Robert Durham is a financial advisor with Anchyra Partners LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Prior to joining Anchyra Partners in 2025, he worked at Stephens Inc. for six years and briefly at Wells Fargo Advisors in 2016. He serves as an advisory board member for Clockwork, a consulting firm for startups and mid-sized businesses. Anchyra Partners LLC provides portfolio management, financial planning, retirement-rollover guidance, and third-party manager selection primarily for high-net-worth individuals and institutional clients. The firm manages client accounts on a discretionary basis, utilizing a range of investment vehicles including equities, bonds, alternatives, and digital assets, and integrates third-party managers and operational services to support model allocations and reporting.

Geoffrey Gober is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked with West Paces Advisors, Inc. since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Bank. West Paces Advisors, Inc. provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm builds customized investment programs employing a range of strategies and offers ERISA fiduciary services, managing nearly $1 billion in discretionary assets.

Tina Tyson is a financial advisor at Chicory Wealth with a Series 65 designation and three years of industry experience. She has previously worked at Ameriprise Financial Services and Maggie Kulyk and Associates, and operates a bookkeeping business. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, alongside tax preparation, estate planning assistance, and business consulting. The firm utilizes fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and guide financial life plans.

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.

David Hunter is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CPC Advisors and Raymond James Financial Services since 2016. Outside of his advisory role, he manages rental properties through Airbnb and VRBO. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation based on Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

John Mateyko is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including World Equity Group and Fifth Third Securities. Outside of his advisory role, he serves as managing partner of IDEX Financial Group LLC. PeachCap Tax & Advisory is an SEC-registered advisory firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, employing diversified, model-based portfolios with a range of strategies from long-term holdings to option strategies.

Katherine Howard is a financial advisor with Meadow Creek Wealth Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Balentine and Truist Investment Services. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, offering portfolio management, financial planning, retirement plan consulting, and project-based consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing a process led by an investment committee that monitors managers and implements strategies across client accounts.

Rebecca Phillips is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. She has worked at Disciplined Equity Management, Inc. since 2012. Disciplined Equity Management provides discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, small business owners, pension plans, and charitable entities. The firm employs an investment approach that combines fundamental analysis and modern portfolio theory within a low-cost, low-turnover, diversified asset allocation framework.

Gary Fortier is a financial advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with Keystone Financial Group, Inc. since 2004 and has experience with Cambridge Investment Research, Inc. Additionally, Fortier is an independent insurance agent and a partner at Large & Gilbert, Inc., a CPA firm providing tax and accounting services to high-net-worth clients. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm offers discretionary portfolio management with model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Max Kulyk is a financial advisor at Chicory Wealth with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years before founding M. Kulyk & Associates, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified portfolios and financial life plans.

Clark Weeks is a financial advisor with Intercarolina Financial Services, Inc. He holds the Series 66 designation and has 16 years of industry experience. Weeks serves on the board of trustees and finance committee for the SECAMP Association, Newfound Harbor Institute, advising on pension plans and investment performance. He also owns and consults through Sherwood Forest, a consulting business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and qualified retirement plan clients. The firm employs fundamental, technical, and cyclical analysis to manage portfolios across various asset classes, offering both discretionary and non-discretionary account management.

Tyler Robinson is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Adapt Wealth Advisors, LLC and previously held roles at Fuller and Company, RangeWater Real Estate, the Georgia Department of Audits, and Smith & Howard. 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 with a focus on fundamental analysis and a long-term investment approach.

Sara Mcintosh is a CFP®-certified financial advisor with 13 years of industry experience, currently serving clients at LongView Wealth Management in Atlanta, GA. She has worked at LongView since 2012, with concurrent experience at Cambridge Investment Research and M. S. Howells & Co. Mcintosh is also licensed as a life insurance agent, dedicating limited time to that role alongside her advisory work. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets and serving individuals, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, divorce consulting, and access to third-party manager programs, using a variety of investment vehicles and analytical approaches.

Crawford Asman is a CFP® and Series 65 licensed advisor at Cahaba Wealth Management, Inc. with two years of industry experience. His prior roles include positions at Morgan Stanley and California Renewable Energy. Outside of financial advising, he operates a top-rated eBay retail website selling collectibles and clothing. 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 uses a structured investment process focused on long-term cash flow projections and risk assessment, employing primarily mutual funds and ETFs alongside alternatives when appropriate.

Erik Anhaus is a financial advisor at Beam Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and BEAM Wealth Advisors (formerly Benedetti, Gucer & Associates) since 2013. Outside of his advisory role, he serves as a committee member for Business Networking International, reviewing new member applications. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a variety of investment strategies guided by asset allocation and portfolio theory, supported by licensed software and independent manager selection, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Richard Bond is a financial advisor at Highbrook Capital Partners with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Atticus Wealth Management, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Truist Investment Services. Highbrook Capital Partners provides discretionary and non-discretionary investment management, pension consulting, and standalone financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of investment strategies, including derivatives and margin trading, and manages approximately $509 million in regulatory assets.

Janet Miller is a CFA® charterholder with 15 years of industry experience. She has been with Rowland Miller + Partners LLC and its predecessor firm since 1981. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process combined with tailored investment-grade fixed income strategies, managing portfolios with generally low turnover and tax considerations.

James Senkbeil is a financial advisor at Benedict Financial Advisors, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Street Asset Management, LLC and LPL Financial, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent firm. Benedict Financial Advisors, Inc. offers discretionary portfolio management, limited financial planning focused on retirement income, and educational services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes tailored investment plans and structured client education while managing over $529 million in discretionary assets.