Krista Pritchett is a CFP® professional with three years of industry experience, currently serving at CPC Advisors, LLC. She has held positions at Raymond James Financial Services and Consolidated Planning Corporation prior to joining CPC Advisors. Outside of advisory work, she is the owner of Pritchett Enterprises LLC, where she is involved in researching foreclosures and business planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs an investment approach centered on model portfolios and asset allocation consistent with Modern Portfolio Theory, with a focus on mutual funds, equities, and ETFs for long-term investment.

Emily Raymond is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with nine years of industry experience. She has worked at Regent Peak since 2019 and previously held positions at Purshe Kaplan Sterling Investments and Merrill. Outside of her advisory role, she serves as Parent Coordinator and Board Chair for the Rhyne Park Girls Softball youth league. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services for individuals, including high-net-worth clients, as well as corporate and plan clients. The firm utilizes model portfolios based on Modern Portfolio Theory, primarily allocating to ETFs and equities, and often implements strategies through sub-advisers or third-party money managers.

Bruce Faurot is a financial advisor at Dover Advisors, LLC with 40 years of industry experience. He previously worked at Janney Montgomery Scott for 20 years before joining Dover Advisors in 2023. Faurot holds Series 63 and Series 65 licenses and is also a licensed insurance agent involved in the sale of life insurance policies. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses, providing wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, supplemented by both fundamental and technical analysis.

Gary Cheng is a financial advisor at Morling Financial Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 12 years of industry experience. He has been with Morling Financial Advisors since 2012. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofits with discretionary investment management, financial planning, and pension consulting. The firm employs client-specific strategic asset allocation combining index-based equities, fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Stephen Wade is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for eight years and RegentAtlantic for three years. Wright Wealth LLC offers investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm utilizes both passive and active strategies based on modern portfolio theory and provides services including discretionary portfolio management, financial planning, retirement plan consulting, and tax preparation assistance.

Trevor Thompson is a CFP® with 20 years of experience in the financial services industry. He has worked at CPC Advisors, LLC and Raymond James Financial Services, Inc. since 2017 and previously held roles at Securian Financial Services, JOYN Advisors, GV Financial Advisors, and A. G. Edwards & Sons. He is also an associate employee at Consolidated Planning Corporation, where he works as a financial planner. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and other entities. The firm employs an investment process centered on model portfolios and asset allocation aligned with Modern Portfolio Theory, utilizing mutual funds, equities, and ETFs with an emphasis on long-term holdings.

Joshua Tosoni is a financial advisor at Hamel Associates, Inc. in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Hamel Associates since 2019 and previously worked at Seton Hall University from 2016 to 2020. Hamel Associates, Inc. is a wealth management firm serving primarily high-net-worth individuals with services including investment management, financial planning, and tax preparation. The firm employs a value-oriented investment approach focusing on dividend-paying large-cap stocks and investment-grade fixed income, and it may offer private equity, venture capital, and real estate opportunities to very high net worth clients.

Charles Toole is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AWM Capital, LLC. His prior experience includes roles at Creative Planning, LLC and TrueWealth, as well as a four-year period at the University of Georgia. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with 24 advisors and focuses on liability-driven investing and diversified asset allocation using mutual funds, ETFs, equities, bonds, and private placements.

Kristin Ribic is a CFA® charterholder and Series 63 licensee with seven years of industry experience. She has worked at Meadow Creek Wealth Advisors since 2018 and previously was with Wells Fargo Private Bank from 2013 to 2018. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for approximately 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, and annuity management, implementing portfolios on both discretionary and non-discretionary bases with a five-advisor team.

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.

Taylor Fairman is a CFA® charterholder with 21 years of industry experience. He currently serves at Eagle Rock Investment Company, LLC, where he has worked since 2021, following prior roles at Cornerstone Investment Partners, LLC, Worthscape, LLC, Apogee Wealth Management, LLC, and Hirtle & Co., LLC. Mr. Fairman is dually registered on a transitional basis with both Eagle Rock Investment Company, LLC and Cornerstone Investment Partners, LLC. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and 3(21) retirement plan advisory to individuals, high-net-worth clients, families, trusts, estates, foundations, businesses, and other registered investment advisors. The firm manages approximately $786.7 million in assets with a small advisory team, offering customized portfolios that may include individual stocks, ETFs, mutual funds, private and alternative investments, and employs both fundamental and technical analysis.

Kevin Manning is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Regent Peak Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Manning serves as a board member for the nonprofit organization Back on My Feet in Atlanta. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers services including financial planning, pension consulting, and family office solutions.

Michael Collopy is a CFP® with 15 years of experience in financial advisory roles. He is currently with Veracity Capital LLC and has previously worked at Compass Securities Corporation, The AYCO Company, and F3 Logic. In addition to his advisory work, he provides tax preparation and planning services through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services primarily for high-net-worth clients. The firm employs a long-term, customized investment approach using a variety of strategies and asset types, supported by affiliated entities that provide insurance and tax services.

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.

Michael Mccool is a CFP® with 25 years of industry experience, currently serving at CPC Advisors, LLC. He has previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services. Mccool is a board member and secretary of the Atlanta Ronald McDonald House Charities, where he also serves on the finance and investment committee and chairs the development committee. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes model portfolios and asset allocation based on Modern Portfolio Theory, with ongoing account monitoring and a long-term investment approach.

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.

Sarah Wylde is a Certified Financial Planner (CFP®) with six years of industry experience. She has worked at Ferguson Shapiro LLC since 2019 and previously at the Public Company Accounting Oversight Board and Birnbrey, Minsk, Minsk and Perling. Outside of her advisory role, she operates Sarah Wylde CPA LLC, providing seasonal tax preparation services. Ferguson Shapiro LLC is a team-based SEC-registered investment adviser managing approximately $415 million for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, written financial planning, and fee-based variable annuity advisory services, using a process that combines tailored financial planning with in-house enhanced strategies and third-party money managers.

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.