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.

Robert Black is a financial advisor at Legacy Planning Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Planning Advisors and its predecessor entities since 1996. Outside of his advisory role, he serves as an elder at a local church, a position he has held since 1997. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm emphasizes a long-term buy-and-hold investment approach implemented primarily through third-party managers and provides comprehensive financial planning and retirement plan consulting.

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.

Troy Hutchinson III is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2006 and is also involved with MPWM Advisory Solutions LLC and Capstone Benefits Advisors. His other business activities include providing life, health, disability, and fixed annuity services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

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.

William Raike is a financial advisor at Woodstock Wealth Management, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Raike Financial Group Inc. for 24 years. He is also the CEO and owner of Woodstock Holdings, Inc., the holding company for Woodstock Wealth Management. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in client assets and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

Blane Thompson is a Series 65 licensed financial advisor with Legacy Partners Financial Group, LLC, located in Woodstock, GA. He has worked in financial services since 2015, including roles at Pelican Investment Advisors and his own firm, T Financial Concepts LLC. Outside of his advisory work, he owns and manages BT Cattle Co., a cattle and ranching operation. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm employs model portfolios based on Modern Portfolio Theory and uses a combination of fundamental, technical, cyclical, and charting analyses to construct portfolios with a range of investment vehicles.

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.

Tiffany Keefe is an investment advisor with MPWM Advisory Solutions LLC, holding Series 65 and Series 63 credentials and three years of industry experience. She has worked with MPWM Advisory Solutions and LPL Financial since 2019. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach and offers multiple implementation pathways, including both firm-managed portfolios and access to third-party and LPL Financial platforms.

James Pritchett Jr. is a financial advisor at Capital Management Services, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Capital Management Services, he worked in legal roles at Fouts Law Group, LLC, G Briceno Law Firm, and King & Spalding, LLP, among others. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, and serves as a money manager for other investment advisers. The firm employs a tactical asset allocation strategy using mutual funds and ETFs, with active rebalancing and occasional short positions.

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.

Christopher Cushman is a CFP® with 19 years of industry experience, currently serving at Legacy Planning Advisors, LLC since 2018. He has prior experience with The Strategic Financial Alliance, Inc. and Legacy Planning Group, Inc. Cushman is a part owner of an investment club, Ben Hur, which he co-founded with college acquaintances and has participated in since around 2007. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, utilizes third-party advisory programs, and offers comprehensive financial planning through its Purposeful Planning™ process.

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.