Robert Corbitt is a Certified Financial Planner® with 13 years of industry experience, currently serving as the sole advisor at Keystone Financial Consultants, Inc. in Atlanta, GA. He has been with Keystone since 2002. In addition to his advisory role, Mr. Corbitt is a licensed CPA who provides tax return preparation and tax planning services to various organizations. Keystone Financial Consultants advises individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a top-down investment approach combined with fundamental and technical analysis, managing accounts with strategies that may include tax-sensitive positioning, options, and margin use.

James Dowdy is a financial advisor with Legacy Partner Group in Duluth, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 24 years of industry experience. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Cetera. Legacy Partner Group is an investment manager offering fee-based, discretionary portfolio management and custom investment services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy using fundamental and cyclical analysis across a broad range of securities.

Gerald Delon is the sole advisor at Gerald L. Delon, PhD, an independent registered investment adviser based in Duluth, GA. He has 22 years of industry experience and has been involved in financial services since 1973. Gerald holds a Ph.D. in Business and Management Systems. The firm provides discretionary portfolio management to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients such as pension and profit-sharing plans. It follows a conservative, capital-preservation investment approach with balanced asset allocation and uses a combination of fundamental and technical analysis while avoiding high-risk strategies.

Richard Hall is a financial advisor at Buckhead Resources, Inc. in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He previously worked at Forest Investment Associates from 2013 to 2019. Outside of his advisory role, Hall serves as an Affiliate Professor and Instructor at Auburn University, teaching courses for which he receives compensation. Buckhead Resources provides portfolio management, subadvisory services, financial planning, and business consulting focused on natural-resource assets. The firm combines fundamental, quantitative, and technical analysis in a tailored investment process and offers educational seminars and workshops to clients at no charge.

Richard Vaughan is a financial advisor with 20 years of industry experience, currently operating at 401K Advisory Group, Inc. in Sandy Springs, GA. He holds Series 63 and Series 66 designations and has worked at his current firm since 2009. Prior to that, he spent five years with Domino's Pizza. 401K Advisory Group, Inc. focuses exclusively on advising pension plan sponsors and participants in qualified retirement plans, particularly 401(k) plans and other defined benefit and contribution plans. The firm provides fiduciary guidance and personalized financial-wellness coaching, employing a conservative, fundamental-analysis approach centered on mutual funds and ETFs.

Brent Morrison is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at Zuma Capital Management, LLC, where he has worked since 2013. Prior to that, he was associated with Strome Group beginning in 2009. Outside of his advisory work, Mr. Morrison serves as Interim CEO of Regional Health Properties, Inc., a publicly traded real estate company. Zuma Capital Management provides portfolio management and investment-advisory services primarily to individual investors and also sponsors private pooled investment vehicles. The firm employs personnel with CFA and FRM designations and incorporates hedge fund and private investment office experience in its portfolio construction and risk management, while maintaining distinctive fund sponsorship and performance fee structures.

David Jenkins is a financial advisor at Trestle Wealth Advisory, LLC in Duluth, GA, holding a Series 65 designation with 11 years of industry experience. He previously worked at Elevate Wealth Advisory, Inc. for nine years before joining Trestle Wealth Advisory. Trestle Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs modern portfolio theory to construct non-discretionary portfolios and conducts no-charge educational seminars, while relying on third-party platforms for account administration and trade processing.

Henry Klausman is the sole advisor at The Klausman Group in Atlanta, GA, holding a Series 63 designation with 55 years of industry experience. He has worked with Triad Advisors, Inc. since 2016. Outside of advisory services, he is involved in tax and accounting work and insurance sales through his proprietorship established in 1966. The Klausman Group provides investment advisory and financial planning services primarily to high-net-worth individuals, business owners, and corporations. The firm combines advisor-managed portfolios with third-party manager options and integrates third-party research and analytics to support portfolio construction and monitoring.

Latoya Maddox is a CFP® with 19 years of industry experience and is the principal of Infinity Financial Wealth Management LLC. She previously worked at NAMCOA - Naples Asset Management Company, LLC, and serves as a FINRA arbitrator. Outside of advisory activities, she is involved in tax preparation, insurance sales and marketing through her role at OakBridge Insurance, and teaches pre-license insurance courses. Infinity Financial Wealth Management provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory in its investment approach and integrates advisory services with affiliated insurance and tax preparation businesses.

Richard Taylor is the sole advisor at Avid Wealth Management Group, LLC in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Mutual Service Corp and HLB Advisory Services, LLC since 2009 and has been associated with HLB Gross Collins, P.C., a full-service CPA and consulting firm, since 1973. Outside of his advisory work, Taylor is a principal and shareholder at HLB Gross Collins and is also a flight instructor. Avid Wealth Management Group primarily serves individuals, high-net-worth clients, trusts, estates, and employers sponsoring defined-contribution plans. The firm combines fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation and diversification, managing accounts mostly on a discretionary basis with regular reviews and occasionally recommending third-party managers.

Isis Waites is a CFP® and Series 66-licensed financial advisor at Temperance Wealth Management in Atlanta, GA, with eight years of industry experience. Her career includes roles at firms such as Advocacy Wealth Management, ABG Financial Services, and Polaris Wealth Management. Waites is also a licensed insurance agent. Temperance Wealth Management serves individuals, non-profits, businesses, and institutional clients with portfolio management, financial planning, and consulting services. The firm uses a variety of investment methods and often employs third-party money managers through the AssetMark platform, combining model output with professional judgment in its discretionary management approach.

Kaya Ladejobi is a financial advisor at Earn Into Wealth Strategies with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Earn Into Wealth Strategies since 2015. In addition to her advisory work, she is a member and owner of Your Money MBA LLC, a financial education company where she develops educational workshops. Earn Into Wealth Strategies is a boutique advisory firm serving individuals, families, and business owners with comprehensive financial planning and modular wealth management services. The firm emphasizes diversified, low-cost index funds and ETFs, focusing on portfolio construction and ongoing monitoring while typically referring clients to third-party investment managers.

Trevor Gunter is a CFP® professional and the founder and lead advisor at Four Pines Financial. After earning a degree in Business and Economics at Wheaton College, Trevor built his career across large asset management firms and boutique planning practices. Along the way, he noticed a pattern: people were often paying more than they should, holding investments that didn’t match their goals, and feeling unsure about the “why” behind their financial decisions. He started Four Pines to offer a better experience - independent fiduciary advice that’s grounded in expertise and delivered in plain English. Trevor’s approach is steady and practical, with a focus on helping clients understand their plan, make confident decisions over time, and keep their money aligned with what matters most. Outside of the office, Trevor enjoys sports, travel, trying new restaurants, and spending time with family.

Randall Martin is the sole advisor at Randall P Martin, an independent firm based in Brookhaven, GA. He holds a Series 65 designation and has 14 years of industry experience, having operated his firm since 1993. Randall P Martin provides discretionary portfolio management to individual clients through separately managed accounts and a privately offered 3(c)(1) fund. The firm’s investment approach integrates fundamental analysis, trend-following, and tactical allocation with an emphasis on quality securities, low turnover, and tailored risk management.

Paul Earl is the principal advisor at P. G. Earl Investment Advisers, L.L.C. in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his independent advisory firm since 1999. Outside of advisory services, he serves as treasurer for a family-owned real estate business. P. G. Earl Investment Advisers provides fee-based investment advisory and portfolio management services to individual and institutional clients. The firm employs a fundamental analysis approach with an emphasis on mutual funds and manages accounts on a discretionary basis.

Gabriel Feurdean is a financial advisor at Stardust Capital with a Series 65 designation and four years of industry experience. He has been with Stardust Capital since 2019 and was self-employed for 12 years prior. He also has a background in music and arts spanning 15 years. Stardust Capital is an independent, state-registered investment adviser that provides discretionary portfolio management to a small client base, including individuals, trusts, estates, investment companies, charitable organizations, other advisers, and corporations. The firm employs a goals-based, long-term investment approach with value-oriented security selection and occasionally uses lower-risk options strategies for income or hedging.

Michael Gutt is the sole advisor at Gutt Financial Management, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Gutt Financial Management since 1986. Gutt Financial Management, LLC is a fee-only investment adviser that offers personalized financial planning and investment management services to individuals and other entities. The firm employs a strategic asset-allocation, core-and-satellite approach, using passively managed index funds and ETFs as core holdings supplemented by selective active managers, with portfolios globally diversified and managed on either a discretionary or non-discretionary basis.

Donald Slowinski is a financial advisor at Winslow Asset Group, LLC in Lawrenceville, GA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Winslow Asset Group since 1999. In addition to his advisory role, he serves as a general partner and portfolio manager at SMS Capital Partners L.P. Equity Fund. Winslow Asset Group, LLC is an independent investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients, including corporations, trusts, estates, and charitable foundations. The firm employs a combination of proprietary fundamental research and technical analysis to actively manage portfolios across various instruments and manages assets on both discretionary and performance-fee bases.

James White is a CFP® professional with three years of industry experience. He currently leads Forty Two Wealth LLC and previously worked at Weaver Capital Management LLC and Homrich Berg. Prior to his financial advisory career, he operated James White Golf Enterprises LLC for six years. Forty Two Wealth LLC provides advisory services to individual and high-net-worth clients through discretionary portfolio management and non-discretionary monitoring. The firm manages a small client base with approximately $32 million in assets, employs a buy-and-hold strategy supplemented by various analytical methods, and offers specialized monitoring for alternative investments.

Carl Macko is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been the sole advisor at Synergy Capital Management, LLC since 2007. The firm provides fee-only financial planning and investment management services to individuals, families, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. Synergy Capital Management employs a core-and-satellite investment approach that emphasizes passive index funds and ETFs, supplemented by selective active funds or individual securities, managing portfolios under documented investment policies with discretionary trading authority.