William Shannon is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2019 and has prior experience in the hospitality industry. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, fiduciary services, and project-based consulting, utilizing discretionary portfolio management with tailored investment policies and access to alternative investments for qualified clients.

Jeffrey Curtis is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Ty J. Young, Inc. since 2016. Outside of advising, Curtis is a franchise partner in OfficeZilla, an e-commerce office-supply company, where he provides oversight as a silent investor. Young Investment Advisors serves a small client base, offering non-discretionary investment consulting and portfolio management with a balanced asset-allocation approach that utilizes mutual funds, ETFs, and third-party research. The firm primarily charges fixed fees, hourly rates, and retainers, with clients maintaining custody of their assets.

Andrew Olsen is a financial advisor at Conscious Wealth Investments, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at LCG Associates Inc, Henssler Financial, and United Parcel Service. Outside of finance, he works as a freelance trumpet player. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning to individuals, families, trusts, estates, and small businesses, typically serving clients with portfolios at or above $500,000. The firm employs a long-term investment approach that incorporates fundamental and technical analysis, offering customized portfolios including equities, ETFs, bonds, and alternative investments such as options and private equity.

Jake Bryant is a financial advisor with Adapt Wealth Advisors, LLC in Atlanta, holding a ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including nearly two decades at Ameriprise Financial Services, Inc. Bryant is also active in investment-related business ownership and holds a real estate license. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, investment management, consulting, and retirement-plan advisory services, using a customized approach that combines fundamental analysis and a long-term investment orientation.

Terry Montano is a CFP® professional with eight years of industry experience, currently serving at Motus Wealth in Atlanta, GA. His prior roles include positions at Origin Financial, Facet Wealth, Capital Directions LLC, and TrueWealth Management LLC. He is contracted as a financial planner for Blend Financial, Inc., operating as Origin Financial. Motus Wealth provides personalized financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and family businesses. The firm employs a two-advisor team approach and bases its investment strategy on Modern Portfolio Theory, focusing on diversified, strategic asset allocation primarily through passive index funds, ETFs, and bonds.

Kenneth Shaw is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Montag since 2013. He holds the Series 63 license and is based in Atlanta, GA. Outside of his advisory role, Shaw is the Chief Financial Officer of Integral Physical Therapy, a physical therapy practice, where he manages financial and operational planning. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm employs a structured data-gathering process to establish investment objectives and implements them using a mix of equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with dedicated equity and fixed-income research.

Christopher Conkell is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving at Cahaba Wealth Management, Inc. in Atlanta, where he has worked since 2011. Outside of his advisory role, he is a partner in Artist Clarity, Inc., a business management company. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm’s investment process incorporates long-term cash-flow projections, risk assessment tools, and ongoing portfolio oversight, with a client-focused approach that includes integrating outside accounts and employing documented operational practices such as selective use of artificial intelligence.

Robert Durham is a financial advisor at Anchyra Partners LLC with 45 years of industry experience. His prior roles include positions at Stephens Inc., Credit Suisse Securities, Lehman Brothers Inc., and Wells Fargo Clearing. He serves on the advisory board of Clockwork, a consulting firm for startups and mid-sized businesses. Anchyra Partners LLC provides portfolio management, financial planning, and retirement-rollover guidance for high-net-worth individuals and institutional clients. The firm manages client accounts on a discretionary basis, employing a range of investment strategies including direct indexing and digital assets, and integrates third-party managers through Dynasty’s TAMP platform.

Geoffrey Gober is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked with West Paces Advisors, Inc. since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Bank. West Paces Advisors, Inc. provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm builds customized investment programs employing a range of strategies and offers ERISA fiduciary services, managing nearly $1 billion in discretionary assets.

Scott Bremus is a financial advisor with San Blas Advisory, Inc. based in Atlanta, GA. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles at Eudaimonia Partners, LLC, LPL Financial LLC, Hamilton Investment Counsel, LLC, and Citigroup Global Markets. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and businesses. The firm manages approximately $218.9 million for around 664 clients, utilizing a combination of fundamental, technical, and qualitative analysis in its investment approach.

Charles Holloway III is a CFP® professional with 17 years of industry experience. He is currently associated with Marietta Wealth Management, LLC, where he has worked since 2015. His prior experience includes roles at Henssler Financial and UBS Financial Services. Marietta Wealth Management, LLC provides wealth management, financial planning, and retirement plan consulting services to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $1.39 billion in assets and uses an internal Investment Committee to guide portfolio construction tailored to client risk profiles.

Harrison Pettigrew is a financial advisor at Narwhal Capital Management with a Series 65 credential and four years of industry experience. He previously worked at DM Capital Management and has held various roles at the Georgia Institute of Technology and other firms. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers tailored financial planning and portfolio management, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis.

Brian Houghton is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm offers balanced investment strategies primarily through mutual funds and ETFs, delivering advice on a non-discretionary basis with quarterly reviews and periodic meetings.

Andrew Hall is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Narwhal Capital Management since 2011, contributing to the firm's team of 11 advisors based in Marietta, GA. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning, portfolio management, and retirement plan advisory services, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis methods. Its integration of investment advisory with in-house tax and accounting capabilities distinguishes it from many peer firms.

Craig Robson is a CFP® professional with 31 years of industry experience, currently working at Regent Peak Wealth Advisors, LLC. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Outside of his advisory work, he serves as a board member for Ceto, providing governance and strategic guidance, and is a member of the Cobb County Chamber of Commerce. Regent Peak Wealth Advisors offers investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios with a focus on ETFs and equities through model portfolios and third-party managers. The firm administers approximately $706 million in assets across nearly 190 client relationships.

Derek Nowatzki is a financial advisor with Haese Financial Group Inc in Mableton, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Haese Financial Group since 2011 and concurrently works part-time at AMS Services, a tax and accounting services and independent insurance agency. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets primarily on a non-discretionary basis using diversified strategies implemented through no-load or low-load mutual funds and ETFs, and offers ancillary accounting, tax services, and written financial evaluations.

Craig Seligman is a financial advisor with Proactive Wealth Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and several other firms. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm provides comprehensive financial planning and discretionary portfolio management, employing a top-down, performance-based approach with individualized asset-allocation guidelines.

Benjamin Nye is a CFA® charterholder and Series 65 licensee with 14 years of industry experience. He has been with Narwhal Capital Management since 2016, currently serving as part of an 11-advisor team. Outside of his advisory role, he owns and operates Nye Consulting, LLC, providing management consulting services to small businesses. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning and portfolio management tailored to clients’ goals, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis. Narwhal combines investment advisory services with in-house tax and accounting capabilities and serves a broad institutional client base.

Jonathon Mc Adow is a financial advisor with Adapt Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Ameriprise, Orion Portfolio Solutions, Hidden Levers, Cambridge Investment Research, and LongView Wealth Management. Outside of his advisory career, he is self-employed in a non-investment-related business. Adapt Wealth Advisors serves individuals, including high net worth clients, and entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, investment management, consulting, and retirement-plan advisory services with a focus on fundamental analysis and a long-term investment approach.

Hampton Clark is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Highbrook Capital Partners and has previously worked at UBS Financial Services, AIG Capital Services, American General Life Insurance, Banksouth, and the University of Georgia. Clark serves on the board of 706 Together, where he helps organize fundraising events and leads the annual golf tournament. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm employs a multi-faceted investment process and uses a broad array of strategies and tools, implementing them mostly through separately managed accounts and institutional custodians.