Duncan Sullivan is a CFP® professional affiliated with MariPau Wealth Management LLC in Peachtree City, GA, with six years of experience in financial services. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked with Youth For Understanding and Clarke County Schools. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates and third-party managers, emphasizing custody of client assets at Fidelity and offering specialized platforms for managing employer retirement accounts.

Nathan Ellyson is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Derbend Asset Management for three years and Dogwood Auto Works, Inc. for seven years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.

Robert Burkholder is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Root Financial Partners and previously was with Pandowealh, LLC, H-Wave, Orangetheory, and Rapid Sports Performance. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Megan Hendrick is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and over 12 years of industry experience. She previously worked at Derbend Asset Management and Edward Jones. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Robert Dahl is a financial advisor at Gradient Securities, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Investment Services Inc and Prime Financial Strategies, LLC. Outside of his advisory role, he operates an Amazon store under Ultra Homes, LLC. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently employs third-party managers in its investment approach.

Emmett Beard Jr. is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at DAM2019, LLC dba DERBEND ASSET MANAGEMENT for over two decades before joining Waverly Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

James Mothorpe is a CFP® professional with 29 years of industry experience, currently serving at Capital Investment Group, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Peachtree City, GA. Outside of his advisory role, he volunteers as an ambassador for the Fayette County Chamber of Commerce and serves as treasurer for the Rotary Club of Peachtree City. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Scott Mansfield is a financial advisor at ON Investment Management Company with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The O.N. Equity Sales Company since 2008 and Ohio National Financial Services since 2003. In addition to his advisory role, he operates Cornerstone Financial Services, where he markets and sells life insurance, health insurance, fixed annuities, and Medicare insurance. ON Investment Management Company is an SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Brian Chustz is a financial advisor at Waverly Advisors, LLC with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a partner at The Chustz Law Firm and serves on the boards of Club Corp. and the Fayette County Chamber of Commerce. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non‑high-net-worth and high-net-worth clients.

Rodney Keyes is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Glp Investment Services, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, he conducts marriage workshops and counseling through Liberty In Life Ministries. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and incorporates model portfolios alongside options for portfolio-based financing.

Emma Godbee is a financial advisor with St. Bernard Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at St. Bernard since 2019 and previously spent nine years with Woodstock Financial Group, along with extensive experience in the insurance sector dating back to 1976. Outside of her advisory role, she serves on the City of Riverdale Zoning Appeals Board, the Clayton County Water Authority, and the Clayton County Development Authority. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm follows a long-term, conservative growth strategy with tactical asset allocation and emphasizes collaborative client relationships, combining fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Suzanne Presley is a financial advisor with Gladstone Wealth Partners, holding a Series 65 credential and two years of industry experience. She previously worked at Cetera Advisors, LLC, and Pyke & Associates, PC, where she is also a practicing attorney and owner. Outside of advising, she owns DocuClub, LLC, a document portal service for health care directives and related personal information. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored by representatives and supported by platform-level due diligence.

Angela Branham is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Jonesboro, GA. She has 22 years of industry experience, including roles at CRI Securities, Securian Financial Services, and Minnesota Life. Branham has been with Thrivent since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations across a wide range of planning topics. The firm combines planning with managed-account options under a consolidated billing system named “WealthPlan,” while maintaining separate planning and portfolio management services.

Thomas King is a financial advisor with Integrated Advisors Network LLC based in Peachtree City, GA. He holds a Series 65 designation and has six years of industry experience. Prior to joining Integrated Advisors Network, he worked at Auctum Wealth Management, AUCTUM CAPITAL, Spalding Amusement, and Financial Architects of the Low Country. Mr. King is also licensed as an insurance agent and sells insurance products independently. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a range of investment approaches and frequently utilizing third-party sub-advisers to implement client plans.

Victor Glymph is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and the trucking industry. Outside of financial advising, he owns and operates a dump truck business in Fayetteville, GA. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing principles into its portfolio management and employs a variety of analytical methods, often utilizing proprietary ETFs and sub-advisors in its investment approach.

Preston Sharpe is a CFP® with seven years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. He has previously worked at Derbend Asset Management, LLC and Wells Fargo in various capacities over eight years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a broad range of investment management, financial planning, and multi-family office services.

Robert Moore is a financial advisor with Lincoln Investment in Atlanta, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2000 and with Resurgers Risk Management since 1999. Outside of advising, he is involved in coaching football camps and prepares income taxes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice services and manages a combination of in-house and third-party investment strategies using both strategic and tactical approaches.

James Stevens is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience with First Command in various advisory, insurance, and brokerage roles, following prior service in the Georgia Army National Guard. Stevens is also the owner of Blue J Enterprises, LLC, through which he operates his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, delivering investment management through centralized teams and approved third-party managers, emphasizing in-person financial coaching and employee ownership.

Carson Wells is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Financial Services, Publix Supermarket, and Locust Grove High School. Outside of his advisory role, he is involved with Wells Financial Services, performing client-related research and administrative duties. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, employing a variety of managed programs and investment strategies.

Scott Hollowell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously with LPL Financial and Independent Financial Partners. Outside of advising, Hollowell serves as a member of the Fayette County, GA Board of Education and has participated as a film and television extra. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary management approaches and utilizes various analytical techniques and technology platforms to support client portfolios and planning.