Clint Farabaugh is a CFP® with 19 years of industry experience, currently serving at Proactive Wealth Strategies, LLC in Marietta, GA. He has worked with LPL Financial since 2018 and was previously associated with INVEST Financial Corporation from 2011 to 2018. Farabaugh provides investment advisory services through Proactive Wealth Strategies, an independent registered investment advisor. Proactive Wealth Strategies manages approximately $316 million for individuals, families, and trusts, offering comprehensive financial planning and discretionary portfolio management. The firm uses a predominantly top-down, performance-based approach and sponsors a wrap fee program, providing clients with individualized asset allocation and ongoing account monitoring.

Rhett Exley is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Wealth Science Advisors LLC, where he has worked since 2022. Prior to joining Wealth Science Advisors, Rhett spent over a decade at Northwestern Mutual in various roles across wealth management and investment management. He also owns Wealth Science Analytics, a firm providing psychological assessments and consulting. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm uses a proprietary psychological profiling tool combined with modern portfolio theory to guide its investment approach and provides a range of services including family office functions and tax preparation through affiliated entities.

Rachel Leddy is a financial advisor at Traynor Capital Management in Canton, GA, holding a Series 65 designation and four years of industry experience. She has been with Traynor Capital Management since 2022 and previously worked in education, including positions at the University of Alabama and Etowah High School. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, and business funding consulting related to ROBS transactions. The firm utilizes tailored investment strategies emphasizing direct stock ownership across various market capitalizations and employs a mix of analytical techniques to construct and monitor portfolios.

Timothy Goodwin is a CFP® with over 21 years of experience in financial advising. He has been with Goodwin Investment Advisory since 2004 and founded MCSE Stewardship, LLC in 2017, which serves as the general partner for the Goodwin Real Estate Fund and its successor. In 2021, he transitioned to co-manager and 50% owner of MCSE Stewardship. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets, employing dynamic asset allocation strategies and a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.

Weslee Williams is a financial advisor with Griffith & Werner, Inc. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Proequities Inc and Lincoln Financial Services. He also advises families on college planning to help prepare students and manage education-related debt. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation approach using equities, fixed income, mutual funds, ETFs, and combines fundamental, technical, and cyclical analysis within a framework that includes discretionary management and coordination with outside professionals.

Jerome Borzello is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with American Wealth Management since 1989. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary advisory services, employing a diverse investment approach that includes fundamental and technical research as well as strategies ranging from long-term buy-and-hold to shorter-term trading.

Louis Brown is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at firms including Homrich Berg, Wealth & Pension Services Group, Inc., and Triad Advisors, Inc. Outside of his advisory role, Brown provides consulting services to golf course developers, assisting with feasibility, architect selection, project management, and marketing. Southbridge Advisors, LLC offers comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm employs Modern Portfolio Theory to tailor asset allocations and uses both direct implementation and third-party institutional strategists as part of its investment approach.

Dewitt Weaver is a CFP® with 29 years of industry experience and has been with Weaver Capital Management, LLC since 2005. He holds a Series 63 license and is based in Suwanee, GA. Weaver Capital Management, LLC provides fee-only investment management and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting to employer-sponsored plans. The firm employs a long-term, value-oriented investment approach using model portfolios tailored to client risk profiles and incorporates alternative strategies and tactical ETF adjustments to manage risk.

Christopher Eddy is a CFP® with 17 years of industry experience. He has been with Berkeley Capital Partners, LLC since 2015 and previously worked at Wells Fargo Advisors and Citigroup Global Markets. Berkeley Capital Partners manages approximately $1.1 billion in assets for a diverse client base, offering discretionary portfolio management and global asset-allocation strategies. The firm also acts as a fund sponsor and private fund adviser, providing a range of investment services including retirement plan fiduciary support and a managed account wrap program.

Beau Davis is a CFP® with 27 years of industry experience, currently serving as an advisor at BlueChip Wealth Advisors LLC since 2021. He previously worked at Purshe Kaplan Sterling Investments for eight years and Compass Wealth Management LLC for ten years. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, third-party manager selection, comprehensive financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable approach utilizing a mix of active and passive strategies, with formal subscription-based reporting tools and documented planning deliverables integrated into client engagements.

Derek Rackley is a financial advisor at Loftin Wealth Partners with Series 65 and Series 66 licenses and four years of industry experience. He previously worked at Morgan Stanley for three years and has been involved with Amrack Fitness since 2017. Outside of finance, Rackley serves as a sports media host and analyst for the Atlanta Falcons and Westwood One Sports Radio. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on client objectives, employing a variety of investment strategies including asset allocation, technical analysis, and hedging.

Thomas Russell is a financial advisor at Narwhal Capital Management with 15 years of industry experience and holds the Series 66 designation. He has worked at Narwhal since 2018 and has prior experience at Peachtree Tax & Advisory, Peachcap, and LPL. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management tailored to each client's goals, using diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Thomas Savage is a Series 66-licensed advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, bringing 27 years of industry experience. His prior work includes a decade at Cambridge Investment Research, Inc., and over two decades at Keystone Financial Group, Inc. Outside of his advisory role, he is involved as a partner and 50% owner in several commercial property rental businesses and is an independent insurance agent. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other entities, providing discretionary portfolio management using firm-developed model portfolios and offering comprehensive financial planning.

Robert Black Jr. is a financial advisor with Legacy Planning Advisors, LLC and holds Series 63 and Series 65 licenses, with 34 years of industry experience. He has worked at Legacy Planning Advisors and its predecessor since 1996 and is also associated with The Strategic Financial Alliance, Inc. Since 1997, he has served as an elder at a local church. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm uses a long-term buy-and-hold investment approach primarily implemented through third-party managers, with additional services including retirement plan consulting and participant education.

Thomas Platt is a financial advisor at Connors Investor Services Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Connors Investor Services since 2013. He is also involved in selling fixed annuities. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, options, and treats cash as an asset class, while managing portfolios with mutual funds, ETFs, equities, fixed income, and private funds.

Troy Hutchinson III is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2006 and is also involved with MPWM Advisory Solutions LLC and Capstone Benefits Advisors. His other business activities include providing life, health, disability, and fixed annuity services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

Shawna Theriault is a CFP® professional with 19 years of industry experience, currently serving at Wiser Wealth Management, Inc. She previously worked at Henssler Financial for 11 years. Outside of financial advising, she is a health coach with Optavia and serves on the board of directors for a private family foundation in Suwanee, GA. Wiser Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individual and high-net-worth clients, as well as trusts, estates, charities, and private businesses. The firm emphasizes tax-aware, model portfolios primarily using exchange-traded funds, with a focus on long-term capital market assumptions and portfolio rebalancing.

William Raike is a financial advisor at Woodstock Wealth Management, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Raike Financial Group Inc. for 24 years. He is also the CEO and owner of Woodstock Holdings, Inc., the holding company for Woodstock Wealth Management. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in client assets and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

Blane Thompson is a Series 65 licensed financial advisor with Legacy Partners Financial Group, LLC, located in Woodstock, GA. He has worked in financial services since 2015, including roles at Pelican Investment Advisors and his own firm, T Financial Concepts LLC. Outside of his advisory work, he owns and manages BT Cattle Co., a cattle and ranching operation. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm employs model portfolios based on Modern Portfolio Theory and uses a combination of fundamental, technical, cyclical, and charting analyses to construct portfolios with a range of investment vehicles.

Tiffany Keefe is an investment advisor at MPWM Advisory Solutions LLC with Series 63 and Series 65 credentials and three years of industry experience. She has worked at MPWM Advisory Solutions and LPL Financial, where she is dually registered as an Investment Advisor Representative and a Registered Representative. 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 employs a long-term, diversified investment approach using a combination of firm-managed models and third-party managers, with multiple implementation pathways including in-house portfolios and access to LPL Financial platforms.