Emily Raymond is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with nine years of industry experience. She has worked at Regent Peak since 2019 and previously held positions at Purshe Kaplan Sterling Investments and Merrill. Outside of her advisory role, she serves as Parent Coordinator and Board Chair for the Rhyne Park Girls Softball youth league. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services for individuals, including high-net-worth clients, as well as corporate and plan clients. The firm utilizes model portfolios based on Modern Portfolio Theory, primarily allocating to ETFs and equities, and often implements strategies through sub-advisers or third-party money managers.

Bruce Faurot is a financial advisor at Dover Advisors, LLC with 40 years of industry experience. He previously worked at Janney Montgomery Scott for 20 years before joining Dover Advisors in 2023. Faurot holds Series 63 and Series 65 licenses and is also a licensed insurance agent involved in the sale of life insurance policies. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses, providing wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, supplemented by both fundamental and technical analysis.

Stephen Wade is a financial advisor with Wright Wealth LLC in Atlanta, GA. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Prior to joining Wright Wealth in 2022, he worked at Morgan Stanley Smith Barney and RegentAtlantic. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies within a framework consistent with modern portfolio theory and offers additional services such as retirement plan consulting and tax preparation assistance.

Thomas Russell is a financial advisor at Narwhal Capital Management with 15 years of industry experience and holds the Series 66 designation. He has worked at Narwhal since 2018 and has prior experience at Peachtree Tax & Advisory, Peachcap, and LPL. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management tailored to each client's goals, using diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Kristin Ribic is a CFA® charterholder and Series 63 licensee with seven years of industry experience. She has worked at Meadow Creek Wealth Advisors since 2018 and previously was with Wells Fargo Private Bank from 2013 to 2018. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for approximately 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, and annuity management, implementing portfolios on both discretionary and non-discretionary bases with a five-advisor team.

Thomas Savage is a Series 66-licensed advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, bringing 27 years of industry experience. His prior work includes a decade at Cambridge Investment Research, Inc., and over two decades at Keystone Financial Group, Inc. Outside of his advisory role, he is involved as a partner and 50% owner in several commercial property rental businesses and is an independent insurance agent. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other entities, providing discretionary portfolio management using firm-developed model portfolios and offering comprehensive financial planning.

Thomas Platt is a financial advisor at Connors Investor Services Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Connors Investor Services since 2013. He is also involved in selling fixed annuities. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, options, and treats cash as an asset class, while managing portfolios with mutual funds, ETFs, equities, fixed income, and private funds.

Troy Hutchinson III is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2006 and is also involved with MPWM Advisory Solutions LLC and Capstone Benefits Advisors. His other business activities include providing life, health, disability, and fixed annuity services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

Kevin Manning is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Regent Peak Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Manning serves as a board member for the nonprofit organization Back on My Feet in Atlanta. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers services including financial planning, pension consulting, and family office solutions.

Michael Collopy is a CFP® with 15 years of experience in financial advisory roles. He is currently with Veracity Capital LLC and has previously worked at Compass Securities Corporation, The AYCO Company, and F3 Logic. In addition to his advisory work, he provides tax preparation and planning services through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services primarily for high-net-worth clients. The firm employs a long-term, customized investment approach using a variety of strategies and asset types, supported by affiliated entities that provide insurance and tax services.

Shawna Theriault is a CFP® professional with 19 years of industry experience, currently serving at Wiser Wealth Management, Inc. She previously worked at Henssler Financial for 11 years. Outside of financial advising, she is a health coach with Optavia and serves on the board of directors for a private family foundation in Suwanee, GA. Wiser Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individual and high-net-worth clients, as well as trusts, estates, charities, and private businesses. The firm emphasizes tax-aware, model portfolios primarily using exchange-traded funds, with a focus on long-term capital market assumptions and portfolio rebalancing.

William Raike III is a financial advisor with Woodstock Wealth Management, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously led Raike Financial Group Inc. for 24 years before joining Woodstock Wealth Management in 2018. Outside of advising, he manages a land development company that is currently inactive. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment vehicles and strategies tailored to clients’ objectives and maintains a performance-fee program alongside standard asset-based arrangements.

Jerry Jones is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with IRC Wealth, a team-based firm in Atlanta, GA, and has held prior roles at firms including Northwestern Mutual and Bleakley Financial Group. Outside of his advisory work, he creates YouTube content reviewing hip hop music. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement consulting. The firm employs a disciplined investment process focused on long-term value and income strategies, including the use of ETFs, options, and commodity transactions through an affiliated Commodity Trading Advisor.

Blane Thompson is a Series 65-licensed financial advisor with Legacy Partners Financial Group, LLC. He has been in the industry since 2025, previously working at Pelican Investment Advisors and maintaining a separate insurance practice through T Financial Concepts LLC. Outside of financial advising, he owns and manages BT Cattle Co., a cattle and ranching operation in Texas. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers a range of investment vehicles, alongside a separate insurance practice and a college-planning service.

Bradley Rosen is a Series 65-licensed financial advisor with 26 years of industry experience. He is a principal at Ironview Capital Management, LLC, where he has worked since 2016, and also serves as president of Rosen Financial, Inc., operating as Longevity Financial since 1999. In addition to his advisory work, Rosen is a licensed insurance agent and a board member of a business networking group. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis, employing strategies including long- and short-term positions, option writing, and allocations to mutual funds, ETFs, and private funds.

Tiffany Keefe is an investment advisor at MPWM Advisory Solutions LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with both MPWM Advisory Solutions and LPL Financial since 2019. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using both firm-managed models and independent managers, and sponsors a wrap fee program integrated closely with LPL Financial platforms.

James Pritchett Jr. is a financial advisor at Capital Management Services, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Capital Management Services, he worked in legal roles at Fouts Law Group, LLC, G Briceno Law Firm, and King & Spalding, LLP, among others. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, and serves as a money manager for other investment advisers. The firm employs a tactical asset allocation strategy using mutual funds and ETFs, with active rebalancing and occasional short positions.

Taylor Malone is a financial advisor with Wealth Science Advisors LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Mike Campbell. Malone also owns Wealth Science Analytics, a psychological consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and comprehensive financial planning. The firm utilizes a proprietary psychological profiling tool, Finprint™, alongside asset-allocation principles, managing portfolios on a discretionary basis with periodic client reviews.

Kenneth Ezell is a CFA® charterholder with 22 years of industry experience. He has been with Marco Investment Management LLC since 2001. The firm serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. Marco Investment Management provides discretionary portfolio management supported by a multi-member Investment Strategy Committee, employing a range of strategies that incorporate fundamental and technical analysis as well as options and derivative techniques.

Carson Fields is a CFP® and Series 65 credentialed advisor at Forthright Wealth Management, LLC with five years of industry experience. His prior roles include positions at the Department of Audits and Accounts and the University of Georgia Graduate School. He serves as President of the Chi Phi chapter of the Delta Pi Fraternity, overseeing budgeting and alumni events. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses with wealth management, investment management, and financial planning. The firm manages over $773 million across a seven-advisor team, delivering customized, primarily long-term portfolios using mutual funds, ETFs, stocks, bonds, and selected independent managers.