De'shawn Owens is a financial advisor at CPC Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Cambridge Investment Research. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation in line with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with an emphasis on long-term investments.

Gilbert Bubis is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Register Financial for 25 years. Outside of his advisory role, he participates in focus groups with Jackson Associates and other research companies. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a variety of investment strategies and manages discretionary and non‑discretionary portfolios, utilizing both in‑house and third‑party managers to serve a diverse client base.

Andrew Killpack is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at HC Advisors LLC since 2019 and also serves as a Tax Manager at Henning, Dowdy & Jones, LLC, a CPA firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of investment strategies, including long-term buy-and-hold, balanced allocations, and occasional short-term trading, and offers both discretionary and non-discretionary portfolio management.

Ethan Loppatto is a financial advisor with Patton Albertson Miller Group, LLC in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining his current firm, he held roles at Cetera Wealth Services, Avantax Investment Services, and Royal Martin Inc. Outside of advising, he provides administrative support to financial advisors through Legacy Capital Advisors, LLC. Patton Albertson Miller Group is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing model allocations and individualized investment policies, with access to alternative investments and a broad service ecosystem.

Joseph Singer is a financial advisor at HC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he is a managing partner at J.SINGER & CO., LLC, where he serves as CFO to a family office and consults for board advisors. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.

Margaret Sims is a CFP® professional with nine years of industry experience, currently serving as an advisor at MartinWright Advisory, LLC. Her prior experience includes roles at Truist Advisory Services, Balentine, LLC, and Branch Banking & Trust Co. (Truist). MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, institutions, trusts, and retirement plans. The firm employs a combination of active and passive investment approaches, emphasizing diversification and continuous portfolio management tailored to client objectives.

Noah Brown is a financial advisor with Stark Financial Advisers, Inc. and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Stark Financial Advisers since 2023 and R.M. Stark & Co. since 2012. Outside of his advisory work, Brown is involved in basketball scouting and coaching with USA Select Basketball, recruits for professional basketball players and coaches through 720 Sportsgroup, and owns a basketball player development business, Nobro. He also holds a partnership in a lifestyle medspa in Atlanta. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven investment approach that incorporates both fundamental and technical analysis, offering portfolios that range from conservative to aggressive and utilizing various trading strategies including derivatives.

Richard Houghton is a financial advisor at Partners Capital Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Capital Partners, Llc, L.M. Kohn & Company, Raymond James & Associates, and Wells Fargo Clearing. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts through a combination of discretionary and non-discretionary management, utilizing fundamental and technical analysis as well as third-party manager reviews.

Michael Stacey is a CFP® with three years of industry experience and is currently with HC Advisors LLC. His prior experience includes roles at UBS and Northwestern Mutual. Outside of his advisory work, he manages business and personal tax preparation through HDWK, LLC. HC Advisors LLC serves individuals, retirement plans, trusts, and various entities, managing approximately $500 million in client assets. The firm customizes portfolios using a mix of analytical methods and Modern Portfolio Theory, offers both discretionary and non-discretionary services, and incorporates third-party money managers and specialized strategies such as options and margin.

Stephen Griner is a CFA® charterholder with 22 years of industry experience and has been with Persium Advisors, LLC since 2010. He is a managing partner of Palmares Capital Partners, LLC, an investment firm providing capital to lower middle market companies. Griner also serves as co-vice chair of the Southeast Membership Committee and executive committee for Business Executives for National Security and is president of the board of directors and finance committee for City Academy of Atlanta. 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 employs fundamental analysis and model portfolios to tailor allocations based on clients’ financial plans and risk tolerances, supporting clients with hands-on plan governance and fiduciary services.

Ryan Floyd is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He has been with West Paces Advisors, Inc. since 2016, currently serving as part of a four-advisor team in Atlanta, GA. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm manages nearly $1 billion in discretionary assets and offers customized investment programs implemented through index, engineered, or active strategies, including access to non-traditional investments for qualified investors.

Erin Tatham is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Register Financial Advisors, LLC since 2020 and previously held roles at Providence Capital Advisors, LLC and Meridian Investment Partners. Outside of her advisory work, she serves as treasurer for the Sweet Apple Parent Teacher Organization and provides financial consulting to clients undergoing divorce through the Divorce Resource Center of Georgia. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm uses a broad range of investment strategies from both in-house and third-party sources, including equities, fixed income, derivatives, and options, and is distinguished by its use of derivatives and borrowing within managed accounts as well as its sponsorship of multiple wrap fee programs.

Chandler Warren is a financial advisor at Veracity Capital LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at 49 Financial, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. 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 utilizing mutual funds, ETFs, individual equities, and fixed income, and may engage outside managers and option overlay strategies as part of its investment process.

Michael Rollauer is a CFP® professional with 23 years of experience in the financial services industry. He currently serves at Highbrook Capital Partners and previously worked at firms including Waypoint Wealth Counsel and Arcus Capital Partners, LLC. He holds an insurance license but does not actively solicit insurance business. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a disciplined investment approach combining fundamental, quantitative, technical, and charting analysis, utilizing a broad array of strategies and instruments through discretionary portfolio management.

Kris Dwyer is a CFP® with 44 years of experience in financial advising, currently with Longview Wealth Management in Atlanta, GA. He has worked at Longview since 2005 and has prior experience at Cambridge Investment Research and other firms. Outside of his advisory role, he serves as the stewardship chair at Inman Park United Methodist Church. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension, profit-sharing, and corporate clients, offering services such as asset management, financial planning, divorce consulting, and access to third-party manager programs.

Alan Conner is a financial advisor at NovaPoint Capital LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NovaPoint Capital since 2015. Outside of his advisory role, he owns and operates My Professional CFO, LLC, a business providing document filing and bookkeeping services to independent contractor physicians. NovaPoint Capital LLC offers discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm manages approximately $437 million across about 201 client relationships and employs a dividend-growth equity strategy with a long-term investment horizon.

Karen Holt is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PeachCap since 2016, previously spending seven years with Wells Fargo Advisors Financial Network LLC. Holt serves as treasurer for West Mitchell CME Church, overseeing weekly deposits and account balancing. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm provides discretionary portfolio management, third-party adviser recommendations, and financial planning, using diversified, model-based portfolios monitored through fundamental, technical, and cyclical analysis.

Willem Jau Hattink is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Meadow Creek since 2018, following roles at SunTrust Advisory Services and SunTrust Bank. Outside of advising, he is a part-owner and manager of a healthcare business, Hemo LLC. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for about 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, annuity management, and project-based consulting, with a notable approach that includes both discretionary and non-discretionary asset management and the use of derivatives and margin within separately managed accounts.

Matt Bailey is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Arcus Capital Partners, LLC since 2018 and previously worked at Enclave Advisors, LLC from 2016 to 2018. Outside of his advisory role, he is a co-owner of EDGAR-REEVES LIGHTING, LLC, a lighting supplies business. 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 employs both qualitative and quantitative methods in portfolio construction, with offerings that include private funds and pooled investment vehicles.

Bradley Swinsburg is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Smith & Howard Wealth Management, LLC since 2016. He is based in Atlanta, GA, and holds Series 63 and Series 65 licenses. Smith & Howard Wealth Management is a discretionary investment adviser managing approximately $727 million for individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm creates customized investment plans and primarily uses mutual funds and ETFs, with access to separate account managers and a range of potential strategies.