Alexis Chambers is a financial advisor at Rollins Financial Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier and completed full-time education at Birmingham-Southern College. 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 employs a fiduciary, goal-oriented investment process with a focus on asset allocation and ongoing portfolio monitoring.

Gregory Cohn is a Series 66 licensed financial advisor with Maven Capital Partners, LLC in Atlanta, GA, where he has worked since 2018. He has 14 years of industry experience, including prior roles at MCA Securities, LLC and PNC Capital Advisors, LLC. Outside of his advisory duties, he is involved in employment services through Maven Employment, LLC. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other entities, managing approximately $152.9 million in discretionary assets. The firm offers portfolio allocation across various asset classes and serves as investment manager to private special purpose vehicles with carried interest compensation arrangements.

Russell Carlson is a financial advisor at ARIA Wealth Management with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at ARIA Wealth Management since 2017 and CONCERT Wealth Management since 2013. Carlson is also involved in infrequent insurance sales in Georgia. ARIA Wealth Management is a fee-based registered investment adviser managing over $122 million in client assets. The firm serves individuals, high-net-worth clients, families, trusts, pension plans, corporations, and charitable organizations, providing investment supervisory services, third-party manager oversight, and financial planning within a discretionary and non-discretionary framework.

Louis Williams is a CFP® with eight years of experience in the financial services industry. He has worked at Cahaba Wealth Management, Inc. since 2018 and was previously employed at PricewaterhouseCoopers from 2016 to 2018. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm emphasizes individualized investment plans, continuous portfolio oversight, and incorporates alternative strategies alongside traditional assets while utilizing AI tools for operational tasks.

Laurie Novotny is a financial advisor with LongView Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked primarily with Cambridge Investment Research Inc. and M.S. Howells & Co. prior to her current role. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, offering services like asset management, financial planning, divorce consulting, and access to third-party manager programs.

De'shawn Owens is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Cambridge Investment Research. 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 emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Gilbert Bubis is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses and with 29 years of industry experience. He has been with Register Financial Associates, Inc. and Register Financial Advisors, LLC since 2001. Outside of his advisory role, he participates in focus groups for research companies providing opinions on various topics. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, while working with custodians and third-party managers to implement and monitor client portfolios.

Andrew Killpack is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at HC Advisors LLC since 2019 and also serves as a Tax Manager at Henning, Dowdy & Jones, LLC, a CPA firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of investment strategies, including long-term buy-and-hold, balanced allocations, and occasional short-term trading, and offers both discretionary and non-discretionary portfolio management.

Ethan Loppatto is a financial advisor with Patton Albertson Miller Group, LLC in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Patton Albertson Miller Group, he worked at several firms including Cetera Wealth Services and Avantax Investment Services. Outside of his advisory role, he provides administrative support to financial advisors through Legacy Capital Advisors, LLC. Patton Albertson Miller Group, LLC 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, estate and tax planning, and fiduciary services, employing discretionary portfolio management with a range of model allocations and access to specialized investment platforms.

Joseph Singer is a financial advisor at HC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he is a managing partner at J.SINGER & CO., LLC, where he serves as CFO to a family office and consults for board advisors. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.

Michael Fields is a CFP® with 21 years of industry experience, currently serving as an advisor at Southbridge Advisors, LLC since 2019. He has also worked at Wealth and Pension Services Group Inc. since 2013. Outside of his advisory role, he is the CFO of Door & Decor, LLC, where he manages business administration, finances, and marketing. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and offers both discretionary and non-discretionary account management, incorporating third-party investment advisers when appropriate.

Noah Brown is a financial advisor with Stark Financial Advisers, Inc. in Decatur, GA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked with R.M. Stark & Co. since 2012 and joined Stark Financial Advisers in 2023. Outside of advising, he is involved in basketball scouting and coaching through USA Select Basketball, recruits players and coaches professionally with 720 Sportsgroup, and co-owns a lifestyle medspa in Atlanta. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven investment strategy that incorporates both fundamental and technical analysis, offering a range of portfolio styles from conservative to aggressive and utilizing various trading techniques including derivatives.

Richard Houghton is a financial advisor with Partners Capital Services, Inc. based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at American Capital Partners, LLC since 2013 and L.M. Kohn & Company since 2012. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm serves approximately 195 clients with a team of 12 advisors and manages around $94.1 million in client assets, offering personalized investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Brett Power is a CFP® and CFA® with 18 years of industry experience. He is a founding member of Power Wealth Management, where he has worked since 2021. Prior to that, he held roles at Fidelity and Kestra, among other firms. Outside of advisory work, he is involved in insurance through ownership in related entities and provides consulting services with My Retirement Workshops. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and standalone financial planning, as well as non-discretionary retirement plan consulting and participant education. The firm manages approximately $430 million in discretionary assets and employs a team of seven advisors.

Michael Stacey is a CFP® with three years of industry experience and is currently with HC Advisors LLC. His prior experience includes roles at UBS and Northwestern Mutual. Outside of his advisory work, he manages business and personal tax preparation through HDWK, LLC. HC Advisors LLC serves individuals, retirement plans, trusts, and various entities, managing approximately $500 million in client assets. The firm customizes portfolios using a mix of analytical methods and Modern Portfolio Theory, offers both discretionary and non-discretionary services, and incorporates third-party money managers and specialized strategies such as options and margin.

Erin Tatham is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Register Financial Advisors, LLC since 2020 and previously held roles at Providence Capital Advisors, LLC and Meridian Investment Partners. Outside of her advisory work, she serves as treasurer for the Sweet Apple Parent Teacher Organization and provides financial consulting to clients undergoing divorce through the Divorce Resource Center of Georgia. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm uses a broad range of investment strategies from both in-house and third-party sources, including equities, fixed income, derivatives, and options, and is distinguished by its use of derivatives and borrowing within managed accounts as well as its sponsorship of multiple wrap fee programs.

Dennis Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at The Leaders Group Inc and The Wellspring Group LLC. Wellspring Wealth Management LLC provides investment advisory, financial planning, and consulting services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and supports both discretionary and non-discretionary portfolios using mutual funds, ETFs, individual securities, and REITs.

Marc Goldstein is a financial advisor with Haven Wealth Group in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Black Diamond Investment Partners from 2011 to 2016. Outside of his advisory role, Goldstein is a partner and investor in a family business called Go Greek. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance and cash-flow needs, and balances income-producing holdings with growth-oriented positions.

Brook Scardina is a financial advisor at Crescent Advisor Group, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at St. John & Associates, Inc., Crescent Wealth Advisory, LLC, and the Georgia Tech Foundation. In addition to his advisory role, he is a managing partner at White Oak Capital Holdings, Inc., where he is involved in commercial real estate lending and investment consulting. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies alongside due diligence on sub-advisers and both discretionary and non-discretionary management.

Michael Rollauer is a CFP® professional with 22 years of industry experience, currently serving at Highbrook Capital Partners since 2026. His prior roles include five years at Waypoint Wealth Counsel and eleven years at Arcus Capital Partners, LLC. He holds an insurance license but does not actively solicit insurance business. Highbrook Capital Partners, LLC is an SEC-registered advisory firm that offers discretionary and non-discretionary portfolio management, pension consulting, and comprehensive financial planning primarily to individuals, high-net-worth clients, pension plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and charting analysis to construct portfolios and manages risks through regular monitoring and reviews.