John Sena is a CFP® with 17 years of industry experience and is the sole advisor at Mike Sena Advisors, Inc. Prior to founding his firm, he worked at Supporting Your Choices, Inc. for six years. Mike Sena Advisors, Inc. provides personalized financial planning and discretionary investment management to individuals and various entities, including profit-sharing plans, trusts, and charitable organizations. The firm operates on a fee-only basis using hourly, project, or retainer fees rather than asset-based charges, and employs a disciplined investment approach incorporating fundamental, technical, cyclical, and charting analysis.

Trevor Reece is a financial advisor at Waypoint Financial Planning, LLC in Marietta, GA, holding a Series 65 designation with one year of industry experience. Prior to founding Waypoint in 2025, he worked for Blue Trust from 2023 to 2025 and spent nine years at McKinsey & Company. Waypoint Financial Planning, LLC serves individuals, high-net-worth clients, charitable organizations, corporations, and trusts with fee-only investment management and financial planning. The firm employs discretionary portfolio management using modern portfolio theory combined with fundamental and cyclical analysis, tailoring recommendations to client risk tolerance without requiring a minimum account size.

My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/

Cornelius Davis Jr. is a ChFC® credentialed advisor with seven years of experience, currently serving as the sole advisor at Personal Econome, LLC in Decatur, GA. Prior to his advisory career, he worked for 13 years at the U.S. Department of Transportation. He is also a licensed insurance agent and tax preparer. Personal Econome, LLC provides financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm operates as a solo practice without managing client assets, focusing on a long-term investment approach tailored to client objectives.

Donald Tessmer is a CFP® professional with 35 years of experience in the financial industry. He is the owner and operator of Tax & Financial Management in Atlanta, GA, where he has worked since 1991. Tessmer previously worked at Kovack Securities Inc. from 2014 to 2017. Tax & Financial Management provides ongoing portfolio management and financial services primarily to individual and high-net-worth clients. The firm emphasizes equities within a long-term trading approach guided by written Investment Policy Statements and manages approximately $30 million in discretionary assets.

Felicia Voloschin is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Life's Business, Inc. in Atlanta, GA. She is also president and owner of Life's Business Tax and Consulting Services, Inc., a CPA firm providing tax preparation, planning, and business consulting. Life’s Business, Inc. is an independent, single-adviser firm offering asset management and comprehensive financial planning to individuals and businesses. The firm employs fundamental, technical, and cyclical analysis with a focus on broad-based funds held for longer terms, and it provides both discretionary and non-discretionary management services.

Dawn Barnes is president of Aurora Bay Capital and has 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Aurora Bay Capital since 2010, including her current role since 2019. Barnes also serves as an outside director and audit committee member for Green Thumb Industries, a major multi-state cannabis operator, and is on the board of advisors for Serovita Holding Corporation, a cannabis beverage manufacturer. Additionally, she consults for an AI company, R4 Technologies Inc. Aurora Bay Capital is an independent investment manager providing discretionary portfolio management and advisory services to institutional clients, pooled investment programs, individuals, trusts, and non-profits. The firm combines fundamental and technical analysis with customized asset allocation, utilizing individual bonds, equities, and ETFs, and routinely selects third-party managers to implement client portfolios.

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 at Legacy Partner Group with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Cetera Wealth Services. Legacy Partner Group is an independent advisory practice that provides fee-based, discretionary portfolio management and custom investment services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm employs a tactical allocation strategy using fundamental and cyclical analysis to manage risk and seeks improved performance across approximately $85 million in discretionary assets.

Anish Rathod is a financial advisor at Assetguard Financial Services Inc. He holds Series 63 and Series 66 designations and has nine years of industry experience. Prior to his current role, he worked at Avantax Advisory Services and Avantax Investment Services. In addition to financial advising, he provides tax consultation and payroll services to business clients and assists individuals with tax returns. Assetguard Financial Services Inc. offers portfolio management and financial planning services to individual and high-net-worth clients. The firm focuses on fundamental analysis and a long-term investment horizon while serving as a fiduciary and providing accounting services alongside its investment offerings.

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 seven years of industry experience. He previously worked at Forest Investment Associates for six years before joining Buckhead Resources in 2019. Hall is also an Affiliate Professor and Instructor at Auburn University, where he teaches courses on a part-time basis. Buckhead Resources is an independent advisory firm specializing in portfolio management, subadvisory services, financial planning, and business consulting focused on natural-resource assets. The firm uses a combined fundamental, quantitative, and technical analysis approach, offers periodic educational seminars at no charge, and typically seeks discretionary authority to manage personalized portfolios.

Richard Vaughan is a financial advisor with 21 years of industry experience, currently serving as the sole advisor at 401K Advisory Group, Inc. He holds Series 63 and Series 66 designations and previously worked at Centaurus Financial, Inc., Waterstone Financial Group, Inc., and Citigroup Global Markets. Outside of finance, Vaughan spent five years at Dominos Pizza. 401K Advisory Group, Inc. provides pension plan sponsors and participants with fiduciary guidance focused exclusively on qualified retirement plans, including 401(k) and defined benefit arrangements. The firm emphasizes a conservative, fundamental-analysis approach using mutual funds and ETFs, tailoring advice to client goals without taking custody of assets or acting as a broker-dealer.

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.

Joe Richardson is a CFP® professional with 19 years of experience, operating as the sole advisor at Strategic Capital Planning, Inc. in Kennesaw, GA since 2006. He also has a long-standing role with the Cobb County School District beginning in 2001. Outside of financial advising, he provides accounting services and oversees the accounting department for Planters Rural Telephone Cooperative. Strategic Capital Planning, Inc. offers personalized financial planning, 401(k) consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses mutual fund–based strategies with a focus on passive funds and delivers portfolio management mainly on a non-discretionary basis with regular client involvement.

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 previously worked at Triad Advisors, Inc. and Peachcap Tax & Advisory, LLC. Outside of investment advisory, he operates a tax and accounting practice and holds insurance appointments with multiple carriers. The Klausman Group provides investment advisory and financial planning services to high-net-worth individuals, business owners, and corporations. The firm combines advisor-managed portfolios with third-party management and research to support portfolio construction and monitoring, offering both discretionary and non-discretionary accounts.

Latoya Maddox is a CFP® with 19 years of industry experience. She is the principal of Infinity Financial Wealth Management LLC and has previously worked with NAMCOA - Naples Asset Management Company and the Financial Industry Regulatory Authority. Outside of her advisory role, Maddox is a licensed insurance agent and operates a tax preparation business, as well as teaching pre-license insurance courses and serving as a FINRA arbitrator. Infinity Financial Wealth Management LLC provides discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory in portfolio construction and offers strategies including long-term investments, option writing, and derivatives within separately managed accounts.

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 holds a Series 66 license with eight years of industry experience. She is the sole advisor at Temperance Wealth Management and has previously worked at firms including Advocacy Wealth Management, ABG Financial Services, and Polaris Wealth Management. Outside of advising, she is also a licensed insurance agent. Temperance Wealth Management serves individuals, non-profits, businesses, and pension plans, offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, cyclical, and economic analysis and regularly utilizes third-party money managers and model providers through the AssetMark platform.