Jerry Jones is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with IRC Wealth, a team-based firm in Atlanta, GA, and has held prior roles at firms including Northwestern Mutual and Bleakley Financial Group. Outside of his advisory work, he creates YouTube content reviewing hip hop music. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement consulting. The firm employs a disciplined investment process focused on long-term value and income strategies, including the use of ETFs, options, and commodity transactions through an affiliated Commodity Trading Advisor.

Bradley Rosen is a Series 65-licensed financial advisor with 26 years of industry experience. He is a principal at Ironview Capital Management, LLC, where he has worked since 2016, and also serves as president of Rosen Financial, Inc., operating as Longevity Financial since 1999. In addition to his advisory work, Rosen is a licensed insurance agent and a board member of a business networking group. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis, employing strategies including long- and short-term positions, option writing, and allocations to mutual funds, ETFs, and private funds.

Tiffany Keefe is an investment advisor at MPWM Advisory Solutions LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with both MPWM Advisory Solutions and LPL Financial since 2019. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using both firm-managed models and independent managers, and sponsors a wrap fee program integrated closely with LPL Financial platforms.

Taylor Malone is a financial advisor with Wealth Science Advisors LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Mike Campbell. Malone also owns Wealth Science Analytics, a psychological consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and comprehensive financial planning. The firm utilizes a proprietary psychological profiling tool, Finprint™, alongside asset-allocation principles, managing portfolios on a discretionary basis with periodic client reviews.

Kenneth Ezell is a CFA® charterholder with 22 years of industry experience. He has been with Marco Investment Management LLC since 2001. The firm serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. Marco Investment Management provides discretionary portfolio management supported by a multi-member Investment Strategy Committee, employing a range of strategies that incorporate fundamental and technical analysis as well as options and derivative techniques.

Carson Fields is a CFP® and Series 65 credentialed advisor at Forthright Wealth Management, LLC with five years of industry experience. His prior roles include positions at the Department of Audits and Accounts and the University of Georgia Graduate School. He serves as President of the Chi Phi chapter of the Delta Pi Fraternity, overseeing budgeting and alumni events. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses with wealth management, investment management, and financial planning. The firm manages over $773 million across a seven-advisor team, delivering customized, primarily long-term portfolios using mutual funds, ETFs, stocks, bonds, and selected independent managers.

Christopher Cushman is a CFP® with 19 years of industry experience, currently serving at Legacy Planning Advisors, LLC since 2018. He has prior experience with The Strategic Financial Alliance, Inc. and Legacy Planning Group, Inc. Cushman is a part owner of an investment club, Ben Hur, which he co-founded with college acquaintances and has participated in since around 2007. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, utilizes third-party advisory programs, and offers comprehensive financial planning through its Purposeful Planning™ process.

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.

Derek Lawson is a CFP® with 19 years of experience in financial services. He is currently affiliated with MPWM Advisory Solutions LLC in Alpharetta, GA, and has held prior roles at LPL Financial, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. Outside of his advisory work, he is involved in an insurance agency selling life, long-term care, disability, and health insurance. MPWM Advisory Solutions LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm uses a long-term, diversified investment approach incorporating model portfolios, third-party managers, and multiple implementation platforms.

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.

Laura Schilling is a CFP®, PFS™, and Series 63-licensed financial advisor with 23 years of industry experience. She is affiliated with Financial Innovations, LLC and has a background that includes roles at Osaic Wealth, Inc., Triad Advisors, Inc., and others. In addition to her advisory work, she operates a law practice specializing in estate planning and basic corporate law. Financial Innovations, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans, serving both individual and high-net-worth clients. The firm employs a goals-based process and the VISION2020 Wealth Management Platform to tailor non-discretionary investment strategies aligned with clients’ objectives and risk tolerance.

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.

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.

Natalie Wheeler is a financial advisor at Wealth Science Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at World 50 and the University of Georgia. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management, financial planning, and consulting. The firm combines traditional asset allocation and modern portfolio theory with behavioral assessments, including a proprietary Wealth Science Assessment, to develop investment plans implemented mainly with mutual funds and ETFs.

Thaddeus Gilliam is a CFP® and CFA® with 15 years of experience in financial advising. 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.

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.

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.

Sean Rayburn is a financial advisor at Power Wealth Management with 10 years of industry experience. He holds the ChFC® designation and securities registrations Series 65 and Series 63. His prior experience includes roles at Allworth Financial, AW Securities, Yeomans Consulting Group, and Sagepoint Financial. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and standalone financial planning, while also providing retirement plan consulting and participant education. The firm manages approximately $430 million in discretionary assets and operates a team of seven advisors.

John Mateyko is a financial advisor with PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at several firms including World Equity Group and FIFTH THIRD SECURITIES, Inc. He is also a managing partner at IDEX Financial Group LLC, an investment-related business. 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 offers discretionary portfolio management, financial planning, and asset-allocation review, employing diversified, model-based portfolios that integrate fundamental, technical, and cyclical analysis across various investment strategies.