Christine Michaletz is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Lewis Financial Group, L.C. since 2018 and previously at Concorde Investment Services, LLC. Michaletz also serves as COO and Investment Advisor Representative at DAI Wealth Inc. and oversees business operations for related entities. Outside of her advisory role, she manages several non-investment ventures, including a firearms training business and multiple holding companies. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services 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 platforms to tailor portfolios according to client objectives.

Timothy Agnew is a CFP® professional with 23 years of industry experience, currently serving at Smith & Howard Wealth Management, LLC since 1999. He is also a partner at Smith & Howard, P.C., a CPA and consulting firm, where he has been involved since 1991. Approximately 40% of his time is dedicated to Smith & Howard Wealth Management. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning and portfolio management primarily through mutual funds and ETFs, supported by accounting and tax expertise from its affiliated CPA and consulting firm.

Paige Kim is a CFP® professional with five years of industry experience currently serving at Patton Albertson Miller Group, LLC. She has worked at Patton Albertson Miller Group since 2019 and previously was with Anthony Smith Advisors Inc. from 2018 to 2019. 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 provides discretionary portfolio management with a range of services including investment management, trust and fiduciary services, and project-based consulting.

De Nay Gonzales is a Series 65-licensed financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, where she has worked since 2016 across affiliated firms. She has four years of industry experience. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, offering 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.

Scott Register is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Register Financial Advisors, LLC since 2007 and also serves as principal and chief compliance officer for Register Financial Associates, Inc. In addition to his advisory roles, Register is a principal and CFO at Register Capital Investments LLC, where he oversees a small-cap stock portfolio. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies, including equities, fixed income, derivatives, and third-party managed solutions, and is known for its use of model allocations and active account management through both in-house and external strategists.

Larry Fisher Jr. is a financial advisor with LongView Wealth Management in Atlanta, GA, holding a Series 63 designation and over 42 years of industry experience. He has been with LongView Wealth Management since 2005 and previously worked at Cambridge Investment Research, Inc. Fisher is also an independent insurance agent. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing mutual funds, ETFs, stocks, and bonds with an approach that includes economic, fundamental, and technical analysis.

Amy Getz is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. She has been with IRC Wealth since 2019, following a prior period as a homemaker. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach focused on long-term value and income, utilizing stocks, ETFs, options, and fixed income, and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Steven Tussi is a financial advisor at Valley Wealth Managers, Inc. based in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Hallmark Capital Management, Inc. since 2003. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional clients and high-net-worth individuals through a multi-advisor team. The firm provides discretionary portfolio management, financial planning, and various wrap fee programs, employing a client-specific, risk-quantified investment process that uses proprietary valuation analysis and committee-managed model portfolios.

Lauren Way is a CFP® with seven years of industry experience, currently serving as a financial advisor at Elwood & Goetz. Her prior experience includes roles at Fidelity Investment and Vision Financial Group. Elwood & Goetz is an independent, fee-only investment management and comprehensive financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation with a predominantly passive investment approach using low-cost index funds and ETFs, alongside personalized financial planning and fiduciary retirement plan consulting.

Hafeez Fazal is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Register Financial Advisors, LLC and Register Financial Associates, Inc since 2018 and previously at Raymond James & Associates from 2013 to 2018. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a broad range of investment instruments and strategies, integrating both in-house and third-party managers, and offers discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Meridith Mimbs is a financial advisor at Crescent Wealth Advisory, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Purshe Kaplan Sterling Investments, and Lion Street Financial. In addition to her advisory role, she owns Duality Embodiment LLC, where she facilitates trauma-informed breath work to help clients manage stress and anxiety. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative solutions such as client-directed cryptocurrency accounts and third-party cash management programs.

Edward Wilcox is a CFP®, CFA®, and Series 65 licensed financial advisor with 18 years of industry experience. He has been with Rollins Financial Advisors, LLC since 2021 and was previously with Rollins Financial Nc. from 2004 to 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 follows a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

Mark Gaynoe is a financial advisor with Lebenthal Global Advisors, LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at Avenir Private Advisors, Capital Guardian Wealth Management, Lowe's, and Home Depot. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of experience. He has been with Voya Financial Advisors since 2016. In addition to his advisory role, he is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management services primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced asset-allocation approach with non-discretionary advisory services and utilizes fixed fees, hourly billing, and annual retainers rather than percentage-of-assets fees.

Sarah Walker is a financial advisor at CPC Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services and First Allied Advisory Services. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across a team of 17 advisors.

Brian O'Neill is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cahaba Wealth Management, Inc. since 2009. He has been involved with Creative since 1996 and is a passive investment partner in Black Dog, LLC, a restaurant and retail alcohol business. Additionally, he is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm offers comprehensive financial planning and ongoing portfolio management, utilizing long-term cash-flow projections and formal risk-tolerance assessments to guide investment recommendations.

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 designations with five years of industry experience. Prior to joining Regent Peak Wealth Advisors in 2026, he worked at Ivy Asset Group and CAIS Capital LLC, among other firms. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, family office and wealth-planning services, and selects third-party money managers for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, and frequently uses sub-advisers or third-party managers in its strategies.

Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.

Adam Waller is a financial advisor at Register Financial Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. His background also includes roles at Wells Fargo and various other organizations. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies and tools, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs with a service model that incorporates derivatives and borrowing within managed accounts.

Matthew Lunger is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wright Wealth in 2026, he operated as a self-employed consultant and led Kate Lunger Consulting over an eight-year period combined. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies within its asset allocation approach, offering discretionary portfolio management, retirement plan consulting, and tax preparation assistance, alongside educational seminars and a membership program for client engagement.