James Senkbeil is a financial advisor at Benedict Financial Advisors, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Street Asset Management, LLC and LPL Financial, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent firm. Benedict Financial Advisors, Inc. offers discretionary portfolio management, limited financial planning focused on retirement income, and educational services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes tailored investment plans and structured client education while managing over $529 million in discretionary assets.

Ashley Thompson is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Benedict Financial Advisors, Inc. since 2006. Thompson is also a notary public in Cobb County, Georgia. Benedict Financial Advisors, Inc. provides discretionary portfolio management and limited financial planning focused on retirement income, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a tailored investment approach using stocks, ETFs, mutual funds, and bonds, combined with fundamental and technical analysis, and places emphasis on client education through publications and events.

Carlos Bonilla Grajales is a financial advisor at Capitalwize, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with six years of industry experience. His work history includes roles at Mutual of Omaha Insurance Company and Primerica, as well as teaching at Ana G. Mendez University. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing on non–high-net-worth clients. The firm offers a variety of advisory engagements and group educational seminars, often using third-party managers for portfolio management while providing ongoing oversight.

Samantha Heflin is a CFP® professional at SLP Wealth with two years of industry experience. She previously worked at Apella Capital and Inspired Financial. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs and supports a large client base through multiple offices.

Timothy Agnew is a CFP® and PFS™ with 23 years of industry experience. He has been with Smith & Howard Wealth Management, LLC since 1999 and is also a partner at Smith & Howard, P.C., a CPA and consulting firm, where he allocates approximately 40% of his time to wealth management. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning and ongoing portfolio management, primarily through mutual funds and ETFs, supported by a team of six advisors managing roughly $727 million.

John Massey is a financial advisor at Marietta Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 registrations and previously worked for Qualified Plans, LLC for 21 years before joining his current firm in 2019. Marietta Wealth Management provides wealth management, financial planning, retirement plan consulting, and general consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $1.39 billion in assets for about 448 client relationships and employs an Investment Committee to guide portfolio construction using a range of investment vehicles based on client risk profiles.

Paige Kim is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Patton Albertson Miller Group, LLC since 2019 and previously worked at Anthony Smith Advisors Inc. from 2018 to 2019. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis alongside model-based allocations to construct diversified portfolios.

Robert Donnell is a CFP® professional with 24 years of industry experience, currently serving at Southbridge Advisors, LLC since 2019. He has held roles at Wealth and Pension Services, Group Inc. and Teton Capital Advisors since 2011, and previously worked at Triad Advisors. Outside of investment advisory, he participates in a referral arrangement related to state and federal tax credits with McMillan & Associates. 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.

De Nay Gonzales is a Series 65-licensed financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, where she has worked since 2016 across affiliated firms. She has four years of industry experience. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, offering 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 focused on asset allocation and ongoing portfolio monitoring.

Scott Register is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Register Financial Advisors, LLC since 2007 and also serves as principal and chief compliance officer for Register Financial Associates, Inc. In addition to his advisory roles, Register is a principal and CFO at Register Capital Investments LLC, where he oversees a small-cap stock portfolio. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies, including equities, fixed income, derivatives, and third-party managed solutions, and is known for its use of model allocations and active account management through both in-house and external strategists.

Larry Fisher is a financial advisor with LongView Wealth Management in Atlanta, GA, holding a Series 63 designation and 42 years of industry experience. He has worked at LongView Wealth Management since 2005 and also has experience with Cambridge Investment Research, Inc. and M. S. Howells & Co. Additionally, he is an independent insurance agent for various independent insurance companies. LongView Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm provides portfolio management, financial planning, divorce financial consulting, and access to third-party managed programs, using economic, fundamental, and technical analysis to implement diversified investment strategies.

George Richerson is a financial advisor at Southbridge Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealth and Pension Services Group, Inc. and Triad Advisors Inc. Outside of advising, he participates in a referral arrangement for state and federal tax credits through McMillan & Associates. 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 employs both direct strategies and third-party Institutional Strategists selected through a due-diligence process.

Amy Getz is a Series 65-licensed financial advisor at IRC Wealth in Atlanta, GA, with six years of industry experience. She has been with IRC Wealth since 2019 and previously spent 14 years as a homemaker. IRC Wealth provides financial planning and discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios primarily composed of stocks, ETFs, and cash equivalents, using a disciplined investment process that includes weekly technical screening and fundamental analysis.

William Singletary II is a financial advisor at Arcus Capital Partners, LLC, holding a Series 66 designation with 23 years of industry experience. He has been with Arcus Capital Partners since 2008. 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, managing approximately $2.5 billion in client assets. The firm constructs personalized portfolios through qualitative and quantitative manager screening and acts as adviser and General Partner to private funds and pooled vehicles.

Hafeez Fazal is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Register Financial Advisors, LLC and Register Financial Associates, Inc since 2018 and previously at Raymond James & Associates from 2013 to 2018. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a broad range of investment instruments and strategies, integrating both in-house and third-party managers, and offers discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Meridith Mimbs is a financial advisor at Crescent Wealth Advisory, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Purshe Kaplan Sterling Investments, and Lion Street Financial. In addition to her advisory role, she owns Duality Embodiment LLC, where she facilitates trauma-informed breath work to help clients manage stress and anxiety. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative solutions such as client-directed cryptocurrency accounts and third-party cash management programs.

Edward Wilcox is a CFP®, CFA®, and Series 65 licensed financial advisor with 18 years of industry experience. He has been with Rollins Financial Advisors, LLC since 2021 and was previously with Rollins Financial Nc. from 2004 to 2021. 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 follows a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

Mark Gaynoe is a financial advisor with Lebenthal Global Advisors, LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at Avenir Private Advisors, Capital Guardian Wealth Management, Lowe's, and Home Depot. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of experience. He has been with Voya Financial Advisors since 2016. In addition to his advisory role, he is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management services primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced asset-allocation approach with non-discretionary advisory services and utilizes fixed fees, hourly billing, and annual retainers rather than percentage-of-assets fees.

Sarah Walker is a financial advisor at CPC Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services and First Allied Advisory Services. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across a team of 17 advisors.