Carolyn Flournoy is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Financial Consultants Group, Inc. since 2022, and previously held roles at Investment Planning Advisors, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Financial Consultants Group, Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm uses a long-term, discretionary trading approach based on fundamental analysis, modern portfolio theory, and technical analysis, with regular client reporting and reviews.

Carson Greene is a financial advisor at Financial Consultants Group Inc with Series 65 credentials and one year of industry experience. Prior to his current role, he spent a year at Blue Vault Alternative Investments and has experience in other sectors including electric services and agriculture. He has been involved with the UGA Football Letterman's Club for six years. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts with discretionary portfolio management and comprehensive financial planning. The firm uses a long-term discretionary trading approach grounded in fundamental analysis, modern portfolio theory, and technical analysis, and incorporates technology such as artificial intelligence and machine learning in some service areas.

Contey Smith is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC. He has worked at Origin Financial, Motus Wealth, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Additionally, Smith is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach with behavioral-finance adjustments, utilizing AI-driven tools and automated compliance systems.

William Saville is a CFP® professional with eight years of experience at Starr-Mathews Financial, LLC, where he has worked since 2017. Prior to that, he spent 24 years at Regions Bank. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and offers a wrap-fee program alongside managed accounts.

Patrick Dotts is a financial advisor at RFG Advisory, LLC in Alpharetta, GA. He holds a Series 65 designation and has over 13 years of industry experience, including a long tenure at Soliant. RFG Advisory serves a diverse client base ranging from individual and high-net-worth investors to retirement plans and select institutional clients, offering a range of investment advisory and planning services. The firm employs a primarily discretionary investment approach that includes model portfolios, direct indexing, and access to alternative investments, while also acting as a sub-adviser to multiple ETFs and serving municipal and investment company clients.

Mariah Wisely is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Axxcess Wealth Management since 2018, with prior roles at Peachtree Wealth Strategies and State Farm. Outside of finance, she was involved with Lake Lanier Island Resort’s Sunset Cove Beach Cafe and Club for six years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers customized multi-asset portfolios and supports third-party managers through its distinctive Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Tyler Huck is a financial advisor with Prosperity Capital Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Oxygen Financial. Outside of advisory work, he provides tax planning and Medicare solutions through Vickery Tax and Accounting and Vickery Medicare Solutions. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as discretionary investment management, financial planning, and separately managed accounts.

Ryan Ledden is a CFP® with 14 years of industry experience, currently affiliated with RFG Advisory, LLC. He previously worked at Silver Oak Securities Inc for 12 years and has been involved in financial advisory roles since 2013. Outside of his advisory work, Ledden serves as a paid head coach for a travel baseball team and is a board member of a nonprofit ministry. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, access to alternative investments, and acts as a sub-adviser to multiple ETFs.

Andrew Rodgers is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His work history includes roles at Peak Brokerage Services, Cambridge Investment Research Advisors, Dempsey Lord Smith, SB Advisory, Berthel Fisher & Company Financial Services, and Equity Services. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm operates through a network of investment adviser representatives and offers tailored portfolio management, model portfolios, third-party managers, and wrap programs, with a focus on a network structure tied to affiliated firms and vendor arrangements.

Autumn Mower is a financial advisor at RFG Advisory, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Black Oak and Silver Oak Securities, Inc. She also has a long-term association with Myriad Genetics. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments through a multi-team platform.

Lisa Evans is a financial advisor with Kovack Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at Kovack Securities Inc., Resource Horizons Group LLC, Equitable Advisors, and Woodbury Financial Services. Outside of advising, she serves on the finance committee at Pine Crest Baptist Church of Forsyth County. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, utilizing an Envestnet-supported workflow and a combination of internally created models and third-party managers to implement and monitor client portfolios.

Joshua Vaughan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2025, he worked at Homrich Berg for seven years and has professional experience with the Detroit Lions, Bank of America, and Merrill. Vaughan also participates in community and motivational activities, including giving talks and private football training as a former professional athlete. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment management services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios through a mix of internal and third-party management to meet client needs.

Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.

Paul Salamon Jr. is a financial advisor at Brookwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, he is involved with Empowered-Home, a venture active since 2021. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains relationships with third-party managers and platforms, overseeing approximately $1.25 billion in assets under management as of the end of 2025.

Matthew Losanno is a financial advisor with Csenge Advisory Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with seven years of industry experience. He has worked at firms including Cinder Wealth Advisors, Vaikus Advisory Group, and Primerica Advisors, and previously held a position at Dell Technologies. Outside of his advisory roles, he owns and operates North GA Business Coach, a business coaching service focused on helping owners improve the value of their companies. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, constructing portfolios primarily with mutual funds and ETFs tailored to individual client goals.

Brian Cantel is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Berthel Fisher since 2006 and previously at BFC Planning, Inc. from 2016 to 2018. Cantel is also involved with the Rotary Club of South Hall as a director organizing service projects and social outings and serves as a sales representative for rare gold and silver coins. Berthel Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm provides a range of asset management solutions through multiple platforms and allows advisors to construct portfolios using various securities and strategies.

Cheryl Farmer is a Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc., where she has worked for seven years. Her background includes roles at Mutual of Omaha Insurance Company and U.S. Health Advisors. Outside of investment advising, she is active as a health insurance agent and has experience managing a small Airbnb campsite rental. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and offers financial planning, retirement plan consulting, and model portfolio management.

George Nickels is a financial advisor with First Advisors National, LLC, holding Series 65 and Series 66 credentials and four years of industry experience. He previously worked at Edward Jones for nine years. In addition to his advisory role, he is an insurance agent at ETS Financial, Insurance Services in Hoschton, GA. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm emphasizes third-party money manager selection and oversight, employing tactical and strategic asset allocation methodologies with discretionary account management.

Lyndsay Kim is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Triad Advisors, Inc. and currently serves at both Alera Investment Advisors and OSAIC. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term investment orientation.

Zachary Gerrells is a financial advisor with Blackridge Asset Management, LLC and holds a Series 66 designation. He has three years of industry experience and has worked at firms including Peak Brokerage Services and Cambridge Investment Research. He is also the owner of Gerrells CPA, LLC, a tax services business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management and access to various investment strategies, utilizing a model-based approach supported by affiliated platform providers.