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.

Joshua Weidie is a financial advisor at Paces Ferry Wealth Advisors, LLC with one year of industry experience. He previously worked at Alps Distributors, Inc. and G.W. Henssler & Associates, Ltd., where he spent eight and ten years respectively. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs both discretionary and non-discretionary portfolio management, utilizing a combination of passive and active strategies informed by fundamental, technical, charting, and relative-strength analysis.

John Mateyko is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked at PeachCap and its affiliated entities since 2018 and previously was with World Equity Group for eight years. Mateyko is also the managing partner of IDEX Financial Group LLC, where he dedicates additional time monthly. 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, third-party adviser recommendations, and financial planning, utilizing diversified model-based portfolios and a range of investment 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.

Casey Smith is a financial advisor at Wiser Wealth Management, Inc with 18 years of industry experience. He holds a Series 66 designation and has been with Wiser Wealth Management since 2001. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm uses an Investment Committee to construct diversified model portfolios primarily based on exchange-traded funds and Modern Portfolio Theory, offering services that include retirement-plan advisory and a wrap-fee program for qualifying clients.

Scott Keller is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Marietta Wealth Management, LLC since 2015. The firm is a team of nine professionals based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The SEC-registered, fee-only firm manages approximately $1.39 billion in assets and employs a disciplined investment process guided by an internal Investment Committee that creates asset-allocation models and supports individualized portfolio construction.

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.

Kevin Ross is a financial advisor at Cardea Capital Advisors, LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including 3iCO Securities LLC, Innovation Partners, Bridgeway Wealth Partners, and Equitable Advisors. Outside of his advisory role, Ross volunteers for ZOA, a nonprofit organization focused on advancing the US-Israel relationship, combating anti-Semitism, and protecting civil rights. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers various account management options alongside educational seminars and support services.

Helen Donahue is a CFA® charterholder with 23 years of experience in the financial industry. She has worked at Montag and its predecessor firms since 1997. Donahue serves as a member of the Holy Innocents Episcopal School Investment Committee, a volunteer role she has held since 2014. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured process to establish investment objectives and implements strategies through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

David Hale is a financial advisor at Narwhal Capital Management with one year of industry experience. Prior to joining Narwhal Capital Management, he worked at Color Reflections and spent over a decade with MLB/MiLB. Hale serves as treasurer for Deep Dive Ventures LLC, a business investment partnership. 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 portfolio management and financial planning, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis methods.

Christophe Cadiou is a financial advisor at Plum Street Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Plum Street Advisors in 2024, he spent ten years at PricewaterhouseCoopers LLP and retired briefly from 2022 to 2023. Plum Street Advisors is a boutique wealth management firm serving individuals, including high-net-worth clients, charitable organizations, and retirement-plan sponsors. The firm employs a goals-based investment process centered on strategic asset allocation, low-cost ETFs and mutual funds, active rebalancing, and tax-aware management, and utilizes third-party quantitative model platforms as part of its separately managed account solutions.

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 is currently with Adapt Wealth Advisors, LLC and previously worked at Fuller and Company, RangeWater Real Estate, the Georgia Department of Audits, and Smith & Howard. Adapt Wealth Advisors, LLC provides comprehensive financial planning and both discretionary and non-discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm primarily uses fundamental analysis with a long-term investment horizon tailored to client goals, risk profiles, and tax considerations, offering portfolios that may include mutual funds, ETFs, individual securities, and alternative investments.

Sara Mcintosh is a CFP® with 13 years of experience in financial planning and portfolio management. She has worked at Longview Wealth Management since 2012 and is currently affiliated with M. S. Howells & Co. in Atlanta, GA. In addition to her advisory roles, she holds a life insurance license and dedicates time monthly to insurance activities. Longview Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and business clients, offering a range of portfolio management and financial planning services. The firm uses economic, fundamental, and technical analysis to manage portfolios through various investment vehicles and collaborates with third-party managers and custodians to tailor strategies to client goals.

Crawford Asman is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Cahaba Wealth Management, Inc., where he has worked since 2019. His prior roles include positions at Morgan Stanley and California Renewable Energy. Outside of his advisory work, he is an active top-rated seller on eBay, managing the sale of collectibles and other items. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm emphasizes individualized investment plans, ongoing portfolio oversight, and incorporates alternative strategies alongside traditional assets.

Alexander Alba is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Regent Peak Wealth Advisors, LLC with five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Merit Financial Group, LPL Financial, and Ameriprise Financial Services. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to individuals and corporations, managing portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers discretionary portfolio management, financial planning, pension consulting, and family office services.

Richard Bond is a financial advisor at Highbrook Capital Partners with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Atticus Wealth Management and Wells Fargo Advisors. Highbrook Capital Partners is a small advisory firm serving individuals, high-net-worth clients, pension plans, and business entities, managing approximately $235.8 million in assets. The firm employs a range of investment strategies and conducts regular portfolio monitoring to manage risk.

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.

Christine Quillian is a CFP® and CFA® with 19 years of industry experience. She has been with Montag since 2010. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm combines institutional-scale assets with a compact advisor team and offers a structured investment process that includes discretionary portfolio management supported by in-house research and trading.

Brendan Wagner is a financial advisor at Montag with 14 years of industry experience. He holds a Series 65 designation and has worked at A. Montag & Associates, Inc. since 2017, following a one-year tenure at Gratus Capital, LLC. Montag is a team-based firm serving high-net-worth individuals, families, trusts, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm combines fundamental and technical equity analysis with fixed-income management and operates with a specialized internal structure to support its advisory services.