Darrell Ellis is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Ideal Office Machines, Cornerstone Life, LLC, and State Farm Insurance. Outside of his advisory work, he is involved with Cornerstone Life, LLC, a company he has been associated with for six years. Legacy Partners Financial Group provides discretionary investment management and financial planning for individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and employs a range of analytical methods to construct and manage diversified portfolios.

Andrew Killpack is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at HC Advisors LLC since 2019 and also serves as a Tax Manager at Henning, Dowdy & Jones, LLC, a CPA 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 variety of investment strategies, including long-term buy-and-hold, balanced allocations, and occasional short-term trading, and offers both discretionary and non-discretionary portfolio management.

Ethan Loppatto is a financial advisor with Patton Albertson Miller Group, LLC in Atlanta, GA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Patton Albertson Miller Group, he worked at several firms including Cetera Wealth Services, Avantax Investment Services, and Royal Martin Inc. Outside of advising, he provides administrative support through Legacy Capital Advisors, LLC. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including investment management, trust and fiduciary services, and project-based consulting, with access to alternative investments and customized portfolio solutions.

Joseph Singer is a financial advisor at HC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he is a managing partner at J.SINGER & CO., LLC, where he serves as CFO to a family office and consults for board advisors. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.

Margaret Sims is a CFP® professional at MartinWright Advisory, LLC with eight years of industry experience. She has worked at Balentine, LLC and Truist Advisory Services before joining MartinWright in 2026. MartinWright Advisory, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including institutional investors, individuals, trusts and estates, and retirement plans. The firm uses both active and passive investment approaches, emphasizing diversification and continuous portfolio management with a range of tools tailored to client objectives.

Michael Fields is a CFP® with 21 years of industry experience, currently serving as an advisor at Southbridge Advisors, LLC since 2019. He has also worked at Wealth and Pension Services Group Inc. since 2013. Outside of his advisory role, he is the CFO of Door & Decor, LLC, where he manages business administration, finances, and marketing. 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.

Noah Brown is a financial advisor with Stark Financial Advisers, Inc. in Decatur, GA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked with R.M. Stark & Co. since 2012 and joined Stark Financial Advisers in 2023. Outside of advising, he is involved in basketball scouting and coaching through USA Select Basketball, recruits players and coaches professionally with 720 Sportsgroup, and co-owns a lifestyle medspa in Atlanta. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven investment strategy that incorporates both fundamental and technical analysis, offering a range of portfolio styles from conservative to aggressive and utilizing various trading techniques including derivatives.

Richard Houghton is a financial advisor with Partners Capital Services, Inc. based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at American Capital Partners, LLC since 2013 and L.M. Kohn & Company since 2012. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm serves approximately 195 clients with a team of 12 advisors and manages around $94.1 million in client assets, offering personalized investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Brett Power is a CFP® and CFA® with 18 years of industry experience. He is a founding member of Power Wealth Management, where he has worked since 2021. Prior to that, he held roles at Fidelity and Kestra, among other firms. Outside of advisory work, he is involved in insurance through ownership in related entities and provides consulting services with My Retirement Workshops. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and standalone financial planning, as well as non-discretionary retirement plan consulting and participant education. The firm manages approximately $430 million in discretionary assets and employs a team of seven advisors.

Michael Stacey is a CFP® with three years of industry experience and is currently with HC Advisors LLC. His prior experience includes roles at UBS and Northwestern Mutual. Outside of his advisory work, he manages business and personal tax preparation through HDWK, LLC. HC Advisors LLC serves individuals, retirement plans, trusts, and various entities, managing approximately $500 million in client assets. The firm customizes portfolios using a mix of analytical methods and Modern Portfolio Theory, offers both discretionary and non-discretionary services, and incorporates third-party money managers and specialized strategies such as options and margin.

Andrew Winn is a financial advisor at Legacy Partners Financial Group, LLC in Woodstock, GA. He holds a Series 65 credential and has recently begun his career in the industry. Prior to his current role, his work experience includes positions at Auburn University, Magnolia Golf Group, Burns & McDonnell, Chick-fil-A, and Publix Super Markets. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and businesses. The firm employs model portfolios based on Modern Portfolio Theory and uses a combination of fundamental, technical, cyclical, and charting analyses to guide portfolio construction and security selection.

Stuart Blewett is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Blewett is a limited partner in Berkeley Capital Partners Venture I, LLC, an entity formed to invest in a medical device company. Berkeley Capital Partners, LLC manages discretionary portfolios for individuals, trusts, retirement plans, and other entities, using global asset allocation strategies across a broad range of investment types. The firm sponsors private pooled investment vehicles and employs performance-based incentive allocations, operating with multiple offices and utilizing derivatives and leverage in managed accounts.

Stephen Griner is a CFA® charterholder with 22 years of industry experience and has been with Persium Advisors, LLC since 2010. He is a managing partner of Palmares Capital Partners, LLC, an investment firm providing capital to lower middle market companies. Griner also serves as co-vice chair of the Southeast Membership Committee and executive committee for Business Executives for National Security and is president of the board of directors and finance committee for City Academy of Atlanta. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm employs fundamental analysis and model portfolios to tailor allocations based on clients’ financial plans and risk tolerances, supporting clients with hands-on plan governance and fiduciary services.

Ryan Floyd is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He has been with West Paces Advisors, Inc. since 2016, currently serving as part of a four-advisor team in Atlanta, GA. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm manages nearly $1 billion in discretionary assets and offers customized investment programs implemented through index, engineered, or active strategies, including access to non-traditional investments for qualified investors.

Erin Tatham is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Register Financial Advisors, LLC since 2020 and previously held roles at Providence Capital Advisors, LLC and Meridian Investment Partners. Outside of her advisory work, she serves as treasurer for the Sweet Apple Parent Teacher Organization and provides financial consulting to clients undergoing divorce through the Divorce Resource Center of Georgia. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm uses a broad range of investment strategies from both in-house and third-party sources, including equities, fixed income, derivatives, and options, and is distinguished by its use of derivatives and borrowing within managed accounts as well as its sponsorship of multiple wrap fee programs.

Chandler Warren is a financial advisor at Veracity Capital LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at 49 Financial, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, and may engage outside managers and option overlay strategies as part of its investment process.

Dennis Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at The Leaders Group Inc and The Wellspring Group LLC. Wellspring Wealth Management LLC provides investment advisory, financial planning, and consulting services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and supports both discretionary and non-discretionary portfolios using mutual funds, ETFs, individual securities, and REITs.

Marc Goldstein is a financial advisor with Haven Wealth Group in Atlanta, GA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Haven Wealth Group, he worked at Black Diamond Investment Partners. He is also a partner and investor in a business called Go Greek, owned by his son. Haven Wealth Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans. The firm employs a values-based, tailored asset allocation approach, often incorporating individual stocks and bonds alongside ETFs, fixed income, dividend-paying securities, growth equities, and options.

Jessica Vickery is a financial advisor with BlueChip Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Arkadios Capital and Triad Advisors, in addition to her current firm. Outside of advising, she operates a bookkeeping business from her residence. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a goal-based approach combining active and passive strategies, supports a range of investment platforms, and incorporates subscription-based reporting tools and educational sessions into client services.

Brook Scardina is a financial advisor at Crescent Advisor Group, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at St. John & Associates, Inc., Crescent Wealth Advisory, LLC, and the Georgia Tech Foundation. In addition to his advisory role, he is a managing partner at White Oak Capital Holdings, Inc., where he is involved in commercial real estate lending and investment consulting. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies alongside due diligence on sub-advisers and both discretionary and non-discretionary management.