Kaena Farmer is a financial advisor at Hamilton Capital Advisors LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Accenture, as well as holding a position at Morehouse College. Hamilton Capital Advisors primarily provides investment management, retirement-plan advisory, and consulting services to pooled and institutional investment programs, while offering portfolio management and financial planning for private clients on a limited basis. The firm integrates fundamental and technical analysis with discretionary management and outsourced third-party manager solutions, managing approximately $87 million in client assets as of December 31, 2025.

Ronaldo Bastos is a financial advisor at Weston Capital Insights with five years of industry experience. He holds a Series 65 designation and has worked exclusively at RDL Capital LLC dba Weston Capital Insights since 2018. Outside of advising, he is the owner of LOCANDA MIA INVESTMENTS, LLC. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and non-U.S. persons, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and utilizes a range of strategies, including options and margin trading.

Kimberly Brown is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. She has been with Persium Advisors since 2017 and previously worked at D'Huyvetter & Swichkow, PC for one year. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering a range of retirement plan services alongside investment management, consulting, and financial planning. The firm manages approximately $583.6 million in discretionary assets and provides consulting advice for about $955.2 million in pension and investment assets as of the end of 2025.

Desmond Blue is a Wealth Management Advisor with eight years of experience in financial advising. Prior to his career in finance, he played professional basketball across five continents, an experience that informs his disciplined and long-term approach to wealth management. He specializes in addressing the complexities that arise as clients' income and financial situations grow, particularly for business owners, athletes, and high-achieving individuals. His expertise includes investment strategy, tax-aware planning, business exit and liquidity events, and estate and legacy planning services. Desmond holds a Bachelor of Science in Business Administration from Lee University and an MBA from Liberty University. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is affiliated with the Cherokee Chamber of Commerce. Outside of his professional work, Desmond resides in Canton, GA with his wife, Jill. He is involved in community organizations such as City Takers, City of Refuge, and Heartbound Ministries. In his personal time, he enjoys baseball, football, music, reading, traveling, watching movies, training youth in basketball, and attending Crossover ATL church.

Richard Wells is a financial advisor at Marco Investment Management LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Stansberry Asset Management and Camarda Wealth Advisory Group before joining Marco Investment Management in 2019. Marco Investment Management serves individual and institutional clients such as high-net-worth individuals, pension plans, corporations, and government entities. The firm employs a team-based investment approach focusing on high-quality equities, mid-cap opportunities, and value processes, utilizing options and derivatives within tailored portfolio strategies.

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 McGukin is a financial advisor at Arkos Global Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Arkos Global Advisors since 2020. Prior to that, he was with Lakeview Capital Partners, LLC from 2016 to 2020 and has been involved with Kane McGukin, LLC since 2015. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis, and performs ongoing monitoring and manager due diligence.

Timothy Benbow is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wright Wealth LLC and has previously worked at firms including NovaPoint Capital LLC, Bull's Eye Investment Group, Waterloo Capital Management, Black Diamond Investment Partners, and Raymond James & Associates. Wright Wealth LLC provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm employs both passive and active investment strategies based on modern portfolio theory and offers additional services such as retirement plan consulting and tax preparation assistance.

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 at Proactive Wealth Strategies, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial and INVEST Financial Corp. Derso has been with Proactive Wealth Strategies on multiple occasions, most recently since 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 approach to create individualized asset-allocation guidelines 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, based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining Arcus Capital Partners in 2008, he worked at Credit Suisse Securities and Pershing LLC. 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 utilizes both individual accounts and pooled investment vehicles, employing a combination of qualitative and quantitative manager screening and ongoing portfolio monitoring.

Jennifer Mccarthy is a CFP® with eight years of experience in financial advising. She has been with Patton Albertson Miller Group, LLC since 2019 and previously worked at Anthony Smith Advisors, Inc. from 2016 to 2019. Patton Albertson Miller Group 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, financial planning, trust and fiduciary services, and project-based consulting, with access to alternative investments and third-party tools for portfolio management and risk analysis.

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.

Gavin Borzello is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Wealth Management since 1998. Outside of advising, he works part-time as an insurance agent. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and discretionary and non-discretionary advisory services, employing a range of investment strategies based on economic analysis and research.

Robert Goggin is a Series 65 licensed financial advisor with 17 years of industry experience. He has worked at Atticus Wealth Management since 2018 and previously held positions at Wealth Management Advisors, Peachcap Tax & Advisory, Haven Capital, and Solidus Wealth Management. Atticus Wealth Management is an SEC-registered firm serving individuals, retirement plans, and business entities, typically those with at least $500,000 in investable assets. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies and maintaining discretionary management with 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.

James Francis IV is a financial advisor with ALTA Capital Management LLC in Alpharetta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience, including 23 years at Montag & Caldwell and 2 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, using a quality-growth, bottom-up investment process that incorporates quantitative models and Investment Committee oversight. The firm serves a range of clients with strategies that include equity, fixed income, balanced mandates, and employs sub-advisers, derivatives, and AI-assisted models in certain portfolios.