Matt Bailey is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Arcus Capital Partners, LLC since 2018 and previously worked at Enclave Advisors, LLC from 2016 to 2018. Outside of his advisory role, he is a co-owner of EDGAR-REEVES LIGHTING, LLC, a lighting supplies business. 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 both qualitative and quantitative methods in portfolio construction, with offerings that include private funds and pooled investment vehicles.

Joseph Beckford is a CFP® professional with 14 years of industry experience. He has been with Goodwin Investment Advisory since 2011 and previously worked at B & G Financial Mortgage, LLC for 10 years. Beckford holds a Series 65 license and is based in Woodstock, GA. Goodwin Investment Advisory is a team of five advisors managing approximately $344.4 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.

Steven Mayer is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MPWM Advisory Solutions since 2015 and has worked with LPL Financial since 2010. 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 utilizing fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

John Ensley is a financial advisor at Legacy Partners Financial Group, LLC with the designations ChFC® and Series 65 and four years of industry experience. He has worked at several firms, including Guardin Pointe Private Wealth Management, LLC, and operated his own businesses, J-Ensley Financial and J-Ensley Services. Legacy Partners Financial Group provides discretionary investment management and financial planning for individuals, retirement plans, and business clients, using model portfolios based on Modern Portfolio Theory. The firm also manages company-sponsored retirement plans and serves as a 3(38) fiduciary, employing a mix of fundamental, technical, cyclical, and charting analyses in its investment approach.

Charles Arnold III is a financial advisor at Forthright Wealth Management, LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Forthright Wealth Management, he worked in various roles including as a contract lacrosse coach at 3d Lacrosse and Mount Pisgah Christian School. Outside of his advisory work, Arnold coaches youth lacrosse on weekends. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets and offers customized, primarily long-term portfolios using a variety of investment vehicles while providing detailed performance reporting and leveraging a multi-credentialed advisory team.

Donald Ruffin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Park Square Financial Group LLC and has held roles at Csenge Advisory Group, Lion Street Financial, and FSC Securities. Outside of his advisory work, he manages Midtown 86 Properties, LLC, overseeing property maintenance and tenant relations. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach with equities, ETFs, and mutual funds, uses third-party model managers, and operates a wrap fee program that integrates advisory, execution, custody, and reporting services.

Blair Rothstein is a financial advisor with Register Financial Advisors, LLC, holding a Series 66 designation and over 22 years of industry experience. He has been with Register Financial Associates, Inc. since 2006. Outside of his advisory role, Rothstein serves as Chair of the Board of Trustees for Congregation Shearith Israel and participates on the advisory and investment committees of the Atlanta Jewish Foundation and Woodward Academy. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charities, foundations, and trusts. The firm employs a diversified investment approach incorporating in-house and third-party strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and offers discretionary and non-discretionary portfolio management alongside access to various wrap fee programs.

Chad Durden is a financial advisor at LongView Wealth Management in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining LongView, he spent 17 years at Novogradac & Company LLP as a partner supervising financial statement audits and tax preparation services. He also owns Durden Tax & Advisory Services, a tax preparation and consulting practice for individuals. 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 through a team-based approach offering financial planning, asset management, divorce consulting, and access to third-party manager programs.

Tracy Kasing is a CFP® professional at Regimen Wealth, LLC in Atlanta, GA, with three years of experience in financial advising. Prior to joining Regimen Wealth, Tracy worked at Rose Animal Hospital and held positions at the University of Georgia and River Ridge High School. Regimen Wealth is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm offers discretionary investment management, financial planning, and consulting, emphasizing tailored portfolios that incorporate exchange-traded funds and a blend of fundamental, technical, cyclical, and behavioral finance methods.

Lisa Garris is a CFP® professional at Marietta Wealth Management, LLC with five years of industry experience. She previously worked with Redwood Wealth Management, LLC, and also devotes part of her time to supporting accounting services as an associate at Ben H. Crowe C.P.A. LLC, a full-service CPA firm. Marietta Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $1.39 billion in client assets and employs an investment process guided by an internal committee that constructs portfolios based on client risk profiles and a variety of investment vehicles.

Alison Gould is a financial advisor with Persium Advisors, LLC in Atlanta, GA. She holds the Series 65 designation and has one year of industry experience. Alison has been with the Persium Group since 2013. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement-plan services alongside investment management, consulting, and financial planning. The firm employs fundamental analysis and model portfolios, generally acts as a fiduciary, and provides comprehensive support including investment policy documentation, plan design assistance, and committee education.

Olin Armentrout is a financial advisor with Investors Asset Management of Georgia Inc. in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Outside of his advisory role, Armentrout owns and operates a business providing services to livestock producers to verify beef cattle for export to Japan and manages a family farm raising beef cattle in Virginia. Investors Asset Management of Georgia offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and foundations. 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.

Cameron Parkhurst is a financial advisor at PeachCap Tax & Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PeachCap since 2020, following previous roles at Arkadios Wealth Advisors and Raymond James & Associates. Outside of his advisory work, he owns Instigator Holdings, LLC, a tourism-related business. 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, financial planning, and asset-allocation review through diversified, model-based portfolios utilizing multiple strategies including long-term holdings and option strategies.

Oscar Spain is a CFP® professional with 17 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. He has been with the firm, formerly known as Diversified Financial Planning, since 2002. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm develops individualized investment plans primarily through fundamental analysis and direct equity selection, supplemented by mutual funds, ETFs, fixed income, and other vehicles, managing approximately $1.05 billion across a small team of advisors.

Kelson Brunelle is a financial advisor at Amerity Wealth Management, LLC in Alpharetta, GA, holding a Series 65 license with one year of industry experience. Prior to joining Amerity, he worked at Hoffman Financial Group for five years and has a background that includes roles at Eagle Watch Golf Club and Northwood Golf Club. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, including high-net-worth households, as well as businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets across various investment platforms and offers services such as asset management, financial planning, retirement consulting, and specialized UK pension transfer and management.

Ari Dardik is a financial advisor with Register Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 21 years. 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, combining in-house and third-party management, and operates multiple wrap fee programs with a distinctive service and operational model involving derivatives and borrowing within managed accounts.

Tiffany Hedemark is a financial advisor with Irc Wealth in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. She has been with Investors Research Corporation since 2015. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on long-term value and income strategies using stocks, ETFs, options, and cash equivalents, and is notable for its affiliation with a separately registered Commodity Trading Advisor offering commodity transactions.

Michael Brown is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Berkeley Capital Partners since 2016 and concurrently serves as a Software Consultant at IBM. Outside of his advisory role, Michael is President of Brown Development Partners, LLC, a company involved in buying, renovating, and selling houses in the Atlanta metropolitan area. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, and other entities. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

Jared Haubenstock is a CFP® with nine years of industry experience, currently serving as a financial advisor at Regimen Wealth, LLC in Atlanta, GA. He has held positions at Regimen Wealth since 2020, with prior experience at Ameriprise Financial Services and Fidelity Investments Institutional Service Company. Regimen Wealth provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm employs an evidence-driven, model-based investment approach emphasizing diversified core allocations with tailored strategies suited to clients’ tax, liquidity, and investment needs.

Georgi Ivanov is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with Maple Capital Management, Inc., where he has worked since 2026. Prior to joining Maple Capital Management, he held roles at Mastercard International, Nexo, Wells Fargo Corporation, Angel Oak Capital Advisors, and Upper Iowa University. Maple Capital Management provides portfolio management and investment consulting to individuals, families, trusts, retirement plans, and institutional clients. The firm emphasizes fundamental analysis of individual securities and offers tailored account strategies across equity, fixed income, and cash management.