Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.

Steven Wykoff is a CFP® with 20 years of industry experience and has been with Mersereau, Lazenby & Rockas, L.L.C. since 2005. He holds the Series 66 designation and is based in Suwanee, GA. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients, managing approximately $76.6 million in client assets. The firm combines investment advisory services with tax, auditing, and accounting capabilities, utilizing goal-based, globally diversified strategies with both passive and active investments.

Laura Rockas is a CFP® professional with 7 years of industry experience. She has been with Mersereau, Lazenby & Rockas, L.L.C. since 2003. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients. The firm offers a combination of tax, auditing, accounting, and advisory services, implementing goal-based strategies with a focus on globally diversified asset allocation.

Walter Richards is a financial advisor at Capital Research Advisors, LLC in Suwanee, GA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Brightstar 2911, LLC, Make a Miracle, and Work 4 a Living International. Capital Research Advisors serves individuals, families, and institutional clients such as businesses, foundations, religious organizations, and nonprofits, providing discretionary portfolio management, financial planning, and consulting services. The firm employs mathematically designed, rules-based investment models across fixed income, equity, and alternative assets, incorporating tactical overlays and risk management strategies.

Clifford O'Conner is a financial advisor at C.W. O'Conner Wealth Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 23 years of industry experience. Clifford has been with C.W. O'Conner Wealth Advisors since 1995. C.W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary portfolio management along with ongoing monitoring and rebalancing.

Kenneth Graves is the majority owner and investment advisor representative at Capital Research Advisors, LLC, with 33 years of industry experience. He has been with Capital Research Advisors since 2003 and also associated with Ceros Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a volunteer board member for Frontline Policy, which aids state decisions on education and taxation, and holds officer roles in several nonprofit and community organizations. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, nonprofits, and other financial advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes, offering model-based management, financial planning, and unified managed account licensing.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Brent Burgesser is a financial advisor at QRIA, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Brookwood Investment Group LLC, Belpointe Asset Management, LLC, and International Assets Advisory, LLC. Brent is also involved in insurance sales through Brookwood Insurance Group. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm combines various analytical methods and offers both discretionary and non-discretionary management tailored to client risk tolerance and financial situations.

Wesley Aikens is a financial advisor at Sunglow Wealth Advisory LLC with a Series 65 designation and six years of industry experience. He has been with Sunglow Wealth Advisory since 2019 and has operated The Aikens Firm, an accounting and tax advisory business, since 1980. The Aikens Firm provides business and individual advisement, including investment discussions as part of its CPA services. Sunglow Wealth Advisory LLC is a fee-only investment adviser managing approximately $61.5 million for about 62 clients. The firm serves individuals, trusts, estates, privately held companies, and qualified retirement plans, employing a value-oriented, fundamental analysis approach with multi-year holding periods and portfolio diversification, and it actively manages accounts primarily on a discretionary basis.

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.

Timothy Mersereau is a ChFC® with 23 years of industry experience. He has been with Mersereau & Lazenby, LLC since 1994. Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates, and businesses by providing financial planning and discretionary investment management along with tax, auditing, and accounting services. The firm operates as a fee-only advisor offering integrated planning and typically implements strategies through a globally diversified asset allocation using both passive and actively managed funds.

Afzal Mithwani is a financial advisor at Nexus Capital Inc with 22 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at firms including Cambridge Investment Research and Transamerica Financial Advisors. Outside of his advisory role, Mithwani is an IRS Enrolled Agent providing tax preparation services and is involved in insurance product sales. Nexus Capital offers financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm focuses on tailored investment recommendations based on fundamental analysis and long-term holdings, often using passively managed ETFs.

Rhonda Grover is a CFP® professional with nine years of experience at Wealth 360, LLC and six years of self-employment prior to that. She is based in Buford, GA. Wealth 360, LLC serves individual investors, pension and profit-sharing plans, and corporations by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm is notable for its sub-advisory business, managing assets on behalf of other advisers, and offers a range of ERISA services alongside its long-term investment approach.

Colton Sowash is a financial advisor with Sunglow Wealth Advisory LLC in Snellville, GA, holding a Series 66 credential and four years of industry experience. He is also the owner of Big Creek Capital Management, an investment advisory firm focused on developing and managing client portfolios. Sowash's prior experience includes roles at LCG Associates and Mercer University. Sunglow Wealth Advisory LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, privately held companies, and qualified retirement plans. The fee-only firm manages approximately $73.7 million, employing a value-oriented, fundamental analysis approach that incorporates options strategies and emphasizes diversification and a multi-year investment horizon.

Randy Brunson is a financial advisor at Centurion Advisory Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centurion Advisory Group, LLC since 2006. Centurion Advisory Group serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, providing financial planning, investment management, retirement plan consulting, and project-based general consulting. The firm uses proprietary asset-allocation models combining fundamental and technical analysis and implements portfolios through mutual funds, ETFs, and individual securities.

Robert Gaillard is a financial advisor with Arch Partners Wealth Management, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling individual life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, profit-sharing, and corporate clients. The firm primarily uses passive investment strategies with mutual funds and ETFs and manages approximately $109 million in discretionary assets.

Kassia Jezak is a financial advisor with C.W. O'Conner Wealth Advisors, Inc. in Duluth, GA, holding a Series 66 designation and having two years of industry experience. Her prior experience includes roles at Fidelity Investments and Coyote Logistics LLC/RXO Inc. She has also spent multiple years affiliated with The University of Alabama in various capacities. C.W. O'Conner Wealth Advisors, Inc. is an independent, fee-only registered investment adviser with a three-advisor team managing over $260 million for approximately 135 clients. The firm offers tailored wealth management, investment management, financial planning, and retirement-plan advisory services to a diverse client base, providing both discretionary and non-discretionary portfolio management alongside non-investment consulting such as real estate and income tax planning.

Steven Harrison is a financial advisor with D.L. Fields Advisory Group, LLC in Duluth, GA. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Intuit and the City of Brookhaven. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers tailored investment strategies using fundamental and technical analysis, with portfolios reviewed regularly and services provided on both asset-management and hourly planning bases.

Mark Lloyd is a financial advisor at The Lloyd Advisory Group in Suwanee, GA, with 2 years of industry experience and a Series 65 designation. He has worked at Lloyd Advisory Services, LLC since 2011. Lloyd also serves as Client Relations Manager at The Lloyd Group, Inc., an insurance agency where he manages client service operations and assists with account applications and rollovers. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts, utilizing third-party model portfolios and ongoing rebalancing. The firm’s investment approach incorporates a three-bucket framework emphasizing growth, income, and fixed insurance-based assets, and it integrates commissionable insurance sales as a key component of its advisory process.

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.