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.

Michele Grant is a CFP® professional with 25 years of industry experience, currently serving at Financial Enhancement Group. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory work, she is a distributor for Water4Wellness, providing water filtration and hydration systems to her community. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a blend of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its multi-advisor platform.

William Shannon is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2019 and has prior experience in the hospitality industry. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, fiduciary services, and project-based consulting, utilizing discretionary portfolio management with tailored investment policies and access to alternative investments for qualified clients.

Jeffrey Curtis is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Ty J. Young, Inc. since 2016. Outside of advising, Curtis is a franchise partner in OfficeZilla, an e-commerce office-supply company, where he provides oversight as a silent investor. Young Investment Advisors serves a small client base, offering non-discretionary investment consulting and portfolio management with a balanced asset-allocation approach that utilizes mutual funds, ETFs, and third-party research. The firm primarily charges fixed fees, hourly rates, and retainers, with clients maintaining custody of their assets.

Jake Bryant is a financial advisor with Adapt Wealth Advisors, LLC in Atlanta, holding a ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including nearly two decades at Ameriprise Financial Services, Inc. Bryant is also active in investment-related business ownership and holds a real estate license. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, investment management, consulting, and retirement-plan advisory services, using a customized approach that combines fundamental analysis and a long-term investment orientation.

Kenneth Shaw is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Montag since 2013. He holds the Series 63 license and is based in Atlanta, GA. Outside of his advisory role, Shaw is the Chief Financial Officer of Integral Physical Therapy, a physical therapy practice, where he manages financial and operational planning. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm employs a structured data-gathering process to establish investment objectives and implements them using a mix of equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with dedicated equity and fixed-income research.

Laura Schilling is a CFP®, PFS™, and Series 63-licensed financial advisor with 23 years of industry experience. She is affiliated with Financial Innovations, LLC and has a background that includes roles at Osaic Wealth, Inc., Triad Advisors, Inc., and others. In addition to her advisory work, she operates a law practice specializing in estate planning and basic corporate law. Financial Innovations, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans, serving both individual and high-net-worth clients. The firm employs a goals-based process and the VISION2020 Wealth Management Platform to tailor non-discretionary investment strategies aligned with clients’ objectives and risk tolerance.

Christopher Conkell is a CFP® professional with 11 years of industry experience, currently serving at Cahaba Wealth Management, Inc. He has been with Cahaba Wealth Management for 15 years. Outside of his advisory role, Conkell is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm uses a team approach to build individualized plans with ongoing monitoring and incorporates alternative strategies when suitable.

Robert Durham is a financial advisor with Anchyra Partners LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Prior to joining Anchyra Partners in 2025, he worked at Stephens Inc. for six years and briefly at Wells Fargo Advisors in 2016. He serves as an advisory board member for Clockwork, a consulting firm for startups and mid-sized businesses. Anchyra Partners LLC provides portfolio management, financial planning, retirement-rollover guidance, and third-party manager selection primarily for high-net-worth individuals and institutional clients. The firm manages client accounts on a discretionary basis, utilizing a range of investment vehicles including equities, bonds, alternatives, and digital assets, and integrates third-party managers and operational services to support model allocations and reporting.

Geoffrey Gober is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked with West Paces Advisors, Inc. since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Bank. West Paces Advisors, Inc. provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm builds customized investment programs employing a range of strategies and offers ERISA fiduciary services, managing nearly $1 billion in discretionary assets.

Natalie Wheeler is a financial advisor at Wealth Science Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at World 50 and the University of Georgia. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management, financial planning, and consulting. The firm combines traditional asset allocation and modern portfolio theory with behavioral assessments, including a proprietary Wealth Science Assessment, to develop investment plans implemented mainly with mutual funds and ETFs.

Charles Holloway is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Marietta Wealth Management, LLC since 2015. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and delivers services through a team of nine advisors.

Harrison Pettigrew is a financial advisor at Narwhal Capital Management with a Series 65 designation and three years of industry experience. He has worked at Narwhal since 2022 and previously was with DM Capital Management from 2020 to 2022. His background also includes roles at the Georgia Institute of Technology, Curiosity Lab, McKesson, and Action Capital. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning and portfolio management using diversified asset allocation and integrates investment advisory work with in-house tax and accounting capabilities, supporting a broad range of client needs.

Brian Houghton is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm offers balanced investment strategies primarily through mutual funds and ETFs, delivering advice on a non-discretionary basis with quarterly reviews and periodic meetings.

Andrew Hall is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Narwhal Capital Management since 2011, contributing to the firm's team of 11 advisors based in Marietta, GA. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning, portfolio management, and retirement plan advisory services, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis methods. Its integration of investment advisory with in-house tax and accounting capabilities distinguishes it from many peer firms.

Craig Robson is a CFP® professional with 31 years of industry experience, currently working at Regent Peak Wealth Advisors, LLC. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Outside of his advisory work, he serves as a board member for Ceto, providing governance and strategic guidance, and is a member of the Cobb County Chamber of Commerce. Regent Peak Wealth Advisors offers investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios with a focus on ETFs and equities through model portfolios and third-party managers. The firm administers approximately $706 million in assets across nearly 190 client relationships.

Tina Tyson is a financial advisor at Chicory Wealth with a Series 65 designation and three years of industry experience. She has previously worked at Ameriprise Financial Services and Maggie Kulyk and Associates, and operates a bookkeeping business. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, alongside tax preparation, estate planning assistance, and business consulting. The firm utilizes fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and guide financial life plans.

Susan Tillery is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation with 22 years of industry experience. She has been with Paraklete Financial since 2007. Outside of her advisory role, she is president of Financial Planning Advocate, LLC, an educational services and consulting firm where she writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Additionally, she serves as a board member of the Georgia Society of CPA's. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers deliver tax-centered, coordinated planning without managing assets or selling financial products, working closely with CPAs, attorneys, and other professionals to prepare comprehensive plans.