Crawford Asman is a CFP® and Series 65 licensed advisor at Cahaba Wealth Management, Inc. with two years of industry experience. His prior roles include positions at Morgan Stanley and California Renewable Energy. Outside of financial advising, he operates a top-rated eBay retail website selling collectibles and clothing. 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 uses a structured investment process focused on long-term cash flow projections and risk assessment, employing primarily mutual funds and ETFs alongside alternatives when appropriate.

Erik Anhaus is a financial advisor at Beam Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and BEAM Wealth Advisors (formerly Benedetti, Gucer & Associates) since 2013. Outside of his advisory role, he serves as a committee member for Business Networking International, reviewing new member applications. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a variety of investment strategies guided by asset allocation and portfolio theory, supported by licensed software and independent manager selection, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Alexander Alba is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Regent Peak Wealth Advisors, LLC with five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Merit Financial Group, LPL Financial, and Ameriprise Financial Services. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to individuals and corporations, managing portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers discretionary portfolio management, financial planning, pension consulting, and family office services.

Richard Bond is a financial advisor at Highbrook Capital Partners in Atlanta, GA, with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Atticus Wealth Management, Wells Fargo Clearing, and Truist Investment Services. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm utilizes a multi-disciplinary investment process and implements strategies through institutional platforms and separately managed accounts.

Janet Miller is a CFA® charterholder with 15 years of industry experience. She has been with Rowland Miller + Partners LLC and its predecessor firm since 1981. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process combined with tailored investment-grade fixed income strategies, managing portfolios with generally low turnover and tax considerations.

Christine Quillian is a CFP® and CFA® with 20 years of experience in financial advisory services. She has worked at A. Montag & Associates since 2010, following prior roles at Optimum Investment Advisors, LLC and Quillian Capital Management, LLC. She is based in Atlanta, GA. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by providing discretionary portfolio management, ongoing financial planning, and limited trustee or executor services. The firm employs a structured data-gathering process to develop individualized investment objectives and uses a mix of fundamental and technical equity analysis, mutual fund and ETF selection, and dedicated fixed-income management.

Brendan Wagner is a financial advisor at Montag with 14 years of industry experience. He holds a Series 65 designation and has worked at A. Montag & Associates, Inc. since 2017, following a one-year tenure at Gratus Capital, LLC. Montag is a team-based firm serving high-net-worth individuals, families, trusts, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm combines fundamental and technical equity analysis with fixed-income management and operates with a specialized internal structure to support its advisory services.

James Senkbeil is a financial advisor with Benedict Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Charles Street Asset Management, LLC and LPL Financial, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent registered investment advisor firm. Benedict Financial Advisors, Inc. offers discretionary portfolio management, limited financial planning focused on retirement income, and educational services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes developing tailored financial profiles and investment plans, employing a variety of analysis techniques, and maintains a structured client education and communications program.

Ashley Thompson is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Benedict Financial Advisors, Inc. since 2006. Thompson is also a notary public in Cobb County, Georgia. Benedict Financial Advisors, Inc. provides discretionary portfolio management and limited financial planning focused on retirement income, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a tailored investment approach using stocks, ETFs, mutual funds, and bonds, combined with fundamental and technical analysis, and places emphasis on client education through publications and events.

Carlos Bonilla Grajales is a financial advisor at Capitalwize, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with seven years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Vanguard. He has also been involved in educational roles at Ana G. Mendez University. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing on non-high-net-worth clients. The firm offers various advisory engagements, group educational seminars, and an Alumni program, often utilizing third-party managers for portfolio management while providing ongoing oversight.

Samantha Heflin is a CFP® professional with three years of industry experience, currently serving at SLP Wealth since 2025. Her prior experience includes roles at Apella Capital, LLC and Inspired Financial. SLP Wealth is an SEC-registered advisory firm that provides discretionary investment management and financial planning to individuals and small-business owners, including both non-high-net-worth and high-net-worth clients. The firm employs diversified, risk-based portfolios primarily using no-load mutual funds and ETFs, and offers additional services such as tax preparation and non-discretionary 401(k) plan management.

Christopher Cristallo is a CFP®-certified financial advisor with nine years of industry experience. He has been with BEAM Wealth Advisors, Inc. and its predecessor firms since 2019, following prior roles at Cetera Advisor Networks LLC and LPL Financial, LLC. Cristallo is based in Atlanta, GA. BEAM Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, employing portfolio construction techniques grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, with integrated tax, CPA, and insurance services available under separate engagements.

Timothy Agnew is a CFP® professional with 23 years of industry experience, currently serving at Smith & Howard Wealth Management, LLC since 1999. He is also a partner at Smith & Howard, P.C., a CPA and consulting firm, where he has been involved since 1991. Approximately 40% of his time is dedicated to Smith & Howard Wealth Management. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning and portfolio management primarily through mutual funds and ETFs, supported by accounting and tax expertise from its affiliated CPA and consulting firm.

John Massey is a financial advisor at Marietta Wealth Management, LLC, holding Series 65 and Series 66 licenses with 16 years of industry experience. He worked for Qualified Plans, LLC for 21 years before joining Marietta Wealth Management in 2019. Marietta Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs an internal Investment Committee to develop asset allocation models and guides advisors in creating individualized portfolios using mutual funds, ETFs, REITs, bonds, equities, and separately managed accounts.

Paige Kim is a CFP® professional with five years of industry experience currently serving at Patton Albertson Miller Group, LLC. She has worked at Patton Albertson Miller Group since 2019 and previously was with Anthony Smith Advisors Inc. from 2018 to 2019. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm provides discretionary portfolio management with a range of services including investment management, trust and fiduciary services, and project-based consulting.

Robert Donnell is a CFP® professional with 24 years of industry experience, currently serving at Southbridge Advisors, LLC since 2019. He has held roles at Wealth and Pension Services, Group Inc. and Teton Capital Advisors since 2011, and previously worked at Triad Advisors. Outside of investment advisory, he participates in a referral arrangement related to state and federal tax credits with McMillan & Associates. 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.

De Nay Gonzales is a Series 65-licensed financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, where she has worked since 2016 across affiliated firms. She has four years of industry experience. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, offering 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.

Scott Register is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Register Financial Advisors since 2007 and also serves as a principal and Chief Compliance Officer at Register Financial Associates, Inc. outside of his advisory role. Register Financial Advisors, LLC serves individuals, corporations, retirement plans, charitable institutions, foundations, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a diverse range of investment strategies and works with both in-house and third-party managers to tailor portfolios according to client objectives.

Larry Fisher Jr. is a financial advisor with LongView Wealth Management in Atlanta, GA, holding a Series 63 designation and over 42 years of industry experience. He has been with LongView Wealth Management since 2005 and previously worked at Cambridge Investment Research, Inc. Fisher is also an independent insurance agent. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing mutual funds, ETFs, stocks, and bonds with an approach that includes economic, fundamental, and technical analysis.

George Richerson is a financial advisor at Southbridge Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealth and Pension Services Group, Inc. and Triad Advisors Inc. Outside of advising, he participates in a referral arrangement for state and federal tax credits through McMillan & Associates. 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 employs both direct strategies and third-party Institutional Strategists selected through a due-diligence process.