Scott Dietz is a financial advisor with NTV Asset Management, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has served as President and CEO of both NTV Asset Management and its affiliated firm, Eagle Financial Group, where he provides financial counseling including estate and income tax planning for high-net-worth individuals. NTV Asset Management offers investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory, combining cash or laddered bonds for near-term spending with risk-based asset allocation, and maintains a notable involvement with private placements alongside a related accounting and tax-preparation affiliation.

David Moore is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is associated with Gien Capital Management LLC and has previously worked at Southern States LLC, Concourse Financial Group Securities Inc, and Legacy Financial Partners, LLC. Outside of his advisory work, he serves as Council Member-Treasurer for Mt. Zion United Methodist Church and provides consulting services to small business owners through Les Cheneaux Consulting. Gien Capital Management LLC offers discretionary asset management and standalone financial planning, utilizing a combination of fundamental, technical, charting, and cyclical analysis. The firm manages client assets primarily through selected third-party Sub-Advisors and operates with a small advisory team.

Joseph Henshaw is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Arc Asset Management LLC in Atlanta, GA. He previously worked at Polay & Clark for twelve years and has been involved in management consulting, bookkeeping, tax planning, and related services through Arc Business Management, LLC. Arc Asset Management provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals, focusing on a concentrated client base with tailored Investment Policy Statements and ongoing portfolio monitoring. The firm employs a diverse set of analytical methods and investment strategies, manages accounts on a discretionary basis, and conducts due diligence on third-party managers.

Alexandra Kent is a financial advisor at Wealth Engagement with a Series 65 credential and one year of industry experience. Her prior roles include positions at Brookwood Associates and Book of the Month. She is currently a student at the University of Pennsylvania. Wealth Engagement provides discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to individuals, business entities, and retirement plans. The firm uses a tactical allocation strategy based on fundamental, technical, and cyclical analysis to tailor portfolios according to client risk profiles.

Andres Sandate is a financial advisor with GPWA, LLC, holding Series 66, 63, and 65 licenses and 12 years of industry experience. His prior roles include positions at Advisory Group Equity Services, Ltd., Endurance Securities, LLC, and Tuxedo Capital Partners, LLC. Outside of advisory work, he is the founder and host of the ATL Alts Podcast, which features interviews with professionals in alternative investments, startups, and financial services. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans, providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to tailor investment strategies, managing client accounts on a non-discretionary basis while often engaging third-party managers.

Steven Harrison is a financial advisor with D.L. Fields Advisory Group, LLC in Duluth, GA. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Intuit and the City of Brookhaven. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers tailored investment strategies using fundamental and technical analysis, with portfolios reviewed regularly and services provided on both asset-management and hourly planning bases.

Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at Financial Consultants Group and Raymond James Financial. Outside of her advisory role, she serves as Treasurer and Secretary for the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors provides comprehensive financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost mutual funds and ETFs, and offers educational workshops as well as specialized support for divorce planning.

Selena Teasley is a CFP® with five years of industry experience currently serving at Applied Wealth Management. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Morneau Shepell. Outside of her advisory work, she is involved in business consulting focused on financial and management reporting analysis. Applied Wealth Management is a team-based registered investment adviser managing approximately $44 million across individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory through custom model portfolios and typically manages accounts on a discretionary basis with regular monitoring and rebalancing.

Michal Erin Frushell is a CFA® charterholder with 11 years of industry experience, currently serving with Integras Partners, LLC since 2022. Prior to this, she held roles at Ladenburg Thalmann & Co. Inc., Securities America, Inc., and FSC Securities. She is also licensed as an insurance agent and dedicates time to this activity alongside her advisory duties. Integras Partners provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, employee benefit plans, and charitable organizations. The firm employs a broad investment approach, utilizing firm-developed model portfolios and a range of instruments, including derivatives, within managed accounts.

Thomas Healy is a CFA® charterholder with two years of experience in the financial industry. He is currently with Private Family Wealth Advisors and previously worked for Iron Capital Advisors. Outside of his advisory role, Healy provides business consulting and financial modeling through Rod & Associates Accountancy LLC. Private Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and employer-sponsored plans with investment management, financial planning, and retirement-plan consulting. The firm customizes portfolios using a variety of analytical approaches and employs discretionary management with periodic reviews, managing approximately $393 million in assets.

Joseph Derickson Jr. is a financial advisor at Retirement Wealth Management, LLC in Peachtree Corners, GA, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Retirement Wealth Management since 2007. Retirement Wealth Management provides investment advisory, financial planning, and pension consulting services primarily to institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on plan-level services and employs a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory, utilizing unaffiliated sub-advisers to manage model portfolios.

Viswanathan Ramakrishnan is a CFA® charterholder with 13 years of experience at Oxford Chase Advisors LLC. He has a combined 32 years of industry experience, including 19 years at AT&T prior to joining Oxford Chase Advisors in 2013. Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships with a three-advisor team. The firm provides discretionary, fee-only portfolio management using model portfolios based on client risk profiles, focusing on individual equities and ETFs, and offers performance-based fee arrangements to qualified investors.

Michael Callahan is a financial advisor at Xception Family Office with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Hightower and Wellspring Associates. In addition to his advisory role, Callahan is an attorney providing business and estate planning legal services through Kan Clark, LLP. Xception Family Office delivers wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and select corporate clients. The firm’s investment approach incorporates asset allocation with a mix of passive vehicles and specialist third-party managers, supported by quantitative and qualitative due diligence.

Lauren Noce is a financial advisor at Twin Robins Capital with a Series 65 designation and less than one year of industry experience. Prior to her current role, she worked in various business roles including positions at HUNGRY Marketplace, LLC and Against the Grain Brewery. Twin Robins Capital serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, combining Modern Portfolio Theory with both passive and active strategies and providing integrated planning supported by ongoing engagement and coordination with clients’ other advisors.

William Downey III is a financial advisor at REV Capital, LLC in Marietta, GA, holding a Series 63 designation with 29 years of industry experience. He has been with REV Capital since 2016 and previously worked at Kalos Capital, Inc from 2011 to 2016. REV Capital serves individual clients, including both high-net-worth and non-HNW households, offering portfolio management and financial planning services tailored to client objectives and risk tolerance. The firm manages accounts on a discretionary basis with a small team supporting approximately 75 clients.

John Endriss is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Crescent Wealth Advisory, LLC and has previously worked with firms including M Holdings Securities, Inc., Lion Street Financial, and Winged Keel Group. He is also a licensed insurance agent. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients, managing approximately $87.5 million across 49 accounts. The firm employs fundamental and technical analysis to build individualized portfolios and offers access to alternative investments such as cryptocurrency accounts and third-party cash management programs.

Kaena Farmer is a financial advisor at Hamilton Capital Advisors LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Accenture, as well as holding a position at Morehouse College. Hamilton Capital Advisors primarily provides investment management, retirement-plan advisory, and consulting services to pooled and institutional investment programs, while offering portfolio management and financial planning for private clients on a limited basis. The firm integrates fundamental and technical analysis with discretionary management and outsourced third-party manager solutions, managing approximately $87 million in client assets as of December 31, 2025.

Ronaldo Bastos is a financial advisor at Weston Capital Insights with five years of industry experience. He holds a Series 65 designation and has worked exclusively at RDL Capital LLC dba Weston Capital Insights since 2018. Outside of advising, he is the owner of LOCANDA MIA INVESTMENTS, LLC. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and non-U.S. persons, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and utilizes a range of strategies, including options and margin trading.

Sam Evans is a CFA® charterholder based in Duluth, GA, with 15 years of industry experience. He currently operates Evans Wealth Management and has been affiliated with Legacy Planning Group, Inc. and Golden Years Advisory, LLC. In addition to his advisory work, Evans teaches accounting and finance on a part-time basis. Evans Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, generally those with at least $1 million in investable assets. The firm provides comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis, and incorporates tax considerations and a mix of public and private market strategies.

Kimberly Brown is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. She has been with Persium Advisors since 2017 and previously worked at D'Huyvetter & Swichkow, PC for one year. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering a range of retirement plan services alongside investment management, consulting, and financial planning. The firm manages approximately $583.6 million in discretionary assets and provides consulting advice for about $955.2 million in pension and investment assets as of the end of 2025.