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 four years of industry experience. He holds the ChFC® designation and Series 65 license. His career includes roles at Guardin Pointe Private Wealth Management, LLC and operating his own financial services businesses. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients, utilizing model portfolios based on Modern Portfolio Theory. The firm also offers a separate college-planning service and acts as a 3(38) fiduciary manager for plan sponsors.

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.

Sandra Fricks is a CFP® professional with nine years at Financial Consultants Group Inc and a total of 15 years in the financial industry, including six years at Premier Financial. Based in Cumming, GA, she has experience working within a team of six advisors. Outside of her advisory role, she is a member manager of a rental business in Buford, GA. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and maintains quarterly reporting and annual reviews.

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 three years of industry experience. Prior to joining LongView, he was a partner at Novogradac & Company LLP for 17 years, where he supervised and directed 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, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers a range of services including asset management, financial planning, divorce consulting, and access to third-party manager programs, employing both discretionary and non-discretionary account management approaches.

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 with five years of industry experience, currently serving at Marietta Wealth Management, LLC. She previously worked at Redwood Wealth Management, LLC, and devotes part of her time to supporting accounting services at a separate CPA firm. Marietta Wealth Management, LLC is a fee-only advisory firm providing wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and business entities. The firm follows an investment process guided by an internal committee and offers discretionary management using diversified asset classes tailored to client risk profiles.

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.

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.

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®-certified financial advisor with nine years of industry experience, currently practicing at Regimen Wealth, LLC in Atlanta, GA. His career includes roles at Ameriprise Financial Services and Fidelity Investments prior to joining Regimen Wealth, where he has been since 2020. Regimen Wealth provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm utilizes an evidence-driven, model-based investment approach emphasizing diversified core allocations with tailored strategies that consider tax sensitivity, liquidity needs, and investment constraints.

Sarah Pryor is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Wealth Science Advisors LLC since 2022 and previously held positions at Northwestern Mutual Investment Services LLC and James Exley. Outside of her advisory role, she owns Wealth Science Analytics, a psychological analytics and consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm combines proprietary psychological profiling tools with modern portfolio theory to manage portfolios across multiple offices and affiliated entities.

Joel Rabanal is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He previously worked at BB&T in Retirement and Institutional Services and BB&T Corporation. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets.

Thomas Corrigan is a financial advisor at Register Financial Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Register Financial Advisors and Register Financial Associates since 2011. Outside of his advisory role, he serves as a trustee for the Fulton County Republican Party. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a broad range of investment instruments and strategies, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs administered through Wells Fargo Clearing Services.

Phillip Nelson is a CFA® charterholder with 21 years of industry experience. He is currently with Persium Advisors, LLC and has previously worked at Ferguson Shapiro LLC, Meadow Creek Wealth Advisors, and Wells Fargo. He is the immediate past Chair of the Board of the non-profit Historic Oakland Foundation in Atlanta. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement plan services along with direct investment management, consulting, and financial planning. The firm employs fundamental analysis in its investment process and provides fiduciary oversight, investment discretion, and ongoing performance reviews.