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 with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. In addition to his advisory role, Mr. Lambert is an independent insurance agent affiliated with Power Protection Strategies, LLC, spending up to 10% of his time on insurance-related activities. Power Wealth Management serves individual investors, estates, and trusts with holistic wealth management and standalone financial planning. The firm constructs individualized, discretionary portfolios guided by client goals and an internal Investment Committee, and it offers unique features such as the use of derivatives in separately managed accounts and regular educational workshops.

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.

Robert Takacs is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, and San Blas Advisory. He has served as treasurer of the Marine Corp Coordinating Council of Georgia, a registered charitable organization, for approximately seven years. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan services, and access to third-party money managers. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets primarily on a non-discretionary basis.

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® and holds a Series 65 license with two years of industry experience. He currently works at American Financial Advisors, LLC and previously spent five years at Henssler Financial and eight years at OTR Capital. American Financial Advisors, LLC is a two-advisor team that provides discretionary investment supervisory services, portfolio management using model asset-allocation portfolios, and written financial planning. The firm serves both individual and corporate clients, managing approximately $950 million across about 816 accounts, and uses a combination of fundamental, technical, cyclical, and qualitative analysis to implement asset-allocation strategies.

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 in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier and completed full-time education at Birmingham-Southern College. 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 with a focus on asset allocation and ongoing portfolio monitoring.

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.

Kevin Hauser is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including over three decades with his current firm. Hauser also established an accounting entity for tax purposes that does not generate revenue. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutions. The firm offers asset and portfolio management, financial planning, and advisory services using a range of strategies informed by economic analysis and research.

Jeffery Wright is a CFA® charterholder with 13 years of industry experience. He is a founding member of Wright Wealth LLC, where he has worked since 2022, and also founded 550 Capital Partners LLC, a firm focused on raising capital to invest in startup businesses. His prior experience includes roles at Bank of America and Merrill Lynch. Wright Wealth LLC serves individuals, including high-net-worth clients, retirement plan sponsors, charitable organizations, and businesses, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a multi-faceted asset-allocation approach combining passive and active strategies, maintains a relatively large physical presence for a five-advisor team, and provides ancillary services such as a financial-planning app membership and facilitated tax preparation.

Theodore Noble is a CFP® professional with 18 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc since 2012. He is based in Atlanta, GA, and is part of a six-advisor team. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm uses client-specific investment guidelines with diversified no-load mutual funds and ETFs, and offers estate distribution support and ERISA-facing retirement plan services.

Russell Carlson is a financial advisor at ARIA Wealth Management with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at ARIA Wealth Management since 2017 and CONCERT Wealth Management since 2013. Carlson is also involved in infrequent insurance sales in Georgia. ARIA Wealth Management is a fee-based registered investment adviser managing over $122 million in client assets. The firm serves individuals, high-net-worth clients, families, trusts, pension plans, corporations, and charitable organizations, providing investment supervisory services, third-party manager oversight, and financial planning within a discretionary and non-discretionary framework.

Louis Williams is a CFP® with eight years of experience in the financial services industry. He has worked at Cahaba Wealth Management, Inc. since 2018 and was previously employed at PricewaterhouseCoopers from 2016 to 2018. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm emphasizes individualized investment plans, continuous portfolio oversight, and incorporates alternative strategies alongside traditional assets while utilizing AI tools for operational tasks.

Laurie Novotny is a financial advisor with LongView Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked primarily with Cambridge Investment Research Inc. and M.S. Howells & Co. prior to her current role. 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, offering services like asset management, financial planning, divorce consulting, and access to third-party manager programs.

De'shawn Owens is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Cambridge Investment Research. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Gilbert Bubis is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses and with 29 years of industry experience. He has been with Register Financial Associates, Inc. and Register Financial Advisors, LLC since 2001. Outside of his advisory role, he participates in focus groups for research companies providing opinions on various topics. Register Financial Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, while working with custodians and third-party managers to implement and monitor client portfolios.