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.

Connor Shay is the principal of Shay Wealth Partners and holds a Series 65 designation. He has work experience at Synovus Bank, Pathward Bank, and Delta Community Credit Union, totaling several years in the financial sector. Outside of his advisory role, a substantial portion of his time is dedicated to an outside banking business. Shay Wealth Partners is a state-registered investment adviser that plans to serve individuals, small businesses, trusts, and high-net-worth clients with asset management and financial planning. The firm offers discretionary portfolio management tailored to client goals and risk tolerances and provides hourly financial planning covering areas such as cash flow and retirement strategy.

Thomas Carlson is a CFA charterholder and financial advisor at 8020 Capital LLC with five years of industry experience. He previously worked at Northern Trust Corporation for 11 years, including senior portfolio management roles. 8020 Capital LLC provides discretionary wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term, portfolio-specific investment approach using both fundamental and technical analysis to guide asset allocation and security selection.

Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

Melvin Coleman is a financial advisor at Essential Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked concurrently as a sales consultant at CarMax since 2012. Essential Wealth Management Group is an independent firm providing discretionary portfolio management and construction for individual and corporate clients. The firm employs fundamental analysis for traditional accounts with a focus on long-term growth and also offers an Active Trading Program that uses technical analysis and advanced options strategies.

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.

Matthew Greene is a financial advisor at Throckmorton Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Throckmorton Advisors since 2024. Outside of his advisory role, Greene is a co-owner of Pocket Shot LLC, a sporting goods company. Throckmorton Advisors provides portfolio management and financial planning services to high-net-worth individuals, utilizing a combination of long-term and short-term trading strategies that include technical and charting analysis. The firm offers both discretionary and non-discretionary management across a variety of asset classes.

Daphane Simmons is a financial advisor with Nvest Wise, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Nvest Wise since 2007. Nvest Wise, LLC serves primarily small business owners and individual clients, providing financial planning, portfolio analysis, cash-flow and business consulting, and 401(k) plan services. The firm employs a disciplined investment approach that combines fundamental research with technical analysis and focuses on written recommendations rather than turnkey discretionary 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.

Robert King is a financial advisor at King Financial Investments Inc in Marietta, GA, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Bennie R King PC, The Medicus Firm, H2Office Technologies, and J Alexander's. He also works with Bennie R King PC, an accounting practice that manages portfolios through an exemption. King Financial Investments Inc provides discretionary portfolio management and ongoing investment oversight to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with both long- and short-term trading strategies, implementing portfolios primarily with ETFs, mutual funds, equities, and fixed-income securities.

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.

Hakeem Webb is a financial advisor at National Christian Financial Advisors, Inc. in Douglasville, GA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2006. In addition to his advisory role, he engages in solicitor activities for real estate lenders and provides investment banking services. National Christian Financial Advisors serves individual investors, pension plans, corporations, and other business entities, offering discretionary portfolio management, financial planning, and qualified plan consulting. The firm emphasizes active management focused on risk control and value principles and provides faith-based investment strategies alongside institutional portfolio management and sub-advisory services.

Adrian Tate is a financial advisor with Your Wealth Consultants LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Prior to founding his independent practice, he was associated with firms including Equitable Advisors, AXA Advisors LLC, and Alder Pelzer Group. Outside of advisory work, he has experience managing rental properties. Your Wealth Consultants LLC is a small, independent, state-registered advisory firm serving individuals, families, trusts, small businesses, and nonprofits. The firm employs a diversified, low-cost investment approach based on modern portfolio theory, utilizing primarily passively managed ETFs alongside other investment vehicles tailored to client objectives and risk tolerances.

Rodney Williams is a financial advisor at Brown Investors Wealth Management in Atlanta, GA, holding a Series 65 credential with four years of industry experience. He previously worked at ARC Unified and the Social Security Administration. Since 2024, he has been a licensed insurance agent, providing insurance services independently on a limited basis. Brown Investors Wealth Management serves individual clients with discretionary and non-discretionary portfolio management, utilizing equities, municipal and U.S. government securities, options, and insurance products. The firm customizes portfolios using various analytical methods and employs derivatives strategies, including option writing, in separately managed accounts.

Valerie Bowman is a financial advisor with Bowman Wealth Management in Smyrna, GA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include work with Empower Retirement and Havenn Hills, and she has been leading Bowman Wealth Management since 2019. She also has experience teaching at UCLA Extension. Bowman Wealth Management serves individual investors as well as institutional and tax-entity clients, including trusts, estates, charitable organizations, municipalities, and endowments. The firm offers discretionary investment management, financial planning with an emphasis on planned giving, tax return preparation, and educational workshops, combining institutional breadth with specialized services uncommon among similar-sized independent advisors.

You're building a life most people only imagine, and you've earned the right to enjoy it without carrying the weight of every financial decision alone. I started FWI to honor my mother – treating people with her care and compassion. I treat every client like family: I'm in your corner, one of your first calls when life changes, and there for the little questions too. I bring the highest credentials in the profession, more than two decades of experience, and the discipline of a former Marine. I'm a fee-only fiduciary with no conflicts, so my only interest is yours. My work goes beyond your plan: protecting your parents, preparing your children, and helping you step around the landmines you can't see coming. You get back your time, your peace of mind, and the confidence that your wealth reflects what matters most to you. If you've ever wondered whether you could be doing things a little better, let's find out together.