Owen Douglas is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 1 year of industry experience. Prior to his current role, he worked at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions by providing portfolio management, limited financial planning, retirement plan consulting, and project-based consulting. The firm employs an investment committee to oversee portfolio allocation and manager selection, utilizing both discretionary and non-discretionary strategies and working with third-party Separate Account Managers when appropriate.

Geri Lanning is a CFP® and holds a Series 66 license, currently serving as a Senior Wealth Advisor at CPC Advisors, LLC with six years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and AMB Group, LLC. Lanning is also associated with Consolidated Planning Corporation, Inc. and CPC Holding Company, LLC in senior advisory roles. CPC Advisors, LLC serves a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs an asset allocation and model-driven investment approach, utilizing third-party managers and the Raymond James institutional platform for portfolio management and execution.

Lawrence Mendel is a financial advisor at Montag with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montag since 2016, following five years at Black Diamond Investment Partners. Mendel serves on the investment and oversight committee of the Collat Family Foundation and acts as an unpaid consultant on the investment committee of Bay Pine Holdings, a family limited partnership. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of individual equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with in-house research and trading.

James Jackson is a CFA® charterholder with 21 years of industry experience, currently serving at Builder Investment Group since 2000. He is based in Atlanta, GA, and is part of a four-advisor team. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management across a broad range of securities and private investments, managing pooled investment vehicles and private syndications with formal compliance procedures.

John Rinker is a CFP® with 12 years of industry experience, currently serving at Veracity Capital LLC since 2018. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and Independent Financial Group. He is also a licensed insurance agent in Georgia, offering various types of insurance products. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach using a range of strategies and asset types, including internally managed portfolios and outside managers.

Jerold Sniderman is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has held leadership roles at Sniderman Wealth Management, LLC and The Sniderman Group, LLC, among other firms. Outside of his advisory work, he serves as president of a local homeowners association, a nonprofit role he has held since 2005. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management services to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor portfolios to client objectives and risk tolerances, offering both discretionary and non-discretionary management and recommending institutional strategists when appropriate.

John Rogers is a financial advisor with Veracity Capital LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at firms including Mercer Allied, The AYCO Company, and Compass Securities Corporation. In addition to his advisory role, Rogers is involved in tax preparation and planning services through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, custom-driven investment approach that incorporates various analytical methods and offers a range of portfolio management options including the use of outside managers and option overlay strategies.

Cara Marinovich is a CFP® professional with eight years of industry experience. She has worked at Marietta Wealth Management since 2018 and previously was with Oakbridge Partners, Ltd from 2012 to 2018. Marietta Wealth Management is an SEC-registered, fee-only firm serving individuals, families, trusts, estates, and business entities. The firm manages approximately $974 million in client assets and provides wealth management, financial planning, retirement-plan consulting, and fiduciary services through a team of nine advisors.

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.

Nathan Hoyt is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Regent Peak Wealth Advisors, LLC since 2019 and previously held roles at Purshe Kaplan Sterling Investments, Inc and Bank of America, N.A. Nathan is based in Atlanta, GA. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing approximately $706 million in discretionary assets. The firm employs model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities, and offers services including financial planning, pension consulting, and family office support.

Elizabeth Megret De Serilly Detigny is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, and Deloitte. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized portfolios that combine third-party managed models, mutual funds, ETFs, individual equities, and fixed income. The firm is notable for its formal pension-transfer services for U.K. nationals, including coordination with U.K. trustees and platforms and managing FCA-required suitability processes.

Lawrence Cummings Jr. is a financial advisor at Main Street Financial Solutions, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he is a passive owner in a family investment business. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, investment management, and retirement consulting. The firm’s investment approach is academic-based and multi-asset class, combining passive and active strategies tailored to client objectives and risk profiles.

Matthew Prediletto is a CFP® with 18 years of industry experience, currently with OpenArc Corporate Advisory, LLC. He previously worked at Bank of America, Merrill, and The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he holds a fiduciary power of attorney position unrelated to investment activities. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services through both discretionary and non-discretionary models, utilizing a wide range of investment strategies including private markets and digital assets.

Marcus Bloom is a financial advisor at Donaldson Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Lifestyle Freedom Advisory Group, Array Partners, Royal Alliance Associates, Signator Investors, and The CORE Group. Donaldson Capital Management serves individual and institutional clients with a model-driven investment approach emphasizing dividend-paying equities and fixed income. The firm offers investment management, financial planning, and retirement-plan services, including fiduciary engagements and sub-advisory roles for collective investment trusts.

Madison Grosse is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining Capital Investment Advisors, Madison worked at J.P. Morgan Securities LLC and JPMorgan Chase. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office–style support. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to a variety of private investment solutions and formal pension consulting services.

Paul Covington is a Series 66-credentialed financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Covington is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, utilizing both discretionary and non-discretionary models and a diverse selection of investment options including private markets and digital assets.

Annette Marshall is a financial advisor at GLOBALT Investments with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Triad Advisors and ICS Group. Outside of her advisory work, she co-owns UFAB Moms LLC, a company that develops patented retail products, and is active in nonprofit organizations including Jack and Jill of America and the Atlanta Suburban Alumnae Chapter of Delta Sigma Theta. GLOBALT Investments provides discretionary investment management services to individuals, corporations, institutions, and other advisers, utilizing a team-based investment process that combines quantitative, technical, and fundamental analysis. The firm emphasizes ETF-driven asset allocation strategies and offers portfolio management through separately managed accounts, wrap fee programs, and model portfolios on various platforms.

James Taylor is a Series 66 licensed financial advisor with Stephens in Atlanta, GA, bringing three years of industry experience. His background includes roles at Stephens Inc. and prior work with the University of Kentucky and Shiplify. Stephens offers investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm employs tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Kurt Lofters is a financial advisor at Balentine with 16 years of industry experience. He holds the Series 66 designation and has worked at Balentine since 2025. His prior roles include positions at Southeastern Advisory Services, Consequent Capital Management LLC, and Gray & Co. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process incorporating active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Richard Thompson Jr. is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Virtue Capital Management, LLC since 2019 and previously worked at Horter Investment Management, LLC. In addition to his advisory role, he is involved with Advanced Legacy Concepts, where he provides insurance, annuities sales, and financial planning services. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that utilizes mutual funds, ETFs, and quantitative optimization.