Benjamin Nye is a CFA® charterholder and Series 65 licensee with 14 years of industry experience. He has been with Narwhal Capital Management since 2016, currently serving as part of an 11-advisor team. Outside of his advisory role, he owns and operates Nye Consulting, LLC, providing management consulting services to small businesses. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning and portfolio management tailored to clients’ goals, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis. Narwhal combines investment advisory services with in-house tax and accounting capabilities and serves a broad institutional client base.

Jonathon Mc Adow is a financial advisor at Adapt Wealth Advisors, LLC with 18 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Ameriprise, Orion Portfolio Solutions, Hidden Levers, Cambridge Investment Research, and LongView Wealth Management. In addition to his advisory role, he is self-employed in a non-investment-related capacity. Adapt Wealth Advisors serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans, offering comprehensive financial planning and investment management. The firm emphasizes fundamental analysis and a long-term investment approach tailored to client objectives, utilizing a range of investment vehicles including mutual funds, ETFs, individual equities, and alternative funds.

David Hunter is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CPC Advisors and Raymond James Financial Services since 2016. Outside of his advisory role, he manages rental properties through Airbnb and VRBO. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation based on Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Joshua Weidie is a financial advisor at Paces Ferry Wealth Advisors, LLC with one year of industry experience. He previously worked at Alps Distributors, Inc. and G.W. Henssler & Associates, Ltd., where he spent eight and ten years respectively. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs both discretionary and non-discretionary portfolio management, utilizing a combination of passive and active strategies informed by fundamental, technical, charting, and relative-strength analysis.

John Mateyko is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked at PeachCap and its affiliated entities since 2018 and previously was with World Equity Group for eight years. Mateyko is also the managing partner of IDEX Financial Group LLC, where he dedicates additional time monthly. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, utilizing diversified model-based portfolios and a range of investment strategies.

Margaret Mayer is a financial advisor with Optivise Advisory Services LLC, holding a Series 65 designation and bringing 10 years of industry experience. She has worked at Optivise since 2019 and previously spent three years at The Optimized RIA, Inc., alongside more than a decade at Howard Capital Management, Inc. Ms. Mayer is also the sole owner of Milton Financial, LLC, through which she markets investment and insurance products. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and ERISA-plan advice, and operates a subscription-based co-advisory service for employer-sponsored defined contribution plans.

Katherine Howard is a financial advisor with Meadow Creek Wealth Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Balentine and Truist Investment Services. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, offering portfolio management, financial planning, retirement plan consulting, and project-based consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing a process led by an investment committee that monitors managers and implements strategies across client accounts.

Casey Smith is a financial advisor at Wiser Wealth Management, Inc with 18 years of industry experience. He holds a Series 66 designation and has been with Wiser Wealth Management since 2001. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm uses an Investment Committee to construct diversified model portfolios primarily based on exchange-traded funds and Modern Portfolio Theory, offering services that include retirement-plan advisory and a wrap-fee program for qualifying clients.

William Mccutchen is a PFS™ credentialed advisor with two years of experience at Paraklete Financial, Inc. He has also been involved with Marty McCutchen CPA PC since 2006. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on coordinated, tax-centered planning delivered by CPA/PFS advisers, emphasizing comprehensive plans without managing client assets or selling financial products.

Scott Keller is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Marietta Wealth Management, LLC since 2015. The firm is a team of nine professionals based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The SEC-registered, fee-only firm manages approximately $1.39 billion in assets and employs a disciplined investment process guided by an internal Investment Committee that creates asset-allocation models and supports individualized portfolio construction.

Rebecca Phillips is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. She has worked at Disciplined Equity Management, Inc. since 2012. Disciplined Equity Management provides discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, small business owners, pension plans, and charitable entities. The firm employs an investment approach that combines fundamental analysis and modern portfolio theory within a low-cost, low-turnover, diversified asset allocation framework.

Kevin Ross is a financial advisor at Cardea Capital Advisors, LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including 3iCO Securities LLC, Innovation Partners, Bridgeway Wealth Partners, and Equitable Advisors. Outside of his advisory role, Ross volunteers for ZOA, a nonprofit organization focused on advancing the US-Israel relationship, combating anti-Semitism, and protecting civil rights. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers various account management options alongside educational seminars and support services.

Helen Donahue is a CFA® charterholder with 23 years of experience in the financial industry. She has worked at Montag and its predecessor firms since 1997. Donahue serves as a member of the Holy Innocents Episcopal School Investment Committee, a volunteer role she has held since 2014. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured process to establish investment objectives and implements strategies through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

David Hale is a financial advisor at Narwhal Capital Management with one year of industry experience. Prior to joining Narwhal Capital Management, he worked at Color Reflections and spent over a decade with MLB/MiLB. Hale serves as treasurer for Deep Dive Ventures LLC, a business investment partnership. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers tailored portfolio management and financial planning, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis methods.

Christophe Cadiou is a financial advisor at Plum Street Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Plum Street Advisors in 2024, he spent ten years at PricewaterhouseCoopers LLP and retired briefly from 2022 to 2023. Plum Street Advisors is a boutique wealth management firm serving individuals, including high-net-worth clients, charitable organizations, and retirement-plan sponsors. The firm employs a goals-based investment process centered on strategic asset allocation, low-cost ETFs and mutual funds, active rebalancing, and tax-aware management, and utilizes third-party quantitative model platforms as part of its separately managed account solutions.

Elizabeth Hamilton Walker is a financial advisor with Wealth Science Advisors LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. She is also the owner of Wealth Science Analytics, a psychological analytics and consulting business specializing in psychological assessments. Wealth Science Advisors serves individuals and families, including high-net-worth households, providing discretionary investment management and comprehensive financial planning. The firm employs a proprietary psychological profiling tool and integrates asset-allocation principles from modern portfolio theory, managing approximately $558.7 million across nine offices for about 273 clients.

Gary Fortier is a financial advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with Keystone Financial Group, Inc. since 2004 and has experience with Cambridge Investment Research, Inc. Additionally, Fortier is an independent insurance agent and a partner at Large & Gilbert, Inc., a CPA firm providing tax and accounting services to high-net-worth clients. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm offers discretionary portfolio management with model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Max Kulyk is a financial advisor at Chicory Wealth with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years before founding M. Kulyk & Associates, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified portfolios and financial life plans.

Jeremy Hudson is a financial advisor at Golden Reserve Retirement, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Hoffman Financial Group, Retirement Wealth Advisors, and Impact Partnership. Outside of his advisory role, Hudson is involved with Hoffman Financial Group using Fixed Index Annuities and life insurance as part of financial planning. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate planning and tax services within its fixed annual fee structure and offers customized planning and ongoing portfolio management.

Clark Weeks is a financial advisor with Intercarolina Financial Services, Inc. He holds the Series 66 designation and has 16 years of industry experience. Weeks serves on the board of trustees and finance committee for the SECAMP Association, Newfound Harbor Institute, advising on pension plans and investment performance. He also owns and consults through Sherwood Forest, a consulting business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and qualified retirement plan clients. The firm employs fundamental, technical, and cyclical analysis to manage portfolios across various asset classes, offering both discretionary and non-discretionary account management.