Robert Takacs is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, and San Blas Advisory. He has served as treasurer of the Marine Corp Coordinating Council of Georgia, a registered charitable organization, for approximately seven years. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan services, and access to third-party money managers. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets primarily on a non-discretionary basis.

Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.

Cathal Carson is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at American Financial Advisors, LLC and previously spent five years at Henssler Financial and eight years at OTR Capital. American Financial Advisors, LLC is a two-advisor team that provides discretionary investment supervisory services, portfolio management using model asset-allocation portfolios, and written financial planning. The firm serves both individual and corporate clients, managing approximately $950 million across about 816 accounts, and uses a combination of fundamental, technical, cyclical, and qualitative analysis to implement asset-allocation strategies.

Ryan Florence is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ferguson Shapiro LLC since 2022. Prior to this, he worked at Kiker Wealth Management, LLC for 11 years. Outside of his advisory role, he is involved with Florence Wealth Management LLC, a non-investment related business entity. Ferguson Shapiro LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers both discretionary and non-discretionary advisory services, access to third-party money managers, written financial plans, and a wrap fee program, with an investment process that incorporates customized policy development and enhanced portfolio management strategies.

Charlotte Disley is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Cahaba Wealth Management since 2022 and previously held positions at Global Payments and Oglethorpe University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using long-term cash-flow projections and formal risk assessments to guide investment strategies primarily involving mutual funds and ETFs.

Alexis Chambers is a financial advisor at Rollins Financial Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier and completed full-time education at Birmingham-Southern College. 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 employs a fiduciary, goal-oriented investment process with a focus on asset allocation and ongoing portfolio monitoring.

Hong Tsun Simon is a CFA® charterholder currently with A. Montag & Associates and has five years of industry experience. Prior to joining Montag in 2026, he worked at Forthright Partners LLC for five years and at BNY Mellon Wealth Management for fifteen years. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by offering discretionary portfolio management, financial planning, consulting, and limited trustee or executor services. The firm emphasizes individualized investment objectives through fundamental and technical equity analysis, mutual fund and ETF selection, and fixed-income management.

Jeffery Wright is a CFA® charterholder with 13 years of industry experience. He is a founding member of Wright Wealth LLC, where he has worked since 2022, and also founded 550 Capital Partners LLC, a firm focused on raising capital to invest in startup businesses. His prior experience includes roles at Bank of America and Merrill Lynch. Wright Wealth LLC serves individuals, including high-net-worth clients, retirement plan sponsors, charitable organizations, and businesses, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a multi-faceted asset-allocation approach combining passive and active strategies, maintains a relatively large physical presence for a five-advisor team, and provides ancillary services such as a financial-planning app membership and facilitated tax preparation.

Theodore Noble is a CFP® professional with 18 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc since 2012. He is based in Atlanta, GA, and is part of a six-advisor team. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm uses client-specific investment guidelines with diversified no-load mutual funds and ETFs, and offers estate distribution support and ERISA-facing retirement plan services.

Russell Carlson is a financial advisor at ARIA Wealth Management with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at ARIA Wealth Management since 2017 and CONCERT Wealth Management since 2013. Carlson is also involved in infrequent insurance sales in Georgia. ARIA Wealth Management is a fee-based registered investment adviser managing over $122 million in client assets. The firm serves individuals, high-net-worth clients, families, trusts, pension plans, corporations, and charitable organizations, providing investment supervisory services, third-party manager oversight, and financial planning within a discretionary and non-discretionary framework.

Louis Williams is a CFP® with eight years of experience in the financial services industry. He has worked at Cahaba Wealth Management, Inc. since 2018 and was previously employed at PricewaterhouseCoopers from 2016 to 2018. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm emphasizes individualized investment plans, continuous portfolio oversight, and incorporates alternative strategies alongside traditional assets while utilizing AI tools for operational tasks.

Laurie Novotny is a financial advisor with LongView Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked primarily with Cambridge Investment Research Inc. and M.S. Howells & Co. prior to her current role. 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, pension and profit-sharing plans, and corporate clients, offering services like asset management, financial planning, divorce consulting, and access to third-party manager programs.

De'shawn Owens is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Cambridge Investment Research. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Gilbert Bubis is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses and with 29 years of industry experience. He has been with Register Financial Associates, Inc. and Register Financial Advisors, LLC since 2001. Outside of his advisory role, he participates in focus groups for research companies providing opinions on various topics. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, while working with custodians and third-party managers to implement and monitor client 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 a 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 and Avantax Investment Services. Outside of his advisory role, he provides administrative support to financial advisors through Legacy Capital Advisors, LLC. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, estate and tax planning, and fiduciary services, employing discretionary portfolio management with a range of model allocations and access to specialized investment platforms.

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.