Richard Wells is a financial advisor with Marco Investment Management LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to joining Marco Investment Management in 2019, he held positions at firms including Lifetime Income Store Advisors, Camarda Wealth Advisory Group, and Stansberry Asset Management. Marco Investment Management serves individual and institutional clients with discretionary portfolio management, financial planning, and retirement-account advice. The firm employs a multi-member Investment Strategy Committee and utilizes a range of strategies including fundamental and technical analysis, options, and fixed income management.

Timothy Rigby is a financial advisor with Investors Asset Management of Georgia Inc in Atlanta, holding a Series 63 designation and 48 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, 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.

Timothy Benbow is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Wright Wealth LLC and has previously worked at NovaPoint Capital LLC, Bull's Eye Investment Group, Waterloo Capital Management, and Black Diamond Investment Partners. Wright Wealth LLC serves individuals, including high-net-worth clients, retirement plan sponsors, charitable organizations, and businesses by providing discretionary investment management, financial planning, retirement-plan consulting, and related advisory services. The firm employs an asset-allocation approach that incorporates fundamental, technical, cyclical, and tactical analysis, combining passive and active strategies with outside managers when appropriate, and supports clients through regular reviews, educational seminars, and ancillary services like a financial-planning app membership and facilitated tax preparation.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. 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, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.

Cynthia Derso is a financial advisor with Proactive Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at LPL Financial and INVEST Financial Corp before joining Proactive Wealth Strategies in 2022. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm uses a predominantly top-down, performance-based investment approach with customized asset allocation and offers comprehensive financial planning and discretionary portfolio management.

Natalie Gallo is a financial advisor with Regent Peak Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services primarily to individuals—including high-net-worth clients—and some corporate plan clients. The firm’s investment approach emphasizes model portfolios based on Modern Portfolio Theory, using ETFs and equities, and frequently implements strategies through sub-advisers or third-party money managers.

Brian Gately is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Anchyra Partners LLC and previously spent 10 years at Goldman Sachs & Co. based in Atlanta, GA. Anchyra Partners LLC is a registered investment adviser serving high-net-worth individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm employs a broad range of investment tools and maintains structured relationships with third-party platforms and custodians to provide tailored investment solutions.

Frederick Wright IV is a financial advisor with NovaPoint Capital LLC in Atlanta, GA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining NovaPoint Capital in 2019, he worked at Brightworth, LLC for three years. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies, combining quantitative, fundamental, and technical analysis to manage portfolios typically consisting of 30–50 stocks.

Steven Edwards is a financial advisor with Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize strategies such as options, margin, and short sales when appropriate.

Jennifer McCarthy is a CFP® with eight years of industry experience. She has worked at Patton Albertson Miller Group, LLC since 2019 and was previously employed at Anthony Smith Advisors, Inc. from 2016 to 2019. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm managing approximately $1.68 billion for affluent individuals, families, pension plans, and charitable organizations. The firm provides discretionary portfolio management using a range of model allocations and combines fundamental and technical analysis with various investment vehicles, supplemented by comprehensive financial planning and access to private investment platforms.

Rhonda Gilbert is a Series 66-credentialed financial advisor with 27 years of industry experience. She is affiliated with Large and Gilbert Wealth Advisory and has previously worked at Cambridge Investment Research, Inc. Outside of her financial advisory role, she is involved in several non-investment business activities including commercial property rental and serving as president of a company that sells construction accounting software. 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 business entities, offering discretionary portfolio management primarily through firm-developed model portfolios of mutual funds and exchange-traded funds, along with comprehensive financial planning services.

Robert Goggin is a financial advisor with Atticus Wealth Management in Roswell, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has worked at Atticus Wealth Management since 2018 and is also associated with Wealth Management Advisors, LLC since 2016. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically with at least $500,000 of investable assets. The firm provides portfolio management, financial planning, and pension consulting using diverse investment strategies and maintains regular portfolio oversight.

Robert Kaercher Jr. is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Smith & Howard since 2010. 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, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients with a six-advisor team.

Mark Sheerin is a CFP® professional with 10 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc. since 2016. He is based in Atlanta, GA, and is part of a six-advisor team at the firm. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm focuses on client-specific investment guidelines using diversified no-load mutual funds and ETFs, and offers services such as ongoing wealth management, retirement plan advisory, and estate distribution support.

Ashish Gandhi is a financial advisor with Proactive Wealth Strategies, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. His prior experience includes six years at The Family Office and three years at Emirates Investment Bank. Outside of his advisory role, he is involved in a real estate rental business with a colleague. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm offers comprehensive financial planning and discretionary portfolio management, employing a primarily top-down, performance-based approach with individualized asset allocation and ongoing account monitoring.

Darren Beck is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been with Pathway Financial Advisors, LLC since 2008, where he works as part of a five-advisor team. Outside of his advisory role, he serves as vice president of MMB Anesthesia LLC, a company providing anesthesia services where his wife is a nurse anesthetist. Pathway Financial Advisors serves individuals, businesses, trusts, estates, and charitable organizations with integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm follows an integrated financial planning process with ongoing portfolio review and offers a range of investment and consulting services, including retirement plan engagements and private fund recommendations.

Gabrielle Kong is a financial advisor at BEAM Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Gratus Capital, LLC, and Carroll Financial. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets, serving individuals, businesses, trusts, estates, and retirement plans. The firm focuses on asset allocation, diversification, and portfolio construction grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, offering wealth management, financial planning, portfolio management, and ERISA consulting.

Kaila Brooks is a financial advisor at Park Square Financial Group LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Csenge Advisory Group, LLC and Lion Street Financial, along with work experience at Ansley Golf Club and Georgia Southern University. Park Square Financial Group serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach that integrates fundamental, quantitative, and technical analysis, primarily using equities, ETFs, and mutual funds within a wrap fee program structure.

Margaret Wright is a CFA® charterholder with nine years of industry experience. She is currently with MartinWright Advisory, LLC, where she has worked since 2026. Her prior experience includes roles at Truist Advisory Services and SunTrust Bank. In addition to her advisory role, she is a licensed insurance agent servicing clients in Atlanta. MartinWright Advisory is an SEC-registered investment adviser providing discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs a blended investment approach combining active and passive strategies, fundamental and technical analysis, and ongoing portfolio reviews.

Kelly Dowdy is a CFP® professional with nine years of experience at HC Advisors LLC and fourteen years at Henning, Dowdy & Jones, LLC, where she serves as Managing Partner of the CPA firm. She is based in Sandy Springs, GA. HC Advisors LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a range of investment strategies and offers both discretionary and non-discretionary portfolio management along with modular financial planning and consulting services.