Jose Chavez Cuellar is a financial advisor at Large and Gilbert Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Deloitte, The Home Depot, and Sam's Club. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension plans, and business entities. The firm offers discretionary portfolio management using model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Bradford Gilliam is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Verisail Partners, LLC and also owns Rooted Landscape, a landscaping business he has operated since 2017. 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.

Amy Carcione is a CFA® charterholder and holds Series 63 and Series 65 licenses. She has five years of industry experience and has been with A. MONTAG & Associates since 2020. Prior to joining Montag, she worked for Fulton County Schools for one year. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other advisers, using a structured investment process that incorporates fundamental and technical analysis. The firm combines institutional-scale assets with a compact advisor team and offers bundled financial planning for existing clients at no additional charge.

Russell Thornton is a financial advisor at TVAMP, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealthcare Capital Management, Thornton Wealth Management, and Merrill. He serves on the board of trustees of the Georgia Eye Bank and acts as Treasurer of its finance committee. TVAMP, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to employer-sponsored retirement plans. The firm employs a long-term, asset-allocation investment approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, and offers various advisory and sub-advisory services along with educational seminars and a wrap-fee program.

Maury Shapiro is a Chartered Financial Consultant (ChFC®) with 41 years of industry experience. He is currently with Ferguson Shapiro LLC, where he has worked since 2019, following nearly two decades at Axa Advisors, LLC. In addition to his advisory role, he is a licensed insurance agent specializing in group benefits for business clients. Ferguson Shapiro LLC is a team-based advisory firm managing approximately $415 million for individuals, high-net-worth clients, retirement plans, trusts, foundations, and institutions. The firm offers discretionary and non-discretionary investment management and financial planning services, using a process that includes tailored financial planning, portfolio construction, and coordination with other professionals.

Catherine Groff is an advisor at Panoramic Capital Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Morgan Stanley and Fisher Investments, each for one year, and has a background that includes entrepreneurial experience with Green Imaging LLC. Panoramic Capital Partners LLC provides advisory services to individuals, trusts, retirement plans, nonprofits, and businesses, offering discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs tailored portfolios using a combination of in-house management and third-party sub-advisors, incorporating various asset types and continuous portfolio monitoring.

Richard Maurice is a financial advisor at Wright Wealth LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ironridge Wealth Management, Waterloo Capital Management, and Black Diamond Investment Partners. Outside of advising, he owns and operates a staffing agency. Wright Wealth provides investment management and financial planning to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm builds portfolios using a blend of passive and active strategies and offers services including discretionary portfolio management, retirement plan consulting, and tax preparation assistance.

Varun Marneni is a financial advisor at CPC Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services and Consolidated Planning Corp prior to his current role. Marneni recently obtained an insurance license and recommends approved insurance products when appropriate within financial plans. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation based on Modern Portfolio Theory, focusing primarily on mutual funds, equities, and ETFs with an emphasis on long-term investments.

John Hayes is a financial advisor at LongView Wealth Management with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including M. S. Howells & Co., Cambridge Investment Research, and CCF Investments. Outside of advisory work, Hayes serves as chairperson of the finance committee at Madison First United Methodist Church. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, pension and profit-sharing plans, and corporate clients through a team of 11 advisors, offering services such as asset management, financial planning, divorce consulting, and access to third-party manager programs.

Danielle Schultz is a PFS™ credentialed advisor at Rollins Financial Advisors, LLC with 11 years of industry experience. She has worked at Rollins Financial Advisors and its related entities since 2015 and is also a partner at Rollins & Van Lear PC, an affiliated CPA firm, where she supervises accounting staff and is involved in tax planning and preparation. Rollins Financial Advisors, LLC serves individuals, high net worth clients, and corporate pension and profit-sharing plans, offering investment advisory and portfolio management services with a focus on mutual funds, ETFs, and individual securities tailored to client objectives.

Anna Hubert is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Athena Health and Tulane University. Persium Advisors serves retirement plan committees along with individual and high-net-worth investors, providing a range of retirement plan services, investment management, and financial planning. The firm manages approximately $583.6 million in discretionary assets and offers consulting for over $955 million in pension and investment assets, using fundamental analysis and model portfolios as part of its fiduciary investment approach.

Samuel Frost is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Narwhal Capital Management since 2016. 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 tailored financial planning and portfolio management, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis, while also providing in-house tax and accounting services.

Jason Joffe is a CFA® charterholder and holds the Series 66 designation, with 25 years of experience in financial services. He has worked at Morgan Stanley in various capacities from 2003 to 2017, followed by Morgan Stanley Private Bank until 2017, and has been with Inlight Wealth since that time. Joffe is also involved as a manager for West Elk, a private fund and investment manager based in Atlanta. Inlight Wealth Management serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs fundamental analysis across various asset types and offers strategies including options and derivatives, managing portfolios with either discretionary authority or client approval.

James Goolsby is a financial advisor at DAI Wealth, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Concorde Investment Services, Sowell Management, Suntrust Investment Services, and Morgan Stanley. Outside of his advisory role, he is president and owner of Paragon Wealth Counselors, a securities-related business. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and technology platforms to tailor portfolios aligned with client objectives.

Robert Schultz is a financial advisor at Rollins Financial Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. Schultz has been with the Rollins organization since 1998, including his current role at Rollins Financial Advisors since 2021. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

Albert Akpaloo is a Series 66-licensed financial advisor at Capitalwize, LLC with three years of industry experience. His prior roles include positions at Ameriprise Financial Services, Edward Jones, and TallGrass Financial Planning. Outside of advising, he owns retail and consulting businesses and serves on the board of a nonprofit organization. Capitalwize is a fee-only financial planning firm that serves individuals and business entities, focusing on non-high-net-worth clients. The firm offers various advisory engagements and group educational seminars, commonly utilizing third-party managers for portfolio management while providing oversight and client liaison services.

Stetson Ponder is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA, holding a Series 65 license with one year of industry experience. Prior to joining Cahaba Wealth Management, he worked at the University of Alabama and spent five years in education at Oxford Middle School and Oxford High School. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion on a discretionary basis and employs a long-term, risk-based approach to asset allocation and security selection.

Robert Lyons is a financial advisor at Investors Asset Management of Georgia Inc with 48 years of industry experience. He holds the Series 63 designation and has been with the firm since 2014. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.

Benjamin Laufer is a financial advisor with Paces Ferry Wealth Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2024. Prior to his advisory role, he was involved in coaching lacrosse at the high school level and served with the Georgia Lacrosse Officials Association. Paces Ferry Wealth Advisors manages approximately $430 million across various client types, offering wealth management, financial planning, retirement plan consulting, and portfolio management. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies.

Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.