial Advisors since 2015, after four years at Ronald Blue & Co., LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed sleeves and model portfolios, supported by an internal investment management team and external sub-advisers.

Justin Wagner is a financial advisor with Henssler Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Henssler Financial in 2017. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment process known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships, supported by affiliated accounting, real estate, and legal partnerships.

David Randall is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, and Merrill. Outside of finance, he provides baseball instruction to young clients through his own business, David Randall Baseball Lessons. Elevation Point Wealth Partners offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including separately managed accounts and third-party models, and provides specialized services such as retirement-plan consulting and alternatives access.

Samantha Greckel is a CFP® professional with five years at Henssler Financial and one year of industry experience. Prior to joining Henssler Financial, she attended Georgia College and State University for four years. Henssler Financial is a multi-team registered investment adviser serving individual clients, investment advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven "Ten Year Rule" investment approach, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.