Carmen Laster is a financial advisor at Regent Peak Wealth Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Inc. since 2019 and previously at Merrill Lynch from 2016 to 2019. Outside of her advisory role, she serves as a board member for a neighborhood homeowners association. 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 and third-party managers with a focus on ETFs and equities, offering services including financial planning, pension consulting, and family office support.

Krista Pritchett is a CFP® professional with three years of industry experience, currently serving at CPC Advisors, LLC. She has held positions at Raymond James Financial Services and Consolidated Planning Corporation prior to joining CPC Advisors. Outside of advisory work, she is the owner of Pritchett Enterprises LLC, where she is involved in researching foreclosures and business planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs an investment approach centered on model portfolios and asset allocation consistent with Modern Portfolio Theory, with a focus on mutual funds, equities, and ETFs for long-term investment.

Louis Brown is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at firms including Homrich Berg, Wealth & Pension Services Group, Inc., and Triad Advisors, Inc. Outside of his advisory role, Brown provides consulting services to golf course developers, assisting with feasibility, architect selection, project management, and marketing. Southbridge Advisors, LLC offers comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm employs Modern Portfolio Theory to tailor asset allocations and uses both direct implementation and third-party institutional strategists as part of its investment approach.

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.

Gary Cheng is a financial advisor at Morling Financial Advisors, LLC in Atlanta, GA, with 12 years of industry experience. He holds a Series 65 designation and has been with Morling Financial Advisors since 2012. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, often using index-based strategies and a range of alternative vehicles, while maintaining client relationships and regular account reviews.

Stephen Wade is a financial advisor at Wright Wealth LLC in Atlanta, GA, with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2022. Wright Wealth LLC provides investment management and ongoing financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and businesses. The firm employs a combination of passive and active investment strategies, offers educational seminars, and operates a financial health membership program to support client engagement beyond traditional planning.

Trevor Thompson is a CFP® with 19 years of industry experience, currently serving as a financial planner at CPC Advisors, LLC since 2017. He also holds a Series 66 license and has experience with Raymond James Financial Services, Inc. In addition to his advisory role, he is an associate at Consolidated Planning Corporation where he dedicates significant time to financial planning activities. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and business entities. The firm follows an investment process grounded in Modern Portfolio Theory, utilizing model portfolios and emphasizing long-term investments across mutual funds, equities, and ETFs.

Joshua Tosoni is a financial advisor at Hamel Associates, Inc. in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Hamel Associates since 2019 and previously worked at Seton Hall University from 2016 to 2020. Hamel Associates, Inc. is a fiduciary wealth management firm serving high-net-worth individuals, corporations, pension plans, and foundations. The firm employs a value-oriented equity approach with a focus on dividend-paying, large-capitalization stocks and offers alternative investment opportunities for very high-net-worth clients.

Charles Toole is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AWM Capital, LLC. His prior experience includes roles at Creative Planning, LLC and TrueWealth, as well as a four-year period at the University of Georgia. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with 24 advisors and focuses on liability-driven investing and diversified asset allocation using mutual funds, ETFs, equities, bonds, and private placements.

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.

Taylor Fairman is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Eagle Rock Investment Company, LLC and maintains a dual registration with Cornerstone Investment Partners, LLC. His career includes over a decade at Cornerstone Investment Partners alongside his current role at Eagle Rock. Eagle Rock Investment Company, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, foundations, businesses, and other registered investment advisors. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct discretionary portfolios across a range of asset types, with approximately $660 million in assets under management.

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.

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® with 18 years of experience in financial advising. She is currently with Wiser Wealth Management, Inc and previously worked at Henssler Financial. Outside of her advisory role, she serves on the board of a private family foundation and works as a health coach with Optavia. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses, offering comprehensive financial planning and discretionary portfolio management. The firm uses diversified model portfolios based on Modern Portfolio Theory and provides specialized retirement-plan advisory services.

Jerry Jones is a CFP® and ChFC® with eight years of industry experience, currently serving at IRC Wealth in Atlanta, GA. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Northwestern Mutual. Outside of finance, he creates YouTube video content reviewing hip hop music. IRC Wealth provides advisory services to individuals, corporations, and retirement plans with a focus on financial planning, portfolio management, and retirement consulting. The firm emphasizes long-term value and income-oriented strategies, combining technical screening, fundamental analysis, and proprietary research, and is notable for its affiliation with a separately registered Commodity Trading Advisor offering commodity transactions.

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.