Dennis Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at The Leaders Group Inc and The Wellspring Group LLC. Wellspring Wealth Management LLC provides investment advisory, financial planning, and consulting services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and supports both discretionary and non-discretionary portfolios using mutual funds, ETFs, individual securities, and REITs.

Marc Goldstein is a financial advisor with Haven Wealth Group in Atlanta, GA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Haven Wealth Group, he worked at Black Diamond Investment Partners. He is also a partner and investor in a business called Go Greek, owned by his son. Haven Wealth Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans. The firm employs a values-based, tailored asset allocation approach, often incorporating individual stocks and bonds alongside ETFs, fixed income, dividend-paying securities, growth equities, and options.

Brook Scardina is a financial advisor at Crescent Advisor Group, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at St. John & Associates, Inc., Crescent Wealth Advisory, LLC, and the Georgia Tech Foundation. In addition to his advisory role, he is a managing partner at White Oak Capital Holdings, Inc., where he is involved in commercial real estate lending and investment consulting. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies alongside due diligence on sub-advisers and both discretionary and non-discretionary management.

Michael Rollauer is a CFP® professional with 23 years of industry experience. He is currently with Highbrook Capital Partners and has previously worked at firms including Waypoint Wealth Counsel and Arcus Capital Partners. Rollauer holds an insurance license but does not actively solicit insurance business. Highbrook Capital Partners provides investment management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $509 million in assets and employs a range of strategies including derivatives and margin transactions, tailored to client risk profiles.

Kris Dwyer is a CFP® with 44 years of experience in financial advising, currently with Longview Wealth Management in Atlanta, GA. He has worked at Longview since 2005 and has prior experience at Cambridge Investment Research and other firms. Outside of his advisory role, he serves as the stewardship chair at Inman Park United Methodist Church. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension, profit-sharing, and corporate clients, offering services such as asset management, financial planning, divorce consulting, and access to third-party manager programs.

Alan Conner is a financial advisor at NovaPoint Capital LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NovaPoint Capital since 2015. Outside of his advisory role, he owns and operates My Professional CFO, LLC, a business providing document filing and bookkeeping services to independent contractor physicians. NovaPoint Capital LLC offers discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm manages approximately $437 million across about 201 client relationships and employs a dividend-growth equity strategy with a long-term investment horizon.

Andrew Jones is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Lloyd Advisory Services, LLC since 2009 and was previously associated with ABJ Advisors, Inc. Jones is also involved as an insurance agent with The Lloyd Group, Inc., where he participates in the sale of insurance products. The Lloyd Advisory Group is a seven-advisor team providing discretionary investment management and financial planning primarily to individual clients and personal trusts. The firm employs a three-bucket investment framework combining growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

Karen Holt is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PeachCap since 2016, previously spending seven years with Wells Fargo Advisors Financial Network LLC. Holt serves as treasurer for West Mitchell CME Church, overseeing weekly deposits and account balancing. 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 provides discretionary portfolio management, third-party adviser recommendations, and financial planning, using diversified, model-based portfolios monitored through fundamental, technical, and cyclical analysis.

Willem Jau Hattink is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Meadow Creek since 2018, following roles at SunTrust Advisory Services and SunTrust Bank. Outside of advising, he is a part-owner and manager of a healthcare business, Hemo LLC. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for about 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, annuity management, and project-based consulting, with a notable approach that includes both discretionary and non-discretionary asset management and the use of derivatives and margin within separately managed accounts.

Matt Bailey is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Arcus Capital Partners, LLC since 2018 and previously worked at Enclave Advisors, LLC from 2016 to 2018. Outside of his advisory role, he is a co-owner of EDGAR-REEVES LIGHTING, LLC, a lighting supplies business. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs both qualitative and quantitative methods in portfolio construction, with offerings that include private funds and pooled investment vehicles.

Bradley Swinsburg is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Smith & Howard Wealth Management, LLC since 2016. He is based in Atlanta, GA, and holds Series 63 and Series 65 licenses. Smith & Howard Wealth Management is a discretionary investment adviser managing approximately $727 million for individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm creates customized investment plans and primarily uses mutual funds and ETFs, with access to separate account managers and a range of potential strategies.

Charles Arnold III is a financial advisor at Forthright Wealth Management, LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Forthright Wealth Management, he worked in various roles including as a contract lacrosse coach at 3d Lacrosse and Mount Pisgah Christian School. Outside of his advisory work, Arnold coaches youth lacrosse on weekends. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets and offers customized, primarily long-term portfolios using a variety of investment vehicles while providing detailed performance reporting and leveraging a multi-credentialed advisory team.

Brooks Garrett is a CFA® charterholder and Series 66 licensee with five years of industry experience. He is currently with CPC Advisors, LLC and has previously worked at Raymond James Financial Services, Inc., Aflac Inc, and held positions at the University of Georgia and Columbus High School. Outside of advising, he works as a Senior Research Associate at Consolidated Planning Corporation. CPC Advisors provides financial planning and portfolio management services to individuals—including high-net-worth clients—as well as trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach focuses on model portfolios and asset allocation consistent with Modern Portfolio Theory, emphasizing long-term investments primarily in mutual funds, equities, and ETFs.

Valerie Nichols is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Smith & Howard Wealth Management, LLC since 2016. She is based in Atlanta, GA and is part of a six-advisor team. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients.

Donald Ruffin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Park Square Financial Group LLC and has held roles at Csenge Advisory Group, Lion Street Financial, and FSC Securities. Outside of his advisory work, he manages Midtown 86 Properties, LLC, overseeing property maintenance and tenant relations. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach with equities, ETFs, and mutual funds, uses third-party model managers, and operates a wrap fee program that integrates advisory, execution, custody, and reporting services.

Blair Rothstein is a financial advisor with Register Financial Advisors, LLC, holding a Series 66 designation and over 22 years of industry experience. He has been with Register Financial Associates, Inc. since 2006. Outside of his advisory role, Rothstein serves as Chair of the Board of Trustees for Congregation Shearith Israel and participates on the advisory and investment committees of the Atlanta Jewish Foundation and Woodward Academy. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charities, foundations, and trusts. The firm employs a diversified investment approach incorporating in-house and third-party strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and offers discretionary and non-discretionary portfolio management alongside access to various wrap fee programs.

Chad Durden is a financial advisor at LongView Wealth Management in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Prior to joining LongView, he was a partner at Novogradac & Company LLP for 17 years, where he supervised and directed financial statement audits and tax preparation services. He also owns Durden Tax & Advisory Services, a tax preparation and consulting practice for individuals. 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, employing both discretionary and non-discretionary account management approaches.

Tracy Kasing is a CFP® professional at Regimen Wealth, LLC in Atlanta, GA, with three years of experience in financial advising. Prior to joining Regimen Wealth, Tracy worked at Rose Animal Hospital and held positions at the University of Georgia and River Ridge High School. Regimen Wealth is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm offers discretionary investment management, financial planning, and consulting, emphasizing tailored portfolios that incorporate exchange-traded funds and a blend of fundamental, technical, cyclical, and behavioral finance methods.

Lucy Thompson is a financial advisor at Zuraw Financial Advisors, LLC in Atlanta, GA, with eight years of industry experience. She holds a Series 65 designation and has worked at Delta Air Lines since 2017 in various capacities, including as an MBA Associate. Thompson also spent two years at Dartmouth Tuck School of Business prior to her current role. Zuraw Financial Advisors serves individuals, trusts, estates, corporations, and other legal entities, providing discretionary portfolio management and financial planning services. The firm manages approximately $520 million in assets and implements client-specific investment plans using ETFs, mutual funds, individual equities, and fixed income, supported by owner-led oversight and a compact team structure.

Lisa Garris is a CFP® professional with five years of industry experience, currently serving at Marietta Wealth Management, LLC. She previously worked at Redwood Wealth Management, LLC, and devotes part of her time to supporting accounting services at a separate CPA firm. Marietta Wealth Management, LLC is a fee-only advisory firm providing wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and business entities. The firm follows an investment process guided by an internal committee and offers discretionary management using diversified asset classes tailored to client risk profiles.