David Bragman is a financial advisor at Sequoia Wealth Management, LLC with 14 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 66 licenses. Since 2016, he has been associated with Sequoia Wealth Management and LPL Financial. Sequoia Wealth Management serves individuals, trusts, corporations, and employer retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm employs a hybrid advisory approach with both discretionary and non-discretionary accounts and uses a combination of quantitative optimization, technical analysis, and option strategies to tailor portfolios to clients’ goals.

Myles Jerdan is an advisor at Craft Wealth Services in Atlanta, GA. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Premier Financial Consulting Services, Inc. from 2016 to the present and Craft Asset Management since 2026. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management and standalone plans with a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm employs tactical allocation and options strategies and customizes advisory relationships through interviews and questionnaires, providing discretionary account management with continuous monitoring and at least annual reviews.

George Hiller is a CFP® with 26 years of industry experience and has been with George M. Hiller Companies, LLC since 1985. He holds the Series 63 designation and is based in Atlanta, GA. Outside of advisory work, firm management includes licensed attorney and real estate broker credentials. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for around 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation, diversification, and a preference for long-term equity exposure through various investment strategies.

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, currently serving at MartinWright Advisory, LLC. His prior roles include 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 a diverse client base including institutional investors, individuals, trusts, and retirement plans. The firm employs both active and passive investment strategies with an emphasis on diversification and continuous portfolio management.

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, and Northwestern Mutual. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, and wealth-planning services to individuals, high-net-worth clients, and select corporate plan clients. The firm emphasizes model portfolios based on Modern Portfolio Theory, primarily utilizing ETFs and equities, often through third-party money managers.

Mary Shaltis is a CFP® with 13 years of experience in the financial services industry. She is currently affiliated with Chicory Wealth and previously worked at M. Kulyk & Associates, LLC and Ameriprise Financial Services, Inc. Mary has involvement in real estate ownership related to multi-family investment. Chicory Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering financial life planning, discretionary portfolio management, and additional services such as tax preparation and estate planning. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics into its investment approach and supports other advisers with model portfolio services.

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 26 years of industry experience, currently serving at Cahaba Wealth Management, Inc. since 2012. Prior to this, he worked at Synovus Securities, Inc. and Creative Financial Group Ltd. He is a partner in Artist Clarity, Inc., a business management venture unrelated to investment advisory services. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm utilizes a long-term, risk-conscious investment process incorporating mutual funds, ETFs, and alternative investments when appropriate, and manages approximately $2.06 billion on a discretionary basis.

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.