Charlotte Disley is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA. She has four years of experience at Cahaba Wealth Management and previously worked at Global Payments and Oglethorpe University. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion on a discretionary basis and emphasizes long-term cash-flow projections, quantified risk scores, and regular risk discussions in its investment approach.

Alexis Chambers is a financial advisor at Rollins Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier for one year and completed full-time education at Birmingham-Southern College. Rollins Financial Advisors provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans, managing approximately $1.588 billion in discretionary assets as of December 31, 2025. The firm focuses on individualized investment counseling and uses a mix of mutual funds, ETFs, and individual securities, conducting regular account reviews and maintaining fiduciary standards.

Hong Tsun Simon is a CFA® charterholder currently with A. Montag & Associates and has five years of industry experience. Prior to joining Montag in 2026, he worked at Forthright Partners LLC for five years and at BNY Mellon Wealth Management for fifteen years. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by offering discretionary portfolio management, financial planning, consulting, and limited trustee or executor services. The firm emphasizes individualized investment objectives through fundamental and technical equity analysis, mutual fund and ETF selection, and fixed-income management.

Jeffery Wright is a CFA® charterholder and Series 66 licensee with 13 years of industry experience. He is a founding member of Wright Wealth LLC and also founded 550 Capital Partners LLC, where he focuses on raising capital for startup investments. His prior experience includes roles at NovaPoint Capital LLC, Bank of America, N.A., and Merrill. Wright Wealth LLC provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies based on asset allocation and offers educational seminars along with a membership program that includes financial tools and limited advisor communication.

Theodore Noble is a CFP® professional with 18 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc since 2012. He is based in Atlanta, GA, and is part of a six-advisor team. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm uses client-specific investment guidelines with diversified no-load mutual funds and ETFs, and offers estate distribution support and ERISA-facing retirement plan services.

Russell Carlson is a financial advisor at Aria Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Aria Wealth Management since 2017, following prior roles at Concert Wealth Management and American Wealth Management. Carlson is also involved in infrequent insurance sales in Georgia. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, pension plans, and charitable organizations. The firm combines fundamental and technical analysis within an asset allocation framework and offers services such as investment supervisory, financial planning, and third-party manager selection.

Louis Williams is a CFP® with eight years of industry experience currently serving at Cahaba Wealth Management, Inc. in Atlanta, GA. Before joining Cahaba Wealth Management in 2018, he spent two years at PricewaterhouseCoopers. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management with an emphasis on long-term cash-flow projections and quantified risk assessment. The firm manages approximately $2.06 billion on a discretionary basis and uses a mix of mutual funds, ETFs, and alternatives to implement client strategies.

Laurie Novotny is a financial advisor at LongView Wealth Management in Atlanta, GA, with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at LongView Wealth Management since 2017. Laurie is also associated with M.S. Howells & Co. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers a range of services including asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing a mix of mutual funds, ETFs, stocks, and bonds with both discretionary and non-discretionary account management.

De'shawn Owens is a financial advisor at CPC Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Cambridge Investment Research. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation in line with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with an emphasis on long-term investments.

Gilbert Bubis is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Register Financial for 25 years. Outside of his advisory role, he participates in focus groups with Jackson Associates and other research companies. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a variety of investment strategies and manages discretionary and non‑discretionary portfolios, utilizing both in‑house and third‑party managers to serve a diverse client base.

Andrew Killpack is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at HC Advisors LLC since 2019 and also serves as a Tax Manager at Henning, Dowdy & Jones, LLC, a CPA firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of investment strategies, including long-term buy-and-hold, balanced allocations, and occasional short-term trading, and offers both discretionary and non-discretionary portfolio management.

Ethan Loppatto is a financial advisor with Patton Albertson Miller Group, LLC in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining his current firm, he held roles at Cetera Wealth Services, Avantax Investment Services, and Royal Martin Inc. Outside of advising, he provides administrative support to financial advisors through Legacy Capital Advisors, LLC. Patton Albertson Miller Group is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing model allocations and individualized investment policies, with access to alternative investments and a broad service ecosystem.

Joseph Singer is a financial advisor at HC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he is a managing partner at J.SINGER & CO., LLC, where he serves as CFO to a family office and consults for board advisors. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.

Margaret Sims is a CFP® professional with nine years of industry experience, currently serving as an advisor at MartinWright Advisory, LLC. Her prior experience includes roles at Truist Advisory Services, Balentine, LLC, and Branch Banking & Trust Co. (Truist). MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, institutions, trusts, and retirement plans. The firm employs a combination of active and passive investment approaches, emphasizing diversification and continuous portfolio management tailored to client objectives.

Michael Fields is a CFP® with 21 years of industry experience, currently serving as an advisor at Southbridge Advisors, LLC since 2019. He has also worked at Wealth and Pension Services Group Inc. since 2013. Outside of his advisory role, he is the CFO of Door & Decor, LLC, where he manages business administration, finances, and marketing. 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.

Noah Brown is a financial advisor with Stark Financial Advisers, Inc. and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Stark Financial Advisers since 2023 and R.M. Stark & Co. since 2012. Outside of his advisory work, Brown is involved in basketball scouting and coaching with USA Select Basketball, recruits for professional basketball players and coaches through 720 Sportsgroup, and owns a basketball player development business, Nobro. He also holds a partnership in a lifestyle medspa in Atlanta. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven investment approach that incorporates both fundamental and technical analysis, offering portfolios that range from conservative to aggressive and utilizing various trading strategies including derivatives.

Richard Houghton is a financial advisor at Partners Capital Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Capital Partners, Llc, L.M. Kohn & Company, Raymond James & Associates, and Wells Fargo Clearing. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts through a combination of discretionary and non-discretionary management, utilizing fundamental and technical analysis as well as third-party manager reviews.

Brett Power is a CFP® and CFA® with 18 years of industry experience. He is a founding member of Power Wealth Management, where he has worked since 2021. Prior to that, he held roles at Fidelity and Kestra, among other firms. Outside of advisory work, he is involved in insurance through ownership in related entities and provides consulting services with My Retirement Workshops. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and standalone financial planning, as well as non-discretionary retirement plan consulting and participant education. The firm manages approximately $430 million in discretionary assets and employs a team of seven advisors.

Michael Stacey is a CFP® with three years of industry experience and is currently with HC Advisors LLC. His prior experience includes roles at UBS and Northwestern Mutual. Outside of his advisory work, he manages business and personal tax preparation through HDWK, LLC. HC Advisors LLC serves individuals, retirement plans, trusts, and various entities, managing approximately $500 million in client assets. The firm customizes portfolios using a mix of analytical methods and Modern Portfolio Theory, offers both discretionary and non-discretionary services, and incorporates third-party money managers and specialized strategies such as options and margin.

Stephen Griner is a CFA® charterholder with 22 years of industry experience and has been with Persium Advisors, LLC since 2010. He is a managing partner of Palmares Capital Partners, LLC, an investment firm providing capital to lower middle market companies. Griner also serves as co-vice chair of the Southeast Membership Committee and executive committee for Business Executives for National Security and is president of the board of directors and finance committee for City Academy of Atlanta. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm employs fundamental analysis and model portfolios to tailor allocations based on clients’ financial plans and risk tolerances, supporting clients with hands-on plan governance and fiduciary services.