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.

Marcus Ashworth is a CFP® with 29 years of experience in the financial industry. He has been with BlueChip Wealth Advisors LLC since 2009, previously operating under the name Ashworth Sullivan Wealth Management Group, and worked with Triad Advisors from 2009 to 2021. Outside of advising, he is the sole owner and hunting guide of a timber farm and hunting preserve in Central Georgia. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach, combining active and passive strategies vetted by an internal committee, and incorporates subscription-based reporting tools and educational resources in its client services.

Steven Dougherty is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining MPWM Advisory Solutions in 2019, he was associated with LPL Financial and had a two-year retirement period. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes a long-term, diversified investment approach using a mix of firm-managed models and third-party managers, supported by its role as sponsor of a bundled wrap program and integration with LPL Financial.

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.

Carly O’Brien is a financial advisor at Wealth Science Advisors LLC and holds Series 63 and Series 65 licenses. She has one year of industry experience, including a prior role at William Blair. Before entering the financial industry, she spent several years in education at the University of Georgia, Concord High School, and JN Fries Middle School. Wealth Science Advisors serves individuals and families, including high-net-worth clients, through discretionary investment management and financial planning. The firm uses a proprietary psychological profiling tool called Finprint™ and a Money Happiness™ framework alongside modern portfolio theory to manage portfolios, supported by a multi-office presence and a range of affiliated entities offering expanded services.

Kurt Grimmer is a financial advisor at American Wealth Management, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at American Wealth Management since 2020 and Wells Fargo Advisors Financial Network since 2015. Outside of his advisory work, he serves as a commissioner for the Peninsula Metropolitan Park District and the Tacoma Narrows Airport Advisory Commission in Washington. American Wealth Management is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm employs a range of investment strategies informed by micro- and macroeconomic analysis, fundamental and technical research, and offers both discretionary and non-discretionary advisory services.

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.

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.

Michael Eddy is a financial advisor with Berkeley Capital Partners, LLC in Milton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Triad Advisors, Inc. since 2015 alongside his role at Berkeley Capital Partners, where he is a managing partner. Berkeley Capital Partners manages discretionary portfolios for a diverse client base including individuals, trusts, and institutions, employing global asset allocation strategies across various asset classes. The firm is known for sponsoring private pooled investment vehicles and utilizing performance-based incentive structures, operating multiple offices, and incorporating derivatives and leverage in managed accounts.

David Fountain is a CFP®-designated financial advisor with 33 years of industry experience, currently with Financial Consultants Group Inc since 2017. Prior to that, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He serves on the Board of Directors for the Forsyth County Chamber of Commerce, assisting with the nonprofit’s financial oversight in a volunteer capacity. Financial Consultants Group, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, families—including high-net-worth clients—as well as corporations and trusts. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term discretionary trading approach, supported by periodic due diligence on technology providers and firm-specific custodial and service arrangements.

Joseph Hampton is a CFP® affiliated with Financial Consultants Group Inc in Cumming, GA. He has prior work experience at Tender Lawn Care, Inc. and The University of Georgia. Hampton has been with Financial Consultants Group since 2024. Financial Consultants Group serves individuals and families, including high-net-worth clients, as well as corporations and trusts, offering 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 integrates AI and machine learning tools with ongoing due diligence.

Samuel Hutto is a financial advisor with Legacy Planning Advisors, LLC and holds a Series 66 designation. He has experience working with The Strategic Financial Alliance, Ameriprise Financial, and has a background that includes roles in education and entrepreneurship. Outside of finance, he was involved with Kona Ice, a mobile dessert business. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach supported by third-party managers and provides retirement plan consulting and participant education.

Anthony Palazzo is a CFA® charterholder with 19 years of industry experience. He has been with Berkeley Capital Partners, LLC since 2015 and briefly worked at Triad Advisors, Inc. Prior to his current role, he accumulated experience in financial advisory services. Berkeley Capital Partners, LLC manages discretionary portfolios for individuals, trusts, retirement plans, and institutional clients using global asset allocation strategies across multiple asset classes. The firm is notable for sponsoring private pooled investment vehicles and employing performance-based incentive allocations, operating from multiple offices while utilizing derivatives and leverage in managed accounts.

Hafeez Fazal is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Register Financial Advisors, LLC and Register Financial Associates, Inc since 2018 and previously at Raymond James & Associates from 2013 to 2018. 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, integrating both in-house and third-party managers, and offers discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Meridith Mimbs is a financial advisor at Crescent Wealth Advisory, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Purshe Kaplan Sterling Investments, and Lion Street Financial. In addition to her advisory role, she owns Duality Embodiment LLC, where she facilitates trauma-informed breath work to help clients manage stress and anxiety. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative solutions such as client-directed cryptocurrency accounts and third-party cash management programs.

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of experience. He has been with Voya Financial Advisors since 2016. In addition to his advisory role, he is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management services primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced asset-allocation approach with non-discretionary advisory services and utilizes fixed fees, hourly billing, and annual retainers rather than percentage-of-assets fees.

Shaun Duffy is a financial advisor at The Lloyd Advisory Group with two years of industry experience. He holds a Series 65 designation and has been with The Lloyd Advisory Group since 2019. Prior to his advisory career, he worked at Outback Steakhouse for 13 years. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm uses a three-bucket investment approach and relies on third-party model portfolios and money managers accessed through AE Wealth Management’s platform.