Scott Register is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Register Financial Advisors, LLC since 2007 and also serves as principal and chief compliance officer for Register Financial Associates, Inc. In addition to his advisory roles, Register is a principal and CFO at Register Capital Investments LLC, where he oversees a small-cap stock portfolio. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies, including equities, fixed income, derivatives, and third-party managed solutions, and is known for its use of model allocations and active account management through both in-house and external strategists.

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.

Amy Getz is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. She has been with IRC Wealth since 2019, following a prior period as a homemaker. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach focused on long-term value and income, utilizing stocks, ETFs, options, and fixed income, and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Lauren Way is a CFP® with seven years of industry experience, currently serving as a financial advisor at Elwood & Goetz Wealth Advisory. Her prior experience includes roles at Fidelity Investment and Vision Financial Group. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm that serves affluent and emerging-affluent clients, including individuals, families, and institutions. The firm uses a broadly diversified, tax-efficient investment approach grounded in Modern Portfolio Theory and manages approximately $1.07 billion in discretionary assets with a team of 21 advisors.

Hafeez Fazal is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Register Financial Advisors, LLC and Register Financial Associates, Inc since 2018 and previously at Raymond James & Associates from 2013 to 2018. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a broad range of investment instruments and strategies, integrating both in-house and third-party managers, and offers discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Meridith Mimbs is a financial advisor at Crescent Wealth Advisory, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Purshe Kaplan Sterling Investments, and Lion Street Financial. In addition to her advisory role, she owns Duality Embodiment LLC, where she facilitates trauma-informed breath work to help clients manage stress and anxiety. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative solutions such as client-directed cryptocurrency accounts and third-party cash management programs.

Edward Wilcox is a CFP®, CFA®, and Series 65 licensed financial advisor with 18 years of industry experience. He has been with Rollins Financial Advisors, LLC since 2021 and was previously with Rollins Financial Nc. from 2004 to 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 follows a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

Mark Gaynoe is a financial advisor with Lebenthal Global Advisors, LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at Avenir Private Advisors, Capital Guardian Wealth Management, Lowe's, and Home Depot. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc. based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including a one-year tenure at Voya Financial Advisors. Bermudez is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management to a small number of individual clients, focusing on balanced asset allocation using mutual funds and ETFs. The firm offers non-discretionary advisory services primarily through fixed fees, hourly billing, and retainers, with clients retaining custody of their assets and proxy voting rights.

Trenton Bryde is a financial advisor at Factory Capital LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at B&G Capital Partners LLC and Cresset Capital, as well as work at the University of Georgia. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm leverages outsourced solutions and third-party managers across active and passive strategies, including alternative asset classes, while maintaining disclosures on affiliations and conflicts of interest.

Baburhan Gucer is a financial advisor with Beam Wealth Advisors, Inc. in Atlanta, GA, holding CFP® and ChFC® designations with 27 years of industry experience. He has been with Beam Wealth Advisors and its predecessor entities since 2013. Outside of his advisory work, he serves as Vice President of the Galatasaray USA Alumni Association and is involved in several business ventures including timber management and CPA services. 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, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Brian O’Neill is a CFP® professional with 24 years of industry experience, currently serving at Cahaba Wealth Management, Inc. since 2009. He holds Series 63 and Series 65 licenses and has been involved with a non-investment business, Artist Clarity, Inc., focused on business management activities. 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 emphasizes long-term cash-flow projections and quantified risk assessments to guide asset allocation, primarily utilizing mutual funds and ETFs while offering alternatives when appropriate.

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 designations with five years of industry experience. Prior to joining Regent Peak Wealth Advisors in 2026, he worked at Ivy Asset Group and CAIS Capital LLC, among other firms. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, family office and wealth-planning services, and selects third-party money managers for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, and frequently uses sub-advisers or third-party managers in its strategies.

Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.

Adam Waller is a financial advisor at Register Financial Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. His background also includes roles at Wells Fargo and various other organizations. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies and tools, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs with a service model that incorporates derivatives and borrowing within managed accounts.

Matthew Lunger is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wright Wealth in 2026, he operated as a self-employed consultant and led Kate Lunger Consulting over an eight-year period combined. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies within its asset allocation approach, offering discretionary portfolio management, retirement plan consulting, and tax preparation assistance, alongside educational seminars and a membership program for client engagement.

Timothy Wyrobek is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 26 years of industry experience. He has worked at several firms, including M Holdings Securities, Inc., Lion Street Financial, Purshe Kaplan Sterling Investments, and Sterne Agee Financial Services. He is also a partner at Crescent Wealth Management, Inc., where he is involved in sales and marketing for fixed life insurance. Crescent Wealth Advisory, LLC is a Georgia-registered investment adviser serving individuals, high net worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management focused on individualized planning, using a combination of fundamental and technical analysis to construct and monitor tailored portfolios.

Joseph Sroka is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NovaPoint Capital LLC since 2015. He holds a Series 63 license and is based in Atlanta, GA. Outside of his advisory role, he owns The Algorquin Company, LLC, a consulting business unrelated to investment activities. NovaPoint Capital LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm employs a dividend-growth equity strategy focused on long-term holdings and uses a combination of quantitative, fundamental, and technical analysis in portfolio construction.

Aiki Altmets is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Regimen Wealth, LLC since 2020 and previously spent five years at Ameriprise Financial Services, LLC. Regimen Wealth, LLC is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm provides discretionary investment management, financial planning, and consulting, focusing on tailored portfolios that incorporate exchange-traded funds, sub-advisors, REITs, insurance, and private vehicles, using a blend of fundamental, technical, cyclical, and behavioral finance methods.

William Bowen is a CFP® with 12 years of experience in the financial advisory industry. He has been with Persium Advisors, LLC since 2013. Bowen holds the Series 63 license and is based in Atlanta, GA. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on about $894.4 million in pension and investment consulting assets.