Mark Reffett is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at EPG Wealth Management since 2019 and has prior experience with Arkadios Capital, ACG Wealth, and Triad Advisors. Outside of his advisory role, he owns Stratford Capital LLC and RCM Capital LLC, both non-investment related entities. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans with advisory services including advisor-managed portfolios, third-party money managers, and financial planning. The firm uses a discretionary management approach offering customized investment plans based on client goals and risk profiles, integrating fundamental, technical, and cyclical analysis across various asset types.

George Crews is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at West Paces Advisors, Inc. since 2018. Prior to this, he worked at West Paces Advisors, LLC from 2015 to 2017. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm uses customized investment programs implemented primarily on a discretionary basis, incorporating a range of strategies including index, engineered, and active approaches, and manages nearly $1 billion in discretionary assets.

Charles Goldberg is a financial advisor at Financial Innovations, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and OSAIC. Goldberg is also a licensed CPA and attorney, maintaining separate practices in tax preparation and legal services. Financial Innovations, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a goals-based process and the VISION2020 Wealth Management Platform to deliver customized, non-discretionary investment advice across a broad range of assets.

Stephen Sloan is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize sub-advisers and various investment strategies to meet client objectives.

Julio Barahona is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Smith & Howard since 2018, following prior roles at Patton Albertson & Miller and SunTrust Bank. 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, ongoing portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers.

Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining EPG Wealth Management and Arkadios Capital in 2025, he worked at the University of Oregon and attended Pepperdine University. He holds minority ownership in two family-owned LLCs unrelated to his advisory role. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans, offering advisory services including advisor-managed portfolios, third-party money managers, financial planning, and fiduciary consulting. The firm manages accounts primarily on a discretionary basis using a range of analytical approaches and maintains a ten-advisor team across seven offices.

Ian Weinstein is a financial advisor with Regimen Wealth, LLC in Atlanta, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 25 years of industry experience. Prior to joining Regimen Wealth in 2020, he worked at Ameriprise for 20 years. Regimen Wealth provides discretionary investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $330 million across about 218 households and employs a multi-disciplinary investment approach that includes ETFs, independent sub-advisors, REITs, insurance, and private vehicles tailored to client risk tolerance and goals.

Daniel Hall is a financial advisor at Highbrook Capital Partners in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He previously worked at Waypoint Wealth Counsel LLC for five years and Nicholas Hoffman & Company for six years. Highbrook Capital Partners provides discretionary and non-discretionary investment management, pension consulting, and standalone financial planning services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $509 million in assets and employs a range of investment strategies that include derivatives and margin transactions tailored to client risk profiles.

Eric Burnette is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with PeachCap Tax & Advisory, LLC since 2011 and also has experience at Investacorp Advisory Services Inc from 2010 to 2015. Outside of advisory work, he is an owner of Peachcap CPA's, a CPA accounting firm. 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, third-party adviser recommendations, and financial planning, employing diversified, model-based portfolios with continuous monitoring that utilizes fundamental, technical, and cyclical analysis.

Kenny Conwell Jr. is a financial advisor with Capitalwize, LLC in Atlanta, GA, holding a Series 65 designation and eight years of industry experience. He is also the owner of CNK Companies & Co., where he is involved in marketing, consulting, and insurance sales. Kenny has worked at Money Savvy Financial, LLC since 2017 and at CNK Companies & Co. since 2016. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily for non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio management.

Andrew Edwards is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding the Series 65 designation. He began his advisory career with Wright Wealth in 2025 and has prior experience serving in the US Army from 2021 to 2026. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses, using a blend of passive and active strategies guided by modern portfolio theory. The firm also offers educational seminars, retirement plan consulting, and tax preparation assistance as part of its advisory services.

Kevin Boutwell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veracity Capital LLC. His prior experience includes roles at Veracity Capital Tax Advisors, LLC, F3 Logic, LLC, and The AYCO Company, L.P./Mercer Allied. He serves on the Board of Directors for the Cobb County Public Safety Foundation. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach using a range of asset types and analytic methods, and offers affiliated tax and insurance services.

George Hiller Jr. is a CFP® with 21 years of industry experience, currently serving at George M. Hiller Companies, LLC since 2003. The firm is a team of five advisors based in Atlanta, GA. George M. Hiller Companies, LLC is an SEC-registered advisory firm managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, with an investment approach focused on asset allocation, diversification, and a preference for long-term equity exposure using a variety of securities and strategies.

James Hamilton III is a financial advisor at Resurgent Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Raymond James & Associates from 2013 to 2026. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, typically including mutual funds, ETFs, and allocations to independent Sub-Advisors.

Enoch Morris IV is a financial advisor at Highbrook Capital Partners with 17 years of industry experience and holds the Series 66 designation. His prior roles include positions at Level8 Ventures LLC, Atticus Asset Management, LLC, SPC, New England Securities, and Equitable Advisors. He is involved with Atticus Wealth Management as a registered investment advisors manager. Highbrook Capital Partners provides investment management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $509 million in regulatory assets and employs a range of strategies including derivatives and margin trading tailored to client risk profiles.

Michael Mueller is a CFP® professional at Smith & Howard Wealth Management, LLC with nine years at the firm and five years of industry experience. Prior to joining Smith & Howard, he worked for three years at Hope Animal Medical Center. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, and retirement plan consulting, managing approximately $727 million for about 217 clients with a six-advisor team.

Russell Clarke is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Beam Wealth Advisors, Inc., having previously worked at Purshe Kaplan Serling Investments and Ameriprise Financial Services. Outside of his advisory role, he serves as treasurer of the Bettie Brand Mothers' Endowment Fund, a nonprofit organization. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, charities, and businesses, providing comprehensive financial planning, investment management, and retirement consulting. The firm employs asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, alongside tactical techniques used by some advisers, and supports coordinated tax and planning services through affiliated CPA and tax-preparation entities.

George Register is a financial advisor at Register Financial Advisors, LLC with 58 years of industry experience. He holds Series 63 and Series 66 designations and has been with Register Financial Advisors since 2007, following prior work at Register Financial Associates, Inc. since 1992. Outside of his advisory role, he serves as CEO of Register Capital Investments LLC, a small-cap portfolio management firm. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a broad range of instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and offers both discretionary and non-discretionary portfolio management through multiple wrap fee programs and third-party managed solutions.

Andrew Smith is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA, holding a Series 65 designation with industry experience beginning in 2014. His prior roles include positions at Wealth Enhancement Group, The Investment Counsel Company, and BlackRock. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm emphasizes individualized investment plans and continuous monitoring, incorporating alternative strategies and AI tools for operational purposes.

Lily Hsieh is a financial advisor at HC Advisors LLC with eight years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses and has been with HC Advisors since 2015. Outside of her advisory role, she serves as the unpaid Chief Operating Officer of Henning, Dowdy, Jones, LLC. HC Advisors LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing approximately $500 million in client assets. The firm customizes portfolios using various analytical methods and Modern Portfolio Theory, offering both discretionary and non-discretionary management and access to third-party money managers.