Richard Houghton is a financial advisor at Partners Capital Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Capital Partners, Llc, L.M. Kohn & Company, Raymond James & Associates, and Wells Fargo Clearing. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts through a combination of discretionary and non-discretionary management, utilizing fundamental and technical analysis as well as third-party manager reviews.

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 at BlueChip Wealth Advisors LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BlueChip and its predecessor firm since 2011, as well as at Arkadios Capital and BIP Wealth. In addition to her advisory role, she is self-employed as a bookkeeper. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable approach using both active and passive strategies, with an emphasis on documented planning deliverables and educational client engagements.

Brook Scardina is a financial advisor at Crescent Advisor Group, Inc. with four years of industry experience and holds a Series 65 designation. Prior to joining Crescent Advisor Group, he worked with firms including ST. John & Associates, Inc. and has been a managing partner at White Oak Capital Holdings, LLC, where he is involved in investment consulting and commercial real estate lending. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a broad client base that includes individuals, families, institutions, and nonprofit organizations. The firm employs a combination of technical and fundamental analysis and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

Michael Rollauer is a CFP® professional with 23 years of experience in the financial services industry. He currently serves at Highbrook Capital Partners and previously worked at firms including Waypoint Wealth Counsel and Arcus Capital Partners, LLC. He holds an insurance license but does not actively solicit insurance business. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a disciplined investment approach combining fundamental, quantitative, technical, and charting analysis, utilizing a broad array of strategies and instruments through discretionary portfolio management.

Kris Dwyer is a CFP® with 44 years of experience in financial advising, currently with Longview Wealth Management in Atlanta, GA. He has worked at Longview since 2005 and has prior experience at Cambridge Investment Research and other firms. Outside of his advisory role, he serves as the stewardship chair at Inman Park United Methodist Church. 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, as well as pension, profit-sharing, and corporate clients, offering services such as asset management, financial planning, divorce consulting, and access to third-party manager programs.

Amanda Neely is a CFP® professional with Legacy Partners Financial Group, LLC in Woodstock, GA, where she has worked since 2026. She has prior experience with Grandma’s Wealth Wisdom LLC and has held roles in entrepreneurial ventures including Business Activist Entrepreneur L3C. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and business clients, using model portfolios based on Modern Portfolio Theory. The firm combines multiple analytical approaches for portfolio construction and offers additional services such as company-sponsored retirement plan management and college-planning workshops.

Leslie Apseloff is a financial advisor at B.B. Graham & Company, Inc. with a Series 66 designation and no prior industry experience. Leslie has held roles at several firms, including Planning Works, DLC, Reston Equity Group, Anchorage Capital Group, Ernst & Young, and PricewaterhouseCoopers. Leslie is a partner at Planning Works, LTD. LLC, an investment services firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary account management with regular reviews and access to third-party managers.

Karen Holt is a financial advisor at PeachCap Tax & Advisory, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors from 2000 to 2016. Outside of her advisory role, she serves as treasurer for West Mitchell CME Church in Atlanta. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and asset-allocation review, employing diversified, model-based portfolios that utilize fundamental, technical, and cyclical analysis.

Willem Jau Hattink is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Meadow Creek since 2018, following roles at SunTrust Advisory Services and SunTrust Bank. Outside of advising, he is a part-owner and manager of a healthcare business, Hemo LLC. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for about 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, annuity management, and project-based consulting, with a notable approach that includes both discretionary and non-discretionary asset management and the use of derivatives and margin within separately managed accounts.

John Gjertsen is a CFP®, CFA®, and Series 65 designated financial advisor at Bluesky Wealth Advisors, LLC with 18 years of industry experience. His prior work includes roles at Paul Comstock Partners, The Mather Group, D.L. Blain & Co., LLC, and Steadfast Financial Services. He has been with Bluesky Wealth Advisors since 2018. Bluesky Wealth Advisors provides financial planning and discretionary portfolio management to individuals, trusts, endowments, pension plans, and business entities. The firm manages over $1 billion in discretionary assets through a team of ten advisors, focusing on strategic asset-class allocation, diversification, and tax-efficient portfolio management.