Ty Young is the principal of Young Investment Advisors, Inc. in Atlanta, GA, with 22 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has operated Young Investment Advisors since 1998, as well as Ty J. Young, Inc. since 2009. Outside of advisory services, he owns and operates a racing team and manages consulting and oversight activities for his businesses. Young Investment Advisors provides investment consulting and financial planning primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy using mutual funds and exchange-traded funds, offers advice on a non-discretionary basis, and utilizes third-party research to guide asset allocation.

Charles Parker is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding a Series 63 designation with 49 years of industry experience. He has been with Register Financial Associates, Inc. since 2016. Outside of his advisory role, he is the owner of CMP LLC, an investment entity. Register Financial Advisors, LLC provides investment advisory and financial planning services to a range of clients including individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad set of investment instruments and strategies, combining in-house and third-party management, and offers access to multiple managed asset programs and wrap fee solutions.

Laura Stiles is a CFP® with two years of industry experience, currently serving at Arcus Capital Partners, LLC since 2023. Her prior experience includes roles at Zara BoatCo, LLC and MBSTCO, LLC, as well as Boatco ZARA Riviera Cuatro Siete, Limitada. 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 uses a combination of qualitative and quantitative manager screening, managing both individual accounts and pooled investment vehicles.

David Curry is a CFP® with 23 years of industry experience, currently serving at EPG Wealth Management LLC since 2019. He has also worked at Arkadios Capital, ACG Wealth, and Triad Advisors, Inc. Outside of his advisory roles, he is involved in non-investment business activities through Curry & Co., LLP and RCM Capital LLC. EPG Wealth Management works with individuals, trusts, businesses, and retirement plans to provide portfolio management, financial planning, and retirement-plan consulting services. The firm develops customized investment plans and manages accounts on a discretionary basis using a variety of analytical approaches and alternative investments, while also offering access to third-party managers and a branded wrap fee program.

Ryan Miller is a financial advisor with Narwhal Capital Management in Marietta, GA, holding a Series 65 credential and one year of industry experience. Prior to joining Narwhal, he worked at Caterpillar, Inc. and the City of Avondale Estates, and he has an academic background from the Georgia Institute of Technology and Decatur High School. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing diversified asset allocation and combining investment advisory work with in-house tax and accounting capabilities.

Kyle Willemse is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining EPG Wealth Management in 2023, he worked at Nasdaq eVestment from 2021 to 2023 and held various roles in education and financial services. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans typically managed on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis, and offers a wrap fee program alongside advisor-managed accounts.

Matthew Blumberg is a financial advisor at Paraklete Financial, Inc. with the PFS™ designation and six years of experience in accounting and financial planning. He previously worked at Mitchell Taylor CPA PA and operates his own CPA firm, Matthew Blumberg CPA PLLC. Paraklete Financial provides fee-for-service financial planning focused on tax-centered, long-form planning and client education. The firm serves individuals, high-net-worth clients, businesses, trusts, and estates through a team of six advisers who prepare comprehensive plans and coordinate implementation with outside professionals.

Jose Chavez Cuellar is a financial advisor at Large and Gilbert Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Deloitte, The Home Depot, and Sam's Club. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension plans, and business entities. The firm offers discretionary portfolio management using model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Bradford Gilliam is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Verisail Partners, LLC and also owns Rooted Landscape, a landscaping business he has operated since 2017. 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 and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Amy Carcione is a CFA® charterholder and holds Series 63 and Series 65 licenses. She has five years of industry experience and has been with A. MONTAG & Associates since 2020. Prior to joining Montag, she worked for Fulton County Schools for one year. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other advisers, using a structured investment process that incorporates fundamental and technical analysis. The firm combines institutional-scale assets with a compact advisor team and offers bundled financial planning for existing clients at no additional charge.

Russell Thornton is a financial advisor with TVAMP, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wealthcare Capital Management LLC since 2009 and joined TVAMP in 2026. Outside of his advisory role, he serves on the board of trustees for the Georgia Eye Bank, where he also acts as Treasurer. TVAMP serves individual clients, including both high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities. The firm manages approximately $1.185 billion in client assets, employing a team of 23 advisors who focus on fundamental analysis and strategic asset allocation to build diversified portfolios using mutual funds, ETFs, and individual securities.

Maury Shapiro is a financial advisor at Ferguson Shapiro LLC in Marietta, GA, with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ferguson Shapiro LLC, he worked at Axa Advisors, LLC for 19 years. Outside of investment advisory work, he is active as a group benefits insurance agent, assisting business clients with employee benefits. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary and non-discretionary advisory services, access to third-party money managers, and a wrap fee program, emphasizing a process that begins with a comprehensive review of clients’ financial situations and includes enhanced portfolio management strategies.

Catherine Groff is an advisor at Panoramic Capital Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Morgan Stanley and Fisher Investments, each for one year, and has a background that includes entrepreneurial experience with Green Imaging LLC. Panoramic Capital Partners LLC provides advisory services to individuals, trusts, retirement plans, nonprofits, and businesses, offering discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs tailored portfolios using a combination of in-house management and third-party sub-advisors, incorporating various asset types and continuous portfolio monitoring.

Patricia Steward is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation with 16 years of industry experience. She has worked at Paraklete Financial since 2010 and previously spent 31 years at Steward Ingram & Cooper PLLC. Paraklete Financial offers integrated, fee-for-service financial planning focused on individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers provide tax-centered, coordinated long-form planning without managing client assets or selling financial products, working closely with outside specialists to implement comprehensive plans.

Richard Maurice is a financial advisor at Wright Wealth LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ironridge Wealth Management, Waterloo Capital Management, and Black Diamond Investment Partners. Outside of advising, he owns and operates a staffing agency. Wright Wealth provides investment management and financial planning to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm builds portfolios using a blend of passive and active strategies and offers services including discretionary portfolio management, retirement plan consulting, and tax preparation assistance.

Varun Marneni is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Consolidated Planning Corp and Raymond James Financial Services Advisors. Marneni recently obtained an insurance license and incorporates approved insurance products into his financial planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with a long-term investment approach.

John Hayes is a financial advisor with LongView Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at M. S. Howells & Co, Cambridge Investment Research, and CCF Investments, among others. Outside of advising, he serves as Chairperson for the Finance Committee at Madison First United Methodist Church. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion for individuals, pension and profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing a variety of investment strategies and integrating third-party solutions alongside less common services such as held-away account management.

Danielle Schultz is a financial advisor at Rollins Financial Advisors, LLC with 10 years of industry experience. She holds the PFS™ designation and has a background that includes 20 years at Rollins & Van Lear PC, an affiliated CPA firm where she is a partner responsible for supervising accounting staff and overseeing tax planning and preparation. Rollins Financial Advisors, LLC manages approximately $1.588 billion in discretionary assets and provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans. The firm employs a strategy that includes the use of mutual funds, ETFs, and individual stocks and bonds, with regular portfolio reviews and adherence to fiduciary standards.

Anna Hubert is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Athena Health and Tulane University. Persium Advisors serves retirement plan committees along with individual and high-net-worth investors, providing a range of retirement plan services, investment management, and financial planning. The firm manages approximately $583.6 million in discretionary assets and offers consulting for over $955 million in pension and investment assets, using fundamental analysis and model portfolios as part of its fiduciary investment approach.

Samuel Frost is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Narwhal Capital Management since 2016. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers tailored financial planning and portfolio management, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis, while also providing in-house tax and accounting services.