John Sicner is the sole advisor at Sicner Asset Management, L.L.C. in Alpharetta, GA, with 27 years at the firm and 11 years of industry experience. He provides discretionary portfolio management primarily using mutual funds, ETFs, and individual equities. Sicner Asset Management offers tailored investment plans for individuals, charitable organizations, trusts, and estates, combining investment supervision with limited financial planning. The firm is notable for its focus on charitable clients and individualized portfolios, managing approximately $88 million in assets with a small client base.

David Coleman is a financial advisor with Cornerstone Investment Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Coleman & Hancock Investment Advisors, Inc. since 1994. Cornerstone Investment Advisors provides discretionary portfolio management for individual investors, pension plans, and trusts, tailoring services to client preferences with investment restrictions when requested. The firm emphasizes strategic asset allocation using primarily low-cost, index-focused ETFs, supplemented by mutual funds, individual equities, bonds, and occasionally digital assets, depending on client preferences.

Michael Crifasi is the sole advisor at CEI Financial Planning in Milton, GA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at Kovack Advisors, Inc. and Kovack Securities Inc., along with operating Crifasi Enterprises, Inc. since 1992. Outside of financial advising, he serves as a corporate advisor providing political and strategic guidance for a proprietary solid-state fuel cell company. CEI Financial Planning is an independent registered investment adviser focusing primarily on higher-net-worth individuals while also offering lower-cost reviews for clients with simpler needs. The firm employs an investment approach based on cyclical and fundamental analysis, emphasizing diversification and asset allocation, and works with third-party money managers under primarily non-discretionary advisory relationships.

Dustin Beck is a Series 66 licensed advisor at Titanium Wealth Management LLC with recent experience across several financial services firms since 2020. His background includes roles at Transamerica Financial Advisors, Equitable Advisors, and DAI Securities. Titanium Wealth Management LLC is a state-registered investment adviser serving individual and high-net-worth clients through discretionary investment management, financial planning, and consulting. The firm employs a goals-based, asset-allocation approach with multiple management strategies and utilizes third-party sub-advisers via the GeoWealth platform.

Prasanna Srinivasan is a financial advisor with Opti Bloom Advisors LLC in Alpharetta, GA, holding a Series 65 designation and seven years of industry experience. He has been with Opti Bloom Advisors since 2018 and concurrently works as a project manager at Manhattan Associates Inc., a supply chain software company. Opti Bloom Advisors provides discretionary asset management, financial planning, and investment consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm constructs portfolios based on clients’ goals, time horizons, and risk tolerances, employing a mix of index and actively managed funds along with both fundamental and technical analysis methods.

Robert Valenti is the sole advisor at Archangel Investment Management in Woodstock, GA, with 12 years of industry experience. He holds Series 63, Series 66, and Series 65 designations and has worked at Morgan Stanley as well as founded Sierra Victor Management & Consulting, a management consulting firm serving various industries. Archangel Investment Management provides discretionary, fee-based investment management and personalized portfolio solutions primarily for individual clients, employing both fundamental and technical analysis to create diversified portfolios across multiple asset classes. The firm uses a range of investment vehicles including mutual funds, ETFs, individual securities, and options, managing accounts on a discretionary basis with ongoing monitoring and client communication.

Sharon Yu is a financial advisor at Yongchang Company Inc with eight years of industry experience. She holds a Series 66 designation and has worked at HD Vest Advisory Services and HD Vest Insurance Agency, LLC, among other roles. Outside of advisory work, she owns and manages Global Financial Center, Inc., an accounting and tax preparation business. Yongchang Company Inc provides retirement planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines tax-smart retirement planning with discretionary portfolio management and integrates complementary tax services into its financial analysis.

Kishore Joshi is a financial advisor with Joshi Capital Management, LLC in Cumming, GA, holding a Series 65 designation and six years of industry experience. He previously worked at AT&T Services, Inc. for ten years before founding his current firm in 2019. Joshi Capital Management provides discretionary investment management through separately managed accounts and offers hourly financial planning and consultation to individuals, including high-net-worth clients, and entities. The firm focuses on value investing with relatively concentrated portfolios and long-term horizons, employing fundamental, technical, and cyclical analysis to identify undervalued opportunities.

David Rich is a financial advisor at Rich & Company LLC with a Series 65 designation and two years of industry experience. He previously worked for the United States Department of the Treasury for 17 years and serves as Managing Director of Southern Business Consulting, LLC, a CPA practice offering tax, accounting, and business advisory services. Rich & Company provides investment management, financial planning, and consulting services primarily to individuals and high-net-worth clients, as well as corporations, trusts, estates, retirement accounts, and some non-United States persons. The firm combines multiple analytical approaches to tailor recommendations and offers integrated tax planning through its affiliation with a licensed CPA practice.

Phillip Kleiber is a CFP® professional and founder of First Pitch Planning and Tax LLC, with four years of experience in financial advising. Prior to establishing his firm, he worked for The Coca-Cola Company for 27 years and was involved in CFP education and tax-related volunteer roles. First Pitch Planning and Tax LLC is a single-advisor independent firm that offers financial planning, tax planning, and coaching primarily to younger and lower-to-medium net worth individuals. The firm focuses on teaching clients to become self-directed investors and integrates tax considerations into its planning process, delivering advice through fee-based, hourly, and subscription models without taking custody of assets or selling commissioned products.

Robert Cox Jr. is a financial advisor at Centurion Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors, Winchester Wealth Management, and has been involved in insurance as an independent agent. He also maintains a role as an insurance agent at Winchester Financial Planning, where he engages in client interface and product recommendations. Centurion Wealth Management LLC provides non-discretionary investment advice primarily to individual clients, recommending third-party managers and assisting with paperwork and performance monitoring. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, and integrates insurance activities as part of its business model.

Woo Kang is a financial advisor at LK Wealth Management, LLC in Duluth, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at LK Wealth Management since 2013 and previously at BCG Securities, Inc. and MSI Financial Services, Inc. LK Wealth Management offers personalized portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and is notable for accepting pension and profit-sharing plan clients and providing fixed-fee financial plans alongside hourly consulting.

Jugalkishor Malpani is a financial advisor with Chanakya Business Ventures LLC, holding a Series 65 designation and five years of industry experience. His prior work includes positions at Nesco Resources and IBM. In addition to his advisory role, he is involved in information-technology contracting. Chanakya Business Ventures LLC provides portfolio management services primarily to individual and high-net-worth clients, as well as charitable organizations and corporate clients. The firm focuses on fundamental analysis and investment strategies centered on equities and exchange-traded funds, offering tailored investment programs with documented client goals and risk tolerance.

Paul Kindzia is a CFP® professional with 23 years of industry experience. He is the principal of Kindzia Investments, an independent firm based in Johns Creek, GA, and has operated multiple businesses since 2008, including Dokonamie Media Corporation and Finish Line Framing, Inc. Additionally, he provides tax and accounting services through a sole proprietorship, dedicating a small portion of his time to these non-investment activities. Kindzia Investments serves individual clients, trusts, and estates with discretionary asset management, focusing on customized portfolio construction and ongoing account monitoring. The firm employs a value-oriented, fundamental approach using various market valuation metrics to assess risk and emphasizes loss prevention through tactical reallocations. It also offers consulting and due diligence services for commercial real estate transactions and private placements.

Ulric Maduro Jr. is a financial advisor with UCS Investment Co in Suwanee, GA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with UCS Investment Co since 2007, the sole advisor at the independent firm. UCS Investment Co serves organizations and businesses with complex, longer-term financial needs by providing services such as risk management, treasury products, structured products, retirement planning, and physical commodity and natural gas sales. The firm emphasizes low-cost financial products, active market and risk monitoring, tax preparation and planning, and combines accounting-oriented services with commodity and energy product offerings.

As the daughter of a banker, I learned early on that if I wanted something, I had to earn it. I rolled my dad’s spare change for a 10% cut and birthday presents were stock certificates … not exactly on my wish list. At 16, I was already investing in the stock market and experiencing the sense of freedom and independence that comes when you understand your money. With this knowledge, I was paving the way to live life on my terms. This was so intoxicating I became a financial advisor to share my passion with others. As a financial advisor, I quickly learned that most women did not share my love of investing. In fact, many felt intimidated, guilty, and uncomfortable with their lack of knowledge, yet they yearn for financial independence. That’s why my true purpose as a financial advisor is to create an environment where women (and those who love them) feel heard, where they are encouraged and supported to express their fears and concerns without judgement. My unique brilliance is creating a positive wealth management experience, so they become more engaged in the conversation, while building the knowledge and confidence they need to live life on their terms.

I’m Nick — a Christian, husband, father, and financial planner who believes that money not only reflects our hearts, it directs our hearts. ‍I’ve been in financial planning and small-business finance for over a decade, but what drives me isn’t spreadsheets or markets — it’s the desire to do well and be found faithful by the One who owns it all. I’ve seen how confusing the modern financial world can be, and I believe Christians shouldn’t have to navigate it alone. As a CERTIFIED FINANCIAL PLANNER™, my goal is simple: help you understand what God has entrusted to you, make wise decisions with it, and build a life marked by peace, generosity, and long-term faithfulness.

Anuj Patel is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has operated Truvestor Wealth Management, an independent registered investment adviser, since 2016 and previously worked at JSK, LLC for 15 years. He also provides financial consulting and advisory services to businesses on a limited basis. Truvestor Wealth Management serves individual clients by offering financial planning, discretionary portfolio management—including an active trading program—and recommendations of third-party investment advisers. The firm combines asset allocation with fundamental and technical analysis, utilizing both long-term purchase strategies and actively managed trades that may include short sales, margin, options, and leveraged or inverse funds.

Ryan Mason is a CFP® professional with nine years of experience in financial advising. He founded Mason Wealth Strategies in 2020 after working at Artisan Financial Strategies and Northwestern Mutual Investment Services LLC. Mason Wealth Strategies is a state-registered independent investment adviser that offers discretionary portfolio management and financial planning services to individual clients. The firm uses a combination of passive and active strategies based on fundamental analysis and manages accounts on a discretionary basis with regular reviews, incorporating mutual funds, ETFs, and select individual securities.

Manish Patel is a financial advisor at BluePrint Private Wealth Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including JPM Ventures and Ameriprise. BluePrint Private Wealth Management LLC serves individual clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm tailors investment programs to clients’ goals, time horizons, and risk tolerance, providing regular account reviews and a defined financial planning process.