Paul Jacobs is a CFP® professional with 18 years of experience in the financial industry. He has been with Palisades Hudson Asset Management, L.P. since 2002. Jacobs also serves as Vice President of Palisades Hudson Financial Group LLC, a financial planning firm where he provides clients with tax preparation and planning, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors. The firm focuses on long-term, asset-allocation-based investing primarily using mutual funds and ETFs, and manages both discretionary and non-discretionary accounts as well as private equity funds.

Jennifer Friberg is a CFA® charterholder and holds the Series 66 designation with six years of industry experience. She currently works at MartinWright Advisory, LLC and previously held roles at Balentine, LLC, BlackRock Investments LLC, LPL Financial, and Securities Service Network. Jennifer is based in Atlanta, GA. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to institutional investors, individuals, trusts and estates, qualified purchasers, retirement plans, and other entities. The firm employs a blend of active and passive investment strategies, emphasizing diversification and continuous portfolio management using both traditional and alternative investment tools.

Olga Lee is a CFA® charterholder based in Atlanta, GA, with 16 years of industry experience. She has worked at A. Montag & Associates since 2006. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Garnett Keith Jr. is a CFA® and ChFC® credentialed advisor with over 21 years of industry experience. He has been with SeaBridge Investment Advisors LLC since 1996, except for a retirement period from 2017 to 2021. Outside of his primary role, he serves as Chairman of the Investment Committee for 10 Talents Investors, where he reviews private equity funds and participates in annual meetings. SeaBridge Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals and institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a discretionary sub-adviser to other advisors, supporting a variety of client types including high-net-worth individuals, foundations, and foreign investment vehicles.

Perry Chesney Jr. is a CFP® with 43 years of industry experience, currently serving at TVAMP, LLC. His prior roles include positions at Merrill, Truist Investment Services, and HC Advisors LLC. He also devotes part of his time to Perry L Chesney Consulting, an advisory practice focused on coaching and educational workshops for organizations and professional advisors. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy and offers services such as ongoing asset management, retirement-plan advisory, and sub-advisory relationships.

David Pressly is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation with 26 years of industry experience. He has been with Register Financial Advisors and its affiliated entity, Register Financial Associates, Inc., since 2011. Register Financial Advisors provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm employs a broad range of instruments and strategies, including both in-house and third-party management, and offers access to multiple wrap fee programs administered through Wells Fargo Clearing Services.

Jeffrey Taylor is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. He has been with Crescent Wealth Advisory since 2009 and Crescent Wealth Management since 2003, and has prior experience with Purshe Kaplan Sterling Investments and Lion Street Financial. Taylor is also involved in sales and marketing for fixed life insurance through Crescent Wealth Management. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm manages approximately $87.5 million across about 49 clients and employs a team of six investment professionals who use fundamental and technical analysis to construct individualized portfolios, offering continuous supervision, rebalancing, and access to alternative solutions including cryptocurrency accounts and third-party cash management programs.

Hugh Merkel is a CFA® charterholder with five years of industry experience. He currently works at MartinWright Advisory, LLC and previously held positions at Mercer Investments, LLC, and MGI Funds Distributors, LLC. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to institutional investors, individuals, trusts and estates, qualified purchasers, retirement plans, and other entities. The firm employs both active and passive investment approaches with an emphasis on diversification and continuous portfolio management, utilizing tools such as tactical asset allocation, relative strength analysis, and alternative investments.

Solomon Cohen is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at HB Wealth Management, The Vanguard Group, Connect America, and Northwestern Mutual. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, family office services, and third-party money manager selection for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily using ETFs and equities, and often implements strategies through sub-advisers or third-party managers.

Mary Shaltis is a CFP® with 12 years of industry experience, currently serving at Chicory Wealth. She previously worked at Ameriprise Financial Services, Inc. and 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, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified, long-term portfolios and financial life plans.

Joseph Rollins is a ChFC® credentialed financial advisor with 15 years of industry experience. He has worked at Rollins Financial Advisors, LLC since 2021 and previously at Rollins Financial Nc. from 1990 to 2021. The firm 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. Rollins Financial Advisors manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process that emphasizes asset allocation and ongoing portfolio monitoring.

Richard Stradtman is a financial advisor at FEFA Financial with five years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and Fefa Asset Management, LLC. Prior to his advisory career, he was involved with Mediterraneo Concepts Inc for nine years. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Owen Douglas is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 credential and with two years of industry experience. He has been with Meadow Creek since 2019, with prior experience at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, providing portfolio management, limited financial planning, and retirement plan consulting. The firm employs a structured investment process involving an investment committee and utilizes both discretionary and non-discretionary relationships, managing assets through third-party Separate Account Managers when appropriate.

George Wideman is a CFP® with 25 years of industry experience and has been with Cahaba Wealth Management, Inc. since 2012. He holds a Series 63 license and is based in Nashville, TN. Outside of his advisory role, he is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts. The firm offers comprehensive financial planning and portfolio management, utilizing a disciplined investment process based on long-term cash-flow projections and formal risk assessments.

Lawrence Mendel is a financial advisor at Montag with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montag & Associates Inc. since 2016, following five years at Black Diamond Investment Partners. He serves on the investment and oversight committee of the Collat Family Foundation in a volunteer capacity. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, and other advisers, providing discretionary portfolio management, financial planning, consulting, and trustee or executor services. The firm combines fundamental and technical equity analysis with fixed-income management to build individualized investment objectives and typically manages portfolios on a discretionary basis.

James Jackson is a CFA® charterholder with 21 years of industry experience, currently serving at Builder Investment Group since 2000. He is based in Atlanta, GA, and is part of a four-advisor team. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management across a broad range of securities and private investments, managing pooled investment vehicles and private syndications with formal compliance procedures.

Rosanna Neil is a CFP® and Series 65-licensed advisor at Chicory Wealth with four years of industry experience. She has worked at Chicory Wealth since 2021 and previously held roles at North American Marine Alliance, The Population Institute, and as a self-employed professional. Chicory Wealth offers 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 construct long-term diversified portfolios and deliver financial life plans.

John Rinker is a CFP® with 12 years of industry experience, currently serving at Veracity Capital LLC since 2018. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and Independent Financial Group. He is also a licensed insurance agent in Georgia, offering various types of insurance products. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach using a range of strategies and asset types, including internally managed portfolios and outside managers.

Jacob Newcomer is a CFP® with 10 years of industry experience, currently serving at Chicory Wealth in Decatur, GA. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2015 to 2017. He holds a Series 66 license and is a board member of DH Pace Company. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also provides tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers.

David Jones is a CFP® professional with 22 years of industry experience, currently serving at EPG Wealth Management LLC in Atlanta, GA. He has held roles at Arkadios Capital, Equity Services, Inc., National Life Group, and National Financial Services Group. Outside of his advisory work, he serves as CEO of a financial services holding company and acts as a trustee for a private family trust involving ownership interests in a privately held company. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with customized investment plans and a range of advisory services, including advisor-managed portfolios, third-party money manager access, and ERISA fiduciary consulting. The firm manages a multi-office, ten-advisor team overseeing approximately $579 million in regulatory assets under management.