Tiffany Hedemark is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. She has been with Investors Research Corporation since 2015. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios that primarily include stocks, ETFs, and cash equivalents. The firm employs a disciplined investment process involving weekly technical screening, fundamental analysis, and proprietary criteria to manage client portfolios.

Angelique Dumler is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at InLight Wealth Management since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Inlight Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, corporations, trusts, estates, charitable organizations, and retirement plans. The firm develops tailored financial profiles and investment plans, implements strategies through direct management or recommended external managers, and employs derivatives and options strategies in separately managed accounts.

Clint Farabaugh is a CFP® with 19 years of industry experience, currently serving at Proactive Wealth Strategies, LLC in Marietta, GA. He has worked with LPL Financial since 2018 and was previously associated with INVEST Financial Corporation from 2011 to 2018. Farabaugh provides investment advisory services through Proactive Wealth Strategies, an independent registered investment advisor. Proactive Wealth Strategies manages approximately $316 million for individuals, families, and trusts, offering comprehensive financial planning and discretionary portfolio management. The firm uses a predominantly top-down, performance-based approach and sponsors a wrap fee program, providing clients with individualized asset allocation and ongoing account monitoring.

Krista Pritchett is a CFP® professional with three years of industry experience, currently serving at CPC Advisors, LLC. She has held positions at Raymond James Financial Services and Consolidated Planning Corporation prior to joining CPC Advisors. Outside of advisory work, she is the owner of Pritchett Enterprises LLC, where she is involved in researching foreclosures and business planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs an investment approach centered on model portfolios and asset allocation consistent with Modern Portfolio Theory, with a focus on mutual funds, equities, and ETFs for long-term investment.

Louis Brown is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at firms including Homrich Berg, Wealth & Pension Services Group, Inc., and Triad Advisors, Inc. Outside of his advisory role, Brown provides consulting services to golf course developers, assisting with feasibility, architect selection, project management, and marketing. Southbridge Advisors, LLC offers comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm employs Modern Portfolio Theory to tailor asset allocations and uses both direct implementation and third-party institutional strategists as part of its investment approach.

Andrew Lloyd is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 65 designation and three years of industry experience. He has been involved with Lloyd Advisory Services, LLC since 2022 and The Lloyd Group, Inc. since 2019. Outside of his advisory role, he works as a client design specialist in an affiliated insurance agency. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm employs a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

Bruce Faurot is a financial advisor at Dover Advisors, LLC with 40 years of industry experience. He previously worked at Janney Montgomery Scott for 20 years before joining Dover Advisors in 2023. Faurot holds Series 63 and Series 65 licenses and is also a licensed insurance agent involved in the sale of life insurance policies. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses, providing wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, supplemented by both fundamental and technical analysis.

Derek Rackley is a financial advisor at Loftin Wealth Partners with Series 65 and Series 66 credentials and four years of industry experience. He has previously worked with GER Loftin Wealth Advisors and Trust Homes. Outside of finance, Rackley is involved in sports media as a host and analyst for the Atlanta Falcons and Westwood One Sports Radio and is the owner of Amrack Fitness. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations, managing approximately $344.5 million in discretionary assets. The firm customizes portfolios based on client objectives, utilizing various investment strategies including asset allocation, technical analysis, and options trading.

Gary Cheng is a financial advisor at Morling Financial Advisors, LLC in Atlanta, GA, with 12 years of industry experience. He holds a Series 65 designation and has been with Morling Financial Advisors since 2012. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, often using index-based strategies and a range of alternative vehicles, while maintaining client relationships and regular account reviews.

Trevor Thompson is a CFP® with 19 years of industry experience, currently serving as a financial planner at CPC Advisors, LLC since 2017. He also holds a Series 66 license and has experience with Raymond James Financial Services, Inc. In addition to his advisory role, he is an associate at Consolidated Planning Corporation where he dedicates significant time to financial planning activities. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and business entities. The firm follows an investment process grounded in Modern Portfolio Theory, utilizing model portfolios and emphasizing long-term investments across mutual funds, equities, and ETFs.

Joshua Tosoni is a financial advisor at Hamel Associates, Inc. in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Hamel Associates since 2019 and previously worked at Seton Hall University from 2016 to 2020. Hamel Associates, Inc. is a fiduciary wealth management firm serving high-net-worth individuals, corporations, pension plans, and foundations. The firm employs a value-oriented equity approach with a focus on dividend-paying, large-capitalization stocks and offers alternative investment opportunities for very high-net-worth clients.

Charles Toole is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AWM Capital, LLC. His prior experience includes roles at Creative Planning, LLC and TrueWealth, as well as a four-year period at the University of Georgia. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with 24 advisors and focuses on liability-driven investing and diversified asset allocation using mutual funds, ETFs, equities, bonds, and private placements.

Thomas Savage is a Series 66-licensed advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, bringing 27 years of industry experience. His prior work includes a decade at Cambridge Investment Research, Inc., and over two decades at Keystone Financial Group, Inc. Outside of his advisory role, he is involved as a partner and 50% owner in several commercial property rental businesses and is an independent insurance agent. 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 entities, providing discretionary portfolio management using firm-developed model portfolios and offering comprehensive financial planning.

Taylor Fairman is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Eagle Rock Investment Company, LLC and maintains a dual registration with Cornerstone Investment Partners, LLC. His career includes over a decade at Cornerstone Investment Partners alongside his current role at Eagle Rock. Eagle Rock Investment Company, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, foundations, businesses, and other registered investment advisors. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct discretionary portfolios across a range of asset types, with approximately $660 million in assets under management.

Jerry Jones is a CFP® and ChFC® with eight years of industry experience, currently serving at IRC Wealth in Atlanta, GA. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Northwestern Mutual. Outside of finance, he creates YouTube video content reviewing hip hop music. IRC Wealth provides advisory services to individuals, corporations, and retirement plans with a focus on financial planning, portfolio management, and retirement consulting. The firm emphasizes long-term value and income-oriented strategies, combining technical screening, fundamental analysis, and proprietary research, and is notable for its affiliation with a separately registered Commodity Trading Advisor offering commodity transactions.

Bradley Rosen is a Series 65-licensed financial advisor with 26 years of industry experience. He is a principal at Ironview Capital Management, LLC, where he has worked since 2016, and also serves as president of Rosen Financial, Inc., operating as Longevity Financial since 1999. In addition to his advisory work, Rosen is a licensed insurance agent and a board member of a business networking group. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis, employing strategies including long- and short-term positions, option writing, and allocations to mutual funds, ETFs, and private funds.

Michael Mccool is a CFP® with 25 years of industry experience, currently serving at CPC Advisors, LLC. He has previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services. Mccool is a board member and secretary of the Atlanta Ronald McDonald House Charities, where he also serves on the finance and investment committee and chairs the development committee. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes model portfolios and asset allocation based on Modern Portfolio Theory, with ongoing account monitoring and a long-term investment approach.

Kenneth Ezell is a CFA® charterholder with 22 years of industry experience. He has been with Marco Investment Management LLC since 2001. The firm serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. Marco Investment Management provides discretionary portfolio management supported by a multi-member Investment Strategy Committee, employing a range of strategies that incorporate fundamental and technical analysis as well as options and derivative techniques.

Carson Fields is a CFP® with five years of industry experience, currently serving at Forthright Wealth Management, LLC. Prior to joining Forthright in 2021, he held roles at the Department of Audits and Accounts, University of Georgia Graduate School, and several financial advisory firms. He also serves as President of the Chi Phi chapter of the Delta Pi Fraternity, overseeing budgeting and alumni events. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by offering wealth management, investment management, and financial planning. The firm manages over $773 million in assets with a seven-advisor team, emphasizing customized, primarily long-term portfolios using a range of investment vehicles and providing detailed performance reporting.

Sarah Wylde is a Certified Financial Planner (CFP®) with six years of industry experience. She has worked at Ferguson Shapiro LLC since 2019 and previously at the Public Company Accounting Oversight Board and Birnbrey, Minsk, Minsk and Perling. Outside of her advisory role, she operates Sarah Wylde CPA LLC, providing seasonal tax preparation services. Ferguson Shapiro LLC is a team-based SEC-registered investment adviser managing approximately $415 million for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, written financial planning, and fee-based variable annuity advisory services, using a process that combines tailored financial planning with in-house enhanced strategies and third-party money managers.