Robert Sell is a financial advisor at Polaris Asset Management, LLC with six years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Axiom Asset Management, Actify Investor Retirements, and Weaver Capital Management. Outside of advising, he works as a self-employed mathematics tutor, providing instruction to high school students and college entrants. Polaris Asset Management offers private wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutional clients. The firm employs a risk-profile-based investment approach and provides formal retirement-plan consulting and fiduciary services, including discretionary and non-discretionary account management.

Allison Mitchamore is a CFA® charterholder with 19 years of industry experience. She is employed by BellSouth Corporation as Director of General Ledger, managing a team of 28 accountants responsible for accounting across 30 affiliate companies. Mitchamore is in the process of establishing WealthWise Financial Solutions, LLC to offer financial planning services. WealthWise Financial Solutions provides financial planning, investment management, and advisory consultations to individuals, small businesses, trusts, estates, and retirement plans. The firm combines fundamental analysis with customized asset-allocation strategies and integrates accounting and tax-preparation services alongside investment management.

Gregory Corneille is a CFP® professional with 18 years of industry experience. He has been with Choice Wealth Management, LLC since 2013. Choice Wealth Management provides discretionary investment supervisory services to individuals, businesses, and non-profit organizations. The firm develops Investment Policy Statements for clients and manages portfolios using individual stocks, ETFs, and options, employing both long-term and short-term trading strategies with regular portfolio monitoring.

Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.

Tiberiu Marian is a CFP® and Series 66-registered advisor with 13 years of industry experience. He is the principal at Shadowbrook Private Wealth LLC, serving there since 2022. Prior to founding Shadowbrook, he worked at Morgan Stanley Private Bank and JPMorgan Securities. He also serves as a guest lecturer at the University of Bucharest. Shadowbrook Private Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm constructs customized portfolios with a range of investments and combines discretionary management with comprehensive financial planning, using AI tools alongside fundamental and technical analysis to support decision-making.

Jeffrey Wilson is a CFP® professional with 18 years of industry experience, serving as the sole advisor at Wilson Financial Group, LLC since 2001. He holds the Series 63 and Series 65 licenses. Outside of advisory services, he dedicates part of his time to business consulting and tax and accounting work through his firm. Wilson Financial Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $38.3 million for around 37 clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting.

Srikanth Madineni is a financial advisor at Omega Advisory LLC in Cumming, GA, holding a Series 65 designation with nine years of industry experience. He has been with Omega Advisory LLC since 2017. Omega Advisory LLC provides fee-based financial planning, investment consulting, and portfolio management services to individual, high-net-worth, corporate, and non-U.S. clients. The firm focuses on a mix of fundamental, technical, and cyclical analysis to identify undervalued assets, with an emphasis on long-term investments alongside short-term strategies when appropriate.

Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at firms such as Edward Jones, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of financial services, he has been involved with Sovereign Sports Performance LLC, indicating interests beyond the advisory field. Privé Wealth Management serves individuals, families, business owners, trusts, small businesses, and nonprofit organizations through a range of financial planning and investment management services. The firm emphasizes a goals-based investment approach with diversified, low-cost index funds and tax-efficient strategies, offering both discretionary and non-discretionary services without minimum account sizes.

Eric Broadus is a financial advisor at Can Serve Free LLC with four years of industry experience. He holds a Series 65 designation and has worked at AGCO Corporation and Stryker. Can Serve Free LLC provides fee-based, primarily online investment advisory and quantitative portfolio management services focused on cancer/oncology stocks and healthcare real estate investment trusts. The firm serves individual investors, high net worth clients, businesses, and not-for-profit organizations using a Modern Portfolio Theory-based approach with fundamental and technical analysis.

Robert Robinson is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Confidant Financial Solutions, LLC since 2015, where he is the sole advisor. Confidant Financial Solutions serves individual households, including high-net-worth clients, offering discretionary asset management and modular financial planning tailored through a fact-finding process. The firm uses model portfolios primarily composed of exchange-traded funds representing Morningstar style boxes and monitors accounts quarterly, with a focus on both long-term orientation and the ability to trade actively when authorized.

Donald Mccarty Jr. is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Financial Decision Partners, LLC in Snellville, GA. He has been with Financial Decision Partners since 2000. Financial Decision Partners manages approximately $14.1 million across about 36 client relationships, providing financial planning and portfolio management to individuals, trusts, and estates. The firm employs a fundamentally value-oriented investment approach with a long-term perspective and offers comprehensive, limited, and hourly financial planning alongside discretionary and non-discretionary asset management.

Patrick Volpe is a financial advisor at Brooke Forest Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Latitude Advisors, LLC and Edward Jones. Outside of his advisory role, he is a licensed insurance agent. Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, offering portfolio management and financial planning without an account minimum. The firm employs various analytic approaches and maintains discretionary trading authority to manage a diverse range of investment vehicles.

Sam Evans is a CFA® charterholder based in Duluth, GA, with 15 years of industry experience. He currently operates Evans Wealth Management and has been affiliated with Legacy Planning Group, Inc. and Golden Years Advisory, LLC. In addition to his advisory work, Evans teaches accounting and finance on a part-time basis. Evans Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, generally those with at least $1 million in investable assets. The firm provides comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis, and incorporates tax considerations and a mix of public and private market strategies.

Barrett Carter is a financial advisor at Lexus Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EverGreen Capital Management, Inc. and Bank of America, N.A. Lexus Wealth Management serves individual and high-net-worth clients as well as institutional clients, managing approximately $42.3 million for about 279 clients through a three-advisor team. The firm provides discretionary portfolio management, financial planning, retirement rollover advice, and consultation services, using a mix of fundamental, technical, and modern portfolio theory approaches with active account monitoring and tailored investment strategies.

Kevin O'Conner is a ChFC®-designated advisor at C.W. O'Conner Wealth Advisors, Inc. with two years of industry experience. He has been with the firm since 2023, following a prior 10-year period at the same firm under a slightly different naming convention. C.W. O'Conner Wealth Advisors, Inc. is a fee-only independent registered investment adviser with a three-advisor team managing approximately $264.6 million for about 135 clients. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors, using client-specific strategies and both discretionary and non-discretionary portfolio management.

Gary Skeen is a financial advisor at Retirement Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been involved with the Church Benefits Board since 2001. Retirement Wealth Management provides investment advisory, financial planning, and pension consulting services primarily to institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes plan-level services and uses a long-term, asset-allocation approach based on Modern Portfolio Theory, implementing strategies through selected sub-advisers and offering specialized pension consulting.

Lance Newsome is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Newcorp Wealth Management since 2018 and previously at Maryland Financial Group, Inc. and LPL Financial. Newsome is also involved in independent insurance sales focused on non-variable life and annuity products. Newcorp Wealth Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses tailored asset-allocation frameworks incorporating multiple investment strategies and offers ERISA fiduciary services alongside individual wealth management.

Darrell Roberts is a financial advisor with American Wealth Advisors, LLC in Johns Creek, GA, holding a Series 63 designation and over 21 years of industry experience. He has been with American Wealth Advisors since 2007. American Wealth Advisors, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis to build long-term, diversified portfolios primarily using low-cost funds, with ongoing personal contact and periodic reviews tailored to client needs.

Barry Spencer is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with 14 years of industry experience. He has been associated with Boomfish Wealth Group, LLC since 2010 and Boomfish Inc. since 2008. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles, long-term investing, and risk management, utilizing fundamental and technical analysis along with third-party sub-advisers and the AE Wealth Management platform.