Crawford Asman is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Cahaba Wealth Management, Inc., where he has worked since 2019. His prior roles include positions at Morgan Stanley and California Renewable Energy. Outside of his advisory work, he is an active top-rated seller on eBay, managing the sale of collectibles and other items. 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, ongoing portfolio oversight, and incorporates alternative strategies alongside traditional assets.

Erik Anhaus is a financial advisor at Beam Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and BEAM Wealth Advisors (formerly Benedetti, Gucer & Associates) since 2013. Outside of his advisory role, he serves as a committee member for Business Networking International, reviewing new member applications. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a variety of investment strategies guided by asset allocation and portfolio theory, supported by licensed software and independent manager selection, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Richard Bond is a financial advisor at Highbrook Capital Partners with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Atticus Wealth Management and Wells Fargo Advisors. Highbrook Capital Partners is a small advisory firm serving individuals, high-net-worth clients, pension plans, and business entities, managing approximately $235.8 million in assets. The firm employs a range of investment strategies and conducts regular portfolio monitoring to manage risk.

Janet Miller is a CFA® charterholder with 15 years of industry experience. She has been with Rowland Miller + Partners LLC and its predecessor firm since 1981. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process combined with tailored investment-grade fixed income strategies, managing portfolios with generally low turnover and tax considerations.

Andrew Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at Wellspring Associates and The Leaders Group Inc. Wellspring Wealth Management LLC provides investment advisory, financial planning, and portfolio management services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm uses individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to LPL Financial programs while employing multiple industry affiliations and dual registrations.

Gary Burger is a financial advisor at Park Square Financial Group LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Park Square Financial Group, he operated Gary Burger Investments LLC since 2008. Additionally, Gary is a licensed insurance agent. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates with discretionary investment management, financial planning, and consulting services. The firm employs an asset-allocation approach that uses equities, ETFs, and mutual funds, and it serves as a wrap fee program sponsor managing advisory accounts through third-party model managers and administrative services.

James Senkbeil is a financial advisor at Benedict Financial Advisors, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Street Asset Management, LLC and LPL Financial, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent firm. Benedict Financial Advisors, Inc. offers discretionary portfolio management, limited financial planning focused on retirement income, and educational services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes tailored investment plans and structured client education while managing over $529 million in discretionary assets.

Ashley Thompson is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Benedict Financial Advisors, Inc. since 2006. Thompson is also a notary public in Cobb County, Georgia. Benedict Financial Advisors, Inc. provides discretionary portfolio management and limited financial planning focused on retirement income, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a tailored investment approach using stocks, ETFs, mutual funds, and bonds, combined with fundamental and technical analysis, and places emphasis on client education through publications and events.

Carlos Bonilla Grajales is a financial advisor at Capitalwize, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with six years of industry experience. His work history includes roles at Mutual of Omaha Insurance Company and Primerica, as well as teaching at Ana G. Mendez University. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing on non–high-net-worth clients. The firm offers a variety of advisory engagements and group educational seminars, often using third-party managers for portfolio management while providing ongoing oversight.

Samantha Heflin is a CFP® professional at SLP Wealth with two years of industry experience. She previously worked at Apella Capital and Inspired Financial. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs and supports a large client base through multiple offices.

Christine Michaletz is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Lewis Financial Group, L.C. since 2018 and previously at Concorde Investment Services, LLC. Michaletz also serves as COO and Investment Advisor Representative at DAI Wealth Inc. and oversees business operations for related entities. Outside of her advisory role, she manages several non-investment ventures, including a firearms training business and multiple holding companies. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and platforms to tailor portfolios according to client objectives.

Christopher Cristallo is a CFP®-certified financial advisor with nine years of industry experience. He has been with BEAM Wealth Advisors, Inc. and its predecessor firms since 2019, following prior roles at Cetera Advisor Networks LLC and LPL Financial, LLC. Cristallo is based in Atlanta, GA. BEAM Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, employing portfolio construction techniques grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, with integrated tax, CPA, and insurance services available under separate engagements.

Jeff Wills is a financial advisor with Forthright Wealth Management, LLC in Alpharetta, GA. He holds Series 63 and Series 66 designations and has 18 years of industry experience. Mr. Wills has been with Forthright Wealth Management since 2015. Outside of his advisory role, he is a quarter owner of an office suite through his LLC, JR Wills, LLC. 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 with a seven-advisor team and employs customized, primarily long-term portfolios using mutual funds, ETFs, individual stocks, bonds, and occasionally unaffiliated Independent Managers.

Timothy Agnew is a CFP® professional with 23 years of industry experience, currently serving at Smith & Howard Wealth Management, LLC since 1999. He is also a partner at Smith & Howard, P.C., a CPA and consulting firm, where he has been involved since 1991. Approximately 40% of his time is dedicated to Smith & Howard Wealth Management. 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 and portfolio management primarily through mutual funds and ETFs, supported by accounting and tax expertise from its affiliated CPA and consulting firm.

Paige Kim is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Patton Albertson Miller Group, LLC since 2019 and previously worked at Anthony Smith Advisors Inc. from 2018 to 2019. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis alongside model-based allocations to construct diversified portfolios.

Robert Donnell is a CFP® professional with 24 years of industry experience, currently serving at Southbridge Advisors, LLC since 2019. He has held roles at Wealth and Pension Services, Group Inc. and Teton Capital Advisors since 2011, and previously worked at Triad Advisors. Outside of investment advisory, he participates in a referral arrangement related to state and federal tax credits with McMillan & Associates. 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.

De Nay Gonzales is a Series 65-licensed financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, where she has worked since 2016 across affiliated firms. She has four years of industry experience. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, offering 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 focused on asset allocation and ongoing portfolio monitoring.

Scott Register is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Register Financial Advisors, LLC since 2007 and also serves as principal and chief compliance officer for Register Financial Associates, Inc. In addition to his advisory roles, Register is a principal and CFO at Register Capital Investments LLC, where he oversees a small-cap stock portfolio. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies, including equities, fixed income, derivatives, and third-party managed solutions, and is known for its use of model allocations and active account management through both in-house and external strategists.

Larry Fisher is a financial advisor with LongView Wealth Management in Atlanta, GA, holding a Series 63 designation and 42 years of industry experience. He has worked at LongView Wealth Management since 2005 and also has experience with Cambridge Investment Research, Inc. and M. S. Howells & Co. Additionally, he is an independent insurance agent for various independent insurance companies. LongView Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm provides portfolio management, financial planning, divorce financial consulting, and access to third-party managed programs, using economic, fundamental, and technical analysis to implement diversified investment strategies.

George Richerson is a financial advisor at Southbridge Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealth and Pension Services Group, Inc. and Triad Advisors Inc. Outside of advising, he participates in a referral arrangement for state and federal tax credits through McMillan & Associates. 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 employs both direct strategies and third-party Institutional Strategists selected through a due-diligence process.