Katherine Oliver is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc, based in Atlanta, GA. She has seven years of experience in the financial industry and has been with her current firm since 2018. Prior to her advisory career, she spent 12 years at KIPP Metro Atlanta, where she currently serves on the Development Committee, focusing on fundraising efforts. Additionally, she is involved with the Leukemia & Lymphoma Society as a candidate for Woman of the Year and advises women on finance through the Kristine Pettoni Foundation. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm emphasizes individualized portfolios with a buy-and-hold strategy complemented by tactical adjustments, and it supports various retirement plans through specialized programs and model portfolios.

Samuel Carlyle Jr. is a financial advisor at Investors Asset Management of Georgia Inc. with 22 years of industry experience and holds a Series 63 designation. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.

Francine Payne is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to joining Persium Advisors, she worked for Republic National Distributing Co., LLC for 21 years. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement-plan services alongside direct investment management and financial planning. The firm manages discretionary assets exceeding $580 million and provides consulting for nearly $1 billion in pension and investment assets.

Colby Wheeler is a financial advisor at Wealth Science Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Science Advisors, he worked at The Home Depot and has an academic background from The University of Alabama. Wealth Science Advisors serves primarily individual and family clients with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation and modern portfolio theory with behavioral assessments, using proprietary tools like the Wealth Science Assessment and its “Money Happiness” concept to guide investment plans.

Donnie Robinson is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 license with 21 years of industry experience. Prior to joining Adapt Wealth Advisors in 2024, he worked at Ameriprise Financial Services, Inc. for eight years. Outside of advisory work, Robinson is involved in several business activities, including ownership and management roles in multiple entities unrelated to investment advisory services. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary and non-discretionary investment management, consulting, and retirement-plan advisory services, using a process that combines fundamental analysis with both long-term and opportunistic trading strategies.

Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.

Contey Smith is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC. He has worked at Origin Financial, Motus Wealth, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Additionally, Smith is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach with behavioral-finance adjustments, utilizing AI-driven tools and automated compliance systems.

Scott Herndon is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His work history includes roles at Ameriprise and The Hershey Company. He is also an ambassador for the Milledgeville/Baldwin County Chamber of Commerce. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and a range of investment management services, focusing on a customized planning process and a long-term investment approach incorporating diverse asset types.

Richard Miller is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with American Wealth Management since 1993. American Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, charitable institutions, and endowments, offering asset and portfolio management, financial planning, and investment management. The firm employs both tactical and strategic investment approaches using various analytical techniques and manages approximately $310 million in client assets.

Andrew Gilbert is a CFP® professional with 17 years of industry experience. He is affiliated with Large and Gilbert Wealth Advisory and has prior experience at Cambridge Investment Research, Inc. Andrew also works as an independent insurance agent for various insurance companies. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering portfolio management, financial planning, and pension consulting services.

John Darby is a CFA® charterholder with four years of industry experience. He is currently an advisor at Inlight Wealth Management and previously worked at Sage Mountain Advisors, CI Brightworth Private Wealth, Brightworth, and Regions Bank. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using traditional fundamental analysis and may incorporate options strategies within separately managed accounts.

Robert Jamison is a CFP® professional with 23 years of industry experience. He has been with Jamison Private Wealth Management, Inc., formerly Diversified Financial Planning, since 1998. The firm provides portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, and charitable organizations. Jamison Private Wealth Management offers individualized investment plans primarily through direct equity selection and supplements them with other investment vehicles, managing approximately $1.05 billion across a small advisory team.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.

Laura Brannen is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for five years and BBWH Insurors for four years. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach combining fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital, LLC, ACG Wealth Inc., and Stancorp Investment Advisers, Inc. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, third-party manager selection, comprehensive financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable approach that combines active and passive strategies and incorporates subscription-based reporting tools and educational sessions into client engagements.

Wes Peterson is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Cetera and Regions Bank before joining LPL Financial in 2025. MPWM Advisory Solutions LLC provides investment advisory and related services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through a combination of in-house management, independent managers, and LPL-hosted platforms.

Elias Crist is a CFP® with six years of industry experience, currently serving at Inlight Wealth. His prior roles include positions at Regent Peak Wealth Advisors, SignatureFD, and State Street Corporation. Outside of his advisory work, he owns residential rental properties in Atlanta. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and consulting services using fundamental analysis and may include options strategies within separately managed accounts.

Lori Morell is a Series 65-licensed financial advisor at Thayer Partners LLC in Alpharetta, GA, with eight years of industry experience. She worked at Linder Financial Services for seven years following a 34-year career at Kimberly-Clark Corp. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans with customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers a broader range of consulting services, including fiduciary support for ERISA plans and business advisory tied to Profit First methodology.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and studied at the University of Georgia and the University of North Georgia. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management, employing strategies such as hedging, leverage, options, and margin when appropriate, and manages approximately $292.4 million in discretionary assets for about 363 clients.

David Harvey is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 credential and six years of industry experience. He has worked at GER Loftin Wealth Advisors, LLC since 2020 and concurrently has a long-term employment history with American Airlines beginning in 1992. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing a range of strategies including asset allocation, dollar-cost averaging, and tactical trading approaches.