Mote Andrews IV is a financial advisor at Rowland Miller + Partners LLC in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Rowland Miller + Partners since 2011. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process and a tailored approach to investment-grade fixed income, managing portfolios with low turnover and tax considerations.

David Mcbride is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 2011, where he is part of a five-advisor team. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as pension plans and government entities. Marco Investment Management provides discretionary portfolio management using a combination of fundamental and technical analysis across multiple strategies, including equity and fixed income, and is notable for its management of assets within wrap fee programs.

Zachary Morris is a CFP® with 14 years of industry experience and is currently with Paces Ferry Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at tru Independence Asset Management, LLC and J.P. Morgan Securities LLC. Paces Ferry Wealth Advisors manages approximately $430 million across a range of individual, high-net-worth, trust, estate, charitable, and institutional clients. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies, offering discretionary and non-discretionary advisory services tailored to diverse client needs.

Kyle Grandstaff is a CFA® charterholder with eight years of industry experience. He currently works at Colton Groome Financial Advisors, LLC and has held previous roles at IFG Advisory, LPL Financial, Truist Advisory Services, Truist Securities, and SunTrust Robinson Humphrey. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm manages approximately $725 million in assets across a team of ten advisors and employs strategic asset allocation using both passive and active managers, supported by an investment committee and advanced analytical tools.

Kaitlin Theobald is a CFP® professional with seven years of experience at Sherrill & Hutchins Financial Advisory Inc in Atlanta, GA. She has been with the firm since 2014, including a team role since 2024. Sherrill & Hutchins provides financial planning and discretionary portfolio management services to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios according to client-specific Investment Guidelines, primarily using diversified no-load mutual funds and ETFs with periodic rebalancing and model portfolios for participant-directed plans.

Jennifer Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LongView Wealth Management since 2007. She previously worked with Cambridge Investment Research for 15 years. Stewart holds board roles with the Morgan County Foundation for Excellence in Public Education and the Northeast Georgia Regional Commission, and serves on the Georgia State School Superintendent Parent Advisory Council. LongView Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and businesses, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through multiple program structures and custodians.

Joseph Clark is a financial advisor at Adapt Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 credential and previously worked at Raymond James & Associates. Prior to his financial career, he held various roles in personal training and fitness. Adapt Wealth Advisors, LLC serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans, providing comprehensive financial planning and investment management. The firm employs fundamental analysis with a long-term investment approach, using a diverse range of portfolio instruments tailored to client objectives.

David Ragland is a Series 65-licensed financial advisor with 10 years of industry experience. He has been with IRC Wealth, LLC since 2014 and is also affiliated with Investors Research Corporation, where he has worked since 1985. At IRC Wealth, he serves as CEO, providing financial planning and outsourced CFO services. IRC Wealth offers financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that includes technical screening, fundamental analysis, and proprietary criteria.

Benjamin Esser is a financial advisor at Inlight Wealth with 25 years of industry experience. He has held positions at Morgan Stanley Smith Barney and Citigroup Global Markets prior to joining Inlight Wealth in 2017. Esser holds Series 63 and Series 65 licenses. Inlight Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm develops tailored financial profiles and investment plans, employing strategies that include separately managed accounts, mutual funds, ETFs, and individual securities, and uses derivatives and options strategies in client portfolios.

Mark Beaver is a CFP® with 23 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has been with Benedict Financial Advisors since 2001 and has worked with LPL Financial, LLC since 2003. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, employing a combination of fundamental, technical, and cyclical analysis across a range of investment strategies.

Thomas Windom is a financial advisor at Capitalwize, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ethos Financial Planning LLC, Cambridge Investment Research Advisors Inc., and Ohio National Financial Services. Outside of financial advising, he has operated a sports performance business. 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, including one-time and extended planning programs, and conducts group educational seminars and an alumni program, while commonly utilizing third-party managers for portfolio management.

David Bragman is a financial advisor with Sequoia Wealth Management, LLC in Atlanta, GA. He holds the ChFC® designation and Series 65 and 66 licenses, with 14 years of industry experience. He has been with Sequoia Wealth Management and LPL Financial since 2016. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a hybrid advisory approach combining discretionary and non-discretionary management, employing quantitative optimization, technical analysis, and option strategies.

Myles Jerdan is an advisor at Craft Wealth Services in Atlanta, GA. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Premier Financial Consulting Services, Inc. from 2016 to the present and Craft Asset Management since 2026. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management and standalone plans with a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm employs tactical allocation and options strategies and customizes advisory relationships through interviews and questionnaires, providing discretionary account management with continuous monitoring and at least annual reviews.

George Hiller is a CFP® with 26 years of industry experience and has been with George M. Hiller Companies, LLC since 1985. He holds the Series 63 designation and is based in Atlanta, GA. Outside of advisory work, firm management includes licensed attorney and real estate broker credentials. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for around 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation, diversification, and a preference for long-term equity exposure through various investment strategies.

Patrick Ungashick is a financial advisor at Persium Advisors, LLC in Atlanta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Persium Advisors since 2004. Outside of his advisory role, he is involved in self-publishing several books and owns businesses that develop exit planning tools and provide merger and acquisition advisory services for family and founder-owner companies. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets, employing a fundamental analysis approach and hands-on plan governance support.

Paul Jacobs is a CFP® professional with 18 years of experience in the financial industry. He has been with Palisades Hudson Asset Management, L.P. since 2002. Jacobs also serves as Vice President of Palisades Hudson Financial Group LLC, a financial planning firm where he provides clients with tax preparation and planning, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors. The firm focuses on long-term, asset-allocation-based investing primarily using mutual funds and ETFs, and manages both discretionary and non-discretionary accounts as well as private equity funds.

Francine Payne is a financial advisor at Persium Advisors, LLC in Atlanta, GA. She holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Persium Advisors, she worked for Republic National Distributing Co., LLC for 21 years. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on roughly $894.4 million in pension and investment consulting assets.

Jennifer Friberg is a CFA® charterholder and holds the Series 66 designation with six years of industry experience. She currently works at MartinWright Advisory, LLC and previously held roles at Balentine, LLC, BlackRock Investments LLC, LPL Financial, and Securities Service Network. Jennifer is based in Atlanta, GA. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to institutional investors, individuals, trusts and estates, qualified purchasers, retirement plans, and other entities. The firm employs a blend of active and passive investment strategies, emphasizing diversification and continuous portfolio management using both traditional and alternative investment tools.

Olga Lee is a CFA® charterholder based in Atlanta, GA, with 16 years of industry experience. She has worked at A. Montag & Associates since 2006. 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 equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Donnie Robinson is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Adapt Wealth Advisors, LLC, having joined in 2024 after eight years at Ameriprise Financial Services, Inc. Outside of his advisory role, Robinson is involved in several business ventures, including ownership interests in real estate and other enterprises. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm utilizes fundamental analysis and a long-term investment approach tailored to clients’ goals and risk profiles, offering both discretionary and non-discretionary portfolio management with a diverse range of investment options.