Joseph Hampton is a CFP® affiliated with Financial Consultants Group Inc in Cumming, GA. He has prior work experience at Tender Lawn Care, Inc. and The University of Georgia. Hampton has been with Financial Consultants Group since 2024. Financial Consultants Group serves individuals and families, including high-net-worth clients, as well as corporations and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and integrates AI and machine learning tools with ongoing due diligence.

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.

Austin Rowland is a Series 65 licensed advisor with TRUFP, based in Cumming, GA, and has two years of industry experience. Prior to his advisory role, he worked in the food service industry and held various positions including at DePalmas Downtown Italian Cafe and 19 Degrees N Seafood and Grille. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm employs an individualized investment process based on client objectives and risk tolerance, managing accounts through Schwab Institutional with regular reviews and financial plans.

Contey Smith is a CFP® professional with five years of industry experience, currently with Origin Investment Advisory LLC. Prior to joining Origin, Smith worked at Motus Wealth, LLC, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Smith also provides financial planning services under contract for Blend Financial, Inc. doing business as Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm uses a Modern Portfolio Theory-based investment approach enhanced with behavioral finance adjustments and employs an AI-driven advisory platform to deliver personalized recommendations.

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 Series 65 licensed advisor at RFG Advisory, LLC with over 14 years of industry experience. He previously worked at Soliant for 13 years and rejoined RFG Advisory in 2026. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and access to alternative investments, employing both actively managed and passive strategies with an emphasis on risk management.

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 13 years of industry experience, currently serving at RFG Advisory, LLC. Prior to joining RFG Advisory and its affiliate Black Oak Asset Management in 2026, he spent 12 years at Silver Oak Securities Inc. Outside of his advisory work, Ledden is a travel baseball head coach and serves as an unpaid board member for a nonprofit ministry. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role with the Bluemonte family of ETFs and its service to investment companies and public sector clients.

Andrew Rodgers is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His work history includes roles at Peak Brokerage Services, LLC, Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Dempsey Lord Smith, LLC. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party money managers and model portfolios, utilizing a client-tailored investment process supported by vendor analytics and due diligence on sub-managers.

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 since 2021. In addition to her advisory roles, she is involved with Myriad Genetics, where she has been since 2013. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a combination of actively managed and passive strategies, alternative investments, and comprehensive portfolio management services.

Lisa Evans is a financial advisor at Kovack Advisors, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Kovack Securities Inc. since 2014. Evans is also involved in her local community as a finance committee member at Pine Crest Baptist Church of Forsyth County. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Joshua Vaughan is a CFP® with nine years of industry experience and is currently an advisor at Mission Wealth Management, LP. His prior roles include positions at Homrich Berg, the Detroit Lions, Bank of America, and Merrill. Outside of his advisory work, Vaughan engages in public speaking and motivational talks and provides private football training for athletes, drawing on his background as a former professional athlete. Mission Wealth Management is an SEC-registered, multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers a tiered service model that includes financial planning, portfolio management, and consulting.

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 is a financial advisor with Brookwood Investment Group in Buford, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include work at Redwood Private Wealth LLC, Belpointe Asset Management, and LPL Financial LLC. Outside of advisory work, he is involved with Empowered-Home, a business activity noted in his background. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies and supplemental services through third-party platforms.

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 financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and six years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019 and also works with U.S. Health Advisors. Outside of advisory work, she is active as a licensed insurance agent specializing in life, health, long-term care, and disability insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.

George Nickels is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously spent nine years with Edward Jones. Outside of his advisory role, he is also an insurance agent at ETS Financial, Insurance Services. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses a combination of third-party money managers and direct advice on equities, ETFs, and mutual funds, with portfolios managed largely on a discretionary basis and subject to formal annual reviews.