Varun Marneni is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Consolidated Planning Corp and Raymond James Financial Services Advisors. Marneni recently obtained an insurance license and incorporates approved insurance products into his financial planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with a long-term investment approach.

John Hayes is a financial advisor with LongView Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at M. S. Howells & Co, Cambridge Investment Research, and CCF Investments, among others. Outside of advising, he serves as Chairperson for the Finance Committee at Madison First United Methodist Church. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion for individuals, pension and profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing a variety of investment strategies and integrating third-party solutions alongside less common services such as held-away account management.

Danielle Schultz is a financial advisor at Rollins Financial Advisors, LLC with 10 years of industry experience. She holds the PFS™ designation and has a background that includes 20 years at Rollins & Van Lear PC, an affiliated CPA firm where she is a partner responsible for supervising accounting staff and overseeing tax planning and preparation. Rollins Financial Advisors, LLC manages approximately $1.588 billion in discretionary assets and provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans. The firm employs a strategy that includes the use of mutual funds, ETFs, and individual stocks and bonds, with regular portfolio reviews and adherence to fiduciary standards.

Anna Hubert is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Athena Health and Tulane University. Persium Advisors serves retirement plan committees along with individual and high-net-worth investors, providing a range of retirement plan services, investment management, and financial planning. The firm manages approximately $583.6 million in discretionary assets and offers consulting for over $955 million in pension and investment assets, using fundamental analysis and model portfolios as part of its fiduciary investment approach.

Samuel Frost is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Narwhal Capital Management since 2016. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers tailored financial planning and portfolio management, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis, while also providing in-house tax and accounting services.

Jason Joffe is a CFA® charterholder and holds the Series 66 designation, with 25 years of experience in financial services. He has worked at Morgan Stanley in various capacities from 2003 to 2017, followed by Morgan Stanley Private Bank until 2017, and has been with Inlight Wealth since that time. Joffe is also involved as a manager for West Elk, a private fund and investment manager based in Atlanta. Inlight Wealth Management serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs fundamental analysis across various asset types and offers strategies including options and derivatives, managing portfolios with either discretionary authority or client approval.

James Goolsby is a financial advisor at DAI Wealth, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Concorde Investment Services, Sowell Management, Suntrust Investment Services, and Morgan Stanley. Outside of his advisory role, he is president and owner of Paragon Wealth Counselors, a securities-related business. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning 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 technology platforms to tailor portfolios aligned with client objectives.

Robert Schultz is a financial advisor at Rollins Financial Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. Schultz has been with the Rollins organization since 1998, including his current role at Rollins Financial Advisors since 2021. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing 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.

Stetson Ponder is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Cahaba Wealth Management, he worked in education at Oxford Middle School and Oxford High School and attended the University of Alabama. Cahaba Wealth Management is a multi-advisor firm managing approximately $1.64 billion for individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, utilizing long-term cash-flow projections and risk assessments to guide investment strategies primarily through mutual funds and ETFs, with periodic rebalancing and performance reviews.

Matthew Lambert is a financial advisor at Power Wealth Management in Alpharetta, GA, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Since 2015, he has been licensed as an independent insurance agent and is associated with Power Protection Strategies, LLC, an insurance agency. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and financial planning. The firm manages roughly $430 million in discretionary assets across about 250 client relationships and employs a team of seven advisors.

Robert Lyons is a financial advisor at Investors Asset Management of Georgia Inc with 48 years of industry experience. He holds the Series 63 designation and has been with the firm since 2014. 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 offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.

Benjamin Laufer is a financial advisor with Paces Ferry Wealth Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2024. Prior to his advisory role, he was involved in coaching lacrosse at the high school level and served with the Georgia Lacrosse Officials Association. Paces Ferry Wealth Advisors manages approximately $430 million across various client types, offering wealth management, financial planning, retirement plan consulting, and portfolio management. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies.

Matthew Stack is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diversified, LLC and previously worked for SEI Investment Distribution Co and SEI Investment Management Corporation for 13 years. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers a comprehensive planning process combined with ongoing asset management, utilizing third-party managers and platforms, and operates private limited partnerships, wrap programs, and pooled vehicles.

Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.

Cathal Carson is a CFP® credentialed financial advisor with two years of industry experience. He is currently with American Financial Advisors, LLC and has previous experience at Steward Partners Investment Advisory, Steward Partners Global Advisory, Henssler Financial, and OTR Capital. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves both individuals and corporate clients, managing approximately $950 million across about 816 accounts with a focus on standardized portfolios and institutional platform services.

Ryan Florence is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ferguson Shapiro LLC since 2022. Prior to this, he worked at Kiker Wealth Management, LLC for 11 years. Outside of his advisory role, he is involved with Florence Wealth Management LLC, a non-investment related business entity. Ferguson Shapiro LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers both discretionary and non-discretionary advisory services, access to third-party money managers, written financial plans, and a wrap fee program, with an investment process that incorporates customized policy development and enhanced portfolio management strategies.

Charlotte Disley is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Cahaba Wealth Management since 2022 and previously held positions at Global Payments and Oglethorpe University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using long-term cash-flow projections and formal risk assessments to guide investment strategies primarily involving mutual funds and ETFs.

Alexis Chambers is a financial advisor at Rollins Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier for one year and completed full-time education at Birmingham-Southern College. Rollins Financial Advisors provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans, managing approximately $1.588 billion in discretionary assets as of December 31, 2025. The firm focuses on individualized investment counseling and uses a mix of mutual funds, ETFs, and individual securities, conducting regular account reviews and maintaining fiduciary standards.

Hong Tsun Simon is a CFA® charterholder currently with A. Montag & Associates and has five years of industry experience. Prior to joining Montag in 2026, he worked at Forthright Partners LLC for five years and at BNY Mellon Wealth Management for fifteen years. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by offering discretionary portfolio management, financial planning, consulting, and limited trustee or executor services. The firm emphasizes individualized investment objectives through fundamental and technical equity analysis, mutual fund and ETF selection, and fixed-income management.

Gregory Cohn is a Series 66 licensed financial advisor with Maven Capital Partners, LLC in Atlanta, GA, where he has worked since 2018. He has 14 years of industry experience, including prior roles at MCA Securities, LLC and PNC Capital Advisors, LLC. Outside of his advisory duties, he is involved in employment services through Maven Employment, LLC. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other entities, managing approximately $152.9 million in discretionary assets. The firm offers portfolio allocation across various asset classes and serves as investment manager to private special purpose vehicles with carried interest compensation arrangements.