Jessica Engebretsen is a CFP® professional with 15 years of industry experience, currently serving at LongView Wealth Management in Atlanta, GA. She has worked at LongView Wealth Management since 2011 and was previously with Cambridge Investment Research, Inc. for 11 years. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, and corporate clients, offering services such as financial planning, asset management, divorce consulting, and access to third-party manager programs.

Daniel Henning is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has been with HC Advisors LLC since 2012 and is also a senior partner at Henning Dowdy & Jones LLC, an accounting firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a range of strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers discretionary and non-discretionary portfolio management along with access to third-party money managers.

Raymond Prophater III is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Persium Advisors since 2011. Outside of his advisory role, he is a partner in Navix Holdings, LLC and Persium Group, LLC, which develop and provide business exit planning consulting services. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456 million in discretionary assets and provides consulting for nearly $894 million in pension and investment assets, using fundamental analysis and tailored portfolio construction based on clients’ financial plans and risk tolerances.

Marci Silverman is a financial advisor with Thayer Partners LLC in Alpharetta, GA, holding 14 years of industry experience. She was previously with Linder Financial Services for 28 years before joining her current firm. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, overseen by a Chief Investment Officer.

Lester Brackley is a financial advisor with Arkos Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arkos Global Advisors since 2020 and previously at Lakeview Capital Partners, LLC from 2015 to 2020. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, using fundamental, technical, cyclical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic reviews of client accounts.

Brent Capehart is a financial advisor with The Lloyd Advisory Group and holds the Series 66 designation. He has 16 years of industry experience, including prior roles at AE Wealth Management, Capehart Financial, Global Financial Private Capital, and Equity Services, Inc. Capehart is also an active finance committee member of the New Hope United Methodist Church, assisting with planning and long-term forecasting. The Lloyd Advisory Group provides discretionary asset management and financial planning services primarily for individual investors, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $437.6 million in discretionary assets and employs a retirement-focused investment framework addressing key retirement concerns through diversified growth, income-driven, and insurance-based strategies.

Anthony Austreng is a CFP® and Series 66 designated advisor with 23 years of industry experience. He has been with Forthright Wealth Management, LLC since 2015 and previously worked at Truist Investment Services and Ameriprise. He is also a one-quarter owner of an office suite in Alpharetta, Georgia, through an LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning. The firm manages over $773 million across a seven-advisor team and emphasizes customized, primarily long-term portfolios with periodic performance reporting beyond standard custodian statements.

Alexei Lutsayev is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stargaze Tech Inc, Treeum, Silenca Tech, and Carbon Capital Services. Outside of his main role, he advises family and friends internationally on securities transactions. Persium Advisors serves retirement plan committees and individual investors, providing retirement plan advisory, direct investment management, consulting, and financial planning services. The firm manages approximately $456.3 million in discretionary assets and emphasizes fundamental analysis and tailored portfolio construction aligned with clients’ financial plans and risk tolerances.

James Exley IV is a CFP® with 29 years of industry experience, currently serving at Wealth Science Advisors LLC since 2022. He previously worked at Northwestern Mutual and its affiliated entities for over 25 years. Outside of advisory work, he is involved in several entrepreneurial ventures including psychological analytics and consulting, consumer product design, intellectual property research, and co-authoring a book. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management and financial planning, integrating traditional investment strategies with behavioral insights through its proprietary Wealth Science Assessment and Money Happiness concept. The firm also offers operational cash management and family-office services, managing approximately $512 million in discretionary assets across multiple offices.

Carson Greene is a financial advisor at Financial Consultants Group Inc with Series 65 credentials and one year of industry experience. Prior to his current role, he spent a year at Blue Vault Alternative Investments and has experience in other sectors including electric services and agriculture. He has been involved with the UGA Football Letterman's Club for six years. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts with discretionary portfolio management and comprehensive financial planning. The firm uses a long-term discretionary trading approach grounded in fundamental analysis, modern portfolio theory, and technical analysis, and incorporates technology such as artificial intelligence and machine learning in some service areas.

Lance Reising is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc in Atlanta, GA, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Lutheran Church of the Resurrection. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers model portfolios and supports various retirement plans through its Investors Choice program, employing a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis.

Charles Goldberg is a financial advisor at Financial Innovations, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and OSAIC. Goldberg is also a licensed CPA and attorney, maintaining separate practices in tax preparation and legal services. Financial Innovations, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a goals-based process and the VISION2020 Wealth Management Platform to deliver customized, non-discretionary investment advice across a broad range of assets.

Ryan Myrick is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 credential and eight years of industry experience. He previously worked at Edward Jones for six years and at West Pharmaceutical Services for four years. Myrick is based in Alpharetta, GA. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Pamela Tate is a Series 65 licensed financial advisor with Power Wealth Management in Alpharetta, GA, and has four years of industry experience. Prior to joining Power Wealth Management, she worked at T3 Trading Group, LLC and was self-employed. She is also a licensed insurance agent associated with Power Protection Strategies, LLC, spending up to 10% of her time on insurance-related activities. Power Wealth Management serves individuals, estates, and trusts with wealth management, discretionary portfolio management, and financial planning, managing approximately $430 million in discretionary assets across about 250 client relationships with a team of seven advisors. The firm employs a disciplined investment approach guided by its Investment Committee and offers educational workshops and retirement-plan participant seminars.

Michael Stark is a financial advisor at American Financial Advisors, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at American Financial Advisors for 34 years, in addition to a 34-year career at Delta Airlines. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves individuals and certain corporate clients, managing approximately $950 million across about 816 accounts, and employs a combination of fundamental, technical, cyclical, and qualitative analysis in its investment approach.

Matthew Garrett is a financial advisor at Enclave Advisors, LLC in Atlanta, GA, with 12 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Enclave Advisors since 2014. Enclave Advisors serves a select clientele including high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, offering comprehensive wealth management and discretionary investment advisory services. The firm employs an academically grounded investment approach focused on diversification, risk management, and net-of-cost return measurement, managing approximately $1.1 billion in assets with a compact advisory team.

Charles Barry Jr. is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Berkeley Capital Partners, LLC manages discretionary portfolios for a diverse client base, including high-net-worth individuals, trusts, retirement plans, and corporations. The firm employs global asset allocation strategies across various asset classes and is notable for sponsoring private pooled investment vehicles and using performance-based incentive allocations.

Bryan Kiss is a CFP® certificant with one year of industry experience. He is currently with Helium Advisors LLC and has prior experience at Truist Bank, Fifth Third Securities, and SunTrust Bank. Helium Advisors serves a diverse client base including individuals, pension and retirement plans, charitable organizations, corporations, and private funds. The firm employs a multi-method investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, and provides services such as portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity.

Lily Hsieh is a financial advisor at HC Advisors LLC with 8 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at HC Advisors since 2015, having previously been with Stanford Group Company. Outside of her advisory role, she serves as an uncompensated Chief Operating Officer at Henning, Dowdy, Jones, LLC. HC Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management, access to third-party money managers, and financial planning. The firm employs a variety of investment strategies tailored to client goals and risk profiles, ranging from long-term buy-and-hold to shorter-term trading, and integrates analytical methods alongside Modern Portfolio Theory.

David Smith is a CFP® professional with 25 years of industry experience. He is a senior partner at BlueChip Wealth Advisors LLC, where he has worked since 2019. Prior to joining BlueChip, he was with Arkadios Capital for five years and held roles at Triad Advisors, Cole Capital Corporation, and Equity Fund Advisors. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based approach using a mix of active and passive strategies, formal subscription-based reporting tools, and documented planning deliverables.