Kasey Gaines is a CFP®-certified financial advisor with five years of industry experience, currently serving as the sole advisor at Psalm Capital in Atlanta, GA. Prior to founding Psalm Capital, Gaines worked at RBC Capital Markets, Independent Capital Management, and JP Morgan Chase Co. Psalm Capital is an independent firm providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, quantitative, and technical analysis to manage portfolios that include public and private securities, alternative investments, and tailored risk strategies for a small, concentrated client base.

Davis Bradley is a financial advisor at Bradley Wealth Group, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Pandowealth, LLC and Southern Company, as well as a brief tenure with Northwestern Mutual. Bradley Wealth Group is an independent, boutique firm providing investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a mix of passive and active strategies and offers portfolio management alongside retirement, tax, estate, and college-savings planning.

David Raymon is the principal of Raymon Capital Advisors, LLC, an independent firm based in Atlanta, GA. He holds a Series 66 designation and has 20 years of industry experience, including seven years at Charles Schwab. In addition to his advisory role, he is licensed as an insurance agent and engages in the sale of various insurance products. Raymon Capital Advisors provides investment advisory and financial planning services to individual clients, offering both discretionary and non-discretionary managed accounts without a minimum account size. The firm tailors portfolios based on client risk tolerance and investment objectives, employing strategies such as asset allocation and dollar-cost averaging.

David Boone is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is the sole advisor at Atlanta Wealth Management, Inc., a firm he has been with since 1991. Outside of his advisory role, he operates Financial Graphics Atlanta, providing spreadsheet and database consulting services unrelated to investment. Atlanta Wealth Management offers fee-only financial planning and investment advisory services to individuals, families, and trustees of personal trusts. The firm emphasizes integrated planning and portfolio management, discretionary management of mutual funds and ETFs, and specialized fiduciary services for trust investment stewards.

Joshua Cochran is a CFA charterholder and holds a Series 66 designation with 16 years of industry experience. He is the sole advisor at Cochran Wealth LLC, an independent firm he has led since 2015. Cochran Wealth provides fee-only comprehensive financial planning and investment advisory services to individuals and select institutional clients. The firm offers customized financial plans, portfolio management, retirement and estate planning, and pension consulting, employing a mix of passive and active management strategies within a fiduciary framework.

Robert Stowe is a financial advisor at Foxholm Financial in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding Foxholm Financial, he worked at Sedgwick and Bottomline Technologies. Foxholm Financial is an independent, fee-only advisory firm that serves individuals, families, and institutions, with a focus on Georgia-based STEM professionals and clients with equity-compensation considerations. The firm provides hourly and flat-fee advisory services without managing client assets, emphasizing evidence-based investment guidance and comprehensive financial planning.

Benjamin Hames is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He has been with Eight Ventures Private Wealth Management since 2019 and previously worked at the Georgia Department of Economic Development from 2014 to 2019. Eight Ventures provides financial planning and discretionary investment management to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term client relationships and customized financial plans, utilizing diversified portfolios and a range of analytical approaches to manage risk and optimize returns.

Kai Mays is a financial advisor with Guardian Wealth Advisory Services, LLC and holds a Series 65 designation. He has four years of industry experience and has been involved with firms including Avantax Advisory Services and AK Edwards Tax & Financial Services, where he has worked since 2005. He also operates as a sole proprietor. Guardian Wealth Advisory Services, LLC provides discretionary portfolio management and financial planning services for individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm tailors investment programs to client goals using a variety of analytical methods and strategies, and offers both fixed-fee financial planning and discretionary asset-based portfolio management.

Terrence Fox is a financial advisor at Safe Money Management in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Safe Money Management since 2011. Outside of his advisory role, he is the president and owner of Smart Risk Management, LLC, an insurance agency that provides life, long-term care, and disability insurance as part of his financial planning services. Safe Money Management offers fee-based financial planning to individual clients, including both non-high-net-worth and high-net-worth individuals, and works with third-party money managers to handle investment portfolios. The firm provides comprehensive planning services and serves as a liaison to external asset managers, using an analytical approach that incorporates fundamental, technical, and cyclical methods.

Bryan Ruiz is a CFP® professional with three years of industry experience, currently serving as the sole advisor at Harmonized Finance, LLC. His prior roles include positions at Divine Wealth Strategies, LLC and Kahler Financial Group. Outside of financial advising, he is involved with Your Serve Tennis, providing customer service and racket stringing. Harmonized Finance, LLC is a fee-only registered investment adviser offering investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a strategic asset allocation process combining passive and active methods and maintains a formal due diligence process for recommending outside managers.

John Miller is the sole advisor at Provident Capital Group, L.P., an independent firm based in Mableton, GA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including prior roles at Bank of America, Merrill, and Resonant Brands LLC. In addition to his advisory work, Mr. Miller is a licensed insurance agent in Georgia, though his insurance activities represent less than 5% of his professional time. Provident Capital Group provides ongoing investment management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm emphasizes long-term asset allocation with continuous portfolio management, incorporating fundamental, technical, and cyclical analysis, and utilizes third-party investment platforms for trade execution and account management.

Anthony Colunga is a financial advisor with Attend Wealth Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Guardian/Park Avenue Securities, Mass Mutual MML, Evolution Financial, Morgan Stanley, and Bbva. Outside of his advisory work, he is associated with Colunga & Co., a non-investment-related business. Attend Wealth Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a long-term investment approach grounded in modern portfolio theory. The firm customizes investment policy statements and asset allocations based on clients’ goals, tax considerations, and risk tolerance, and utilizes third-party managers selected through a documented due diligence process.

Colin Jennings is a financial advisor at Crescendo Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has concurrently worked at CafePress since 2012, where he is involved in business analytics and reporting for the senior executive team. Crescendo Capital Management provides discretionary investment supervisory services to individual and high-net-worth clients, focusing on value-oriented, fundamental analysis to identify equities and fixed-income securities trading below intrinsic value. The firm operates with a single investment professional and employs a value-driven strategy that includes small- and mid-cap equities, stressed industries, and below-investment-grade corporate bonds.

Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

Brian Sadler is a financial advisor with Boardwalk Capital Management, Inc. in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has worked with Boardwalk Capital Management since 2009 and also has experience at Kingswood Wealth Advisors. Outside of his advisory role, Sadler consults for companies packaging investment vehicles around distressed real estate properties. Boardwalk Capital Management provides fee-based investment advisory and discretionary portfolio management to individuals, employee retirement plans, and charitable institutions. The firm employs a broad asset allocation strategy, integrating tax-aware positioning and Sustainable and Responsible Investing criteria when requested, and also offers insurance-based planning and business financing assistance.

Christopher Williams is a financial advisor with Inceptive Financial in Atlanta, GA, holding a Series 65 designation and four years of industry experience. Before founding his firm, he worked at North Highland and Novelis. Outside of advising, he serves as a partner and CFO of a preschool, where he manages financial and tax-related responsibilities. Inceptive Financial provides financial planning services to individual and high-net-worth clients, focusing on long-term asset allocation, diversification, and rebalancing aligned with Modern Portfolio Theory. The firm offers fixed-fee financial planning and tax preparation services, does not manage client assets, and serves a focused client roster.

You've built something meaningful. Maybe it's a startup, a career in tech, a creative practice, or a business that finally found its footing. But with that growth comes complexity, and suddenly, your financial life doesn't feel like it's working for you. You're fielding K-1s, juggling RSUs, navigating AMT surprises, and wondering what to do with all these "opportunities" no one prepared you for. That's where I come in. I'm Mark Stancato, CFP®, EA, ECA, CRPS®, and founder of VIP Wealth Advisors. I work with people whose lives don't follow a straight line - tech professionals, business owners, executives, creatives. People with vision and drive but who don't have the time or desire to untangle spreadsheets, decode tax law, or second-guess every financial move. They want clarity. Confidence. A partner they can trust with the stuff that keeps them up at night. I didn't come from Wall Street. I came from the startup world, the stage, the grind of building something from nothing. I've bootstrapped businesses, advised founders through life-changing equity events, and helped creatives transform uncertain income into real wealth. I've been in rooms where ambition collides with identity, where money isn't just about numbers - it's about freedom, leverage, and making sure this all means something. That's the lens I bring to financial planning. At VIP Wealth Advisors, I combine deep tax expertise, thoughtful investment management, and white-glove service into one integrated experience. I file your returns, manage your assets, and help you make smart decisions with long-term impact. I'm not here to sell you products or overwhelm you with jargon. My purpose is to help you breathe easier, sleep better, and take action - knowing someone's watching the details. VIP stands for Very Intentional Planning, because that's what your life deserves. If you've outgrown generic advice and want a true partner who understands both the strategy and the story behind your success - we should talk. This isn't just planning. It's designing a life on your terms, with clarity and confidence at every step.

Christian Koch is a CFP® and holds a Series 65 license, with 16 years of experience in the financial industry. He is the sole advisor at Kam-South, LLC, an independent firm based in Atlanta, GA. Koch has a background that includes an ongoing academic appointment alongside his advisory role. Kam-South provides fee-only investment management and financial planning to individuals, families, and a select group of institutional and tax-exempt clients. The firm employs a long-term, value-oriented investment approach grounded in fundamental research and offers customized portfolios with specialized strategies and performance-based fee arrangements.

Orrodon Dinkins is a financial advisor at OBN Wealth Advisors with 16 years of industry experience. He holds the ChFC® designation and has previously worked at Guardian Life. Outside of his advisory role, he is an author and professional speaker through One Bucket Nation LLC. OBN Wealth Advisors is an independent firm serving individuals, including high-net-worth clients, and small businesses with financial planning, investment consultation, and retirement-plan advice. The firm employs a blend of fundamental, technical, and cyclical analysis combined with active and passive investment strategies, and regularly offers educational seminars and written materials.

Cecily Welch is a CFP® professional with 12 years of industry experience, operating through her firm Welch Financial Investments, LLC in Atlanta, GA. She also owns Welch Financial Advisors, a CPA firm, and integrates accounting and financial advisory services. Welch has worked continuously with her firms since 2010. Welch Financial Investments serves a select group of individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, estates, charities, and business entities. The firm focuses on diversified asset allocation based on Modern Portfolio Theory, typically using mutual funds and ETFs, and provides comprehensive financial planning and discretionary management, often coordinating with third-party managers for portfolio implementation and reporting.