Varun Marneni is a financial advisor at CPC Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services and Consolidated Planning Corp prior to his current role. Marneni recently obtained an insurance license and recommends approved insurance products when appropriate within financial plans. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation based on Modern Portfolio Theory, focusing primarily on mutual funds, equities, and ETFs with an emphasis on long-term investments.

John Hayes is a financial advisor at LongView Wealth Management with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including M. S. Howells & Co., Cambridge Investment Research, and CCF Investments. Outside of advisory work, Hayes serves as chairperson of the finance committee at Madison First United Methodist Church. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, pension and profit-sharing plans, and corporate clients through a team of 11 advisors, offering services such as asset management, financial planning, divorce consulting, and access to third-party manager programs.

Danielle Schultz is a PFS™ credentialed advisor at Rollins Financial Advisors, LLC with 11 years of industry experience. She has worked at Rollins Financial Advisors and its related entities since 2015 and is also a partner at Rollins & Van Lear PC, an affiliated CPA firm, where she supervises accounting staff and is involved in tax planning and preparation. Rollins Financial Advisors, LLC serves individuals, high net worth clients, and corporate pension and profit-sharing plans, offering investment advisory and portfolio management services with a focus on mutual funds, ETFs, and individual securities tailored to client objectives.

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.

Jason Joffe is a CFA® charterholder and holds the Series 66 designation, with 25 years of experience in financial services. He has worked at Morgan Stanley in various capacities from 2003 to 2017, followed by Morgan Stanley Private Bank until 2017, and has been with Inlight Wealth since that time. Joffe is also involved as a manager for West Elk, a private fund and investment manager based in Atlanta. Inlight Wealth Management serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs fundamental analysis across various asset types and offers strategies including options and derivatives, managing portfolios with either discretionary authority or client approval.

James Goolsby is a financial advisor at DAI Wealth, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Concorde Investment Services, Sowell Management, Suntrust Investment Services, and Morgan Stanley. Outside of his advisory role, he is president and owner of Paragon Wealth Counselors, a securities-related business. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and technology platforms to tailor portfolios aligned with client objectives.

Robert Schultz is a financial advisor at Rollins Financial Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. Schultz has been with the Rollins organization since 1998, including his current role at Rollins Financial Advisors since 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 employs a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

Albert Akpaloo is a Series 66-licensed financial advisor at Capitalwize, LLC with three years of industry experience. His prior roles include positions at Ameriprise Financial Services, Edward Jones, and TallGrass Financial Planning. Outside of advising, he owns retail and consulting businesses and serves on the board of a nonprofit organization. Capitalwize is a fee-only financial planning firm that serves individuals and business entities, focusing on non-high-net-worth clients. The firm offers various advisory engagements and group educational seminars, commonly utilizing third-party managers for portfolio management while providing oversight and client liaison services.

Stetson Ponder is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA, holding a Series 65 license with one year of industry experience. Prior to joining Cahaba Wealth Management, he worked at the University of Alabama and spent five years in education at Oxford Middle School and Oxford High School. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion on a discretionary basis and employs a long-term, risk-based approach to asset allocation and security selection.

Robert Lyons is a financial advisor at Investors Asset Management of Georgia Inc with 48 years of industry experience. He holds the Series 63 designation and has been with the firm since 2014. 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 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.

Benjamin Laufer is a financial advisor with Paces Ferry Wealth Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2024. Prior to his advisory role, he was involved in coaching lacrosse at the high school level and served with the Georgia Lacrosse Officials Association. Paces Ferry Wealth Advisors manages approximately $430 million across various client types, offering wealth management, financial planning, retirement plan consulting, and portfolio management. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies.

Robert Takacs is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, and San Blas Advisory. He has served as treasurer of the Marine Corp Coordinating Council of Georgia, a registered charitable organization, for approximately seven years. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan services, and access to third-party money managers. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets primarily on a non-discretionary basis.

Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.

Cathal Carson is a CFP® credentialed financial advisor with two years of industry experience. He is currently with American Financial Advisors, LLC and has previous experience at Steward Partners Investment Advisory, Steward Partners Global Advisory, Henssler Financial, and OTR Capital. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves both individuals and corporate clients, managing approximately $950 million across about 816 accounts with a focus on standardized portfolios and institutional platform services.

Ryan Florence is a CFP® with 18 years of industry experience, currently serving as an advisor at Ferguson Shapiro LLC since 2022. His prior experience includes roles at Kiker Wealth Management, LLC and LPL Financial. He is also involved in fixed insurance sales. Ferguson Shapiro LLC offers discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and other institutions. The firm employs a team-based advisory model and manages approximately $415 million across several hundred client relationships.

Charlotte Disley is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA. She has four years of experience at Cahaba Wealth Management and previously worked at Global Payments and Oglethorpe University. 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 manages approximately $2.06 billion on a discretionary basis and emphasizes long-term cash-flow projections, quantified risk scores, and regular risk discussions in its investment approach.

Alexis Chambers is a financial advisor at Rollins Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier for one year and completed full-time education at Birmingham-Southern College. Rollins Financial Advisors provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans, managing approximately $1.588 billion in discretionary assets as of December 31, 2025. The firm focuses on individualized investment counseling and uses a mix of mutual funds, ETFs, and individual securities, conducting regular account reviews and maintaining fiduciary standards.

Hong Tsun Simon is a CFA® charterholder currently with A. Montag & Associates and has five years of industry experience. Prior to joining Montag in 2026, he worked at Forthright Partners LLC for five years and at BNY Mellon Wealth Management for fifteen years. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by offering discretionary portfolio management, financial planning, consulting, and limited trustee or executor services. The firm emphasizes individualized investment objectives through fundamental and technical equity analysis, mutual fund and ETF selection, and fixed-income management.

Jeffery Wright is a CFA® charterholder and Series 66 licensee with 13 years of industry experience. He is a founding member of Wright Wealth LLC and also founded 550 Capital Partners LLC, where he focuses on raising capital for startup investments. His prior experience includes roles at NovaPoint Capital LLC, Bank of America, N.A., and Merrill. 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 utilizes a combination of passive and active strategies based on asset allocation and offers educational seminars along with a membership program that includes financial tools and limited advisor communication.