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 & Associates Inc. since 2016, following five years at Black Diamond Investment Partners. He serves on the investment and oversight committee of the Collat Family Foundation in a volunteer capacity. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, and other advisers, providing discretionary portfolio management, financial planning, consulting, and trustee or executor services. The firm combines fundamental and technical equity analysis with fixed-income management to build individualized investment objectives and typically manages portfolios on a discretionary basis.

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.

Rosanna Neil is a CFP® and Series 65-licensed advisor at Chicory Wealth with four years of industry experience. She has worked at Chicory Wealth since 2021 and previously held roles at North American Marine Alliance, The Population Institute, and as a self-employed professional. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct long-term diversified portfolios and deliver financial life plans.

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.

Jacob Newcomer is a CFP® with 10 years of industry experience, currently serving at Chicory Wealth in Decatur, GA. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2015 to 2017. He holds a Series 66 license and is a board member of DH Pace Company. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also provides tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers.

David Jones is a CFP® professional with 22 years of industry experience, currently serving at EPG Wealth Management LLC in Atlanta, GA. He has held roles at Arkadios Capital, Equity Services, Inc., National Life Group, and National Financial Services Group. Outside of his advisory work, he serves as CEO of a financial services holding company and acts as a trustee for a private family trust involving ownership interests in a privately held company. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with customized investment plans and a range of advisory services, including advisor-managed portfolios, third-party money manager access, and ERISA fiduciary consulting. The firm manages a multi-office, ten-advisor team overseeing approximately $579 million in regulatory assets under management.

John Rogers is a financial advisor with Veracity Capital LLC in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at firms including Mercer Allied, The AYCO Company, L.P., and Compass Securities Corporation. Rogers is also involved in tax preparation and planning through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach using various investment strategies and offers affiliated services in insurance brokerage and tax planning.

Da Zha Jones is a financial advisor at Capitalwize, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with 13 years of industry experience. Prior to joining Capitalwize in 2021, Jones worked at THE Vanguard Group, Inc. for eight years and at Legends Hospitality/Asurint for two years. He is also the CEO of Guided to Wealth Planning Group, providing one-on-one financial coaching and wellness education. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers various advisory engagements, group seminars, and an Alumni program, utilizing third-party managers for portfolio management while emphasizing packaged planning services and education over traditional asset-under-management models.

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.

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.

Ian Zabor is a CFA® charterholder with 20 years of industry experience. He has worked at Equity Investment Corporation since 2016 and previously spent 12 years at JFB Holdings Corp. He holds a Series 63 license and is based in Atlanta, GA. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

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.

David Whitmore Jr. is a CFP® professional with 23 years of industry experience. He is currently with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and previously worked at Buckman Buckman for 18 years. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, and educational seminars, delivering both discretionary and non-discretionary management through a network of independent Advisory Representatives.

James Taylor is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2023. Prior to joining the firm, he held roles at the University of Kentucky and Shiplify, and has experience in education. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of investment strategies and financial planning services supported by internal committees and an in-house equity research team.

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.

Steven Richie is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience and previously worked for the United States House of Representatives and Oxford Floral Co. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans and a variety of portfolio management and financial planning services.

Brian Quintana Guzman is a Series 65 licensed advisor with Nicholas Hoffman & Company, LLC, based in Atlanta, GA. He has five years of industry experience, all with his current firm. Prior to joining Nicholas Hoffman & Company, his background includes roles at Modments Manufacturing & Co, IndustryPro, and Park Simple. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized financial profiles and investment plans utilizing mutual funds, ETFs, separate account managers, and selected private investments, and also serves as lead investment sub-advisor to an affiliated private equity fund.